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The dental case management portal lets you submit a single restoration or a full batch of cases in one pass, monitor progress in real time, and manage your entire outsourced design workload from one dashboard instead of a scattered mix of email threads and file transfers.

Submitting cases through the portal

Whether you send one case or a full batch, your queue updates instantly in the dental case management portal either way, so nothing gets lost in an inbox waiting for a reply. Export your scan from exocad or 3Shape, attach the prescription, and the case appears in your dashboard immediately.

Cases move through clear stages — awaiting intake, in queue, in design, ready for review, delivered — so you always know where a case stands without emailing to ask. For a closer look at how that stage-by-stage visibility works, see our dental lab case tracking page.

Reporting built for lab and clinic managers

Case volume trends, production status and turnaround history are all available in the dental case management portal, so a manager can plan capacity instead of guessing at it from memory or a spreadsheet maintained on the side.

All cases submitted under your clinic account are visible in one case list, regardless of which staff member submitted them, so a manager reviewing weekly volume does not need to check with every team member individually.

Getting started

The dental case management portal works the same way whether your practice sends two cases a month or twenty a week — the dashboard, status tracking and reporting scale with your volume rather than requiring a different process at higher case counts.

For the broader set of portal features beyond case management specifically, our dental CAD outsourcing portal page covers the full picture, including approvals, invoicing and team access.

Request access through the client portal link in the site navigation, or reach out through our contact page to have an account set up. Most new accounts are active within a day, and your first case can move through the dashboard as soon as login access is confirmed.

Labs juggling multiple restoration types often use the dental case management portal to separate their workload by case type at a glance, filtering the active queue by status when a particular restoration category needs prioritizing over routine cases.

Batch orders are tracked with the same granularity as single cases — every restoration in a batch gets its own status line, so a partial delay in one unit does not obscure the progress of the rest of the order.

DSOs and multi-location labs benefit from having every clinic submit through the same dental case management portal, since it gives group leadership one consistent view of volume and turnaround across every site rather than reconciling separate reports from each location.