Unite Veneer Case Workflow

This guide outlines the step-by-step process to submit Veneer 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.

Screen Shot 2024-02-21 at 7.11.07 PM.png

Step 2 - Select Clinical Case Details

  • Case Type: Select "Single Units" and "Veneer" Choose the tooth to teeth that require treatment.

  • Material Selection: Navigate to "Material: Veneer" and pick your preferred material from the dropdown menu.

  • Shade Selection: Use "Shade" to select the desired shade, guided by your Vita classic shade guide.

  • 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.

Screen Shot 2024-02-21 at 7.14.37 PM.png

  • Check the Pre-pre Scan Box: A pre-prep scan is beneficial for aesthetic reasons.

Step 3 - Complete Pre-prep Scan

  • 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(s) is/are on the mandibular arch, after scanning, mark the tooth or teeth receiving treatment 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 planned restoration(s) is/are on the maxillary arch, you will mark the tooth or teeth 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 - Prep and Scan the Treated Tooth

Before moving on to tooth preparation and scanning, please review our Crown and Bridge best practices articles on Recommended Crown and Bridge Margins, Recommended Crown and Bridge Retraction Techniques, and Crown and Bridge Scanning Best Practices.

  • Preparation: After completing arch and bite scans, prepare the patient's treatment planned tooth or teeth. 
  • Scan the Prepped Tooth/Teeth: Start scanning on an adjacent tooth to ensure the software correctly identifies the prepped tooth area. Ensure clear margin visibility and complete interproximal scans.

Note: For more advice on best practices and troubleshooting crown and bridge scans, head to the Crown and Bridge Troubleshooting & Best Practices page of our Help Center. 

Step 5 - Submit Your Case

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

Screen Shot 2024-02-21 at 7.22.19 PM.png

Screen Shot 2024-02-21 at 7.24.45 PM.png

Screen Shot 2024-02-21 at 7.25.47 PM.png

  • Complete the Dandy Lab Slip: Fill out the Dandy Lab slip with all required information, material choices, and shades. 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. 

Screen Shot 2024-02-21 at 7.31.42 PM.png

  • 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 Veneer 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. 

Was this article helpful?
0 out of 0 found this helpful
Live Support Hours
Monday - Friday: 8 am - 9pm ET Saturday: 9 am - 4 pm ET
Chat With Us
By clicking here and logging into your account on the Dandy Portal.
Call Us
At (267) 310-3332 or tap here to call us on your mobile phone.