Video Calls for Case Planning and Design Reviews: How to Schedule, Join, Reschedule, or Cancel Your Appointment

Overview: Dandy users can collaborate with lab technicians via video calls to plan complex cases, approve designs in real-time, and increase case confidence.  Schedule and manage 15-minute video consultations with lab technicians to plan complex dental cases for crowns, bridges, implants, physical wax-ups, dentures, and flexi partials.

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Case Planning Consultations

Users can speak with a technician about upcoming cases to determine the best clinical approach.

  • Access Method: Click Get Support in the top navigation bar of the Dandy Portal or Chairside software.

  • Booking: Select the case planning session option from the sidebar to schedule the call.

Live Design Reviews

Users can view a design on-screen and provide feedback while a technician applies adjustments in real-time.

  • Access Method: Book a review session while adding a Design Preview during the checkout process.

  • Alternative Method: Schedule a review while evaluating an existing Design Preview within the Dandy Portal.

Manage Case Planning Appointments

Schedule a Review via the Doctor Portal

Follow these steps to book a session for an existing order:

  1.  

    Log into the Portal: Access the Doctor Portal at practice.meetdandy.com and select the Orders tab.

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  1.  

    Locate the Order: Find the specific case from the Order List and click the patient's name to open the Order Details page.

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  1.  

    Open the Scheduler: Click the Talk with a Lab Technician button to launch the scheduling tool.

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  1.  

    Select Date and Time: Choose an available 15-minute time slot from the calendar prompts.

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  1.  

    Confirm Booking: Complete the process to receive a confirmation email with meeting details.

Schedule a Review During Chairside Checkout

Follow these steps to book a session while submitting a new order:

  1.  

    Add Design Preview: At the checkout screen, select the option to include a Digital Design Preview.

  2.  

    Place Order: Click the Place order button to submit the case.

  3.  

    Initiate Scheduling: On the Order Confirmation page, click Schedule a Talk with a Lab Technician when the window appears.

  4.  

    Book Slot: Follow the prompts to select your preferred date and time.

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Join a Live Design Review Call

Follow these steps at the time of your scheduled appointment:

  1.  

    Access the Order: Log into the Doctor Portal and navigate to the Orders tab.

  2.  

    Open Order Details: Click the patient's name for the relevant scheduled order.

  3.  

    Launch Video Call: Click Join with Google Meet located within the Order Tracker section to enter the session.

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Reschedule or Cancel an Appointment

To modify an existing appointment, use your confirmation email or Google Calendar event:

  •  

    Reschedule: Click the Reschedule link in the email/calendar event and select a new time.

  •  

    Cancel: Click the Cancel link in the email/calendar event to remove the appointment.

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Frequently asked questions

  1. How long are case planning appointments?

    • All case planning appointments are scheduled for 15 minutes.

  2. What case types are supported for Live Design Reviews? 

    • Dandy currently supports live reviews for anterior and posterior: Crowns, Bridges, Implants, and Physical Wax-ups, as well as Dentures (Complete), and Flexible Partial Dentures. Additional products will be added in the future.

Related Information

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