Aligner Lab Software: Building a Workflow From Upload to Approval

An aligner lab handles many cases at once, for many doctors at many clinics. Each case goes through several revisions before approval. Without a system, the status of each case lives in emails, chat messages and someone's memory. Aligner lab software puts the whole workflow in one place.

Organise cases the way your lab works

Aligner case management software should follow the real structure of your business: clinic → doctor → patient → case → revisions. A clinic has several doctors. Each doctor has patients. Each patient has a case, and each case has revisions as the plan is refined. When the software mirrors this, finding a case, filtering by clinic or seeing everything waiting for one doctor is easy.

The four-step workflow

• Upload. The planner uploads the export from the planning software, as a zip, a folder or loose files. Large uploads should resume if the connection drops.
• Process. The platform scans the files for viruses, detects the stages, separates teeth, gums and attachments, and builds the 3D simulation automatically.
• Review. The case goes to the treating doctor, who reviews it in 3D and approves or requests changes. See the orthodontic treatment plan viewer.
• Share. Once approved, the lab or clinic sends the patient a private link. See sharing treatment plans securely.

Know what needs attention today

A good dashboard answers one question first: what needs attention today? Cases awaiting doctor review, change requests waiting for a new revision, uploads still processing, and approved plans ready for the patient. Notifications cover the rest, for example when a doctor approves, requests changes or sends a message, or when a patient opens their simulation.

Treatment plan sharing for aligner labs

Sharing is where many labs lose time and control. Files go out by email or file-sharing services, versions get mixed up, and there is no record of who saw what. With treatment plan sharing for aligner labs built in, every doctor sees only their own cases, always the current revision, and every patient link can have a PIN, an expiry date and a full view log.

Roles for your team

Not everyone in the lab needs every permission. Owners manage billing, admins manage the team and branding, operations staff manage clinics, doctors and patients, planners upload revisions, and viewers have read-only access. Doctors see only their own cases.

Start with your own cases

DentoSim is aligner lab software built around this workflow, with a 3D aligner treatment viewer and doctor approval included. Register your lab and try it on real cases with the free starter cases.