Everything you need to run your lab from the front office
From case intake to final shipment, administrative managers need full visibility and control. Pilot gives you the tools to process cases efficiently, keep doctors happy, track performance, and automate the repetitive work that slows your team down.
Case Processing
FILTER VIEWS
Custom views for every workflow
Build saved filter views that match how your front office actually works. Filter by doctor, due date, product type, status, or any custom field, then save and share views across your team. Overdue cases, high-priority accounts, cases awaiting doctor approval — one click and you're looking at exactly what matters.
Customer Support
INBOXES & CONVERSATIONS
All doctor communication in one place
Every email, portal message, and internal note lives in shared inboxes your team can manage together. Assign conversations to staff, track response times, and ensure every doctor inquiry gets answered — no more messages lost in personal email accounts or sticky notes on desks.
Analytics
REPORTS
Deep-dive into any part of your operation
Generate detailed reports on production performance, billing accuracy, doctor activity, and case turnaround times. Filter by date range, doctor, product type, or technician and export to share with your team or ownership.
Customization
BILLING AUTOMATION
Accurate invoices without the manual work
Define pricing rules by doctor, product, and account tier, and let the system apply rates, discounts, and adjustments automatically. Invoices are generated from completed cases with zero manual data entry — reducing billing errors and freeing your front office to focus on cases, not spreadsheets.
