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.

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Works with your existing scanners
Doctors pay online, no login needed

The Case Journey, Step by Step

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

1

An Order Arrives

Scanner notification emails from iTero, 3Shape, Medit, and most major scanners are parsed into case cards automatically — no manual data entry. 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 parsed into case cards automatically
  • 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 as a case card — ready to work.

Scanner Notification Email

iTero, 3Shape, Medit, and most major scanner notification emails are parsed automatically into a new case card.

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.

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See It Working in Your Lab

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

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