Adding a Patient
1. From the main screen, tap Manage Patients, then tap Add Patient on the next screen.
2. Enter the required details — patient name, date of birth, and gender. Optionally, enter their ID.
3. Tap Register Only to save the patient information without starting a scan, or Register and Start Scan to save and begin scanning.
Editing and Deleting Patient Information
1. From the main screen, tap Manage Patients.
2. Select the patient whose information you want to edit or delete.
3. On the patient’s case screen, select the pencil icon next to the patient’s name.
4. Update the patient’s information and tap Save.
🔎 Note
Select Delete Patient, then select Delete in the confirmation dialog to permanently remove the patient’s information.
Managing Cases
Press and hold a case in Case Activity to access options such as Copy, Raw File Upload, and Delete.
🔎 Note
Select Delete, then select Delete again in the confirmation dialog to permanently remove the case.
Case Status
Status |
Description |
Indicator |
Remarks |
|---|---|---|---|
Draft |
The case has been created but not submitted |
The case is stored locally as a temporary file until uploaded to the cloud. This status appears if the app is closed unexpectedly or crashes. |
|
Need Processing |
The case has been scanned but requires post-processing |
The case is saved in the cloud, but post-processing has not been completed. |
|
Processing |
Post-processing is in progress |
– |
|
Processing Failed |
The case has been scanned, but post-processing failed |
– |
|
Scan Completed |
The case has been scanned and processed successfully |
This status also includes cases rejected by labs. |
|
Ordered |
The case has been ordered successfully |
For details on the order status, go to Manage Orders > Tracking Orders. |
Viewing and Managing Case Data
Select a case in Case Activity to view its scan data and attachments in the data tree.
Viewing Data
Expand or collapse groups to browse the data. Use the show/hide controls and opacity sliders to adjust the display of supported 3D data.
Adding and Viewing Attachments
Select + to add files to the case. On iPad, select Files or Photos to choose existing files, or Take Photo or Video to capture a photo or record a video using the iPad camera. On Mac, you can also drag and drop files into the data tree.
🔎 Note
You can also add files in the Attachments section of the case details or order form.
Select the paperclip icon to browse attachments that support preview, including images captured with HD Camera. Select a supported image, video, or PDF to preview it.
Syncing Files
Select the sync icon to sync pending files.
Opening Cases in Web Apps
Web apps let you use scan data to create reports for patient consultations.
Medit AuraVue: Create visual reports using 3D scan data and radiographs to support patient communication.
Medit Checkpoint: Create and share digital summaries of dental findings.
Select a case in Case Activity, tap Open, then select a web app.
🔎 Note
Turn on the apps you want to use in Settings > App Settings.
For cases that have already been ordered, duplicate them before launching a web app.
To return to scanning, select Rescan.
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