Dental Design Approval Workflow

The dental design approval workflow lets you review a completed design before it goes to production, directly from your browser, so your team catches an issue before milling instead of after. No separate email or phone call is needed to move a case forward.

Review before you commit to milling

Completed designs are made available for review in the portal so your team can check the case before production, rather than discovering a problem once the restoration has already been milled and material has been spent. Every case designed in exocad or 3Shape goes through this same review step before it ships.

Approve or request a revision in one action

From the review screen, approve the design to send it to production, or request a revision with your notes attached — no separate email thread needed either way. If a revision is requested, the case returns to the design queue with your notes, and the revised version comes back for review again once complete.

This same review step connects directly to dental lab case tracking, so the approval stage shows up in your case history alongside every other stage the case has passed through.

A recorded approval history

Every approval and revision request through the dental design approval workflow is logged against the case, giving you a clear record of what was approved, by whom, and when — useful when a question comes up later about a specific design decision.

How much you use the review step is up to your workflow preference — review and approval is available for every case in the portal, whether your team checks every single file or only spot-checks certain restoration types.

Getting started

The dental design approval workflow is active on every account from the start, alongside the rest of the dental CAD outsourcing portal features. Request access through the client portal link in the site navigation, or reach out through our contact page to get your account set up.

The dental design approval workflow matters most on cases where a small detail can be hard to catch after milling — a shade mismatch, a slightly open margin, an occlusal contact that reads differently on screen than it will in the mouth. Reviewing before production gives your team a chance to flag that detail while it still costs nothing to fix.

Practices that review every case find the approval step becomes faster over time, since the technician assigned to your account learns your preferences and fewer revisions get requested as the relationship matures. Early cases may need more back-and-forth than later ones.

For labs managing approvals across multiple referring clinics, the recorded history in the dental design approval workflow also makes it easy to confirm which clinic approved which version of a design if a question comes up weeks after delivery.