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

The Dashboard is a patient management portal that syncs with the treatment planning software. 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 treatment planning software or the Dashboard.

Creating a patient record in the Dashboard

When you have filled out all necessary information, click Finish to create the patient record. The patient now appears in the Unprocessed category and can be viewed in the treatment planning software using the Open in ArchForm button.