iTero Element 2 - Searching for Patients

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iTero Element 2 and iTero Element Flex User Manual

5.1 Searching for patients

If required, you can search for patients in the iTero database using their names or chart numbers.

To search for a patient:

 In the Patients page, enter the patient’s name or chart number (or part thereof) in the search bar and then

tap the search button .

Figure 103: Searching for a patient

The patients that match your search criteria are displayed.

Figure 104: Patients matching the search criteria are displayed

Main Page

Table of Contents15
Introduction23
About this Document23
Intended Use23
Benefits23
Itero Element Hardware24
Itero Element 224
Figure 1: Front View of the Itero Element 224
Itero Element Flex25
Figure 2: Rear View of the Itero Element 225
Figure 3: Itero Element Flex25
Itero Element Wand26
Figure 4: Itero Element Flex in the Supplied Carrying Case26
Figure 5: Itero Element Wand26
Figure 6: Protective Sleeve27
Figure 7: Disposable Sleeve27
Figure 8: Removing a Wand Sleeve27
Itero Software28
Figure 9: Optical Surface of the Wand28
Figure 10: Gently Slide the New Sleeve into Place28
Getting Started29
Assembly Instructions29
Assembling the Itero Element 2 Scanner - Wheel-Stand Configuration29
Assembling the Itero Element 2 Scanner - Counter-Stand Configuration32
Assembling the Itero Element Flex Scanner34
Installing the Itero Software - Itero Element Flex35
Logging in to the Scanner for the First Time36
Working in Demo Mode36
Figure 11: Welcome Screen36
Figure 12: Itero Element Logo37
Figure 13: Demo Mode Option37
Figure 14: Login Window with a List of Demo Users37
Figure 15: Demo Login Button38
Figure 16: Demo Mode Home Screen38
Figure 17: Demo Cases Displayed in the List of Past Orders39
Figure 18: Past Orders Pane - Options39
Exiting Demo Mode40
Registering the Scanner - Make It Mine Process40
Figure 19: Exiting Demo Mode40
Figure 20: Selecting the Network41
Figure 21: Verifying the Communication with Align41
Figure 22: Selecting Your Time Zone42
Figure 23: Registering the System to Customize the Setup42
Figure 24: Itero Subscription Package43
Figure 25: License Agreement43
Figure 26: Checking for Updates44
Figure 27: System Is Registered and Ready44
Working with the Itero Element 2 and Itero Element Flex Scanner45
Logging in to the Scanner45
Figure 28: Login Window45
Figure 29: Itero Home Screen46
Resetting Your Password47
Figure 30: Forgot Password Button47
Figure 31: Email Field for Forgotten Password47
Logging out of the Scanner48
Figure 32: Security Answer Field48
Shutting down the Scanner49
Moving the Scanner Within the Office49
User Interface49
Figure 33: Itero Home Screen49
Figure 34: Remaining Battery Charge50
Figure 35: Help Overlay51
Scanner Toolbar52
Figure 36: Remaining Battery Charge52
Touch-Screen Gestures53
Figure 37: Help Overlay53
Defining the Scanner Settings54
Figure 38: Settings Window54
Defining the Computer Settings55
Figure 39: Brightness Settings55
Figure 40: Volume Settings55
Figure 41: List of Nearby Wi-Fi Networks56
Figure 42: Connecting to the Clinic Wi-Fi Network56
Figure 43: Forgetting or Disconnecting from the Network57
Figure 44: Time Zone Settings58
Defining the User Settings59
Figure 45: Scan Settings Window59
Figure 46: Only Scanning Range Is Highlighted61
Figure 47: Rx Settings Window62
Figure 48: Signature Settings Window63
Figure 49: Language Settings Window64
Defining the System Settings65
Figure 50: Login Settings Window65
Figure 51: Diagnostics Window66
Figure 52: Licensing Information Window67
Figure 53: System Information Window68
Figure 54: Export Settings Window - Deleting Exported Files69
Starting a New Scan70
Figure 55: New Scan Window Showing an Empty Rx and the Progress Toolbar at the Top of the Window70
Filling in the Rx71
Figure 56: Selecting the Required Case Type71
Figure 57: New Scan Window - Irecord Case Type72
Working with Restorative Scan Types73
Figure 58: New Scan Window - Restorative Case Type with a Tooth Chart73
Figure 59: List of Restorative Treatment Options74
Figure 60: Defining the Restoration Properties75
Scanning the Patient76
Figure 61: Treatment Information Area76
Scanning Guidance77
Figure 62: Recommended Scanning Sequence - Lower Jaw77
Figure 63: Wand Guidance77
Scanning Best Practices78
Scan Options78
Figure 64: Areas with Missing Anatomy Shown with and Without Additional Scan Feedback - Monochrome78
Figure 65: Areas with Missing Anatomy Shown with and Without Additional Scan Feedback - Color Mode79
Figure 66: Model Displayed in Color and Monochrome Mode79
Editing a Scan80
Figure 67: Tap the Opposite Arch or Tap the Arrows to Select It80
Figure 68: Editing Tools81
Figure 69: Delete Segment Tool81
Figure 70: Delete Selection Tool82
Figure 71: Expanded Delete Selection Tool82
Figure 72: Selected Area of the Anatomy Is Deleted83
Figure 73: Fill Tool84
Figure 74: Areas that Require Scanning Are Highlighted in Red - Fill Tool84
Viewing the Scan85
Missing Scan Segment Notifications85
Working with the Eraser Tool86
Figure 75: Missing Scan Message and Missing Segments Highlighted in Red86
Figure 76: Eraser Tool87
Figure 77: Eraser Tool Options87
Figure 78: Mark the Area to be Modified88
Figure 79: Selected Area Removed and Scan Tool Enabled88
Working with the Clearance Tool89
Figure 80: Deleted Area Marked in Red89
Figure 81: Occlusal Clearance between the Opposing Teeth90
Figure 82: Occlusal Clearance Range Options90
Working with the Edge Trimming Tool91
Figure 83: Edge Trimming Tool91
Figure 84: Edge Trimming Tool Options91
Figure 85: Mark the Area to be Trimmed Away92
Figure 86: Selected Area Highlighted and the Confirmation Icon Enabled92
Working with the die Separation Tool93
Figure 87: Selected Area Has Been Removed93
Figure 88: Green Hint Point Centered on the Prepped Tooth94
Figure 89: die Separation Is Displayed in High Resolution94
Figure 90: die Separation Tool Options95
Figure 91: Scan Is Displayed in Low Resolution95
Figure 92: before Selecting the die Separation96
Figure 93: Prepped Tooth Is Displayed in High Resolution96
Using the Scan Timer97
Sending the Scan97
Figure 94: Scan Timer Button on the Toolbar and Scan Time97
Figure 95: Sending the Scan97
Restorative Scanning Basics98
Orthodontic Scanning Basics98
Working with the Viewer98
Figure 96: Viewer Option in the Past Orders Pane in the Orders Page98
Figure 97: Viewer Option in Patient's Profile Page99
Figure 98: Model in a 1-Window View100
Figure 99: Model in a 2-Window View100
Figure 100: Model in a 5-Window View101
Clearance Tool102
Figure 101: Clearance Tool and Legend Displayed in the Viewer102
Working with Patients103
Figure 102: Patients Page103
Searching for Patients104
Figure 103: Searching for a Patient104
Figure 104: Patients Matching the Search Criteria Are Displayed104
Viewing the Patient Details105
Figure 105: Patient's Profile Page105
Creating a New Scan for a Specific Patient106
Figure 106: Patient's Profile Page - New Scan Option106
Figure 107: New Scan Window with Patient's Details Already Filled in106
Viewing the Rx107
Figure 108: Patient's Profile Page - View Rx Option107
Figure 109: Rx Details Window107
Viewing Previous Scans in the Viewer108
Figure 110: Patient's Profile Page - Viewer Option108
Figure 111: Scan Displayed in the Viewer108
Comparing Previous Scans Using Itero Timelapse Technology109
Figure 112: Itero Timelapse - Selecting the Scans to Compare109
Figure 113: Itero Timelapse Window Showing the Highlighted Changes between the Scans110
Figure 114: Area of Interest from the First Scan Displayed in the Animation Window111
Figure 115: Area of Interest from the Second Scan Displayed in the Animation Window111
Figure 116: Itero Timelapse Scale Options112
Working with Orders113
Figure 117: Orders Page113
Figure 118: in Progress Pane - Options114
Figure 119: Past Orders Pane - Options115
Viewing Messages116
Figure 120: Messages Page116
Working with Myitero117
Itero Invisalign Features118
Invisalign Outcome Simulator118
Invisalign Progress Assessment118
Invisalign Go System118
Figure 121: Progress Assessment Window118
10 Care and Maintenance119
Handling the Wand and Cable119
Cleaning and Disinfecting the Wand119
Cleaning the Scanner Touch Screen119
Webcam Maintenance119
11 Clinic LAN Network Guidelines120
Introduction120
Preparations120
Router Guidelines120
Internet Connection Guidelines121
Firewall121
Wi-Fi Tips121
Align Hostname Recommendations122
12 EMC Declaration123
13 Itero Element Product Security Whitepaper126
14 System Specifications128
System Specifications - Itero Element 2128
System Specifications - Itero Element Flex129
Index131

iTero Element 2 - Searching for Patients

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