Case Management
Comprehensive case management with industry-leading tools for tracking, automation, and collaboration.
iTero, 3Shape, Medit, and DS Core Cases are Synced Automatically Industry-leading 3D Viewer with the Cross-Cut and Transparency tools Automation Rules: Automatically Select Doctors and Add Products Based on Custom Conditions Customizable Work Ticket Template Tagging Cases with Custom Labels and Colors Best Case Search in the World Create Custom Fields to Track Anything Sophisticated Production Schedule management Technicians View (a.k.a., "Workbench") Automatic Identification of Problematic Cases Industry-Leading Line Item Management Create Internal Comments and Tag Your Teammates Events Log that Tracks EVERY ACTION that Happens on the Case Bulk and Scanner Tools for batch processing Industry-Leading Case Search w/ Customizable Filter Views Customer Management
Complete customer relationship management with communication tools, portal access, and financial tracking.
Manage doctors, offices in which they work, and how they're billed via Billing Accounts Communicate with Doctors via Case Messaging Custom Automated Email Templates Client Portal to View, Communicate about, and Pay for Cases Manage Client Portal Users with Automatic Invitations, Password Reset, and Permissions Return Labels and Pickup Requests Doctor Performance and Billing Account Financial Reports Manage Payment Methods and Autopay Manage Default Shipping Routes and Tax Areas Imports/Exports for Bulk Updates Product Management
Flexible product catalog management with custom pricing, fields, and bulk operations.
Create Custom-Called Pricelists Create Custom Fields to Track Anything Customizable Product Behavior Manage Custom Prices for Specific Doctors Imports/Exports for Bulk Updates Finances
Complete financial management with automated invoicing, payments tracking, and accounting integration.
Customizable Invoice and Statement Templates Track Invoices/Payments/Credits Automatically-generated Statements Bi-directional QuickBooks Online Sync Flexible Invoice Payment Terms and Lab Billing Cycle Shipping
Smart shipping management with carrier integration, tracking, and optimization tools.
Customizable Package and Crown Box Labels Smart Shipment Combination Recommendations Configure Shipping Routes and Pickup Times Ship w/ UPS, USPS, and FedEX Return Labels and Pickup Requests User Management
Advanced user management with role-based access control and workstation management.
Industry-Leading RBAC (Role-Based Access Management) Manage Shifts and Workstations (for production scheduling) Users Can Have Many Roles