Glossary
Terms you'll see in the portal and what they mean.
Account-level
Organization — your dental practice as we see it. You can have multiple clinics under one organization.
Clinic — a physical practice location. Most dentists have one; multi-location practices have several.
Org owner / clinic owner — the person with billing and admin authority. Usually the practice owner or office manager.
Activation — the state where your account can submit cases. Requires a complete profile and (for prepay/autopay accounts) a payment method on file.
Billing
Prepay — Stripe authorization at case submission; capture when shipped. Authorization holds the funds but doesn't take them until we ship.
Autopay — automatic charge to the default card when the case ships. No invoice review step.
Net terms — invoice issued after delivery, you pay within an agreed timeframe (e.g. Net 30).
Price list — your agreed pricing for each catalog item (crown, denture, etc.). Set by the lab and accepted via an agreement.
Price-list agreement — a formal acceptance of a price list. Required before custom prices apply.
Quote — custom pricing for a case that falls outside the standard price list. You accept or decline before the case proceeds.
Invoice — billing for a completed case (or batch).
Adjustment — a credit or charge added to an invoice (e.g. remake credit, expedite fee).
Case lifecycle
| Status | Meaning |
|---|---|
| received | Lab has the case, hasn't started yet |
| invoicing | Lab is preparing a custom invoice (quote-pending cases) |
| design | CAD design in progress |
| production | Milling, printing, or layering |
| finishing | Glazing, polishing, contouring |
| qc | Quality check |
| shipped | On its way to your practice |
| delivered | Confirmed received |
| on_hold | Something needs your input — see comments |
| cancelled | Case was cancelled before completion |
| remake_requested | A re-do was requested on this case |
Other
Catalog item — a single restoration type (e.g. "Zirconia Crown — Anterior", "PFM Bridge Pontic").
Tooth chart — the visual selector for which teeth the case applies to. We support FDI and Universal numbering systems.
EXIF — metadata embedded in photos (location, camera, timestamp). We strip EXIF from JPEGs at upload to prevent accidental PHI leakage.
Audit log — system record of every action on your account (login, case submit, file upload, status change). Available on request.
SLA — service-level agreement. The turnaround time the lab commits to for each case type.
Remake — re-doing a case that the dentist wasn't satisfied with. Often free if reported within a window; otherwise charged.
Dispute — Stripe term for a chargeback initiated by a card issuer. Tracked in the lab's billing dashboard.