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
Automations: Automatically Select Doctors, Add Products, Tag Cases, and Create Tasks 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")
Exception Tasks
Automatic Identification of Problematic Cases
Linking Cases
Industry-Leading Line Item Management
Outsourcing
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
"Star" Cases
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
Centralized case communications module to track all communication
Call Logging
Communicate with Doctors via Case Messaging
Custom Automated Email Templates
Customer Portal to View, Communicate about, and Pay for Cases
Manage Customer Portal Users with Automatic Invitations, Password Reset, and Permissions
Return Labels and Pickup Requests
Shipments Page
Address Validation
Doctor Performance and Billing Account Financial Reports
Manage Payment Methods and Autopay
Manage Default Shipping Routes and Tax Areas
Imports/Exports for Bulk Updates
Create Custom Fields to Track Anything
Product Management
Flexible product catalog management with custom pricing, fields, and bulk operations.
Create Custom-Called Pricelists
Customizable Product Behavior
Manage Custom Prices for Specific Doctors
Imports/Exports for Bulk Updates
Create Custom Fields to Track Anything
Finances
Complete financial management with automated invoicing, payments tracking, and accounting integration.
Customizable Invoice and Statement Templates
Track Invoices/Payments/Credits
Automatically-generated Statements
Invoice Finalization
Bulk Invoicing
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
Bulk Shipping
Track Shipment Statuses
User Management
Advanced user management with role-based access control and workstation management.
Industry-Leading RBAC (Role-Based Access Management)
Single Sign-On (SSO)
Manage Credentials
Manage Shifts and Workstations (for production scheduling)
Users Can Have Many Roles