Get Started
See how practices and labs get started and what makes a workspace ready.
Practices Can Start Directly
Most practices can sign up on their own and move through setup without waiting for a manual sales process.
Invites Change The Starting Point
Lab invitations can accelerate practice onboarding, but they do not change the core practice experience once the workspace is ready.
Ready Means Work Can Start
A workspace is ready only when it opens to the main working page instead of sending the user back into setup.
How Practices Usually Start
Practices usually start through self-serve signup, with invitations acting as an accelerator rather than a separate product.
Most practices start from the public site. They read the homepage, the practice pages, or Pricing, create an account, and move through practice setup until the main practice workspace opens.
Some practices arrive through a lab invitation instead. That path can connect the practice to a participating lab earlier and may qualify the practice for an invite-backed first month free when the location matches. The practice still ends up in the same practice experience once setup is complete.
How Labs Usually Start
Labs typically start with a guided rollout because their setup shapes the practice experience later.
Labs already know the product is meant to improve intake quality, so the first question is usually how it fits what they already do. The demo process is there to make sure rollout, lab setup, and the practice invite path are handled well from the start.
Labs normally begin through Book Demo instead of a self-serve purchase flow.
The lab side needs details, location, supported case types, RX forms, and practice invites configured before the inbox becomes useful.
That is why lab onboarding is more guided and more operational than practice onboarding.
Which Workspace Should You Choose
The right workspace depends on whether the organization submits cases or receives them.
LabPreCheck uses separate practice and lab workspaces because the two sides do different jobs. The practice side is built around preparation and submission. The lab side is built around case requirements, invites, and inbox review.
Choosing the right workspace early keeps setup specific and prevents the product from feeling vague or overloaded.
Choose a practice workspace if your team submits cases, manages dentists, and owns practice billing.
Choose a lab workspace if your team publishes intake expectations, invites practices, and reviews incoming cases.
Use the workspace launcher to switch workspaces, not as the place where day-to-day work happens.
What Counts As Ready
Ready means the real working page opens cleanly for that workspace.
A practice workspace is ready when the practice can open Cases and start real work without missing core setup requirements. A lab workspace is ready when the lab can open Inbox after its details, location, RX forms, and invite foundation are in place.
This distinction matters because many onboarding problems are really readiness problems. The account exists, but the workspace still cannot support the real job it was created for.
Common Account And Support Questions
Most account and setup issues come down to email, workspace, admin, billing, or legal state.
Many early support questions are not really product-fit questions. They are about the path into the right workspace, the right email address, or the next administrative step after sign-in.
When the question involves a private account, billing state, workspace access, legal acceptance, or case record, the public answer should point users to the signed-in product or to Contact instead of asking for sensitive details in a public channel.
Use Forgot Password if you cannot sign in. Reset and verification links can expire, so request a fresh email action if an older link fails.
If you already have an account, sign in with the same email that received the lab invite or team invite. Workspace invites are email-specific, so a different email may not attach automatically.
Use Workspaces after sign-in to switch between practice and lab workspaces or to resume setup when a workspace is still pending.
A workspace can be blocked until a workspace admin accepts the current Terms, Privacy Policy, HIPAA page, and incorporated Business Associate Addendum from the legal screen.
Team access is managed inside the workspace. Admins can invite teammates by exact email, change roles, remove access, and handle legal or billing actions that regular members cannot complete.
Keep public Help, Contact, Book Demo, and HelperHat questions PHI-free. Patient names, scans, case files, and case-specific clinical details belong inside the authenticated product or an access-code-gated correction link.
HelperHat can answer from public LabPreCheck pages, but it cannot reset passwords, change billing, accept legal terms, unlock private case data, or complete account actions for you.
What To Do Next
The best next page depends on whether you are evaluating, setting up, or already working inside the product.
If you are a practice, the next useful page is usually Practice Workspace or For Practices. If you are still comparing options before signup, Pricing explains the practice commercial model clearly.
If you are a lab, the next useful page is usually Lab Workspace or For Labs. If your team receives cases outside LabPreCheck and needs a structured rescue path, see Lab-Created Cases. If you want a guided introduction to the lab-side rollout, use Book Demo.