Unite Surgical Guide Case Workflow

This guide outlines the step-by-step process to submit Surgical Guide 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 "Implant Planning" and a tooth on the corresponding arch for which you are creating a surgical guide. 

  • Site Selection: Navigate to "Guide Workflow" and click "Tooth Supported." Then select the tooth or teeth that will be implant sites that need to be included in the surgical guide.

Note: At this step, if you would like to order a temp for the implant, select virtual crowns and add them for the tooth or teeth you would like temps for. 

  • 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 Implant 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.
  • Mark the Tooth: If the planned restoration is on the mandibular arch, after scanning, mark the implant site by clicking on its occlusal surface, then click "Done."
  • Upper Maxillary Arch Scan: Flip your mirror tip for the upper arch scan. The scanning sequence remains the same: occlusals, linguals, and buccals.
    • Note: If the implant site is on the maxillary arch, you will mark the site during this step. 
  • Bite Scans: Conduct left and right bite scans, ensuring the patient is in their natural occlusion. Listen for the chime indicating a successful scan.

Step 4 - 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 additional instructions or attachments 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

Conclusion

This comprehensive guide ensures your Surgical Guide 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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