| Patient | Restoration | Doctor | Completed | Shipped | Tracking # | Invoice |
|---|
Drop any dental prescription — iTero PDFs, TRIOS exports, scanned paper Rx, photos of handwritten scripts — and AI will parse and schedule them to the board.
Customize each card category color
Customize progress button colors on case cards
Group cases by practice on the board. Assign doctors to named groups — cases from those doctors will appear in the same box.
A weekly narrative of how the lab is doing — cases in, cases out, top doctors, restoration mix, overdue + stuck. Auto-emailed Monday morning. Distinct from the dentist weekly summaries (which go to each dentist).
Daily snapshots of all portal chat threads (30-day retention) plus an append-only log of who did what. Restore a snapshot if data goes missing again.
Recover emails that arrived in Outlook but never reached the labboard (Graph webhook drops, brief outages, etc.). Pulls the recent Inbox and replays anything missing. Safe to run — duplicates are skipped automatically.
Bypasses the Inbox-only / top-100 / time-window filters of the bulk replay. Paste a full Graph message ID. force=true overwrites an existing Firebase record (useful after fixing an extractor bug).
Orders captured from iTero notification emails. The Chrome extension picks up pending entries automatically. Use Retry on a failed entry to re-queue it.
Days the lab is closed. AI Restack will skip these days when redistributing cases, and the board marks the column with a striped background so cases due that day stay visible but you can move them.
Create login accounts for dentists so they can view their cases, share photos, and message you.
Post announcements visible to all dentists on the client portal. Leave empty to hide the bulletin.
Recent client portal logins by dentist accounts.
Auto-emails each portal account every Friday at 3pm EDT with a recap: new cases this week, in-progress, on hold, and recently shipped.
Sent via Microsoft Graph from your lab's Outlook mailbox.
Configure MS_GRAPH_* env vars on Netlify first — see hover help on the button if you haven't set them up.
Subscribes directly to your Outlook Inbox via Microsoft Graph. New emails arrive in the lab inbox in ~10s without Power Automate.
Requires MS_GRAPH_MAILBOX (mailbox UPN) and GRAPH_WEBHOOK_CLIENT_STATE (random secret) in Netlify env.
Subscription auto-renews daily; max lifetime per renewal is ~70h.
Assign phone numbers to production roles. When cases reach a stage, a text is sent automatically.
Controls who can text or WhatsApp the lab assistant. Unknown senders are silent-dropped. Failed setup codes lock the phone out for 24h after 5 wrong guesses.
Push an update to all connected clients (admin + portal). Everyone's browser will reload automatically.
Select a message to read
View case progress, share photos, and message the lab.