| Patient | Restoration | Doctor | Completed | Shipped | Tracking # | Invoice |
|---|
Download all cases, completed cases, and lists as a JSON file. Use this to restore your data if needed.
Restore from a previously exported JSON backup. This will replace all current data.
Download completed cases as a CSV spreadsheet. Opens in Excel, Google Sheets, or QuickBooks.
Auto-create invoices when cases are added to the board
Customize each card category color
Customize progress button colors on case cards
Group cases by practice on the board. Assign doctors to named groups — cases from those doctors will appear in the same box.
Create login accounts for dentists so they can view their cases, share photos, and message you.
Post announcements visible to all dentists on the client portal. Leave empty to hide the bulletin.
Recent client portal logins by dentist accounts.
Push an update to all connected clients (admin + portal). Everyone's browser will reload automatically.
View case progress, share photos, and message the lab.