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3Shape Automate - UNITE - How to Send your Automate Nightguard, How to Review, Edit & Download

Ashley
  • Updated

CONFIRMING APP INSTALLATION:

The Automate Nightguard App is now available and already installed for all users that have TRIOS & the UNITE store. Doctors can confirm, by clicking the "More" tab, then the "Store" option to view the installed applications.

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Once the Store loads, click the "3Shape" tab on the left-hand side, then click "Installed Apps", and you'll see the installed "Automate Nightguard" application. 

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If the application is not installed, Doctors can click the "App Updates" option and install the Automate Nightguard application. Once installed, the Doctor can begin the case submission process as seen below.

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QUICK OVERVIEW:

For first-time senders, sending a Nightguard through UNITE to the Automate portal will look a bit different than a customer who has already submitted their Nightguard orders directly through the Automate web portal. 

First-Time Users:

  • The Doctor will begin by creating a new patient order.
  • The Doctor will Import the patient scans and select the already installed Automate Nightguard application.
  • Once the app loads, the Terms & Conditions will appear and the customer will accept.
  • The Automate App portal is ready to use and the Automate portal will be seen.
  • Customers will fill in their Nightguard preferences, choose their arch, and select their turnaround time.
  • After the order has been designed, the Doctor will need to log into Automate Web portal (NOT through the App) to review their order and access the Editing tool.
    • Customers will be able to send their orders easily through the App and review their orders through the web portal. 
  • Doctors will have the ability to Reject the order if they are not pleased with the design (Rejecting orders does not deduct from the customer's balance) or Accept the order and download the design STL (Accepted orders will deduct from the customer balance) to produce.
  • Doctors will receive a 'Welcome' email from Automate and all users will be provided a $50 credit during the 28-day trial.

Existing users who have already sent orders through the Automate Web Portal:

  • Doctors who have already registered on automate.3shape.com need to connect their existing Automate Web portal account to their UNITE Automate Nightguard App.
  • Once integrated, customers will be able to send their orders easily through the App and review their orders through the web portal. 
  • The Doctor will begin by creating a new patient order and open the Automate Nightguard app
  • Automate will ask to link 3Shape communicate with the email already registered on automate.3Shape.com.
  • The Automate App portal is ready to use and the Automate portal will be seen.
  • Customers will fill in their Nightguard preferences, choose their arch, and select their turnaround time.
  • After the order has been designed, the Doctor will need to log into Automate Web portal (NOT through the App) to review their order and access the Editing tool.
  • Doctors will have the ability to Reject the order if they are not pleased with the design (Rejecting orders does not deduct from the customer's balance) or Accept the order and download the design STL (Accepted orders will deduct from the customer balance) to produce.

CASE SUBMISSION:

1. Doctor can begin by sending a "New Patient" order

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2. The doctor is able to import scans into their Library for their New Patient order 

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3. Doctors will select the STL files from their files section, and import them.

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4. Once imported, the doctor will select the Digital Impression and select the Automate Nightguard application.

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5. A) The Automate portal will begin to load. For first-time senders, the doctor will first need to accept the Terms and Conditions, and then the Automate portal will open.

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5. B) For existing customers who have already registered on the Automate portal and have sent an order directly through the Automate platform, these doctors will be able to log in with their Communicate ID. This will integrate their Automate Nightguard App in UNITE with the Automate web portal. Once logged in, the Automate portal will be available for the doctor to complete sending. 

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6. Once the Automate portal is open in UNITE, the doctor will adjust their Nightguard Preferences, Select an arch, choose a Turnaround, and then Upload their order.

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7. The Results page will be shown to confirm the order has landed properly, and the remaining time will also be seen with which the turnaround time that was selected. The doctor will be able to select the "Home" tab in the top left corner to go back to the main screen. 

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HOW TO REVIEW YOUR DESIGN & DOWNLOAD:

1. For first-time users reviewing their first order, users will log into the Automate Web Portal (https://automate.3shape.com/) and use their communicate ID. All orders must be reviewed and downloaded from the Web Browser, not through UNITE. 

** Notifications are not available at this time, so users will need to keep in mind the turnaround time they selected for their Nightguard design, to then log into the Automate Web portal to review, edit, accept/reject, or download orders.

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2. For existing customers who need to review their order, they will log into the Automate Web Portal (https://automate.3shape.com/) and use their communicate ID email and password to review their designs and Download their STL file to produce. 

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3. After successfully logging into the Automate Web Portal, customers will go to the "Results" tab and click "Review".

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4. For Every designed Nightguard, there will have a series of Quality images the doctor can skim through to see their design. Once the customer reviews their Nightguard, they will have the option to either, Edit, Reject the order, or Accept the order. If the order is rejected, their credit amount will not deduct from their total Dollar amount. If the order is approved, the doctor will be able to download their STL file from the Automate web portal, and their credit amount will be deducted. 

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5. After the STL file is downloaded to the user's computer, users can proceed with their Manufacturing process.

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6. Users will also have the option to utilize the Editing tool to modify their designs. This allows the doctor to make simple changes where they can Add, Remove, and Smooth out the material. Once the doctor has made their changes to the order, they can click the "Done" tab in the bottom right-hand corner and accept the order. 

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7. After the STL file is downloaded, users can proceed with their Manufacturing process.

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