SureSmile - 3Shape Unite integration guide

How to set up integration on SureSmile Portal

1. SureSmile users must establish a linkage with their 3Shape accounts. Click on "Link External Portals".
2. Click on “Link with 3Shape Communicate” to finish pairing.
3. Login with 3Shape Account credentials at 3Shape Communicate Portal.
   

   SureSmile accounts are tied to individual users. Every user who wants to retrieve data from 3Shape Communicate must confirm their access rights this way.

    
   
4. Once finished, your SureSmile account is paired with 3Shape Account. 3Shape case page is now visible in SureSmile practice overview.
   Clicking on "3Shape Scans" tab, will allow you to view any cases with scan data sent from 3Shape.
   

Create and send case to SureSmile

1. Select the Patients tab in the upper left corner of Unite.
2. Create New patient or select an existing patient.
3. Once the patient is created, a new window appears.
4. Under the Scan & Send menu, select SureSmile.
   
5. Choose restoration type in the Order Form and click Save.
   
6. Proceed with TRIOS scanning for the Lower, Upper jaws and a Bite scan.
   
7. Choose delivery date and click “Send” button.

Start SureSmile Workflow

Synchronization runs automatically when user selects the 3Shape cases tab. When synchronization is complete, user clicks 'reload' to update the page and the list of cases.

Synchronized 3Shape scans are listed when the tab is selected, and the page is reloaded.

1. Click “Assign SureSmile patient” button to link 3Shape scan to a SureSmile patient.
   
   1. For 3Shape case, click and select Scan Files – both files are required.
   2. SureSmile patient
2. Select “New SureSmile patient” or “Existing SureSmile patient” (see NOTE)
3. Enter First and Last Name
4. Provide Date of Birth – Patient birthdate is required in SureSmile
5. Assign scan data to order type
    

   When “Existing SureSmile patient” is selected, user can search/select existing patients for assignment.

    
6. Depending on practice type, different assignment options will be offered.
7. Assignment Confirmation. After user selects one of the assignment options. Scan data is automatically assigned to the SureSmile order.         
8. 3Shape case has been successfully integrated. The action status for that patient changed to : “Unassign SureSmile patient”.
   

You may now proceed with order and treatment plan on SureSmile Portal.

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.