Physical Case Guide

Physical Case Submission

This page is made to teach your team the physical submission process in a simple, step-by-step way.

No scheduling complexity here. Just practical guidance on what to prepare, how to pack, what to write, and how to avoid common mistakes.

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First things first

Why Submission Quality Matters

Clean, complete, and properly packed physical cases move faster through intake and production. A well-prepared submission reduces avoidable corrections and helps deliver exceptional case outcomes.

Fewer clarification calls from the lab team

Lower remake risk from damaged or unclear records

Faster start to design and production workflows

Preparation

What to Prepare Before Sending

Before dispatch, confirm both the clinical components and the written case details are complete. This prevents avoidable delays and keeps your case ready for immediate intake.

01 Required

Clinical Items

Primary impression or working model.
Opposing model when required.
Bite registration if needed for occlusion.

02 Required

Case Details/Prescription

Patient name and tooth number(s).
Restoration type and material choice.
Shade, design notes, and due date.

Packing

How to Pack Physical Cases Properly

Use a sturdy box and keep all internal items stable. Every movement during transport can affect fit and margin accuracy.

Wrap fragile parts with foam or bubble protection.
Separate components so they do not collide in transit.
Place labels both inside and outside the package.
Keep paperwork in a dry sleeve or on top of any wet items.

Tip: If the package is gently shaken and items move, add more internal support before sending.

Prescription

Prescription Writing Guide

A clear prescription is the most important communication tool between clinic and lab.

Write tooth number and restoration type clearly.
Specify material and shade without abbreviations that can be misread.
Add margin, occlusion, and contact instructions if relevant.
Include clinic contact person for quick clarifications.

Common Issues

Most Common Mistakes to Avoid

Missing tooth number or incomplete prescription details.

Unlabeled models or labels that do not match paperwork.

Weak packaging that allows breakage or distortion.

Sending multiple patient items in one unlabeled bundle.

No due date or no contact person for case questions.

Final Check

Final Submission Checklist

Use this before every physical submission to keep your workflow smooth and easy for everyone.

All clinical items included and protected.

Prescription complete and easy to read.

Patient name matches on model, form, and package.

Package is stable, sealed, and clearly labeled.

Team member confirms final check before dispatch.

ready to send

submit with confidence

If your case is packed, labeled, and checked, your team is ready. Use your internal submission process or contact the lab team for final confirmation before dispatch.

review from top open final checklist