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📘 Understanding Your Dashboard

Overview

Your CAE Dental dashboard is the central hub for managing orders, uploading files, tracking progress, and accessing your account information. This guide explains each section so you can navigate confidently and keep your workflow running smoothly.

Dashboard Sections

1. Orders

This is where you’ll manage all active and past cases.

You can:

  • View order status
  • Open individual case pages
  • Upload additional files
  • Download completed designs
  • Review case notes and communication

Statuses may include:

  • Received – Your case has been submitted successfully
  • In Design – Our team is actively working on your case
  • Awaiting Additional Files – More information or scans are needed
  • Completed – Your final files are ready for download

2. Order Details Page

Clicking any order opens a detailed view where you can:

  • See all uploaded files
  • Add new scans, photos, or notes
  • View designer comments
  • Download final deliverables
  • Check timestamps for each update

This page is also where you’ll respond if our team requests additional information.

3. Account Information

Located under My Account, this section allows you to manage:

  • Contact information
  • Practice or lab details
  • Password changes
  • Billing preferences
  • Saved addresses (if applicable)

Keeping this information updated ensures smooth communication and accurate invoicing.

4. Store Credit

If your account uses store credit, you’ll see:

  • Current balance
  • Credit applied to recent orders

Store credit can be applied at checkout when available.

5. Billing & Payments

Depending on your setup, you may see:

  • Saved payment methods
  • Autopay settings (weekly or per‑case)
  • Monthly Statements

This section helps you keep financial records organized for your practice or lab.

6. Notifications

Your dashboard may display alerts such as:

  • Requests for additional files
  • Case delays due to missing information
  • Completed case notifications
  • System updates or announcements

Responding promptly helps avoid turnaround delays.

 

Tips for Using Your Dashboard Efficiently

  • Check your dashboard daily for updates on active cases
  • Upload missing files directly inside the order page
  • Keep your contact information current
  • Use clear file names to avoid confusion
  • Review completed cases promptly to ensure accuracy

Support

If you ever feel unsure about a dashboard feature or notice something that doesn’t look right, our support team is ready to help.

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