This article provides detailed guidance for clinic users and dentists on how to mark an order as received on the Smile Genius platform. This feature is especially useful when a lab delivers an order outside the portal and does not update the shipment status within the system.
Overview
Marking an order as Received allows clinics and dentists to confirm that an appliance has physically arrived at the practice, even if the lab has not marked the order as shipped in the portal.
This action:
Updates the system to reflect delivery completion
Unlocks the ability to request a remake
Ensures accurate case tracking and lifecycle visibility
Does not depend on any action from the lab
Why Marking an Order as Received Is Important
In some situations:
The lab may deliver the appliance directly without updating the portal.
Shipment details may be shared outside Smile Genius.
The clinic receives the order, but the system still shows it as pending shipment.
By marking the order as received, the clinic ensures:
The system accurately reflects the real-world status.
Follow-up actions, such as remakes, are not blocked.
Clear documentation of order completion
Who Can Mark an Order as Received?
The following users can perform this action:
Practice Managers
Dentists
Authorized clinic users with case access
When Can an Order Be Marked as Received?
An order can be marked as received when:
The appliance has physically arrived at the practice.
The order has not already been marked as received
Important Rule:
A remake can be requested only when:
The lab has marked the order as Shipped, or
The clinic has marked the order as Received.
Accessing the Mark as Received Option
Log in to the Smile Genius Platform.
You can just navigate to the Cases tab.
Open the relevant case details page.
Locate the three-dots (⋮) menu at the top-right corner of the screen.
Select Mark as Received from the menu.
Step-by-Step: Marking an Order as Received
Step 1 - Review Case Details
Confirm that the appliance has been physically delivered to the practice.
Verify the case and service details before proceeding.
Step 2 - Mark the Order as Received
Click Mark as Received from the three-dots menu.
Review the confirmation message shown by the system.
Confirm the action.
What Happens After Marking an Order as Received?
Once confirmed:
The order status is updated to Received on the clinic side.
The case timeline reflects the received event.
The system recognizes the order as delivered.
The Remake option becomes available if required.
Note: Marking an order as received does not notify the lab or change lab-side shipment records.
Relationship Between Received Orders and Remakes
Remakes can be initiated only when the system confirms delivery.
Delivery confirmation occurs when:
The lab marks the order as Shipped, or
The clinic marks the order as Received
If neither action has occurred, the Remake option will remain unavailable.
Best Practices for Clinics & Dentists
Mark orders as received immediately after physical delivery.
Verify the appliance before marking it as received.
Use this option only when delivery has occurred.
Ensure correct case selection to avoid incorrect status updates.
Common Scenarios
Scenario 1 - Lab Delivered Outside the Portal
Appliance arrives without shipment updates in Smile Genius.
Clinic marks the order as received.
System status is updated accordingly.
Scenario 2 - Preparing for a Remake
Appliance received but requires correction.
Clinic marks the order as received.
The remake option becomes available.
FAQs
Q1. Can I mark an order as received before it physically arrives?
No. This action should be taken only after delivery.
Q2. Does marking as received notify the lab?
No. This is a clinic-side confirmation only.
Q3. Can I undo the received status?
This depends on system permissions. Contact Smile Genius Support if required.
Key Takeaways
Clinics and dentists can independently mark orders as received.
This is useful when labs do not update shipment status.
Marking an order as received enables remake requests.
Delivery confirmation is required for all remake workflows.
This workflow ensures flexibility, accuracy, and continuity in managing lab orders within Smile Genius.