Saves to this PC's Downloads folder. Tiles have their own ↓ for one file.
Prescription from the clinic
{{ casePrescription }}
{{ caseConcernLine }}
Case facts
{{ f.k }}{{ f.v }}
Assign planner
Plan builder · {{ caseId }} · {{ caseWho }}
Treatment plan v1
Ready to publish
{{ readyLabel }}
Simulation video
Export the simulation from your planning software, upload it to Drive, set sharing to “anyone with the link” and paste the link here. The dentist opens it chairside from the case thread.
Publishing pushes a notification to {{ caseDentist }}, moves {{ caseId }} to “Awaiting dentist”, and stops the SLA clock.
Signed and released by the clinic
Approvals
{{ a.id }}
{{ a.who }} · {{ a.clinic }}
Released
{{ a.sets }}
Consent
{{ a.consent }}
Approved
{{ a.when }}
Sending to production creates the batch job and locks the plan against further edits.
Floor status · updated 4 min ago
Production
Drag isn't wired — tap a job to advance it a stage.
{{ col.name }}{{ col.count }}
{{ j.id }}
{{ j.sets }}
{{ j.due }}
Registered practices
Accounts
Practice
Council reg.
Dentists
Cases
Since
Status
Decision
{{ c.name }}
{{ c.city }}
{{ c.reg }}
{{ c.dentists }}
{{ c.cases }}
{{ c.since }}
{{ c.status }}
Approval is what unlocks case submission — a pending practice can sign in and look around, but cannot send a case until the council registration is confirmed here.
Manager only
Staff logins
Create a login
{{ nuTemp }}
{{ nuMsg }}
Staff
Role
Last active
Status
Access
{{ u.name }}
{{ u.email }}
{{ u.role }}
{{ u.last }}
{{ u.status }}
Access rights — yours to set
Tap any cell to cycle it: full access → view only → no access.
{{ roleMsg }}
Permission
{{ rc.name }}
{{ m.label }}
Changes apply immediately — sign in as that role to see the portal through their eyes. “Create and deactivate staff logins” stays locked on Manager so an owner can't lock themselves out. Deactivating a login keeps their history on the cases they touched.
August 2026 · manager and accounts only
Billing
{{ b.k }}
{{ b.v }}
Practice
Cases billed
Sets shipped
Amount
Invoice
{{ i.name }}
{{ i.city }}
{{ i.cases }}
{{ i.sets }}
{{ i.amount }}
{{ i.status }}
Accounts staff see billing and case counts, never patient records or clinical files.
Restricted
Not your desk
Your {{ userRole }} login doesn't include this screen. Ask a manager if you need it added to your role.