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AI agent for dentists

Dental Lab Case Tracking Agent

Every lab case arrives correct before the seat appointment

MonitoringRisk managementHealthcareOperations
See how it worksGet access
Dental Lab Case Tracking Agent: what goes in, what the agent does and what you get

What it does

Crowns, bridges and dentures go to a lab and must return before the seat appointment, or the patient's visit is wasted. This agent tracks each case from impression or scan to delivery. It checks for a scan rejection first; if the lab rejected the scan for margins, the patient is rebooked for a new scan. It checks lab status daily against the seat date, and flags any case that will not arrive at least 2 days before seating, so staff can reschedule early. When the case arrives, it compares the lab slip with the prescription for shade, material and tooth number. Mismatches are held and a remake request is drafted. The dentist confirms the case is ready before the patient is called. Edge case: a scan rejected for unclear margins rebooks the patient instead of waiting on the lab.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueYes, continueApprovedNoNoNo 1 STARTS WHEN Case sent to lab 2 USES A TOOL Check lab acceptance of the scan or impression 3 CHECKS THE RESULT Did the lab accept the scan? If not: rebook the patient for a new scan. Back to step2. 4 USES A TOOL Check lab status daily 5 CHECKS THE RESULT Will it arrive 2 days before the seat date? If not: alert staff to reschedule the patient. Back tostep 4. 6 USES A TOOL Compare lab slip with prescription 7 CHECKS THE RESULT Does it match? If not: hold case and draft remake. Back to step 6. 8 YOU APPROVE Dentist confirms case is ready 9 RESULT Seat appointment confirmed
Read the steps as a list
  1. Case sent to lab
  2. Check lab acceptance of the scan or impression
  3. Did the lab accept the scan?If not: rebook the patient for a new scan. Back to step 2.
  4. Check lab status daily
  5. Will it arrive 2 days before the seat date?If not: alert staff to reschedule the patient. Back to step 4.
  6. Compare lab slip with prescription
  7. Does it match?If not: hold case and draft remake. Back to step 6.
  8. Dentist confirms case is readyThe agent waits here for your OK.
  9. Seat appointment confirmed

How it decides

Expected return is compared with the seat date. Arrived cases must match the prescription.

  • Cases must arrive 2 days before seating
  • Shade or material mismatch is a remake
  • Scan rejections rebook the patient

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Buffer days
  • Labs
  • Check frequency
  • Message templates

What keeps you in control

It always asks you first

  • Remakes
  • Rescheduling patients

Hard limits

  • No patient contact without staff
  • No clinical changes

It stops when

  • Done: seated
  • Stop: case cancelled

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA crown was due Friday for a Monday seat, but on Wednesday the lab showed it still in design. The timing check failed, so the agent alerted staff, who moved the seat to Wednesday. The crown arrived Monday. The slip check passed: shade A3, zirconia, tooth 19 as ordered. The dentist confirmed the case, and the patient was called.

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