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Lab talk, the good, the bad, and the ugly
Dental-CAD
Multiple Digital Impression Portals
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<blockquote data-quote="LuthorCorp" data-source="post: 313756" data-attributes="member: 17611"><p>We get files from multiple portals and from office specific emails and we found a decent strategy to help keep everything organized and to not miss things.</p><p></p><p>We forward all client emails/portal notifications (For iTero i believe there is an option to enable email notifications) to a specific folder in our email.</p><p>Then once any email or notification is worked on (We start by printing prescriptions and booking them in) we use the outlook categories to mark the emails with the completed task (Printed, working on, finished... etc) so we have a color coordinated email system so that at a glance you can see the status of any given case.</p><p></p><p>Once any case is finished we move it to an archived folder to keep the main folder clean and organized.</p><p></p><p>We receive at any where from 50-60 emails from either notifications or direct emails from clients going into this folder each day, with multiple people accessing it at any given time so we learned early on that organization was the priority so that requests aren't overlooked. And this has been working great so far.</p></blockquote><p></p>
[QUOTE="LuthorCorp, post: 313756, member: 17611"] We get files from multiple portals and from office specific emails and we found a decent strategy to help keep everything organized and to not miss things. We forward all client emails/portal notifications (For iTero i believe there is an option to enable email notifications) to a specific folder in our email. Then once any email or notification is worked on (We start by printing prescriptions and booking them in) we use the outlook categories to mark the emails with the completed task (Printed, working on, finished... etc) so we have a color coordinated email system so that at a glance you can see the status of any given case. Once any case is finished we move it to an archived folder to keep the main folder clean and organized. We receive at any where from 50-60 emails from either notifications or direct emails from clients going into this folder each day, with multiple people accessing it at any given time so we learned early on that organization was the priority so that requests aren't overlooked. And this has been working great so far. [/QUOTE]
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Lab talk, the good, the bad, and the ugly
Dental-CAD
Multiple Digital Impression Portals
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