From order to paid invoice, in one system

How Dental Lab WorkflowSoftware Actually Works

A visual walkthrough of the case journey — how an order lands in SimpleLabOS, moves through your workflow, and ends in a paid invoice.

Dental lab workflow software moves a case through four steps: case entry, production tracking, files and doctor communication, and invoicing. In SimpleLabOS a case starts from a scanner notification email that lands in Scanner Inbox (Email Imports) for one-click review (3Shape, Medit, iTero), a doctor-portal Rx, or a secure upload link; it moves across the board from Inbox to Shipped; STL/PLY/OBJ files open in a built-in 3D viewer and every case carries a message thread; and the delivered case becomes an invoice priced from your own price list, payable online via Stripe and exportable to QuickBooks (.iif) or Xero (CSV).

4 steps, no video required
Works with your existing scanners
Doctors pay online, no login needed

See it in action

A full walkthrough of one case from order to payment, recorded in the real product.

The Case Journey, Step by Step

An illustrated walkthrough of how a case moves through SimpleLabOS from case entry to payment.

1

An Order Arrives

Scanner notification emails land in Scanner Inbox with everything we could read already filled in, and one click turns that row into a case card. A Medit Link order brings the patient and the tooth numbers; a 3Shape Communicate notice brings the practice, the doctor and a link to the case. Doctors can also submit directly through the doctor portal with a full Rx form (tooth chart, material, shade, file upload), or upload files via QR code or a secure link.

  • Scanner notification emails land in Scanner Inbox for one-click case entry
  • Doctors submit through the doctor portal with a full digital Rx form
  • QR code and secure link uploads for files
2

One Shared Board

Every case moves through Inbox → Production → QC → Ready → Shipped on a kanban board the whole team can see. No more asking one person where a case is.

  • Inbox → Production → QC → Ready → Shipped
  • Whole team sees the same live board
  • No more "where is that case?" phone calls
3

Everything on the Card

Files (STL, PLY, OBJ, photos, PDFs) live on the case with a built-in 3D viewer, plus notes, status history, and a per-case message thread with the doctor. Doctors get automatic emails when a case is ready or ships.

  • STL/PLY/OBJ and photo files with a built-in 3D viewer
  • Notes and full status history on every case
  • Per-case message thread with the doctor
  • Automatic emails when a case is ready or ships
4

Invoice & Get Paid

Invoices generate straight from the case. Doctors pay online through a secure no-login payment link — card or ACH, powered by Stripe.

  • Create the invoice from the case — pricing fills in from your price list
  • Secure no-login Pay Now link for doctors
  • Card or ACH payment, powered by Stripe

Three Ways a Case Can Start

However the order comes in, it lands in SimpleLabOS — from the doctor portal as a finished case card, from a scanner email as a row you turn into one in a click.

Scanner Notification Email

Forward the notification email your scanner platform already sends. It lands in Scanner Inbox with whatever could be read out of it, and one click makes the case.

Doctor Portal Submission

Doctors submit directly through the doctor portal using a full Rx form — tooth chart, material, shade, and file upload.

QR Code or Secure Link

Scan a case QR code or open a secure link to upload files straight from a phone — no account required.

Every Case Has a Message Thread

Questions about shade, fit, or a remake stay attached to the case — a per-case message thread keeps the lab and doctor talking in the same place the work lives.

Automatic Status Emails

When a case is marked Ready or Shipped, the doctor's office gets an automatic email — no one on your team has to remember to pick up the phone.

The Last Step: Get Paid Without Chasing

Create the invoice straight from the case — pricing fills in from your price list. Doctors pay online through a secure no-login payment link — card or ACH, powered by Stripe — straight from their inbox.

Start Your Free Trial

See It Working in Your Lab

Every step above — case entry, tracking, files and messaging, invoicing — is live today. Start your free 14-day trial and try it on your own cases.