For orthodontic practices: Log case stage changes to ops sheet

Orthodontists miss case handoffs when stage changes go unnoticed, delaying lab submissions and appliance delivery. Create formatted ops rows on stage change so staff start processing.

Overview

Missed stage changes push appliance timelines off track and frustrate patients. This workflow records every stage change as a formatted ops row and alerts clinical staff, turning ad hoc handoffs into predictable, actionable work with faster response times and zero missed follow-ups.

Notable Features

Add formatted rows to ops spreadsheet
Notify clinical staff on changes
Include patient file links and timestamps