Manage Digital Design Previews in Dandy Portal

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: Digital Design Previews allow you to review and approve 3D restoration designs before fabrication, ensuring clinical and aesthetic accuracy. Use this guide to add, review, or cancel design previews within the Dandy Portal and Chairside software.

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Review and Manage Design Previews

Once a design is ready, you must take action to approve or request changes.

Access the Design Review Workflow

  1. Log into the Dandy Portal and locate the specific order.

  2. Click Open Design Preview within the order tracker.

  3. Review each category (e.g., Margin, Occlusion) on the left-hand side.

Approve or Request Redesign

  • To Approve: Select Accept for each category and click Continue.

  • To Request Changes: Select Redesign on a specific stage, and provide specific feedback in the text boxes, and click Continue.

  • Finalize: Click Accept/Reject in the general view stage to send your feedback to the design team or into production.

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Compare Design History

If an order has two or more design versions, you can use the comparison tool:

  1. Click Open Design Preview on the Order Details page.

  2. Select the Compare design history button.

  3. Toggle between different versions using the date labels to visualize how feedback was incorporated.

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Cancel a Requested Design Preview

  1. Navigate to the Order Details page for the specific order.

  2. Click Modify Rx & instructions.

  3. Select Cancel Digital Design Preview and click Confirm Cancellation.

    • Result: The order moves immediately into the fabrication stage.

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Design Preview not Loading

If the design preview has trouble loading, please reject the design with the note: "Design Preview wont Load." Our team will work quickly to get the design fixed for viewing.

 

Instructions for Use

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