Managing Patients¶
The 3DiscClinic Home Page presents the list of Patients and Cases.
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Select a Patient to view the list of Cases associated with this patient profile.
- The most recent case is automatically displayed in Case Preview.
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Select a case to display the Case Preview.
Creating a Patient Profile¶
To create a patient profile in 3DiscClinic™ :
- Step 1. Click on the CREATE NEW PATIENT click-bar in the User Home Page (see image above).
- Step 2. In the Create New Patient dialog box, enter the patient details.
- Step 3. Click Create.
It's as simple as that!
NEXT STEP: Create a Case¶
When you have added a Patient profile in 3DiscClinic™, you are ready to Create a Case in the Case Setup page.
Simply Scan
It is possible to start scanning without first selecting a patient profile or creating a case.
This can be useful when pressed for time, as the scan dossier can be associated with the patient profile afterwards.
See below: Enabling Direct Scan
Editing a Patient Profile¶
To Edit a patient profile:
- Step 1. Click the Edit icon as shown.
This opens the Edit Patient dialogue box:
- Step 2. Modify Patient details, then click OK to apply changes.
Edit, Delete or Merge Patient Profiles¶
To Edit, Delete or Merge a Patient profile:
- Step 3. Click on the 3-point icon to the right of the Patient folder, then select the desired option.
Deleting Multiple Patient Profiles¶
To delete multiple patient profiles:
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Step 1. Select the patient profiles in the left-hand menu of the Home Page, then
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Step 2. Click DELETE PATIENTS.
Only patient profiles with no cases can be deleted. Cases linked to a patient must be deleted first.
Displaying Patients¶
Displaying a list of Patients¶
To select the list of Patients in the left-hand menu:
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Step 1. Click on the PATIENTS icon:
This will toggle the left-hand menu display to Patients.
To organize the list of Patients: -
Step 2. Click Last Case Created or Name.
Selecting a Preferred Start Page¶
In Settings, you can select a preferred display for your Start Page :
- 1. In Settings/General, click Preferred Start Page.
- 2. Select Recent Patients or Recent Cases .
Filtering Patients¶
You can display a list of Patients by:
- Gender
- Creation Date (or date range)
- Date of Birth
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Step 1. Click the Filter icon, and in the Filters dialog box select the desired filter details.
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Step 2. Click Apply to apply the filter, or Cancel to cancel any modifications made to the filter.
An active filter is indicated by a circle:
To remove an active filter:
- Step 3. Click on the active filter icon.
- Step 4. In the Filters dialog box, click Reset and Apply.
Displaying Cases in 3DiscClinic™¶
To Select a Patient and display associated cases:
- Tick a patient checkbox.
The list of cases for the selected patient is displayed as shown.
For ease-of-use, the most recent case is now automatically displayed in Case Preview for the selected patient (version 3.8).
Previewing a Patient Case¶
To Preview or Review a Patient Case, in the list of Patient Cases:
- Tick a Case checkbox:
A Preview of the selected Case is displayed as shown.
- To Review and Finalize a case in the Case Finalization page, click:
Open Case
A Preview of the selected Case is displayed as shown.
Accessing the Image Acquisition tool
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To access the Image Acquisition tool, click on the Photo icon in the Case Preview page.
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For information on using the Image Acquisition tool, go to:
Using the Image Acquisition tool
- To Review and Finalize a case in the Case Finalization page, click:
Open Case
Accessing Case Review tools¶
Case Review Tools are available in the Case Review 3D Models tab:
- For information on using Case Review tools, go to:
- To learn more about Reviewing a Case, go to:
The Workflow Menu¶
The Workflow Menu will display steps that correspond to the Restoration options selected in the Case Setup page.
Workflow Menu steps that are in progress or completed are indicated by a green checkmark.
- To directly access a specific step in the Case Setup and Scan workflow, click on the desired icon in the Workflow Menu.
Enabling Direct Scan¶
It is possible to directly access the scanning module without first selecting a patient profile or adding a case.
To enable Direct Scan:
- Step 1. Click the Settings icon to access System Settings.
- Step 2. In the Settings Menu, select General.
- Step 3. In General Settings, select Enable Direct Scan Workflow. (Note: this option is disabled by default).
The Start Scanning bar is displayed in the User Start Screen.
Associating a Direct Scan with a Patient Profile¶
When you carry out a Direct Scan, a "DirectScan" profile is generated automatically.
After scanning, you can associate a "DirectScan" with an existing patient profile or associate it with a new patient profile.
To associate a "DirectScan" with a patient profile:
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Step 1. Select the case to be associated with a patient profile and click the three-point expand icon to the right of the case.
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Step 2. Select Move in the expanded list.
This opens the Move Case window.
In the Move Case window:
- Step 3. Search and select a Patient ID.
- Step 4. Click Move and Confirm.
Creating a Patient Profile for a Direct Scan¶
To associate the "DirectScan" with a new patient profile, in the Move Case window:
- Click Add New Patient : this opens the Create New Patient window.
- Enter the "Patient profile" details and click:
Create
Suspending the Auto-Clean option for a case¶
The Auto-Clean option is available in Data Settings. This option allows you to configure how long raw scan data is to be stored for cases.
For more information, see: Data Settings
To suspend the Auto-Clean option for a case:
- Select the "DirectScan" to be edited.
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Click the three-point expand icon to the right of the case folder.
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Select Hold Auto-Clean in the expanded list:
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To reactivate the Auto-Clean option for a case:
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Select Allow Auto-Clean in the expanded list.
Anonymizing Patient Data¶
You can anonymize patient data before sharing patient files with labs.
It is important to protect patient privacy1, including for those cases where you have received permission to use anonymous case examples for training or presentation purposes.
To anonymize patient profiles:
- Step 1. In the Settings Menu, select Case Setup settings.
- Step 2. Activate Hide Patient Names, to anonymize patient profiles in 3DiscClinic™.
- Step 3. Activate Hide Patient Name When Sending to Lab, to anonymize patient profiles when uploaded to 3DiscCloud™.
- Click the slider left to deactivate, right to activate.
Next Steps¶
