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Unified Dental Case Management - Overview

 How to Download Scan Files and Order Form?

Internal &amp; External Case Notes - Overview

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Training Videos - Labs

Scanner Integration - Overview

Case Scoring - Overview

Unified Dental Case Management - Overview

Case Creation - Overview

What is a Draft Case?

Case Status Guide

How to Download Scan Files and Order Form?

Internal & External Case Notes - Overview

Chat Feature - Overview

Accepting a Case on Smile Genius Portal

Putting a Case on Hold

Marking Cases as Shipped