What to Expect with Orthodontic Patient Case Management Software


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If you’re still shuffling patient files, using sticky notes, or tracking patient lab cases in spreadsheets, things can get disorganized quickly. At best, it’s an inefficient way to handle your case management. At worst, it can lead to missing or out-of-date information, requiring manual follow-up. In many cases, this means trading emails with labs or playing phone tag to get the needed information.

There’s a better solution. When you use patient case management software, you get a comprehensive platform that keeps all the information in one place, so it’s easy to find what you need. You can also rest assured that the data is complete and up to date.

What You Get from Orthodontic Patient Case Management Software

When you can find what you need quickly and easily, there are no more lost cases or misplaced files. You won’t have to hunt down the person managing the case—the information is available online to anyone who has been granted access.

You can also get answers to your questions more easily by using the patient case management software to track cases and communicate with multiple labs in one platform.

There are several other significant benefits that you get from using patient case management software, including the following.

Digital Workflow

A completely digital workflow eliminates paperwork, spreadsheets, and notes. It also reduces many errors from manual data entry.

With digital lab prescription forms, you have an organized, accessible way to find what you need. There’s no more digging through your filing cabinet or Dropbox to find the most recent lab slip when a patient loses their retainer. When you need a remake or repair, you can reorder with one click.

Digital Tracking

Digital tracking also enables you to see the status of any case at any time without having to call or email. Once an order is submitted, labs can check a box to let you know the status, so you’re always current on what’s going on. No matter what lab you’re using or whether it’s an appliance, a clear aligner, or anything else, you will always be updated.

Universal Order Forms

The best lab case patient case management software comes with universal order forms, which are vital when you are working with multiple labs for different cases. You get a single form that you can use with any of them, so you don’t have to remember the nuance of each one. For example, with EasyRx, you can save five minutes or more on every prescription, which can add up quickly.

You can also access a universal library of parts and appliances to standardize an order and view standard pricing for prescriptions before you complete the order.

Integration with Practice Management System and Intra-oral Scanners

The right patient case management software platform will integrate with your practice management system and intra-oral scanners. This way, you can easily transfer and upload digital scans and keep everything together in one place. There are no more separate files to manage.

Managing STL Files

When you use EasyRx 3D, you can view, base, and label your STL files and optimize your digital models automatically. For example, you can scan and digitally remove brackets from files. You can also annotate files to add notes for your labs.

The Benefits of Orthodontic Patient Case Management Software

When everything is in one place and up to date, you make life easier for your staff and patients.

For staff, it reduces the workload and frustration and the amount of time that your team has to spend on manual work or trying to stay organized and enables them to focus on patient care and other high-value work. With the challenges in hiring and retaining qualified employees, giving them the digital tools that they need to work efficiently is a big advantage. When your staff is happy, your patients get better service.

You also won’t have to tie up your team with hunting down documents or checking when appliances are expected to arrive. This means less calling and rescheduling appointments because of missed delivery dates or lab errors.

The Best Patient Case Management Software Platform

If you are struggling to manage your lab cases efficiently or still relying on manual methods or spreadsheets, it’s time for an upgrade.

EasyRx enables you to manage all your lab cases in one secure cloud-based platform to help ensure that every case is delivered on schedule and accurately, so you can provide the highest levels of patient care. More than 1,600 practices and 450 labs have implemented EasyRx to streamline their digital workflow and lab prescriptions.

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!