Clinical Records · Module

The case's clinical record — complete before it leaves.

Clinical Records detects the critical fields missing from the case and opens a focused form to complete them. Eight fields by default — the ones the lab needs but rarely receives. It's not a long form; it's a surgical checklist.

8
Critical fields
0
Free text · all structured
GATE
Blocks submission if incomplete
CLINICAL RECORDS · CASE #TRZ-2026-1847
3 OF 8 PENDING
Complete the marked fields before sending to the lab.
Selected shade
✓ COMPLETE
A2 · confirmed with TrazaTono
Requested material
✓ COMPLETE
Monolithic zirconia · Katana STML
Tooth/teeth involved
✓ COMPLETE
16 · single-unit crown
Occlusion type
MISSING
Select: normal / edge-to-edge / crossbite / open
Required · defines occlusal design
Bruxism
MISSING
Yes · with nightguard · No
Subgingival preparation
MISSING
Mm below gum · 0.3 / 0.5 / 0.8 / 1.0+
Proximal contacts
✓ COMPLETE
Normal · verified with articulating paper
Cementation type
✓ COMPLETE
Dual-cure resin cement · Variolink Esthetic DC
Close
Complete 3 fields →
The 8 critical fields

Eight data points that almost always go missing — and are always needed.

Not picked at random. These are the fields that most frequently show up as "lab clarification notes" on remake cases.

01
Shade with reference
Not "looks like A2" — the shade confirmed against TrazaTono with a photo and a confidence score.
02
Explicit material
Trade name and manufacturer. Not generic "zirconia" — Katana STML, Zenostar, etc.
03
Teeth involved
FDI or Universal notation. If a bridge, pontics and abutments specified.
04
Occlusion type
Normal, edge-to-edge, crossbite, open. Drives CAD design decisions.
05
Bruxism
Yes with nightguard / yes without guard / no. Changes the recommended material.
06
Margin depth
Supragingival / equigingival / subgingival (mm). Determines the impression strategy.
07
Proximal contacts
Normal / light / open. Verified with the doctor's articulating paper.
08
Cementation type
Adhesive, dual-cure, self-curing. Determines mechanical retention requirements.
How it integrates

Lives inside the case flow. Not outside it.

Clinical Records triggers when the surgeon tries to pass Gate 1 (leaving the operatory). If fields are missing, the module appears; if not, submission proceeds. No redundant interruption.

VALIDATION GATE
Gate 1 blocks
The Validation Gate engine detects missing fields during phase 4 (clinical consistency). It opens Clinical Records in a modal — completing is the only way forward.
PIPELINE
The Kanban stays clean
The case doesn't move from draft to "submitted" until the fields are complete. The Kanban never shows submitted cases without clinical history.
LAB
The lab sees them structured
The 8 fields reach the lab as structured data — not as footnotes on the PDF. Search, filtering, and aggregation are all enabled.
Questions

What the surgeon will ask.

Why these 8 fields specifically?
Because they're the ones that most frequently show up as "lab question post-submission" or as "remake cause" in case audits. The catalog came out of analyzing thousands of cases — not from an opinion.
Can I add my own fields?
Yes. The base catalog is 8. Your lab can define up to 12 additional ones specific to its workflow (particular case types, regional regulatory requirements). Custom fields also block at Gate 1.
What if a field doesn't apply to the case?
Every field has an "N/A" option with an optional reason. The reason stays in the audit trail — useful if a question comes up later.
How long does it take to complete the 8 fields?
On average 90-120 seconds per case. Surgeons who've internalized the flow get down to 45 seconds. A lot less than a re-submission over missing information.

The complete clinical record is the case's first promise.

Clinical Records ships with every TrazaLab plan. No add-on. No exceptions.