Orthosnap

How To Submit a New Case

Introduce Doctor portal https://portal.orthosnap.com/

Doctor Portal Instructions

How to Send Impressions to Orthosnap... Correctly 🙃

How to create a shipping label for your new patient case.

How to Create a Shipping Label

Uploading clinical photos, STL files, and verification photos

How to Upload Files to Your Patient Case

How to Edit Your Case

How to Cancel a Case

A critical step to ensuring the patient has a great result from treatment is to communicate all vital case information.

Special Instructions When Creating a Case

Check order status to see where your order is in manufacturing and find the shipping tracking number

How do I check the Status of an Order?

Revising a Treatment Plan

Printable Case Submission Form

How to Order a Photo Evaluation

Updating patient's email, DOB, or phone number is easy

How to Update Patient Info in the Portal

Customize your case preferences to streamline your workflow and enhance efficiency.

How to setup Case Preferences

Quickly configure your account settings for a personalized experience

Account Settings

A Complete Guide to Adding Users, Account Types, and Permissions

If your patient hasn’t received the DM App activation link, follow these steps to resolve the issue quickly.

Why Hasn’t My Patient Received the DM App Activation Link?

🚀 Uploading STL Files to Orthosnap? Here's How to Do It Right.

Submitting STL files is now easier than ever! Just don’t forget one key step

Submitting Scans? Don't Forget the Rx!

When a Treatment Plan (TP) is pending approval, you’ll see two options, Approve or Revise. A simple click on either button instantly moves your case forward, ensuring your patient’s progress…

Approve or Revise? Here’s How to Keep Your Treatment Plans Moving Faster

Automatically CC additional emails from Orthosnap messages to keep everyone in the loop.

FAQ: Can OrthoSnap Auto-CC Our Emails?

Michael Yoon

How to Do Anything in The Orthosnap Portal 

How to send files from iTero to Orthosnap

How to Export STL files from my iTero Machine?

How to send STL scans from 3Shape Trios to Orthosnap

How to Send STL scan files from Dentsply DS Core for PrimeScan to Orthosnap

How to export STL files from your CEREC Omnicam and Primescan or connect using DSCore

How to send STL scan files from Primescan CEREC to Orthosnap

How to send STL scans from Medit to Orthosnap

How to send STL scans from Dexis (Carestream) to Orthosnap

Digital Scanner Integrations

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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