Clinic management

Your clinics, your rules.

You create each clinic's access and decide what it sends and what it does with its files.

The lab's Clients board: Invoices paid, Quotes sent, and Cases in fabrication for each clinic, with New clinic.

Clients

Sign up each clinic.

Clinic, doctor, phone, and email. When you save, the clinic has its client record.

Quotes and invoices
New clinic: Clínica Dental Salamanca, Dra. Lucía Herrera, phone, email, and Calle de Serrano 112, Madrid.

Clinic accounts

You create their access.

The dentist's account, with the email and password you choose. Each account comes with 100 cases.

Settings, Clinic accounts: New dentist account with Clínica Dental Salamanca, the login email, Pablo Salas, and the password, ready for Create account.

Your brand · Lab Enterprise

Your logo, on their desk.

With Lab Enterprise, you upload the logo and the tagline once. The clinic sees them when it signs in and on its desk.

White label
Settings, Branding (Lab Enterprise): the Nácar logo on the lab desk, the tagline, and Save branding.

Creation rules

Your rules, before the case.

Intraoral scan, CBCT, or photos: you tell us what each case type requires and we set it up in your account.

Case creation rules
Digital Rx for Clara Méndez for Nácar Laboratorio Dental: Upload IOS, Upload CBCT/DICOM, the photos, and, in Suggested for this case, Intraoral scan required before Create case.

TrazaLink

For the clinic without an account: the dentist fills in the Digital Rx for that case from the link.

TrazaLink
The lab's TrazaLink board, columns Clinics, Sent, and Active: right-click on Clínica Dental del Prado, with Create TrazaLink and Open Record.

TrazaFolder

One folder per clinic.

The clinic drops scans, photos, and files from the browser. You see them by patient on your desk.

TrazaFolder
TrazaFolder, Invite: Clínica Dental del Prado picked from Clients, Full access, and Create, and below, the folders by clinic and the subfolders by patient.

Permissions

You decide what it can do.

In Assign & permissions you choose what each technician does and what the clinic does in its folder.

Assign & permissions on Clínica Dental Chamberí's folder: Marta Gil with Read and Write, and the clinic with Read and Write.

TrazaChat

Every thread, on its case.

You talk to each clinic and to your team in separate threads. With the case number, the file is saved on that case.

TrazaChat
TrazaChat, Clinics: a clinic's thread with the prep photo, the upper scan, and voice messages saved on case #4812.

TrazaChat Mobile

Their messages, on their phone.

Clinics and technicians get TrazaChat messages on their phone, with a notification, and reply from there.

TrazaChat
See Example of the mobile version: the clinic list and Clínica Dental Chamberí's thread on the phone.

Two sides

Lab and clinic.

What you set up and what the clinic does.

Lab

Set up and decide.

  1. Account

    You create the access with email and password.

  2. Brand

    With Lab Enterprise, you upload your logo and tagline.

  3. Rules

    You tell us your rules and we set them up.

  4. TrazaLink

    You send a link for one case.

  5. TrazaFolder

    You create the folder and set the permissions.

  6. TrazaChat

    You talk to the clinic and to your team.

White label

Clinic

Sign in and send.

  1. Account

    Signs in with the email and password you created.

  2. Brand

    With Lab Enterprise, sees your logo on its desk.

  3. Rules

    Sees what is missing before creating the case.

  4. TrazaLink

    Fills in the Digital Rx without an account.

  5. TrazaFolder

    Drops files from the browser.

  6. TrazaChat

    Replies from the desk or the phone.

See plans

Questions

Questions from labs.

You tell us what your lab requires for each case type: intraoral scan, DICOM / CBCT, or photos. Our team sets them up in your account. Then the clinic sees what is missing before it creates the case.

Case creation rules

Next step

Sign up your first clinic.

Create its account and send it the login.

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