Case Flow Dashboard Overview

The Case Flow Dashboard or homepage is the first page you see when you log into your 3Shape LMS. It provides you with at-a-glance information such as: 

  • Total cases
  • Late cases
  • Missed ship date
  • Case Holds

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Navigation

Clicking the navigation bar up top will bring you to other dashboards such as: 

  • Client
  • Production
  • Billing
  • Reports

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You can return to your Case Flow page anytime by clicking your Logo on the top left or by clicking Case Flow

Calendar

The case flow calendar shows at least 3 weeks in advance of upcoming and 1 week of previous cases. Each day/number is also click-able to bring up that days cases.

There are four different calendar views that you can change at any time:

  • Orders
  • Ship date
  • Due date
  • Patient appointment
  • Task
  • Technician

 

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Search

The easiest way to pull up a list of active cases is by clicking on the search button (with nothing entered in the search box).  The most recently touched case will be on top.

 

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You are also able to use our advanced search feature which allows you to search by multiple parameters.

 

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