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Structure

The manager operates with three distinct layers: Clients, Projects, and Documents. This structure allows for efficient organization and easy retrieval of data.

Layers​

1. Clients Layer​

In the Clients layer, you can create and manage client profiles. Each client profile can include:

  • Name
  • Date of birth
  • Client number
  • Other relevant information

2. Projects Layer​

The Projects layer allows you to create projects for each client. You can organize projects by:

  • Year
  • Different products

This flexibility enables you to structure your work according to your specific needs.

3. Documents Layer​

The Documents layer contains various types of files associated with each project, such as:

  • 2D and 3D scans
  • Prescription forms
  • Photos
  • Designs
  • Other relevant documents

Special Tip for Labs​

Lab Organization

For central fabs, we recommend using the layers slightly differently:

  • Use the Clients layer to represent Clinics
  • Use the Projects layer to represent Clients for each clinic

This approach allows you to organize all data per clinic, streamlining your workflow and improving data management.

warning

Always ensure that you follow data protection regulations when storing and managing client information.

By following this structure, you can effectively manage your clients, projects, and associated documents in an organized and easily accessible manner.