Case Setup Settings¶

Case Setup Settings enable you to adapt the Case Setup page to your specific ordering, restoration and patient requirements.

Accessing Case Setup Settings¶

To access Case Setup Settings:

1. Click the Settings icon in the top right-hand corner of the HeronClinic™ Home Page.
2. Select Case Setup in the left-hand Settings menu.

Case Setup Settings version 3.7¶

The following Case Setup Settings can be configured to your specific ordering, restoration and patient requirements:

Case Setup Setting	Description
Teeth Numbering System	Select order form teeth numbering system
Shade System	Select the preferred Shade System: Vita Classic, or Vita 3D-Master.
Hide Patient’s Name	Activate this feature to anonymize patient identity. This can be useful to protect patient privacy and to use anonymous case examples for training and presentation purposes.
Restoration Selector	Enables you to choose from different Restoration Selectors: Available Restoration Selector Settings Standard Alternative Simple Advanced Specialist Note: You cannot combine different Restoration Selector settings in the same Patient Case: do not switch to another selector in the same case without first deleting already selected restorations.
Edit Restorations	The Restoration Editor enables users to customize Restoration types and materials available when filling out Case order forms.
Edit Implants	The Implants Editor enables users to Customize the Manufacturers, Systems and Connection types that are available when filling out order forms.

Select Teeth Numbering System¶

In Teeth Numbering System , click to expand and select the notation system of your choice:

FDI World Dental Federation
Universal Numbering System
Palmer Notation Method
Palmer Notation (digital)

Select Shade System¶

In Select Shade System, click to select the desired Shade System:

Vita Classic, or
Vita 3D-Master.

Hide Patient Names¶

Activate the Hide Patient Name feature to anonymize Patient Names in HeronClinic™.

Click the slider to the right to activate, to the left to deactivate.

This can be useful to protect patient privacy, or to use anonymous case examples for training and presentation purposes.

Hide Patient Names When Sending To The Lab¶

You can anonymize Patient Names so that Patient Names are anonymized by default when sending patient cases to Labs.

Click the slider to the right to activate, to the left to deactivate.

Restoration Selector¶

The Restoration Selector setting allows you to adapt the management of available restoration options to your specific restorative needs.

The following Restoration Selector settings are available: - Standard - Alternative - Simple - Advanced - Specialist

To choose a preferred Restoration Selector:

1. In Settings, select Case Setup in the left-hand menu, then
2. In the Restoration Selector field, click to select your preferred option.

Restoration Selector: Standard¶

When the Standard option is selected in Settings, in the Case Setup page the Choose Restoration Type selector is displayed as shown:

When you select restorations using a selector, you cannot switch to the other selector in the same patient case without first deleting already selected restorations.

Restoration Selector: Alternative¶

When the Alternative option is selected in Settings, in the Case Setup page the Choose Restoration Type selector is displayed as shown:

Restoration Selector: Simple¶

If the main work of your practice is limited to crown, coping or inlay/onlay preparations, a Simple option is proposed.

When the Simple option is selected in Settings, in the Case Setup page the Choose Restoration Type selector is displayed as shown:

Restoration Selector: Advanced/Specialist¶

More specialized options are available: Advanced or Specialist.

When the Advanced Restoration Selector option is selected in Settings, in the Case Setup page the Choose Restoration Type selector is displayed as shown:

When the Specialist Restoration selector option is selected in Settings, in the Case Setup page the Choose Restoration Type selector is displayed as shown:

Editing Restorations¶

The Restoration Editor enables you to select/deselect the Restoration types and materials available when filling out Case Setup ordering details*.

To Edit Restorations options, in Case Setup Settings:

1. Click Edit to open the Restoration Editor.
2. Click to Select/Deselect available Restorations and/or Materials options.*

Editing Restorations Options¶

Elements may be added to or deleted from Restorations options, or their order modified, by clicking on the icons at the base of each column.

Click + or - to Add or Remove Restorations or Materials.
Click Up or Down in the Restoration Editor to bring Restorations or Materials higher or lower in the list of available options.

3. Click Reset to reset to default user settings.
4. Click Save and Close to save changes.
Click Close to close without saving changes.
5. Restart the HeronClinic™ application to apply changes.

Modifications to the Restorations library are reflected in the Restorations options proposed in the Case Setup page.

To visit the Case Setup page, click: Case Setup

*Note: Please verify with your dental lab or service provider about capabilities to produce particular indications.

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Editing the Implants Library¶

The Implants Editor enables users to customize the Manufacturers , Systems and Connection types available when filling out order forms.

In Case Setup Settings:

1. Click Edit to open the Implants Editor.
2. Click to Select/Deselect available Implants, Systems or Connection Types options.

Editing Implants Library Options¶

Elements may be added to or deleted from the Implants library, or their order modified, by clicking on the icons at the base of each column.

Click + or - to Add or Remove elements.
Click Up or Down in the Restoration Editor to bring elements higher or lower in the list of available options.

3. Click Reset to reset to default user settings.
4. Click Save and Close to save changes.
Click Close to close without saving changes.
5. Restart the HeronClinic™ application to apply changes.

Modifications to the Implants library are reflected in the Restorations options proposed in the Case Setup page.

To visit the Case Setup page, click: Case Setup