Order Preparation · Module

The right checklist for the right case.

Order Preparation automatically detects the case branch — crown, bridge, implant, ortho, esthetic — and builds a dynamic checklist with only the items that apply. A crown case never shows implant items. An ortho case never asks for prep-margin photos. Precise, short, completable.

Free 14-day trial → See the branches
5+
Case-type branches
0
Generic or irrelevant items
GATE
Blocks send if incomplete
ORDER PREPARATION · #TRZ-2026-1847
BRANCH · CROWN
Digital Rx
✓
Digital prescription signed
✓
Material and shade declared
Visual evidence
✓
TrazaVideo · bite mode (score 88)
✓
TrazaVideo · margin mode (score 92)
TrazaVideo · shade mode with TrazaScale
capture →
✓
Frontal intraoral photo
Scan / files
✓
Master STL · thickness validated
!
Antagonist STL
upload →
Clinical history
3 clinical fields missing
complete →
⚠
3 items missing to send the case. Shade, antagonist, clinical history.
The branches

A different flow per case type.

Same detection logic Validation Gate uses in phase 2. Each branch has its own catalog of items — precise, not generic.

👑
~12 ITEMS
Crown / onlay
Single indirect restoration. The most common case in the pipeline.
  • Rx + material + shade
  • Bite + margin + shade video
  • Master + antagonist STL
  • Complete clinical history
🌉
~15 ITEMS
Bridge / fixed prosthesis
Multiple abutments, pontics, parallelism check between preparations.
  • Everything from crown +
  • Abutment/pontic diagram
  • Comparative space photo
  • STL parallelism check
🦷
~18 ITEMS
Implant
Surgical plan + abutment + crown-over-implant. The most demanding branch.
  • TrazaPano implant plan
  • Periapical + CBCT
  • Site history + brand/model
  • Metal or PEEK try-in
✨
~14 ITEMS
Esthetic / veneers
Anterior cases where the patient expectation is the hardest variable.
  • TrazaSonrisa design + approved
  • Profile + face + smile line photo
  • Digital wax-up approved
  • Signed esthetic consent
〰
~10 ITEMS
Ortho / aligner
Removable appliances that depend more on the treatment plan than on the piece itself.
  • Ortho plan approved
  • Extra/intraoral photo set
  • Panoramic + cephalometric
  • Arch STLs
🔧
~11 ITEMS
Removable / RPD
Removable partial denture. Kennedy classification of the case is the pivot.
  • Kennedy class identified
  • Arch STL with clear gaps
  • Smile + face photo
  • Prior-removables history
Questions

What dentists ask about the checklist.

How does it detect the branch automatically?
The branch is inferred from the work type declared on the Rx and the material selected. If there is ambiguity (e.g., "crown" with a material typical of an onlay), the module asks before building the list. It does not guess — it confirms.
Can I modify the checklist for a branch?
Yes at the lab level. The lab admin can adjust up to 5 items per branch — add, remove, mark as optional. Changes are audited and apply to every dentist who sends to that lab.
What if a case does not fit any branch?
There is an "Other / atypical" branch with a minimum checklist + a mandatory case-description field. Useful for experimental surgeries or complex reconstructions.
Can the checklist be skipped?
Yes with override — but it is logged in the audit trail as an exception. Frequent overrides show up on the lab dashboard. They are not used as the norm.

The right checklist saves the post-send clarification.

Order Preparation comes in every TrazaLab plan. Zero initial setup — the branches are already calibrated.

Free 14-day trial → See Validation Gate