Unite Aligners Case Workflow

This guide outlines the step-by-step process to submit Aligner cases to Dandy using Unite software. From initial case creation to final submission, we've got you covered. Follow these instructions to ensure a smooth submission process.

Step 1 - Setup Patient and Lab Details

  • Initiate Case Setup: Create a new patient profile or add a case under an existing patient.
  • Select Dandy Labs: Choose 'Dandy Labs' under 'Scan & Send' to ensure your case is correctly routed to Dandy. If 'Dandy Labs' isn't an option, please contact our Support Team.

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Step 2 - Select Clinical Case Details

  • Case Type: Select "Orthodontics" and click "Clear Aligners".

  • Saving and Setting a Delivery Date: Click "Save" and input a delivery date.
    • Note: While required in Unite, the 'Delivery Date' you select doesn't determine the actual delivery date of your restoration. Upon completing the case's lab slip, you'll see an estimated delivery time.

Step 3 - Complete Intraoral Scans

Before scanning, please review our article on Clear Aligner Scanning Best Practices.

  • Lower Mandibular Arch Scan: Begin with the lower arch, following the path of occlusal surfaces to linguals, and conclude with buccal. Remember to divide your buccal scans at the midline for precision.
  • Upper Maxillary Arch Scan: Flip your mirror tip for the upper arch scan. The scanning sequence remains the same: occlusals, linguals, and buccals.
  • Bite Scans: Conduct left and right bite scans using an existing appliance, if available, to stabilize the VDO and to ensure the patient is in their natural occlusion. Listen for the chime indicating a successful scan.

Step 4 - Take Patient Photographs

Photos should be captured before placing your order. Please check out our article, How to Take Clinical Photos for Your Aligner Case, if you need support capturing clinical photos. Below is a list of the required photos:

  • Left bite
  • Right bite
  • Front bite (head-on)
  • Lower occlusal (occlusal view of the entire lower arch)
  • Upper occlusal (occlusal view of the entire upper arch)
  • Portrait (patient smiling)
  • Portrait (patient not smiling, straight-faced)
  • Side View (profile of patient, straight-faced)

Step 5 - Submit Your Case

  • Analysis and Post-Processing: Utilize the analysis page to review your scans. Select "Post process" and "Send" for case submission.

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  • Complete the Dandy Lab Slip: Fill out the Dandy Lab slip with all required information. Include attachments such as photographs and x-rays. You can add additional instructions as needed.
    • Note: Completing the Dandy lab slip entirely is essential for the case to move forward into planning and fabrication. 

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  • Placing Your Order: Please continue to select the green buttons at the bottom of the screen to confirm all details and select 'Place Order.'  
    • Note: If you return to the Unite screen before clicking 'Place Order' your order will not be submitted to Dandy and will have a status of 'Pending' in your Dandy Portal


This comprehensive guide ensures your Aligner cases are submitted seamlessly to Dandy via the Unite software. Remember, our customer support team is always available for assistance, ensuring you can effectively utilize your Unite software for optimal patient care. 

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