Uploading and Downloading cases from the treatment planning software.

Cloud storage allows you to access your ArchForm patients from any device. Uploading a patient from the treatment planning software saves the patient to the Dashboard and enables you to continue treatment planning from any other computer with the treatment planning software.

A patient created in the treatment planning software gets saved locally automatically. Patients only saved locally have an Unversioned or Modified ****tag in the Version button.

Unversioned or version modified patient saved only locally

Unversioned or version modified patient saved only locally

If you make any changes to a patient after saving it to the cloud, the word Modified appears in the Versions button, indicating that changes are present only locally, and the patient should be uploaded again to update the cloud version.

image.png

Uploading to the Cloud

Patients can be uploaded to the cloud via a desktop app or directly from the dashboard.


Downloading from the Cloud

If you wish to download a specific version of the patient saved to the cloud, click Open behind a setup version in the Versions list. You can either click Download in the patient list. From the pop-up window, use the dropdown menu to select which revision to download. Once selected, click the Download button in the window.

Download setups from version list.jpg

My patients.jpg

Downloading patients on different devices

Patients saved to the cloud are accessible in the treatment planning software on other computers through two methods.

From the Dashboard, you can click Open in Desktop App from the Review Setup in Patients list to download and open the latest revision saved. Or go into the patient detail page and click Open in Desktop App in the setup version record to download and open the setup version in Desktop App.

Review Setup in patient list.jpg

Click Open in the Desktop App in the setup card in the patient detailed page..jpg