1. Dandy
  2. Order Management
  3. Submitting Orders

Create and Manage a New Patient Case

Jon M, DDS
Updated
The information provided in this article is intended for use by licensed dental and healthcare professionals only, for informational purposes only, and does not constitute medical or dental advice or replace clinical judgment. The treating clinician bears sole responsibility for all diagnostic and therapeutic decisions made in connection with patient care.

Overview: Learn how to start a new case in Chairside by entering patient information and selecting specific restoration details for an appointment. 

Create a New Patient Case

Follow these steps to initiate a new case for a patient:

  1. Access the Home Page: Select the Start button located near the Start a case title.

  2. Enter Patient Details: Input the patient's first name, last name, gender, and date of birth.

  3. Confirm Entry: Click Create & Continue to save the patient details.

  4. Select Scan Category: Choose the appropriate category for the scan, such as Fixed Restorations, Dentures, or Implant Solutions.

  5. Identify Restoration: Select the specific restoration or prosthesis needed for the appointment from the subsequent menu.

  6. Select Location: Choose the tooth number or arch when prompted by the Chairside software and click Next.

  7. Select Material: Choose the material for the future restoration and click Next.

  8. Define Shade: Select the shade for the restoration and click Add to Order.

  9. Choose Next Action: Select one of the following options from the final menu:

    • Start scanning: Advances the user to the scanning menus.

    • Add another item: Adds an additional item to the current order.

    • Edit restoration/prosthesis: Updates information regarding tooth number, material, or shade.

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Access Scan Training Mode

If users need to practice scanning techniques, use Training Mode to simulate the process without creating a live order:

  1. Enter Training Mode: Select the Training Mode button on the home page under the Start a case title.

  2. Define Training Parameters: Follow the same selection process as a standard case (selecting category, restoration, tooth number, material, and shade) to begin the practice session.

Additional Information To View

Instructions for Use

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