How to Create a New Case in iLab

How to Create a New Case in iLab

Intro

Create cases efficiently with patient details, restorations, shades, and tasks to streamline lab workflows and meet clinic deadlines.

Step-by-Step Guide

  1. Enter Core Details: Input patient name, dentist name, clinic reference, internal reference, receipt date, deadline (clinic delivery preference), and delivery date (if completed). Add patient appointment for hard deadlines.
  2. Add Notes: Use three sections—internal (lab-only), clinic-visible, and admin notes.
  3. Select Shades: Choose shade guide, up to 3 shade levels, and stump shade for precision.
  4. Upload Files: Attach photos, scans, or documents in the file section.
  5. Configure Restorations:
    1. Select restoration type from the dropdown.
    2. Choose teeth (use "Select All/None" to speed up the process).
    3. Set custom tax, price adjustments, discounts—total auto-calculates.
    4. You can add multiple restorations per case.
  6. Extra Details: Set priority, mark as "Missing Info" or "Remake," link to base case.
  7. Shipment: Choose FedEx/DHL/UPS or manual local details.
  8. Manage Tasks: Assign, cancel, or set deadlines via Manage Tasks button.

Pro Tips

  1. Use connections for bridges to auto-group teeth.
  2. Flag "Missing Info" early to notify clinics.