Template preview
Use this structure as a simple starting point before moving the workflow into software.
- Case ID, dentist, and patient reference
- Case type, stage, owner, and due date
- Files or scan references
- Delivery status and invoice status
- Notes, remake flag, and payment status
How to use it
- 1 Keep only active work in the main sheet.
- 2 Use fixed status values instead of free text.
- 3 Review late and due-today rows daily.
- 4 Archive completed rows weekly.
When to upgrade from a template
- Multiple users overwrite each other.
- Files and dentist messages are not connected to rows.
- Rows do not show history or ownership clearly.
- The spreadsheet cannot produce reliable production, delivery, and payment views.
Interactive template
Create a live case tracker
Add active cases, owners, dates, production stages, and invoice status before downloading the tracker as CSV.
Your entries stay in this browser tab. This tool does not save or send the information you enter.
Downloadable resource
Dental Lab Case Tracking Spreadsheet
Use the preview fields below to create a printable or editable version for your lab, then move the workflow into Dental Lab Guru when you need live status.
Evaluating a software move? Model the coordination cost using your own assumptions.
Preview fields
- Case ID, dentist, and patient reference
- Case type, stage, owner, and due date
- Files or scan references
- Delivery status and invoice status
- Notes, remake flag, and payment status
Best practices
Keep one owner responsible for maintaining the template.
Archive completed work so active cases stay easy to read.
Review the template weekly for missing fields, duplicate entries, and stale statuses.
Move to structured software when multiple people need live status at the same time.