Manage Patients

Adding a Patient

From the main screen, tap Manage Patients, then tap Add Patient on the next screen.
Enter the required details — patient name, date of birth, and gender. Optionally, enter their ID.
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

From the main screen, tap Manage Patients.
Select the patient whose information you want to edit or delete.
On the patient’s case screen, select the pencil icon next to the patient’s name.
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	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.