This article explains how to access and use the Order Summary (individual case invoice) for your Dandy orders in Canada.
What is the Dandy Order Summary?
The Order Summary is a lab invoice for each individual patient case. It provides a detailed breakdown of lab work fees & any taxes associated with that specific order.
- Order Summaries are added automatically once a case ships
- They are available for individual patient cases
- These summaries are commonly used for insurance submissions and patient billing
Important: The Order Summary is not Dandy’s bill to your practice.
When is the Order Summary Available?
- The Order Summary becomes available only after the order has shipped
- You will not see the invoice while a case is still in production
Where Can I Access the Order Summary?
You can access Order Summaries from both:
- Dandy Web Portal
- Dandy Chairside Desktop App
How to Download an Order Summary
Follow the steps below to download the Order Summary for a specific patient case:
- Navigate to the patient’s order page
- Locate the green download icon on the order
- This icon appears to the right of the print icon
- And to the left of Quick Order Actions
- This icon appears to the right of the print icon
- Click the green download icon to download the Order Summary PDF
Getting Notified When Order Summaries Are Ready
If you’d like to be notified as soon as an Order Summary becomes available:
- You can enable email or SMS alerts in your User Notifications settings
Using the Order Summary for Insurance & Patient Billing
The Order Summary is intended to help you:
- Submit claims to insurance providers
- Bill patients for their individual cases
Please note:
- The Order Summary is not Dandy’s bill to your practice
- It should not be used to remit payment to Dandy
How Dandy Billing Works
Dandy sends a monthly billing statement to your practice:
- Statements are sent on the 1st of each month
- They include all orders placed in the previous month
- The monthly billing statement is the document that should be paid