How to Improve Your Orthodontic Case Workflow


Reading Time: 3 minutes

Reading Time: 3 minutes

If you’re still managing your orthodontic lab case workflow manually, using spreadsheets, or paper files, there’s a better way. In this article, we discuss the common challenges that orthodontic practices face when managing lab cases and how to create a digital process with EasyRx that can streamline your case workflow.

Common Challenges in Managing Orthodontic Case Workflow

Here are a few examples of challenges that many practices deal with regularly.

We sometimes struggle to find information about our lab cases.

  • Spreadsheets aren’t updated or information is missing. Paper and sticky notes get lost or misfiled.
  • The only person who knows the whole situation has the day off.

There’s poor communication or a lack of contact with the lab.

  • We constantly have to call to check on lab case progress or delivery.
  • We waste time playing phone tag or trading emails to get answers.

Appliances aren’t ready on time.

  • There are delays in getting lab cases completed on time.
  • Patients aren’t happy and it takes extra time to reschedule.

Lab cases aren’t completed properly.

  • We have to send the appliance back for rework.
  • It adds time, makes patients wait, and delays payments.

All these challenges create frustrated patients and stressed staff and make working in an orthodontic office more strenuous. Also, in an era where it’s more difficult to hire and retain staff, turnover means information gets lost even easier.

The Solution: Digitize Your Lab Case Workflow

One of the best things that you can do for your orthodontic practice is to invest in a digital platform to manage all your cases. Not only will it reduce paper, but it will also solve the challenges that generate headaches for your staff and patients.

When you have a cloud-based lab case management workflow, all your information is in one place. There’s no need for spreadsheets, sticky notes, or paper. Everyone who has access will always have accurate information available to them.

EasyRx is a universal lab prescription, digital workflow, and 3D software for ordering, managing, and tracking your lab cases. No matter how many labs you work with or whether you also have an in-house lab, all your case management is in one comprehensive platform.

Streamline Case Workflow

You can streamline your workflow with standardized forms, prescriptions, and lab cases. There’s no need to log in and out of different lab platforms and then copy the information by hand.

Using universal libraries of parts and universal lab prescription forms, you can make sure all the details that the lab needs are available. This makes it easier to fill out orders and significantly reduces errors. There are no more unreadable notes or labs guessing what you really want.

Improve Communication

You can eliminate playing phone tag, trading emails, or sending faxes back and forth just to find out what’s going on or clarify information. Everything is in one place, removing data silos trapped in different lab platforms, in spreadsheets, or with team members.

A comprehensive digital platform makes it easy to share information and track every lab case. You will never have lost lab cases again.

Integrate with Digital Scans and Practice Management Software

The best orthodontic case management software will also integrate with intra-oral scanners to capture digital impressions. You should be able to capture 3D virtual models and automate repetitive tasks, such as trimming lines, removing brackets, and basing models.

With EasyRx, you can also integrate with your existing practice management software for a seamless workflow. This keeps everybody up to date and further reduces the time that it takes to manage your practice.

Streamlined Lab Case Workflow = Better Organization and Less Stress

You can eliminate much frustration for your staff and patients by adopting a cloud-based digital case workflow. You will find the information that you need quickly and easily, have up-to-date tracking information, and gain better control of your case management. Your practice will be more organized and unnecessary stress will be eliminated.

The right orthodontic case management software will significantly decrease the amount of time that it takes to manage and track lab cases, while providing a smoother, simpler workflow. This enables your staff to spend more time with patients and less time on laborious administrative tasks.

Streamlining your case management means you’ll be able to take care of your patient’s needs better and your team will work more efficiently. It will also reduce the headaches that your staff deal with every day. Since it’s essential for practices to hire and retain good team members, finding ways to reduce their frustrations is crucial.

So, it’s time to ditch the spreadsheets, paper files, sticky notes, and manual work. Your staff and patients will thank you for it.

Here at EasyRx, we help orthodontic practices by giving them the tools that they need for comprehensive case management to streamline their workflows and achieve maximum clinical efficiency.

To see how we can help your practice get away from paper documentation, confusing spreadsheets, and costly workflow errors, contact our specialists today!