How to create a patient in the Dashboard with scans or setup files, photos, and a prescription

The Dashboard is a patient management portal that syncs with the Desktop App. It allows you to keep track of patients throughout the entire workflow as well as submit the patient for alignment by an ArchForm orthodontist or technician.

You can start a patient in either the Desktop App or the Dashboard.

Creating a patient record in the Dashboard

1: To create a new patient, click + New Patient.

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2: Enter patient info and upload files, photos, and x-rays. Patient’s .stl flies or setup files are required.

3: Select bundle & order type.

• Select whether you wish to design the setup yourself or submit it to ArchForm for alignment by an orthodontist or technician.

4: Complete prescription.

• Prescription and Clinical Conditions include all the details for the patient's prescription. If you are submitting the patient to ArchForm for alignment, make sure to fill out all relevant information.

5: Preview the patient info & order info.

6: When you have filled out all necessary information, click Submit to create the patient record or click Save as draft to save draft patient. The patient now appears in the patients list and can be viewed in the Desktop App, Web Editor and Web Viewer by using the Review Setup button.

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