How to quickly create a patient with retainer order

You can quickly create a patient with retainer order in the Dashboard.

1: To create a new patient, go to https://dashboard2.archform.com/retainer. Or you can click + New Patient with Retainer in the Dashboard.

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2: Enter patient info & order info. Patient’s .stl flies or setup files are required.

3: When you have filled out all necessary information, click Submit to create the patient record. The patient now appears in the patients list and can be viewed in the Desktop App by using the Review Setup button.

Create Patient with Retainer (20241218).mp4