Required case information
Translate the prescription into an appliance-specific build record: arch, appliance design, wire or acrylic requirements, expansion or activation notes, models or scans, and the delivery commitment.
- Appliance type and design notes
- Doctor instructions and files
- Patient details, model or scan status
- Due date, delivery method, and remake notes
Typical production stages
Keep model or digital preparation separate from wire, acrylic, finishing, and quality control so the team can see whether the appliance is waiting on an input or actively being built.
- 1 Intake
- 2 Model or digital preparation
- 3 Wire, acrylic, or appliance fabrication
- 4 Finishing
- 5 Quality check
- 6 Delivery
Common bottlenecks
- Unclear appliance design instructions
- Model or scan delays
- Rush appliance requests
- Delivery dates tracked outside production
Instruction checkpoint
Turn an orthodontic prescription into a buildable case record
Generic labels such as “ortho appliance” do not give the bench enough control. The record should expose the design decisions that change fabrication and delivery.
| Instruction group | Minimum usable record | Reason to pause |
|---|---|---|
| Appliance identity | Appliance type, upper or lower arch, and design reference | The requested appliance or arch is unclear |
| Build specification | Wire sizes, acrylic area or color, clasps, screws, springs, and activation notes as applicable | A fabrication choice would require the technician to guess |
| Input condition | Usable model or scan plus bite and relevant photos or drawings | The supplied record cannot support the prescribed design |
| Timing and delivery | Appointment date, lab finish date, delivery method, and rush approval | The promised date has no production or transport allowance |
The checklist captures instructions supplied to the lab; it does not create or modify an orthodontic treatment plan.
Best practices
Use appliance-specific case types.
Attach design references to the case.
Keep rush appliance work visible.
Track delivery status after quality check.