Feature

Every case, tracked from intake to delivery.

Every digital order lands in one inbox, with an unread badge and status filters to triage it, a case-specific conversation to resolve questions without leaving the record, and a full activity log of every change. When a case needs to be repeated or corrected, Copy Case, Create Redo, and Create Adjustment keep the relationship to the original case intact instead of starting from a blank form.

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Case Management

Why labs use Case Management

One inbox, not six inboxes

Every submitted order arrives in one place with an unread badge and a Pending / In Progress / Done filter, so nothing needs to be chased across email or chat.

A record that explains itself

The activity log and case conversation mean anyone can reconstruct what happened and why, without asking around.

No case reworked from a blank form

Create Redo and Create Adjustment carry over the original clinical setup and link back to the source case, so remakes stay traceable.

What case management gives your lab

Digital order inboxReview patient, dentist, restorations, teeth, shades, and attachments before approving, with unread orders flagged and counted.
Manual import for external ordersPull in an order placed outside iLab's own clinic flow by pasting a supported order link.
Case-specific conversationResolve questions in a thread attached to the case itself, instead of a separate channel.
Copy, Redo & Adjustment workflowsDuplicate a case, or open a linked remake with Create Redo or Create Adjustment that flags itself against the original.
Deadline calendar with exportMonth, week, and day views of case deadlines, with a snapshot export to Excel or PDF.

Common questions about Case Management

Yes - reject an order directly from the inbox to send it back to the clinic for correction.

Use Create Redo or Create Adjustment to open a new case that's automatically linked back to the original, so the remake stays traceable instead of starting from a blank form.

Yes - cases approaching their deadline surface through the notification bell, and the deadline calendar gives your team a day, week, or month view of what's coming due.

Ready to bring Case Management into your workflow?

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