Whenever you open an order, you always see the same basic structure made up of several cards. This article walks you through each card individually, so you know at a glance what's where and what you can do there.

The status bar at the top of the order shows which stage the order is currently at — from Order received to Completed. The practice sees the same status in the customer portal at the same time.

Which statuses exist, how you change the status, which special statuses also exist (e.g. On-Hold or Canceled), and how you trace changes in the event protocol is described in detail in Understand and change order status.

The Patient card shows the case's core data: patient, patient ID, insurance, practice, practitioner, and shipping address.

Via the pencil icon in the top right of the card, you can edit most of this information afterward. For details on that, and what the practice itself is still allowed to change, see Edit order information after the fact.

The Appointments card shows the shipping date and treatment date. Without an appointment sequence, these are the only two fields. With an appointment sequence, the expandable Planned appointments list is added — more on this in the section With and without an appointment sequence.

The Order card is the centerpiece: here you see the tooth chart, the current status as a badge, the impression type, two checkboxes (Complaint, Goodwill), the XML number, and the table with the ordered indications.

Batch tracking is for MDR documentation: here you record which material batches were used in production — manually via the plus icon and entering the lot number, or via QR scan:

Described in detail in Add material batches to an order and Understanding MDR batch tracking.

The Production card bundles three fields side by side: Lab instructions, Internal notes, and Tasks.

On the right side of the order, you'll find the chat with the practice as well as the event protocol, which automatically records every status change and relevant action with time and user. Described in detail in Use the chat in an order.

In the top right of the order, you always see two elements: a large button with the next possible action, and next to it the order menu (three-dot icon) with further functions.

Both change a little with every status change. The six screenshots below show you the progression at six statuses along the way, and the table after that shows all six statuses in detail.

A new order first lands in the Order received status. In the top right, you have two buttons to choose from: Accept moves the order into the lab, Reject rejects it — the details of how the status changes are described in Understand and change order status.

In the order menu (three-dot icon), at this early stage you'll only find three entries: Create CE for a quote, Connect to another order, and Delete this order.

As soon as you accept, the main button becomes Case sheet — exactly what's on it is explained in Understanding the case sheet.

Two new entries are added to the menu: Download zip (downloads all of the order's files together) and Send to partner.

Via Send to partner, you forward the order to another partner lab:

You select the partner from a list and use checkboxes to decide what gets copied along — indications, additional information, files, and lab instructions. Clicking Create order creates a new order from this at the partner.

Create CE, Connect to another order, and Delete this order remain available.

If you click Case sheet, the status automatically jumps to In-Progress — Crownbeam recognizes from your action that you're working on the order. The main button switches to Delivery note.

The order menu is now at its longest: Case sheet, Download zip, Delivery note, MDR Declaration of Conformity, Send to partner, Connect to another order, Delete this order – plus two still-grayed-out entries, Next Appointment and Complaint, which only become active later.

Once the order has finished production, the status changes to Preparing Shipment and the main button shows Confirm shipment.

Send to partner disappears from the order menu. Next Appointment and Complaint remain grayed out.

After confirming shipment, the order sits at Delivery, and the main button is now called Complete. The order menu stays unchanged from Preparing Shipment except that Next appointment and Complaint are now clickable.

Once the order is Completed, the picture flips: Next Appointment becomes the main button, while Case sheet, Download zip, and Delivery note disappear from the menu — they're no longer needed for a finished order. What remains is MDR Declaration of Conformity, Complaint, Connect to another order, and Delete this order.

If you click Next Appointment, a window opens where you choose between two options: "I only want to create a new appointment" or "I want to create a new appointment and define new indications". You then give it a descriptive title (e.g. "Mock-up") and can optionally add internal notes right away. Clicking Create follow-up order creates a new, connected order from this.

The rest of the order page stays completely identical — only the Appointments card differs, and for a sequence order an additional tab bar is added at the top. What an appointment sequence is in general and how to set one up is covered in Understanding appointment sequences.

If an order belongs to an appointment sequence, a tab bar appears at the top: the All tab on the far left, then one tab per appointment in the sequence (e.g. bite tray, try-in, finalization). Steps not yet reached are grayed out. Every tab — except All — is technically its own order with its own status and its own status bar.

The All tab shows a different, more compact view: the entire case at a glance instead of a single appointment. Here you see the patient's short details (patient, practice, practitioner, dental lab), a vertical progress list of all appointments in the sequence, the chat, and three separate cards: Practice Information, Internal notes, and Lab instructions.

The three cards differ in who sees them: Practice Information comes from the practice, Lab instructions are what you write for the practice and they appear on the delivery note, Internal notes stay within your team at the lab.

In the active appointment tab, the Appointments card shows, in addition to the shipping date and treatment date, the expandable Planned appointments list — with one entry per remaining step of the sequence. Via the three-dot icon next to each planned appointment, you can insert, remove, or rename individual steps.

How this works in detail is described in Adjust appointments in a sequence order.

Even with an appointment sequence, the case sheet always shows only the current step (e.g. Bite Tray) – future appointments are deliberately left off, since they can still shift. More on this in Understanding the case sheet.

In a sequence order, Next Appointment becomes the main button in the top right already at the Delivery status — one step earlier than for a single order without a sequence, where that only happens at Completed. Complete instead sits in the order menu in the top right (three-dot icon) during this phase.

But if you click directly on Next Appointment, a slim window opens — the name of the next step (e.g. "Try-in") is already in the title, and you just need to optionally add internal notes and click Create follow-up order.

The new follow-up order for this step jumps directly into the Accepted status — the "Order received" stage is skipped, since the step is already part of the confirmed sequence.

You repeat this for every step of the sequence. At the last step — here Finalization — there's no further appointment: instead of clicking Next Appointment, here in the order menu (three-dot icon) you click Complete to finish the entire sequence.

If you've read this far, you now know every card, every status, and every menu item within an order — whether with or without an appointment sequence. If you're ever unsure along the way: first ask our chatbot right here in the Help Center or in the software itself — it knows every detail from this article. If it can't find a good answer, our support team is happy to help.

This is usually because the order is or isn't part of an appointment sequence. With an appointment sequence, an additional tab bar is added at the top, and the Appointments card shows the expandable Planned appointments list — all the other cards stay the same.

The button always shows you the next possible action for the current status — for example Case sheet at the Accepted status, or Delivery note at the In-Progress status. As soon as you click it, the order automatically moves to the next status.

Menu entries like Next Appointment or Complaint only become usable from a certain status onward. Complaint, for example, only becomes clickable starting at Delivery.

Yes. Every step of an appointment sequence goes through the same flow as a single order — except that it starts directly in the Accepted status instead of Order received. At the last step, instead of Next Appointment, you click Complete in the order menu.

By the tab bar at the top of the order: if the order belongs to an appointment sequence, you'll see the All tab there, plus one tab per appointment in the sequence. On an order without an appointment sequence, this tab bar is missing entirely.

The practice sees the Lab instructions — at the bottom of the open order in the customer portal and on the delivery note. The practice doesn't see Internal notes; they stay reserved for your team at the lab and only appear on the internal case sheet.

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