Getting Started

Getting started with CaseBench is quick and easy. Visit our sign-up page and provide your basic information including your name, email address, and a secure password. You'll receive a verification email to confirm your account. Once verified, you can complete your profile with your business details, certifications, and areas of expertise. **Tips for a strong profile:** • Use a professional email address • Upload a clear profile photo or company logo • Add your business address for shipping purposes • Include relevant certifications and qualifications

CaseBench supports different user types to match your role in the dental industry: **Clients (Buyers)** If you're a clinician, lab owner, or DSO looking to outsource treatment planning, CAD/CAM design, or manufacturing services. You'll be able to submit cases, track progress, and manage payments to providers. **Providers (Specialists)** If you offer services like treatment planning, digital design, or manufacturing. You'll receive case assignments, deliver work, and manage your earnings. You can always adjust your settings later if your needs change.

Once logged in, you'll find an intuitive dashboard designed around your workflow: **Dashboard** Your central hub showing active cases, notifications, and quick actions. **Cases** View all your submitted or assigned cases with real-time status updates. **Messages** Communicate directly with clients or providers about case details. **Profile & Settings** Manage your account, payment methods, and notification preferences. **Help Center** Access guides, FAQs, and support resources anytime.

Ready to submit your first case? Here's a step-by-step guide: **1. Click "New Case"** Start from your dashboard or the Cases section. **2. Select Service Type** Choose the type of service you need (treatment planning, CAD design, manufacturing, etc.). **3. Upload Files** Add your STL files, photos, X-rays, and any prescription details. We support all major dental file formats. **4. Add Case Notes** Provide specific instructions, patient preferences, and any special requirements. **5. Choose Provider (Optional)** Select a preferred provider or let our platform match you with the best available specialist. **6. Review & Submit** Confirm all details and submit your case. You'll receive confirmation and can track progress in real-time.

Collaborate efficiently by adding team members to your account: **How to Invite** Navigate to Settings > Team Members and click "Invite Member." Enter their email address and select their role. **Role Types** • **Admin**: Full access to all features and settings • **Manager**: Can manage cases and view reports • **Staff**: Can submit and view cases **For Labs & DSOs** You can also invite your clinic clients to upload cases directly. They'll have limited access to submit cases on your behalf, streamlining your intake process.

Need manufacturing support? Invite external manufacturers to handle production: **When to Use** • Overflow capacity during busy periods • Specialized manufacturing capabilities • Geographic proximity for faster shipping **How It Works** 1. Go to Settings > Manufacturing Partners 2. Click "Invite Manufacturer" 3. Enter their email and set permissions 4. They'll receive an invitation to join **Manufacturer Capabilities** External manufacturers can: • Receive and download production files • Update job status (accepted, in progress, completed) • Enter shipping and tracking information • Communicate about production details