Ready to Get Rid of Your Orthodontic or Dental Lab Case Tracking Template?


Reading Time: 3 minutes

Reading Time: 3 minutes

Having accurate patient information is critical to the success of any orthodontic or dental practice and essential to the delivery of premium patient care. The patient chart is the primary source of all clinical notes, diagnostic information, patient-related communications, and treatments that take place in the office. It also provides the data necessary for verifying the care that has been administered and planning for future treatments.

Orthodontic and dental lab case management can significantly affect your daily activities. Here, we go over how practices can get rid of their dental lab case tracking template and adopt a more efficient system.

Do you experience any of the following in your practice?

  • You are ready to reach out to a patient to confirm the next day’s appointment, only to discover that the lab case is not in your office, so you have to reschedule the patient.
  • When trying to fill an opening in your schedule, you realize that you can’t fill it until you search the lab case logbook to see which of the cases are back from the lab.
  • A lab case that you believed was sent to the lab ended up not getting there.

If you find yourself in any of these situations, you may need to get rid of your current lab case tracking template and switch to a more efficient and dynamic system.

Why is lab case tracking so important?

Where a case is in production is important to maintaining a good relationship with patients. Needing to reschedule due to prescriptions not being ready on time or miscommunication with the lab is not good for your practice. You not only need to track if the case has been returned back to your practice but also if the case was submitted to the lab, delivered to the patient and if the lab has begun work on the case.

Dental lab case management and scheduling

The following features characterize a proper lab case tracking system.

Cloud-based solution

A proper orthodontic lab case tracking system should be easy to access anytime and anywhere while having user-specific logins. Cloud-based solutions are designed to make orthodontic and dental case tracking more innovative and more efficient.

Customized solution

A proper orthodontic or dental lab case tracking template should be flexible according to the user’s needs. This type of solution should have different options that fit your practice requirements and size.

Real-time case reporting and tracking

An ideal orthodontic lab case tracking template should function in real time and be capable of keeping you updated with well-defined reports. This feature of lab case tracking helps reduce remakes and improve overall operational efficiency.

What you should look for in an orthodontic or dental lab case tracking system

Every practice has its challenges, but with suitable systems, those can be significantly mitigated. A robust system should enable a practice to manage, submit, and track cases. It should monitor the work in progress and boost productivity within your practice. This system should be able to tell you where the case is in production, what cases have been returned back to the practices and what cases need to be delivered to the patient.

Time to change your dental lab case tracking template

Different challenges come with using an inefficient orthodontic or dental lab case tracking template. You could experience a mixup leading to appointments being rescheduled or the lab case getting delivered by the carrier but not delivered to the patient. The list of possibilities goes on. An excellent orthodontic lab case tracking system should be cloud-based, save time, be efficient and organized, and be HIPAA compliant.

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!