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:
Access the Home Page: Select the Start button located near the Start a case title.
Enter Patient Details: Input the patient's first name, last name, gender, and date of birth.
Confirm Entry: Click Create & Continue to save the patient details.
Select Scan Category: Choose the appropriate category for the scan, such as Fixed Restorations, Dentures, or Implant Solutions.
Identify Restoration: Select the specific restoration or prosthesis needed for the appointment from the subsequent menu.
Select Location: Choose the tooth number or arch when prompted by the Chairside software and click Next.
Select Material: Choose the material for the future restoration and click Next.
Define Shade: Select the shade for the restoration and click Add to Order.
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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.
Access Scan Training Mode
If users need to practice scanning techniques, use Training Mode to simulate the process without creating a live order:
Enter Training Mode: Select the Training Mode button on the home page under the Start a case title.
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.