Surgical Guides
A purpose-built home for surgical guide cases — replacing spreadsheets and Monday.com boards. Track every case through a configurable status pipeline, gather and categorize clinical files, get plans approved by the doctor online, schedule Zoom planning meetings, and keep a complete communication and activity history on every case.
Configurable Status Pipeline
Every lab runs guides a little differently. Define your own pipeline — from gathering files through planning, plan review, printing, QC, and shipping — and manage cases on a Kanban board or in a sortable table.
Fully configurable statuses with colors, icons, and ordering
Kanban and table views with rush-case prioritization
Required-comment gates on statuses like On Hold and Cancelled
Designer assignment with a default designer and per-case override
Saved filters for the views your team uses most
Smart File Gathering
Surgical guides need a specific set of files. Leveonn tracks exactly what's been received and what's still missing, and auto-detects file types as they're uploaded.
Built-in categories: RX, CBCT scan, intraoral STL, x-rays, clinical photos, surgical plan, designed files, and more
Auto-detection of file category by extension
Required-file completeness tracking on every case card
File versioning so the latest of each type is always clear
Implant brand capture per case
Online Plan Approval
Stop chasing plan sign-off over email. When a case reaches plan review, the doctor gets a secure link to review the plan and approve or request revisions — and the case status updates itself based on their response.
Secure, login-free approval link emailed to the doctor
Doctor approves or requests revisions from any device
The plan PDF is captured so the approval page stays stable
Case status flips to Approved or Revision Requested automatically
CC additional recipients on approval emails per case
Planning Meetings & Booking
Coordinate planning sessions with doctors without the back-and-forth. Leveonn schedules Zoom meetings and can share a public booking link so doctors pick a time that works.
Zoom-backed meeting scheduling, updates, and cancellations
Public booking links so doctors self-schedule from your availability
Automatic booking-confirmation emails with internal BCC
Availability management for planning slots
Join-before-host so doctors are never left waiting
Notifications & Communication Log
Keep everyone aligned automatically. Status changes can fan out to the right Slack channels, and every doctor interaction is captured against the case.
Per-status Slack notification rules routed to the right channels
In-app notifications to designers, creators, and the print queue
Communication log of every call, email sent, and email received
Comments with @mentions and attachments
Doctor directory with CSV import and Magic Touch linking
Full Activity History
Every case is fully auditable. From creation to shipment, each status change, file upload, edit, and approval is recorded with who did it and when.
Timestamped, attributed activity log on every case
Tracks status changes, file uploads, field edits, and approvals
Archive completed cases without losing their history
Clear record of external doctor approvals and rejections
How it works
The typical workflow from start to finish.
See Surgical Guides in action
Every feature is live and production-ready. Let us walk you through how it fits into your lab.