May 06, 2025
Streamlining Case Management: Best Practices for Dental Labs
Practical strategies for efficient case management from submission to delivery. Learn how to build workflows that reduce errors and improve clinic satisfaction.
How to develop and maintain successful relationships between dental labs and clinics. Practical advice on communication, collaboration, and growing together.
The relationship between a dental lab and its clinic partners is more than transactional. The best partnerships feel like extensions of each other’s teams—the lab understanding what each dentist needs, the clinic trusting the lab’s expertise. Building these relationships takes intention, communication, and consistent delivery.
Dental labs with strong clinic partnerships enjoy significant advantages:
Predictable Revenue Loyal clinic relationships provide steady, predictable case flow. Rather than constantly hunting for new business, partnered labs can focus on serving their existing base well.
Reduced Friction When labs and clinics know each other well, communication becomes shorthand. The clinic knows what to include in prescriptions; the lab knows each dentist’s preferences. Cases flow smoothly with fewer clarification calls.
Premium Positioning Clinics pay more for labs they trust. When quality is consistent and service is excellent, price becomes less of a deciding factor. Strong partnerships support healthy margins.
Referral Network Satisfied dentists recommend labs to their colleagues. Word-of-mouth from trusted sources is the most valuable marketing a lab can have.
From the start of any lab-clinic relationship, align on:
Document these expectations and reference them when questions come up.
Don’t wait for clinics to chase you:
Match communication method to message urgency and complexity:
| Situation | Best Channel |
|---|---|
| Routine status updates | Automated notifications / portal |
| Case-specific questions | Case messaging system |
| Urgent issues | Phone call, followed by written summary |
| Relationship discussions | In-person or video meeting |
| Technical education | Scheduled lunch-and-learn or webinar |
The best lab partners are excellent listeners:
Technology enables partnership at scale:
Give clinics self-service access to:
Portals reduce phone calls and give clinics control over their experience.
Well-designed digital prescriptions:
Case-attached messaging keeps communication:
For cases requiring clinic approval:
How you handle problems defines partnerships more than how you handle successes.
When something goes wrong:
Speed matters when clinics have patients waiting:
Individual issues become concerning when they form patterns:
Not every complaint is valid:
The best partnerships evolve over time:
As trust builds, introduce new capabilities:
Partnered success benefits from shared visibility:
Labs and clinics can learn together:
Include key partners in your thinking:
Track these indicators of relationship quality:
Quantitative Metrics:
Qualitative Indicators:
Regular partnership reviews—annually for key accounts—provide structured opportunities to assess health and plan improvements.
Not all relationships warrant equal investment:
For important accounts:
Budget time and resources:
The transactional view of lab-clinic relationships—we make what they order—leaves value on the table. Labs that build true partnerships create sustainable competitive advantages that are difficult for competitors to replicate. Invest in relationships, and they’ll invest in you.
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