First Submission Guide
Your First Case Guide
An operational checklist for dental offices preparing and submitting their first case.
A smooth first case comes from clear operational setup before submission and transparent communication during fabrication. The steps below focus on practical office preparation and laboratory coordination.
Phase 1 · Pre-Submission
Before Your First Case
Complete these operational checks with your team before sending your first prescription:
- 1
Confirm Account & Contact Setup
Ensure your practice profile and primary point of contact for case questions are established.
- Practice name, delivery address, and primary office contact confirmed
- Preferred communication channel (phone, email, or text) noted for case questions
- 2
Confirm the Requested Product & Workflow
Verify the exact restoration or appliance type being requested on the prescription.
- Requested restoration or appliance and material clearly identified
- For multi-stage or full-arch cases, confirm the current workflow stage with the lab
- 3
Confirm Your Submission Method
Verify whether the case will be sent via intraoral scanner or physical pickup/shipping.
- Digital: confirm scanner connection details with your lab representative
- Physical: confirm packaging and pickup or shipping arrangements
- 4
Prepare the Prescription (Rx) & Required Clinical Records
Gather all records needed for the specific case type before sending.
- Completed Rx with tooth number/arch, material, shade, and special instructions
- Preparation scan or impression, opposing arch, and bite record
- Implant system/platform/scan-body details or reference photos where applicable
- 5
Provide Office Preferences & Confirm Technical Questions
Share your standing preferences and clarify any technical questions before scheduling.
- Standing preferences provided for contacts, occlusion, shade guide, and design approval
- Technical or component compatibility questions confirmed with the technical team before submission
- Expected timing confirmed with your lab contact before scheduling the patient
Phase 2 · In-Lab Journey
After Submission
Once your case is submitted, it follows a structured six-stage laboratory workflow:
- 1
Intake Review
The lab checks that the Rx, scan/impression, opposing arch, bite, shade, and any required component details are present.
- Verification that core clinical records are complete and legible
- 2
Clarification if Needed
If any record is missing or unclear, the lab contacts your office rather than guessing.
- Prompt communication via your preferred office contact channel
- Doctor/office confirmation before any clinically significant change
- 3
Design & Production
The restoration or appliance is designed and fabricated according to your Rx and standing preferences.
- Digital design approval sent when requested on the Rx or standing preferences
- Fabrication aligned with the prescribed material and workflow stage
- 4
Quality Control & Delivery
Bench QC inspects fit, contacts, occlusion, shade, finish, and components before delivery to your office.
- Multi-point bench quality control against the original Rx
- Careful packaging and return delivery to your practice
- 5
Post-Delivery Feedback
Share feedback after seating to fine-tune standing preferences for future cases.
- Feedback on seating, contacts, occlusion, shade, or design recorded for future consistency