PL ProfitLensGCC ERP by Somar
Help CenterDental Laboratory OperationsDental Cases & Intake
Help Center · Dental Laboratory Operations

Dental Cases & Intake

Control the authoritative dental case lifecycle across intake, box identity, work items, details, priority, revisions, design, labels, and dispatch readiness.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Create a case with one or more work items

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Receive or scan case and box identifiers

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Track active, try-in, and archive queues

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Filter status, completeness, priority, clinic, doctor, and shade

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Manage missing detail and pricing resolution

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Create remake, adjustment, or internal rework

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Create a case with one or more work items
  2. Receive or scan case and box identifiers
  3. Track active, try-in, and archive queues
  4. Filter status, completeness, priority, clinic, doctor, and shade
  5. Manage missing detail and pricing resolution
  6. Create remake, adjustment, or internal rework
  7. Print labels and prepare dispatch checks

Related procedural guides

Workflows

Dental Case Intake to Invoice

A dedicated lab path from clinic request and intake through configurable production, materials, quality, delivery, revision policy, and receivables.

Open guide →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Available lifecycle actions depend on current status, role, pricing completeness, and posted billing state.