How to enable CareStack integration with 3Shape Unite
09/12/2025Prerequisites for the integration:
- 3Shape Unite 24.1.x and PMS Web Service version 3.1.x or newer
- CareStack version 10.32 or newer
- Both standalone and client-server setups are supported, please check Known Limitations.
3Shape Unite and CareStack PMS integration provides automation of Patient Management in 3Shape Unite from CareStack (create, merge and update patient) for faster and easier managing of patient data. This integration also provides transfer of clinic photos from 3Shape Unite to CareStack. Read more about CareStack PMS 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 CareStack
Please consult CareStack documentation for enabling and configuring integration with 3Shape Unite.
The following steps are provided as an aid to set up and use the integration via CareStack PMS:
- Log in to the CareStack environment.
- Navigate to Practice Settings → Services.
- Ensure that 3Shape is enabled and set as the default imaging software.

- Open a patient chart and select Other Imaging Software.

- Choose 3Shape and a sign-in pop-up will appear — log in using your 3Shape Account. It is recommended to use the admin account of the 3Shape company.

You have now set up the integration.
Create Patient:
Update Patient:
Merge Patient:
Transfer of Media(2d images):
Known limitations:
- Regarding different PMS & Unite setup options and integration on Trios Move, check this article: Practice management system & Imaging system setup overview
- Patient updates are only propagated from CareStack 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.