Before you start
Recommended operating sequence
- Create or receive the clinic case with box identity, work items, patient-safe reference, doctor, shade, priority, due dates, and attachments.
- Resolve catalog, price, detail, department, and work-path requirements.
- Move the case into production and let assigned technicians execute recorded steps.
- Plan, issue, and return materials against recipes or reviewed case plans.
- Complete quality and any design-review or try-in gates.
- Mark the case ready, verify dispatch box identity, assign delivery, and capture proof.
- Review invoice lines, revision or no-charge decisions, terms, and tax; then post the authorized invoice.
- Collect the receivable and review lab production, quality, clinic, technician, SLA, and financial analytics.
Modules
Dental Cases & Intake
Control the authoritative dental case lifecycle across intake, box identity, work items, details, priority, revisions, design, labels, and dispatch readiness.
Open guide → LiveDental Lab Settings & Pricing
Configure the lab catalog, price books, modifiers, departments, work paths, revisions, warranty behavior, accounting, tax, and reporting rules.
Open guide → LiveDental Production Board
Coordinate reception, technician, rework, adjustment, quality, and ready queues in a live production board.
Open guide → LiveDental Technician Workspace
Give technicians, CAD/CAM, and quality staff a personal queue, scan flow, step execution, QC, comments, and client design-review handoff.
Open guide → LiveDental Materials & BOM
Connect recipe libraries and per-case material plans to controlled inventory issue, return, and review.
Open guide → LiveLogistics & Dispatch
Run a dispatch control tower for sales, collections, maintenance, and dental-lab shipments.
Open guide → LiveDental Lab Invoice Approval
Review case billing, resolve pricing and revision charges, approve lines, and post controlled dental invoices to receivables.
Open guide → LiveCustomer Invoices & Collections
Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.
Open guide →Verify after completion
- Confirm the final record status and generated document.
- Review the downstream module instead of assuming the handoff succeeded.
- For finance activity, verify source, treasury, and ledger context as authorized.
- Use the official correction or reversal path when an error is found.