Create a Warranty

A warranty is the clinic's commitment on work already done: crowns, implants, braces. The software stores the warranty card code, which service is covered, until when, and on which teeth.

Dental clinics only for now

Warranties are built for dental clinics, because a warranty card is tied to specific tooth positions. Other specialties do not use this tab yet.

Two steps, in this order

A warranty goes through two separate steps, and the order matters:

1. Create the warranty code for the customer — a single code, effectively the card number.
2. Create a warranty per service — each covered service is its own record, all attached to the code from step 1.

Without a code there is nothing for a warranty record to attach to, so nothing can be created.

Step 1: Create the warranty code

Open the customer (patient) profile → Warranty tab.

Illustration of the Warranty tab before a code exists

Mark	What it is
1. Warranty tab	Holds every card and warranty record for this customer.
2. + Create code button	Only appears while the customer has no warranty code.

Click + Create code and the window opens:

Illustration of the Create warranty code window

Mark	What it is
1. Warranty code	The software generates a number. Keep it, or replace it with your clinic's own convention.
2. Save	Stores the code on the customer.

Keep the generated code

The generated number is guaranteed not to clash with another customer. Hand-made codes like "BH001" collide as soon as several sites start entering data.

Step 2: Create a warranty per service

Once a code exists, the button on the Warranty tab changes to + Create warranty:

Illustration of the Warranty tab once a code exists

Mark	What it is
1. + Create warranty	Creates a warranty record for one service.
2. Card info	The warranty card code and its details.
3. Warranty info	The covered service, the warranty type and the expiry.
4. Doctor	The doctor responsible for that work.
5. Card status	Whether the card is still valid or expired.
6. Delivery status	Whether the physical card has been handed to the customer.

The button renaming itself is correct

No code yet → the button reads + Create code. Code exists → it reads + Create warranty. The button name tells you which step you are on.

Filling in the warranty

Illustration of the Add warranty window

Mark	What it is	Worth knowing
1. Warranty service ⭑	The service the customer had that is now covered.
2. Warranty service name ⭑	The name printed on the card — it can be worded for the customer rather than matching the catalogue exactly.
3. Warranty customer	Pre-filled with the customer whose profile is open.
4. Warranty code	The code from step 1, filled in for you.
5. Warranty type ⭑	Your clinic's warranty classification.
6. Warranty status	Defaults to Tạo mới (newly created).
7. Doctor	Who performed the work, so responsibility is traceable later.
8. Branch ⭑	The site issuing the warranty.
9. Expiration date ⭑	The date cover ends.
10. Quantity	How many units are covered (e.g. number of crowns).
11. Color	The shade of the crown or material, so a remake years later can match it.
12. Warranty link	A lookup URL, if your clinic publishes one.
13. Tooth chart	Mark exactly which teeth are covered — same picker as the check-up screen.

⭑ = required (outlined in red in the picture).

Choosing the teeth

The bottom of the window is the two-step tooth picker, identical to Record a Check-up:

1. Step 1 — pick a treatment type (filling, inlay, onlay, crown, implant, bridge, braces…).
2. Step 2 — click each tooth, or use Quick select (16 teeth, 20 teeth, Upper jaw, Lower jaw, All).

Marked the wrong tooth? Use Xoá/Khôi phục (remove/restore) and click it again.

Click Save to issue the warranty.

A wrong expiry date costs you credibility

This is the figure the customer will quote back when they return with a complaint. Double-check Expiration date and Quantity before saving, especially when several teeth are done at once under different terms.

Record the colour now

Color looks like a minor field, but when the customer comes back two years later to redo one tooth, it is the only thing that lets the clinic match the original shade.

Related

• Create an Order — the service must be on an order first.
• Record a Check-up — tooth numbering and the chart.
• Customer Details — where the Warranty tab lives.