Case portal 35
Case intake, status, assignment, approval, pricing, payment, roles, security, traceability and the lab's own operations.
Standalone use: lab only, clinic only, or both
8 of 8 systems documented
- Cympha
- a practice runs cases with no lab assigned (an internal case holds the record, documents and consultation templates), a lab runs cases it enters itself, and either kind of case can be branched into a lab case later; the lab is chosen per case from a search, so neither side depends on the other already being on the platformCYM
- TrazaLab
- clinic and laboratory on the same case thread, with separate entry points for clinics (dentist.trazalab.com) and laboratories (lab.trazalab.com); the vendor states it is not a captive laboratory and does not replace the lab's production networkVEN
- Medit Link
- a platform for clinics and labs; the web version manages patients and cases from any PC without hardware limitations, and lab-side scanning is the Medit Scan for Labs packageDOC
- 3Shape LMS / Unite
- LMS is the lab-side system; the clinic side is Unite with the Communicate connection, and a clinic chat and case overview in the Unite Cloud App was listed for Q3 2025VEN
- Dandy
- a clinic-side portal and Chairside scanning software; the laboratory is Dandy's own and the scanner is suppliedVEN
- Magic Touch Signature
- lab-side management (Signature, Lite, Cloud) with a lab-branded Customer Portal and a white-labelled mobile app for the lab's clientsVEN
- Labtrac
- lab-side manufacturing platform; dentists work with the lab through it (Inbox / Labtrac Online)VEN
- Evident / EviSmart
- lab-side management; EviSmart connects labs to dentists through the systems both already use, and dentists receive alerts and connect with their lab networkVEN
Four architectures. Lab-side management with a client portal (Evident, Magic Touch, Labtrac, 3Shape LMS): the lab is the account holder and its dentists use the portal it issues. A scanner vendor's platform (Medit Link, 3Shape Unite): both sides have accounts, tied to the vendor's scanner on the clinic side. A single-vendor laboratory (Dandy): the clinic is the user and the lab is fixed. Two independent sides (Cympha, TrazaLab): a practice or a lab works alone and a case joins the two when one is chosen.
Technology and installation
8 of 8 systems documented
- Cympha
- browser application (React, TypeScript) for the portal and for Studio, with Studio's mesh and volume work in WebAssembly and web workers; the desktop agents are a Windows tray application and the mobile app is React with CapacitorCYM
- Evident / EviSmart
- vendor: web-based, compatible with PC or Mac, nothing to install; observed: the account and design applications are served from IIS/ASP.NET, the design application as a bundled single-page app with a SignalR connectionOBS
- TrazaLab
- vendor: a responsive web application, nothing to download; observed: a PHP web application (login.php, PHP session cookie) behind CloudflareOBS
- Magic Touch Signature
- vendor: available on desktop and cloud, and Digital Gateway is offered as on-premises installation, Magic Touch hosting or Azure/AWS; observed: the web sign-in (magictouch.dlcpm.net) is ASP.NET Web Forms with Telerik controls on IIS; a MagicTouch app is listed in the Microsoft StoreOBS
- Labtrac
- vendor: a cloud platform; observed: the sign-in (app.labtrac.com) is an ASP.NET application on IISOBS
- 3Shape LMS / Unite
- vendor: LMS is cloud-based, Unite is a Windows application (Unite 24.x on Windows 10 22H2 or later and Windows 11); observed: the LMS application (lms.3shape.com) is Blazor WebAssembly, .NET running in the browserOBS
- Medit Link
- vendor: a desktop application installed on Windows (Medit_LinkSetup.exe, packaged with Medit Scan for Clinics and for Labs) or on macOS (without Scan for Labs or exocad integration), with case data moved between local and cloud storage by its Case Synchronization Manager; observed: the web version is a JavaScript single-page application (Vue) served from S3/CloudFrontOBS
- Dandy
- observed: the Dandy Practice portal (practice.meetdandy.com) is a React single-page application; Chairside is the vendor's own scanning and ordering software, and its platform is not stated in the vendor's documentationOBS
Vendor statements first; where a vendor says nothing about its technology, the cell records what its public sign-in page serves. Medit's own support documentation records the failure modes of a managed sync step: files a lab cannot download, slowed uploads, an upload status read incorrectly after a file uploaded but did not sync, and a failed-synchronisation error code.
Bring your own lab forms (order form configuration)
5 of 8 systems documented
- Cympha
- the lab uploads its own order form for each service it offers; the form's fields, a worked example and the list of files the service needs are extracted from it and become the structured order form the dentist fills in for that service; the lab can edit the extracted fields and file list, and re-extracting warns when cases already use the form; field labels are translated on demandCYM
- TrazaLab
- a digital Rx builder with a visual tooth map and shade, material and specification fieldsVEN
- Magic Touch Signature
- clients submit new cases in the Customer Portal with the details the lab requiresVEN
- 3Shape LMS / Unite
- customised order forms in UniteVEN
- Dandy
- not stated in the vendor's documentationVEN
Not established from public documentation for Evident / EviSmart, Labtrac, Medit Link.
A lab offering something the platform's form does not cover either gets a field for it or records it in free text, which downstream steps cannot read.
Laboratory selection
5 of 8 systems documented
- Cympha
- the lab is chosen per case from a lab search; Case.lab_id is nullable, so a case can exist before one is pickedCYM
- TrazaLab
- clinics send to the subscribing lab of their choiceVEN
- 3Shape LMS / Unite
- the practice picks from the labs on the platformVEN
- Medit Link
- a partner lab is added and must approve the connection before cases are sentDOC
- Dandy
- the laboratory is Dandy; the platform exists to order from itVEN
Not established from public documentation for Evident / EviSmart, Magic Touch Signature, Labtrac.
Production traceability and barcoding
4 of 8 systems documented
- Cympha
- no barcode or station-level tracking; progress is the case status and the activity logCYM
- 3Shape LMS / Unite
- barcode-driven multi-step production lines, Dymo label printing and a production step deadline reportDOC
- Labtrac
- every case and step is tracked through the lab, with checkpoints for review, acceptance, invoicing and dispatchVEN
- Magic Touch Signature
- a Production Tracker through all manufacturing stages, with case location scanningPR
Not established from public documentation for Evident / EviSmart, TrazaLab, Medit Link, Dandy.
Case status says which stage a case is in. Traceability is an identifier that follows the physical work through stations and handoffs, which is a lab-management function and a different one.
Inventory and materials
5 of 8 systems documented
- Cympha
- no inventory moduleCYM
- Magic Touch Signature
- inventory management with real-time inventory controlVEN
- TrazaLab
- inventory trackingVEN
- Evident / EviSmart
- inventory tracking and equipment calibration tracking are listed LMS featuresVEN
- 3Shape LMS / Unite
- materials management, with alloys and materials entered on the case recordDOC
Not established from public documentation for Labtrac, Medit Link, Dandy.
Live case updates
2 of 8 systems documented
- Cympha
- a per-case event stream; the case page updates as events land, without reloadingCYM
- Dandy
- real-time updates for every caseVEN
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link.
Lab slip and work ticket
2 of 8 systems documented
- Cympha
- a printable PDF lab slip generated from the case, with a QR code that opens the case; Cloud Monitor keeps it in each case folder and refreshes it when the case changesCYM
- 3Shape LMS / Unite
- integrated barcoding on casesVEN
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, Medit Link, Dandy.
Lab earnings and payouts
2 of 8 systems documented
- Cympha
- an earnings view for the lab and a payout setup stepCYM
- Dandy
- monthly spend and invoices in a dashboard, on the practice sideVEN
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link.
Languages and translation
2 of 8 systems documented
- Cympha
- interface in English, Chinese, German, French, Spanish and Italian, plus on-demand AI translation of case chat, activity-log entries and lab profile text into the reader's languageCYM
- TrazaLab
- fully bilingual English and Spanish across the interface, prescriptions, notifications and documentationVEN
Not established from public documentation for Evident / EviSmart, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link, Dandy.
Two different functions: a translated interface, and translating what the other party wrote. The second is what lets a lab and a doctor work a case without sharing a language.
Shipping and delivery tracking
7 of 8 systems documented
- Cympha
- shipping and delivery are case statuses (shipping, delivered digital, delivered physical); no carrier integration, label generation or tracking-number fieldCYM
- Magic Touch Signature
- carrier integrations listed for FedEx, UPS, Purolator, Chronopost, TNT and USPSVEN
- TrazaLab
- no built-in shipping carrier integration, by its own accountVEN
- 3Shape LMS / Unite
- a Shipping Center: couriers are added, tracking is added to a case, pickups are created, shipments voided, and ship-today and delivery reports printedDOC
- Medit Link
- the lab enters shipping information or marks self pick-up; the case moves to Shipped and the partner is notifiedVEN
- Labtrac
- dispatch is one of the configurable process checkpointsVEN
- Evident / EviSmart
- driver route planning is a listed LMS featureVEN
Not established from public documentation for Dandy.
Label generation with the carrier tracking number attached to the case is the category norm for lab-management systems: DentaLab for QuickBooks documents exactly that. Cympha's column states what the code holds, which is status only.
Accounting integration
3 of 8 systems documented
- Cympha
- no accounting-package integration; invoicing and credits are handled in the platformCYM
- Evident / EviSmart
- QuickBooks syncing is a listed LMS featureVEN
- Magic Touch Signature
- QuickBooks, and Avalara and Vertex for tax complianceVEN
Not established from public documentation for TrazaLab, Labtrac, 3Shape LMS / Unite, Medit Link, Dandy.
Case types and lab-defined services
1 of 8 systems documented
- Cympha
- case types are defined by the lab: each lab service is a named case type with its own order form and pricing, and a case links to it by service_id. GuideMia-native templates ship as starting points; anything else is a custom service. All types share one queue, the same roles and one audit trailCYM
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link, Dandy.
The internal categories are routing: they select the workflow template and the approval ladder. They are not the case types a customer chooses from.
Per-case pricing and quote approval
1 of 8 systems documented
- Cympha
- the lab manager sets a price on the case; the customer approves it, or rejects it with a reason, before any payment is takenCYM
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link, Dandy.
Multi-practice groups (DSO)
1 of 8 systems documented
- Cympha
- a DSO manager role that invites doctors or approves their join requests, with membership a doctor can accept, decline or leave, and a roster of the group's doctorsCYM
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link, Dandy.
Practice-side case records
5 of 8 systems documented
- Cympha
- internal cases: CaseCategory.INTERNAL opens a case at CaseStatus.INTERNAL and no lab is assigned. Fourteen structured case-record templates attach to it, and it can be branched into a lab case laterCYM
- Magic Touch Signature
- a Customer Portal lets a practice submit cases to the lab and payVEN
- TrazaLab
- clinics use it free to send cases to a subscribing labVEN
- Dandy
- not stated in the vendor's documentation; the platform is built around ordering from Dandy's laboratoryVEN
- 3Shape LMS / Unite
- Unite is the practice's side of a clinic-to-lab channel, and is free with the purchase of a TRIOS scannerVEN
Not established from public documentation for Evident / EviSmart, Labtrac, Medit Link.
Most of this field moves work from a clinic to a lab, so the practice's own record is held elsewhere. A dentist portal attached to a lab's system gives a practice a view into that lab's software; it does not give the practice a record of its own.
Patient portal and plan approval
2 of 8 systems documented
- Cympha
- patient is a role: the patient sees the files the doctor shares, approves the consultation plan, asks questions and messages the doctor; progress monitoring files the patient's own photographs against the planCYM
- Dandy
- not stated in the vendor's documentationVEN
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link.
Customer email and newsletters
2 of 8 systems documented
- Cympha
- a newsletter module for lab managers: the recipient list is assembled from the customers on that lab's own cases, with a daily send limit, and drafts saved and edited in the appCYM
- Dandy
- not stated in the vendor's documentation; the marketing permission on this page is Dandy writing to its own users, the opposite directionVEN
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link.
Every system here holds the identities of a lab's customers, because it processed their cases.
Partner and referral program
1 of 8 systems documented
- Cympha
- a user can become a partner and submit referrals from the appCYM
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Medit Link, Dandy.
Security and data governancebaseline
3 of 8 systems documented
- Cympha
- sign-in through Clerk for every user; every customer, lab, group and agent action is gated by role (doctor, lab manager, lab admin, designer, intake, patient, and a read-only DSO manager); the lab's internal chat is kept apart from the doctor's thread; a desktop agent must be approved from the account before it can act and can be revoked there; every case action is recorded in the case's event historyCYM
- TrazaLab
- AES-256-GCM encryption at rest and TLS 1.3 in transit; the three roles are isolated at database level with per-case configurable access; an immutable, exportable audit log records user, IP address, action, target and UTC timestamp; access revocation is immediate; doctors can export all their dataVEN
- Medit Link
- data, including patient information, is encrypted in storage and in transit on AWS; the vendor states compliance with HIPAA and GDPRDOC
Not established from public documentation for Evident / EviSmart, Magic Touch Signature, Labtrac, 3Shape LMS / Unite, Dandy.
A compliance name on its own does not settle retention, data residency, breach response or who is contractually responsible; those stay due-diligence questions for every system here, including ours.
Case creation and intakebaseline
8 of 8 systems documented
- Cympha
- new case with the patient entered once, a draft state, the lab chosen per case, files from the scanner's export folder or by phone via QR; submitted chairside or from the lab sideCYM
- TrazaLab
- digital Rx builder with a visual tooth map and shade, material and specification fieldsVEN
- 3Shape LMS / Unite
- a simplified lab order form in UniteVEN
- Magic Touch Signature
- case entry, and a Customer Portal through which practices submit casesVEN
- Dandy
- scan and order in one connected systemVEN
- Evident / EviSmart
- the Digitizer module turns handwritten prescriptions into structured data and CaseEntry opens the job in the LMSPR
- Medit Link
- cases are sent to a partner lab through Case Box after the partner connection is approvedDOC
- Labtrac
- orders, comments and files from the integrated scanner systems land in one inbox, and work that arrived any other way joins the same listVEN
Case status trackingbaseline
8 of 8 systems documented
- Cympha
- a status model covering the full lifecycle: intake and review, design, approval, customer responses (information requested, rejected, escalated), manufacturing, shipping, digital and physical delivery, and closure, with an internal state for cases that stay inside the practiceCYM
- TrazaLab
- a Kanban pipeline with fixed stagesVEN
- Dandy
- Case Tracker with real-time status from design to deliveryVEN
- Magic Touch Signature
- tracking from entry to deliveryVEN
- Labtrac
- every case and step tracked through the labVEN
- 3Shape LMS / Unite
- case timelines, and configurable case workflows with barcodingVEN
- Evident / EviSmart
- case tracking is a listed LMS featureVEN
- Medit Link
- the lab's In Box shows each received case and its status; a case is confirmed, shipped and completed, the last on the clinic's Confirm DeliveryVEN
Work assignment and schedulingbaseline
5 of 8 systems documented
- Cympha
- assign and reassign a designer from the lab's approved members, or let routing pick the candidate holding the fewest open cases; a case team view; the lab manager's queue lists every case in flight with status, designer and created date; one optional expected date per caseCYM
- Magic Touch Signature
- Technician Manager for task assignment and schedule updatesVEN
- Labtrac
- production planning and scheduling with dynamic rescheduling, so priority cases are worked first; the Technician Workbench shows individual technician tasks and captures progress through manufactureVEN
- 3Shape LMS / Unite
- configurable case workflows and multi-step production lines; technician permissions set per user, and a technician productivity reportDOC
- Evident / EviSmart
- the LMS module tracks the workPR
Not established from public documentation for TrazaLab, Medit Link, Dandy.
Design approval workflowbaseline
4 of 8 systems documented
- Cympha
- request approval, customer approval of the design, self-approval for the submitter's own case, and a separate QC approval; the required steps are set per case categoryCYM
- Dandy
- designs reviewed and approved from any device; Live Design Review for changes and clinical questions in real timeVEN
- 3Shape LMS / Unite
- design review in Unite CloudVEN
- Medit Link
- not stated in the vendor's documentationDOC
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac.
In Cympha the required approval steps depend on the case category; a lab-service case and an aligner case do not share one ladder.
Revision requests, remakes and escalationbaseline
4 of 8 systems documented
- Cympha
- a delivered design is returned for changes, rejected, or escalated as distinct status transitions, each recorded in the case log; replacement scans uploaded by the customer re-dispatch the case automaticallyCYM
- Dandy
- Live Design Review: request changes, ask the technician questions, confirm adjustments and approve, in real time; an implant restoration that does not fit is remade at no chargeVEN
- TrazaLab
- a remake register records cause, severity and captured costVEN
- 3Shape LMS / Unite
- remakes and adjustments are created against the original case with a remake reason from a lab-maintained list; internal remakes are recorded separately and reported in an internal remake reportDOC
Not established from public documentation for Evident / EviSmart, Magic Touch Signature, Labtrac, Medit Link.
Payment and invoicingbaseline
6 of 8 systems documented
- Cympha
- per-case checkout and an invoice per case; credits with a balance, packages and a transaction historyCYM
- Magic Touch Signature
- paperless invoicing and payment trackingVEN
- TrazaLab
- billing and invoicingVEN
- 3Shape LMS / Unite
- automated invoicing and payment processingVEN
- Dandy
- monthly spend and invoices in a dashboardVEN
- Evident / EviSmart
- the Pay module handles billingPR
Not established from public documentation for Labtrac, Medit Link.
Case activity logbaseline
4 of 8 systems documented
- Cympha
- an append-only log across the whole case: lifecycle and status changes, assignment, files and labels, comments and customer email, every approval step, branching, and the practice-side record eventsCYM
- Magic Touch Signature
- full audit trails from entry to deliveryVEN
- TrazaLab
- a Kanban pipeline; an append-only history is not stated in the vendor's documentationVEN
- Evident / EviSmart
- the Vault module stores the recordPR
Not established from public documentation for Labtrac, 3Shape LMS / Unite, Medit Link, Dandy.
Case messagingbaseline
6 of 8 systems documented
- Cympha
- live chat on the case in separate doctor–lab, lab–designer and patient–doctor threads, with file attachments and one-click translation; email to the customer from the caseCYM
- TrazaLab
- TrazaChat, real-time per-case messaging between lab and clinic, with attachmentsVEN
- 3Shape LMS / Unite
- built-in chat with doctors and case timelines in UniteVEN
- Evident / EviSmart
- the Comm module keeps messages attached to the casePR
- Dandy
- Live Design Review, real-time video between dentist and lab technicianVEN
- Labtrac
- positioned around technicians and dentists working togetherVEN
Not established from public documentation for Magic Touch Signature, Medit Link.
Lab onboarding and profilebaseline
4 of 8 systems documented
- Cympha
- guided onboarding covering lab information, the introduction doctors see, and payout setup, plus a lab directory that customers searchCYM
- 3Shape LMS / Unite
- labs create profiles and post photos and videos on Unite, connecting with doctors on the platformVEN
- TrazaLab
- labs subscribe; clinics join free and send to themVEN
- Labtrac
- a cloud platform for the lab, with a dentist-facing sideVEN
Not established from public documentation for Evident / EviSmart, Magic Touch Signature, Medit Link, Dandy.
Reporting and dashboardsbaseline
7 of 8 systems documented
- Cympha
- case counts by status, the lab manager's queue view, and a CSV export of the lab's earningsCYM
- Magic Touch Signature
- Business Intelligence dashboards: case trends, turnaround times, financial metricsVEN
- Labtrac
- CRM analytics, quality issue management, predictive equipment maintenanceVEN
- 3Shape LMS / Unite
- a Reports Center with an internal remake report, a production step deadline report and a technician productivity reportDOC
- Evident / EviSmart
- KPI reporting, customisable automatic reports, comparison reporting and technician productivity reports are listed LMS featuresVEN
- Medit Link
- a dashboard with statistics in graphs and charts in the app and on the web, covering scanner usage and calibration and cloud storage in use, plus a monthly statistics email through Medit InsightsDOC
- Dandy
- for groups, visibility across practices of lab spend, scan quality and remake ratesVEN
Not established from public documentation for TrazaLab.
Notifications and alertsbaseline
5 of 8 systems documented
- Cympha
- about 27 event types, such as case created, designer assigned, approval requested, price approved or rejected and case cancelled, delivered by email, an in-app notification bell, web push per device and desktop Agent alertsCYM
- Evident / EviSmart
- integrated e-mail, fax and text messaging for customer communicationPR
- TrazaLab
- notifications in English and Spanish, including WhatsApp alerts for status changes and approval requests that carry the trigger only, never the filesVEN
- Dandy
- real-time updates for every caseVEN
- Medit Link
- the partner is notified when a case is marked shippedVEN
Not established from public documentation for Magic Touch Signature, Labtrac, 3Shape LMS / Unite.
User roles and permissionsbaseline
5 of 8 systems documented
- Cympha
- roles span the customer side, the lab (manager, admin, designer, intake, manufacturing, operations), group management for DSOs, the patient, and automation agents; every role has a pending state, so access is granted on approvalCYM
- Dandy
- not stated in the vendor's documentationVEN
- TrazaLab
- technician, clinic administrator and doctor roles, isolated at database level: technicians see assigned cases, clinic administrators see the clinic's cases across doctors and labs, doctors see their own; access is per-case configurable and revoked immediatelyVEN
- 3Shape LMS / Unite
- user access and permissions granted per user, with separate technician and lab-staff permission settingsDOC
- Medit Link
- clinic administrator and member, lab administrator and member; each role sees a documented set of boxes (Patient, Case Box, Order Box, In Box, Work Box, Case Talk, Trash Box, App Box), and the price list is an administrator functionDOC
Not established from public documentation for Evident / EviSmart, Magic Touch Signature, Labtrac.
Role-based access is standard across lab software. What differs is granularity (per case, per technician, per box) and whether access is granted on approval. A blank here means the vendor does not publish its role model.
Labels and taggingbaseline
2 of 8 systems documented
- Cympha
- labels added to and removed from cases, each change recorded in the activity logCYM
- 3Shape LMS / Unite
- customisable Dymo case labels, which can carry patient appointment informationDOC
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, Medit Link, Dandy.
Team managementbaseline
2 of 8 systems documented
- Cympha
- invitations and join requests with manager approval, and activation controls for designers, so a lab's roster is managed inside the platformCYM
- 3Shape LMS / Unite
- users are invited to the lab's 3Shape Company and granted LMS access and permissionsDOC
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, Medit Link, Dandy.
Services and price listbaseline
3 of 8 systems documented
- Cympha
- the lab names each service it sells; pricing per service is fixed (set on the service) or flexible (set per case), with an optional price guideline; services can be deactivated and reactivatedCYM
- 3Shape LMS / Unite
- a product catalogue with pricebooks assigned from the client profile or the manufacturer profileDOC
- Medit Link
- a lab registers its price list and requests a contract with a clinic to settle payment through the platformVEN
Not established from public documentation for Evident / EviSmart, TrazaLab, Magic Touch Signature, Labtrac, Dandy.
