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Changelog

October 27, 2025

  • Additional step automations: You can now add automations such as sending a case message, putting a case on hold, or adding another additional step when an additional step is added to a case.
  • Communications Module: You can now view all your case communications in the communications page found under the Clients section in the navigation menu.
  • Message and comment threads: Messages and comments are now grouped into threads that have an assigned user and a resolved status. The messages marked as read feature has been replaced in favor of thread resolution status.
  • Doctor-office refactor: Doctor-office pairs, now just called customers, hold on to the case warning and hold reason that the doctor entity used to hold on to. Along with that, the customer search table now contains many more columns such as fields from offices, doctors, and billing accounts.

October 20, 2025

  • Billing Account calculates financials: Billing accounts now automatically calculate the total balance, unapplied amount, and net balance based on all associated invoices, payments, and credits.
  • Merge Cases: You can now merge two cases directly from the Case View by choosing a source and destination case. Merging combines scans and attachments and discards the other case.
  • Outsourcing template for products: Products now support a regular template and an outsourcing template. Outsourcing templates are used when the case is outsourced.
  • Google SSO: You can now create new users or convert existing users to Google SSO. Labs can also enable sign-ups through the Lab Portal by whitelisting specific email addresses or domains.
  • Sync case step duration: You can now automatically sync the duration and estimated days of a case step with the product quantity. This setting is configurable within the production template step.

October 13, 2025

  • Pay on Client’s Behalf: Pay for invoices on behalf of a client directly within the Lab Portal, in the Financials section on the Billing Account page.
  • Extended reporting data: Added additional data to the reporting suite such client and scanner data, along with extending cases data with case tags, steps, and additional steps.
  • CSV error file download for bulk imports: After importing a file, any errored records can now be downloaded in a CSV file. The first column lists the error message, followed by the original record data.
  • Client import: You can now import a flat structure of your client data, linking doctors, offices, billing accounts, and doctor–office pairs. An export of your current data is available to make editing and reimporting simple.
  • Permanent deletes for client data: Permanently delete client data such as doctors, offices, and doctor-office pairs.

October 6, 2025

  • Product notation automations: Automate creating products by creating rules around notation using model rules such as "Sinogle unit terminal tooth", "2 posterior teeth on opposite sides", etc. Link to documentation.
  • Mobile device mode: Use Pilot on your mobile device and access pages like the dashboard, cases, and the technician view. Also, on a case page you can instantly add a picture by clicking the "Take Picture" button.
  • High impact events on activity tab: When a case is created, shipped, invoiced, closed, had a doctor-office pair change, shipping route change, etc, it will now be shown on the activity tab.
  • Package type code for UPS: When integrating with UPS, you can now specify a package type code that will be used for each shipment.
  • DSCore integration: Added support for DSCore integration to automatically ingest cases into Pilot.
  • Invoice info on cases table: Added invoice info on cases table to show total invoiced, and you can use advanced filters to filter by fields like balance, invoiceDue, invoiceDueDate, subtotalAmount, discountAmount, and tax amount.
  • Preview button on case page: The preview button has been moved from its own column to intstead show up when hovering over the case number.

September 27, 2025

  • Return Labels: You can now create return labels from the Lab or Client Portal for cases that need to be returned to the lab. Link to documentation.
  • Pickup Requests: You can now create pickup requests from the Lab or Client Portal for cases that need to be picked up from the lab. Link to documentation.
  • Shade-selection sequence: Changed the shade-selection sequence to incisal → body → cervical on the shade selector.

September 21, 2025

  • Product rule automations: You can now add products to a case or select the Case Type based on Product Added/Removed trigger in Automations. Link to documentation.
  • Disallowed products for doctors: Can now disallow certain products to be on a case when switching a doctor or when adding a product to a case.
  • Case starring: Star cases either for your whole lab or for your personal use.
  • Disable automatic assignnment of case due date: Can now disable the automatic assignment of case due date in settings that automatically assigns a due date to the case based on product turnaround days.
  • Bulk case location updates: Bring your own RFID system into Pilot and update case locations in bulk.
  • Outsourced cases search: Search for outsourced cases in the cases search table by filtering on outsourcing partner, outsourced at, or returned at.

September 14, 2025

  • IOS case create automation rules: You can now select doctors or add products automatically based on IOS Case Create trigger rules in Automations. Link to documentation.
  • Enhanced product search: Fixed product list display to properly show product information when searching instead of showing "product unknown".
  • Additional steps tracking: "Created By User" display is now fixed on additional steps.
  • Print button: Print button is now hidden in Client Portal when there are no items to print.

September 7, 2025

  • Client Portal email invites: Client Portal users can now be invited via email, eliminating the need for password management of Client Portal accounts in Lab Portal.
  • Reset Password flow: Added password reset functionality for Client Portal users.
  • Product export/import enhancements: Export and import now support new fields "Allow Shades", "Both Arches Only", and "Turnaround Days".
  • Enhanced permissions: Additional User permissions around managing steps.
  • Improved case linking: Enhanced cases search and pagination for better linking functionality.
  • Today as Due Date: Fixed a bug to set today's date as a due date for additional steps.
  • Auto-adjust invoice dates: Fixed a bug to have invoice due dates automatically adjust based on invoice date changes.

August 31, 2025

  • Template roles: Added default template roles for easier user role assignment.
  • Enhanced case problem types: Case Problem Types Preview now shows actual icons with background colors and hover labels, matching the cases grid display.
  • Improved technician display: Production steps now show technician names instead of placeholder text when a technician is assigned.
  • Real-time billing control options: Client Portal dashboard and pay page now respect "Show billing info in real-time" setting for invoice display.
  • Enhanced search capabilities: Doctors who are prospects and on hold are now searchable in Doctor-Office search.
  • Improved case audit logging: Cases audit log now captures deleted case events with proper status transitions.
  • Financial module enhancements: Statements now only generate when there has been activity. Exposed statement Due Date on Statements table and Case Number on Invoices table.
  • Advanced filtering improvements: Added Office address and Billing Account name to search filters, as well as entity icons on Global Search.

August 24, 2025

  • Stripe payment integration: Exposed Stripe payments via credit card and US Bank ACH payments with lab events for failed and processing payments.
  • IOS case tracking: Added IOS case count to Action Items in dashboard for better visibility.
  • Real-time transaction display: Added "Show Transactions in Real-Time" option on Client Portal with form popover help text.
  • Enhanced notifications: Added dedicated space for messages and notifications in action items, plus problems tracking.

August 17, 2025

  • Dynamic lookup values: You can now create new lookup values directly within lookup value comboboxes.
  • IOS page integration: IOS page has been revamped and integrated into the Cases page as a Table View filter for streamlined workflow.

July 7, 2025

  • Stripe integration: Stripe integration is now available.
  • Download files in bulk: You can now download files in bulk from the Cases view and Batch Processing Tools.
  • Specify default files to download: You can now specify default files to download for workcenters when viewing a case step in technicians view.