Platform Basics

    Master the fundamentals of CaseBench

    Your dashboard is your command center for all CaseBench activities. **Key Dashboard Elements:** **Quick Stats** See at-a-glance metrics: active cases, pending reviews, completed work, and earnings (for providers). **Recent Activity** Track the latest updates on your cases including status changes, messages, and file uploads. **Action Buttons** Quick access to common tasks like creating new cases or viewing your inbox. **Navigation Menu** Access all platform sections from the left sidebar: • Cases - View and manage all your cases • Messages - Communication center • Payments - Billing and earnings • Settings - Account configuration

    Customize your CaseBench experience through comprehensive settings. **Profile Settings** • Update your display name and photo • Edit business information • Manage certifications and qualifications • Set your service offerings (for providers) **Security Settings** • Change your password • Enable two-factor authentication • View login history • Manage connected devices **Business Settings** • Add or update billing address • Configure default case preferences • Set working hours and availability • Manage team member permissions

    Stay informed without being overwhelmed by customizing your notifications. **Notification Types:** • **Case Updates**: Status changes, new assignments, deadlines • **Messages**: New messages from clients or providers • **Payments**: Payment received, invoice generated • **System**: Platform updates, maintenance notices **Delivery Channels:** • **In-App**: Always visible in your notification center • **Email**: Delivered to your registered email • **Push**: Mobile notifications (when using our app) **Customization Tips:** • Set quiet hours for non-urgent notifications • Choose digest mode for daily email summaries • Prioritize urgent case notifications

    CaseBench supports all major dental file formats for seamless case management. **Supported File Types:** **3D Scan Files** • STL (Standard Triangle Language) • OBJ (Wavefront Object) • PLY (Polygon File Format) • DCM (DICOM for CBCT scans) **Images** • JPG/JPEG, PNG (photos and X-rays) • PDF (prescriptions and documents) **Design Files** • Common CAD formats from major dental software **Upload Best Practices:** • Compress large files when possible • Use descriptive file names • Organize files by case or patient • Maximum file size: 500MB per file

    Effective communication is key to successful case outcomes. **Messaging Features:** **Case-Based Messaging** All messages are linked to specific cases, keeping context clear and organized. **File Sharing** Share additional files, images, or documents directly within the conversation. **Read Receipts** Know when your messages have been viewed. **@Mentions** Tag team members in messages to get their attention. **Communication Tips:** • Be specific about case requirements • Include reference images when possible • Respond promptly to queries • Use the built-in annotation tools for clarity

    Access CaseBench on the go with our mobile-optimized platform. **Mobile Features:** • View and track case status • Receive push notifications • Send and receive messages • Upload photos directly from your camera • Quick actions for common tasks **Supported Devices:** • iOS (iPhone and iPad) • Android phones and tablets • Any modern mobile browser **Mobile Tips:** • Enable push notifications for timely updates • Use Wi-Fi for large file uploads • Bookmark the platform for quick access • Keep your app updated for the latest features

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