Dental & Medical Practices · Internal Handoffs

Lab Order Automation

Lab cases create avoidable delays when shade notes, due dates, scans, or prep details are scattered across sticky notes and verbal handoffs. This automation packages the case information the moment treatment is entered so the lab receives a complete, consistent order and the office can track turnaround dates without chasing paperwork.

1-3 hrs/week saved Medium complexity

How It Works

01

Detect a lab-based procedure

When the dentist or assistant enters a crown, bridge, denture, aligner, or appliance case, the workflow identifies that a lab handoff is required.

02

Assemble the case packet

Shade, tooth number, due date, bite notes, scan files, and attached photos are gathered from the chart and turned into a structured lab submission.

03

Send and track the order

The order goes to the preferred lab and the return date is logged back to the schedule or case tracker so staff can plan the seat appointment.

Tools & Platforms

Medit i700 Open Dental Google Drive Slack

Key Benefits

  • Reduces remakes caused by missing or inconsistent case details
  • Saves assistants and front desk staff from duplicate data entry
  • Improves visibility into expected lab return dates
  • Creates cleaner documentation for every case

In Practice

After a crown prep, the assistant uploads the scan and the lab order is automatically assembled with shade, tooth number, and seat-date target instead of relying on a handwritten slip.

Next Step

See if this fits your workflow.

We map the actual tools, handoffs, and ROI before recommending implementation.

Book a Free 15-Min Call

No pressure. We’ll tell you if this one is worth building first.