How to enable EXACT integration with 3Shape Unite

Prerequisites for the integration:

• 3Shape Unite 21.1.x or newer. 
• EXACT 13.684.1x or newer. 
• 3Shape Unite client and EXACT should be installed on the same computer.  
• Both standalone and client-server setups are supported, see Known Limitations.

3Shape Unite and EXACT (PMS) integration provides automation of Patient Management in 3Shape Unite from EXACT (Create, merge, and update patient) for faster and easier managing of patient data.  Read more about EXACT here.

How to enable the integration in Unite

Please follow the steps described in the related article: How to install "PMS integration" App from Unite Store 

How to enable the integration in EXACT

Please consult EXACT documentation. The following steps are provided as an aid to set up and use the integration in EXACT software.

1. Run EXACT. Go to Configure tab > Practice Settings
   
2. Click on Product license:
   
3. In a new window, click +1 and enter the requested parameters: 
   Product name: 3Shape Unite 
   Key: Obtain from EXACT
   Path: if you have a standard installation on disk C, the path will be the following: C:\Program Files\3Shape\Dental Desktop\Plugins\ThreeShape.PracticeManagementIntegration\DentalDesktopCmd.exe
   
4. Click OK to Save changes and the license will be checked automatically, you will see "True" under Enabled section.
   

You have now set up the integration between EXACT and 3Shape Unite.

Known limitations:

• To leverage integration on TRIOS MOVE, EXACT client should be installed on the same device. TRIOS MOVE should be part of client-server installation. 
• Patient updates are only propagated from EXACT to 3Shape Unite. Not the other way around.

Contact 3Shape Support if you have further questions.

For full information on correct usage please consult the official Safety and Setup Guide and the most current Manual.