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Your TRIOS 6 and TRIOS 5 scanner boxes contains three batteries. Each battery features five LED lights that indicate the charge level, each light represents approximately 20% of battery capacity. Each battery will have a protective sticker that must be removed before use. Prior to first use, fully charge the batteries to ensure optimal performance.
The most common situation where you would need to delete/roll back an invoice is when you are voiding a case that has already been invoiced. When you void a case, the invoice will not be deleted automatically, so you need to delete it. If you are not voiding the case, deleting an invoice will simply return it to the Create Invoice queue. If you w
Although 3Shape LMS endeavors to ensure cloud-based lab management seamless across all platforms, there can be times where installed software or hardware may cause issues. Here are some troubleshooting tips for issues that might affect 3Shape LMS site performance. 3Shape LMS is designed to optimally run on either the Mozilla Firefox or Google Chrom
3Shape discontinued the following scanner models: TRIOS Standard (P12) and TRIOS Color (P13), TRIOS 3 Wireless Handle (S2-2) and TRIOS 3 Wired Handle (S1-2), TRIOS 3 Mono Scanners. The following scanner base models also reached their end-of-life: TRIOS Standard/Color Cart (C1.1/C1.2 & C2), TRIOS 3 Cart (C3) and TRIOS MOVE (C4). What does the di
In the Implant Studio workflow, the DICOM file needs to be imported when designing a surgical guide. Below are the steps on how to do so: Step 1: Select the implant indications in the order form. Step 2: After preparing the order import the surface scan. Step 3: (Optional) Import the antagonist surface scan. Step 4: Import the CT scan NOTE: If the C
Technicians can see their productivity by clicking on the Productivity dashboard from their tech login. This dashboard allows them to see productivity by any given task and date range. The report will show cases and units completed by the tech. Clicking on the unit number will give access to a list of the cases and to the case record. The Techni
Conditions for Invisalign integration Must have an approved TRIOS scanner (only P12, P13 and TRIOS 3) and registration on 3Shape Communicate portal ; Must be an official Invisalign® Provider and have a registered Invisalign account; Sign up for the course on https://www.3shapeacademy.com/signup/learn/register ; Must have completed mandatory training
You cannot edit a payment in 3Shape LMS. You have to delete it, then re-create it. This article will show you how to delete payment. *Note: payments processed with Wepay can be refunded for x days after being processed. Once that time has passed, you will need to delete the payment and refund the client directly. Deleted Wepay payments are NOT r
This article shows you how to print a list of active cases. 1) From Case Flow homepage click the active cases or use advanced search for a custom list 2) Print > Case List (basic or detailed) *Note: If you want to print all the cases in the search you do not need to check each case. Just Print > Case List (basic or detailed). Case List (Basic)
3Shape LMS allows you to configure your Case Entry Display to best page to best fit your lab's needs and can be updated at anytime. Show, hide or completely exclude Pan, Case Flag, Comments, Enclosed, Attachments, and/or Internal Notes during case entry. Go to Settings > Case > Case Entry Display > Case entry display > Edit Show: Always
Internal remakes allow those using multi-step production to track when and why a case needs to go back steps in the productions process. This article shows you how to create an internal remake. Requesting an internal remake 1)Production > Find case > Actions gear > Create internal remake 2) Select cause and reason 3) Add case notes (optiona
Use production search results to see what's currently late in each step, what's scheduled for today (or any future date), and to print daily case lists by task or technician. You can also assign technicians, reschedule task deadlines, and move cases forward and backward. 1. Click on Production on the navigation bar to access the Production Dashboar
This error usually appears when opening an order with Dental System Model Builder, or during certain design workflow steps, particularly after defining the margin lines during the segmentation step.The Dental System software uses various algorithms to read the 3D model and identify basic features such as differentiating teeth and gingiva or determin
This article will show you how to enter customized pricing for clients. Updates to a Pricelist are for a specific client. Updates to a Pricebooks are reflected for all clients assigned to that Pricebook. Note: Click here to learn how to edit an existing Pricebook. 1) Billing > Price Management > Pricelists 2) Select name of Pricebook or Cl
Implant Studio is a preoperative planning software for the placement of dental implants, based on imported CT image data. The requirements for CT/CBCT scans are outlined in the DICOM Conformance Statement. It is crucial that the scans you are importing comply with the specifications listed; otherwise, the scan import may fail with errors such as:
3Shape’s Trusted Connection program for 3Shape TRIOS Design Studio® offers a fully integrated workflow from scanning, designing, and milling with seamless integration of 3rd party CAM. This is a good solution for CAD-CAM workflow that we have had for years. However, this program is limited to TRIOS Design Studio and only selected milling machines. A
There are two types of RX printouts in 3Shape LMS: Admin Rx: Prints in without highlighting key information, and is not designed to be folded Lab Bench Rx: Rx that can be folded in half to fit in a lab pan (designed to display key information points in large font for visual management) Admin Rx 1) Search for a case and open the case record 2) From c
This article shows you how to add couriers. 1) Settings > General > Shipping > Manager courier profiles > Edit 2) Click "New Courier" 3) Input name and select courier tracking link (not required)- If the link is not in the drop down, you can manually type it in. 4) Click "Create"
This article will show you how to add or edit a tracking number to a case that has already been marked as shipped. 1) Case Flow > Shipping Center > Shipments & Pickups 2) Find shipment and click shipment # in blue 3) Input tracking number and click "Save"
View a detailed summary report of aging balances from a specific statement month. For example, you if you wanted to see what the aging balance was for a specific client as of August 2017, you would use this report. This article shows you how to get the detailed summary report. 1)Billing > Statements 2) Rollback statements to the month you wou
This article will show you how to add notes to a case record. Please note that case notes cannot be deleted. Since the case record is similar to having a physical patient chart, we do not allow deletion of notes. Additionally, all notes are dated and time-stamped. To add notes: 1) Case record > Case notes > Add New 2) Select title from
This article shows you how to add or remove remake reasons. You can also set the order in which these reasons appear on the list by adjusting the Priority from the settings page below. The higher the priority the higher it shows on the list. 1) Settings > General > QC > Remake Reasons > Edit To add a reason: 1) Click "New Entry" To
You can set your homepage calendar to show daily unit totals scheduled by technician. *Note: Before you can sort your calendar by technician, you must set up step and technician views in your "Profile." Go to >your name > Profile 1) Set available step and technician views in your "Profile," then click "Update." 2) Select a step from the
This article show you how to switch between tooth selection or product type in the "Item Selection" section of Case Entry. The setting allows you to select whether to start with Product type (crown/bridge/removable/etc.) first; or selecting a tooth # first before proceeding to Product type. 1) Settings > Case > Case Entry Display > Fi
This article will show you how to create an additional product. An Additional Product is an item that does not go through manufacturing and does not need to identify tooth number or arch. For example: rush fees, custom shades, educational courses, identification on dentures, implant driver sets, etc. 1) Go to Settings > Product Catalog >
This article will show you edit couriers and how to deactivate couriers that you don't use. *Note: You cannot delete couriers in 3Shape LMS, only deactivate. 1)Settings > Shipping > Manage courier profiles > Edit 2) Click on the gear of the courier you're updating. Choose "Edit" to make changes OR choose "Deactivate Courier" to make in a
This article will show you how to view and print a list of cases that are due for a particular (or all steps) on a certain day or date range. With 3Shape LMS, you have the option to view & print all of the steps or a certain step for all technicians or for the technician you choose. You can also use the checkboxes to print only cases you select
Each user can customize what they see when they login to their homepage on 3Shape LMS. Users can customize the following: Default language Default View View by units/cases Tasks Technician view Default Technician 1) From the drop down menu under your name & click on "Profile" 2) Customize profile settings
Projected Sales (Daily Report) Reports > Billing > Daily Report Projected sales is the average daily invoice value multiplied by the number of total working days in the month (Invoiced MTD / # Days worked x Total working days in the month). The projected sales increases in accuracy as the month progresses; it is intended only as a general esti
Every client and manufacturer must be linked to a Pricebook. Prices can be further customized on a per client or manufacturer basis in their Client or Manufacturer Pricelists. For example: Silver Lake Dental and Gentle Dental are both linked to the same Master Pricebook, but only Silver Lake Dental gets a special price for Zirconia crowns. If y
Settings > Product Catalog > Additional products > Edit Click Actions > Create Schedule Enter a name for the schedule, then choose 1-Step (ship date only) or Multi-Step (each task has a deadline). Enter an assigned day, or the day you want the task to be completed. (Day 1 = tomorrow; Day 2 = day after tomorrow; Total Days = ship date)
This article shows you how to gather more data when reporting issues to 3Shape Support. Providing more information and data can help the team to resolve issues faster and more efficiently. If you run into issues with pages improperly loading or are returned blank white modals repeatedly, the CSMs may request certain logs from you. These logs may no
The Client List allows you to batch update client settings, print complete customer lists, and download client information whenever you want. We've also updated the client profile so you can find and manage information even faster. Go to > Client > Client Profiles > Client List 1) Select clients by checking name on the right 2) Settin
This article shows you how to complete manufacturing and invoice from the case record. 1) Open the case record 2) From the Case Record click "Complete Manufacturing" 3) Scroll down and click "Edit Invoice" or "Approve & Invoice" *Please note, if you delete the invoice, it will not show up in Create Invoices queue until the manufacturing is
The "Clients With Orders in Last 90 Days" is designed to help 3Shape labs catch on-the-fence doctors before they completely stop sending cases. It's also designed to *not* ring the alarm bell too early--sometimes doctors don't send cases for a few days because of vacation, business trips, etc. (See chart sorting criteria below.) Stopped: No or
There are several categories that you should familiarize yourself with before beginning entry of your product catalog into 3Shape LMS. Here is an overview: Type - Refers to whether a restoration is a crown, bridge, removable, abutment, aligner, etc. (or any Additional Products you've enter). See the full list of Type options when you add an item
We understand the lab is often hectic. 3Shape LMS is designed to let you enter the basic information need to immediately start entering cases and billing your clients. Fill out the rest of the information at you convenience. You will need: Practice (clinic) or Company Name (lab clients) Address including city & country Telephone number For pra
The Client Management e-learning tutorial covers the following topics: Chapter 1: Client Management How to add a new Client How to edit an existing Client Profile How to add more doctors working in the same practice How to set shipping for the practice How to setup custom pricing for the client
You can switch your default calendar view (what you see on your Case Flow homepage) to display different options and also by units or cases. 1) Hover mouse over your name on the Case Flow homepage and select "Profile" from the drop-down menu 2) Select the "Default View" drop-down menu and select an option 3) Select Units/Cases and choose what
3Shape LMS users can enable up to 2 different production lines for multi-step manufacturing. Full-service labs typically separate the production lines into "Fixed" and "Removable". Production line names Enable production lines in setting (see below). The names for both production lines are customizable in the settings: 1) Settings > General
You can easily update 1-step manufacturing schedules with new information as needed. Steps 1 through 3 show you how to edit the schedule. Steps 4 and 5 show you how to edit items linked to the schedule. 1) Settings > General > Production Line > Edit 2) Select 1-step tab and click on the schedule name in blue 3) Enter any new informat
Use Advanced Search to set custom search parameters. It also can be useful for predicting what you're going to bill this month or help you find a case, especially an older case, if you cannot find it using regular search. For example: you might know the year the case was created, the doctor, and a partial patient name. This is especially helpful whe
This article shows you how to deactivate an alloy that you no longer use. 1) Billing > Price Management ) Alloy Prices 2) Click the "Actions" gear and select "Deactivate"
You can assign a default shipping method, or courier, for each client, so that when their cases are shipped, the default courier (i.e. UPS, Local, Jim's route) automatically shows for all shipments. You can customize couriers in the Shipping settings. For instructions, click here. 1) Client > Client Profiles > Client List 2) Scroll down
This article shows you how to edit or change the email templates for your invoices or statements. These templates allow you to choose what displays in the emails when sending your invoices or statements directly through 3Shape LMS Note: The round circles require at least one selection and the square selections are optional. Required: Optional:
Before you can add a doctor or staff member, you must add a client. For an article about how to add a client in 3Shape LMS, Click here. 1) Client > Client Profiles > Client List > Select name in blue 2) Select the client name in blue to open the client profile 3) Click the blue Doctor/Staff Management button 4) Click the blue Add a new
Go to Settings > RX/Work Ticket > Dymo Labels. After confirming label size for the large and small label, select "Appointment Date Time" in customizable Field 1 or Field 2. Click "Save." You'll see your update the next time you log in. Find the relevant cases, select them, and click "Case Labels" in the Print menu. Labels will now fe
You can create pop-up reminders that will appear in 3 different areas Case entry Invoice creation & editing Payment creation Example: Client > Client Profiles > Client List > Select client profile Click "Edit" and go to the "Settings" tab Enter pop-up screen prompts to appear on the pop-up messages.
You are now a few clicks away from the following production reports: Current Task Status Production Alert Report Task Schedules Report Technician Productivity Report Technician Schedules Report Reports > Production
The case flow homepage is the first page you see when you sign in to your 3Shape LMS site. It shows where all your cases are "at a glance," and provides exception reporting to alert you of any issues that need immediate attention. Overview Navigation Click the navigation bar to go to other dashboards, or work areas, within 3Shape LMS. To go directly
This article will be an overview of the client list and all the features available. Client > Client Profiles > Client List Filters and Search: All clients are stored in 3Shape LMS indefinitely and are unable to be completely removed. Setting a client as inactive will remove the client from case entry and all active searches. You are able t
3Shape LMS has 3 styles of lab script, Work Ticket, Admin RX, and Lab Bench Rx. This article shows you how to print a lab script from the case record. 1) From the case record click "Print," and choose the type of script you want to print. From the pop-up window print your lab script.
3Shape LMS gives you the option to use perforated invoice paper. The paper is divided into four sections with the standard configuration consisting of an invoice for the client, a smaller duplicate invoice, case feedback card, and peel-off address label. As a special service to our customers, we "reserve" large paper batches at a lower price and the
If you have products that are manufactured completely at other labs (pending final quality check by you), you can add that manufacturing partner into 3Shape LMS for easy shipment tracking. The manufacturer and turnaround time can be selected in case entry in the manufacturing schedule dropdown. This workflow is only for a "pure" outsource workflow,
You can view your case holds from the Case Flow homepage You can also search for cases on hold in the search bar
This article shows you how to customize the enclosed items checklist that appears during case entry. In 3Shape LMS, you can add items, edit existing items, and re-order their appearance in case entry. 1) Go to Settings > Case Entry Display > Enclosed Items List > Edit 2) Click "New Item" 3) Enter name and (optional) comments. Optiona
This article will walk you through how to create your 3Shape Company and 3Shape LMS. Throughout the articles, you will find links on additional information. *Note: The person registering the account will, by default, become the assigned "administrator" and "owner" for it. That can be updated at any time. Click here to begin setting up your 3Sha
The remake case record will be layered on top of the original case record. You can view the original case record by selecting it from the drop down menu.
The Case Flow Dashboard or homepage is the first page you see when you log into your 3Shape LMS. It provides you with at-a-glance information such as: Total cases Late cases Missed ship date Case Holds Navigation Clicking the navigation bar up top will bring you to other dashboards such as: Client Production Billing Reports You can return to your
The 3Shape Webshop is now located at my.3shape.com! This article will walk you through how to add or edit the payment method for your 3Shape subscriptions. *If you updated your payment method to regain access to your LMS site, and still can't log in, please email support@3shape.com with the subject line “No Access to LMS after Payment Method Updated
3Shape LMS has four permission settings for lab staff: Full Access, Full Access - no settings, Billing Only, and Case Management. Full Access Can access to all dashboards and settings Ability to perform all actions Full Access - no settings Can access to all dashboards Can NOT access Settings Ability to perform all actions outside of settings B
The Billing e-learning tutorial covers the following topics: Overview of charts Chapter 1: Invoices How to create an invoice How to batch create invoices How to edit an invoice How to open invoice from the Invoice view How to search for invoices How to use filters How to change an invoice date How to do a batch change of invoice date How to print/ba
If you make changes to invoices or payments after monthly statements have been created, you must roll back (undo) the statements and then recreate them in order for the changes to be updated on the statement. Statements highlighted that need to be rolled back are highlighted in red. 1) Go to > Billing > Statements 2) Click Rollback 3)
After you've created a 3Shape Company account, you're ready to signup for 3Shape LMS. Don't have an account? Click here to learn how to create your account. Note: LabStar subscribers migrating to 3Shape LMS do NOT need to sign up for 3Shape LMS. Please click here to learn everything you need to know about migration. This article will walk you throu
You can click the arrow on the left of the searchbox to change the search type. The search options change depending on which dashboard you are currently viewing. The default search corresponds to the dashboard you are on, but clicking the arrow will show you additional options. Default search for each dashboard: Case Flow - Search for cases Client
This article will show you how to create a monthly client statement. These statements are automatically saved upon creation so that you can pay against them. If you make changes to invoices or payments after creating a statement, you will need to rollback, then regenerate the statement in order to see your changes. For more information on rolling
This article will show you how to customize the work ticket. 1) Settings > RX/Work Ticket > Work Ticket. 2) What you can configure 3) Other key information printed on the work ticket
User's with Technician Permissions log into the Technician Portal. The Technician Portal is focused on what's in production and when it's due. There is no Case Flow, Billing, Clients, Production, or Reports tab. You have the flexibility to adjust what permissions each technician has within the portal. If your technicians assigned as Lab Staff (ca
3Shape LMS provides a customizable invoice (line item) CSV export in which you can select what data fields are exported in a specific order. . You must first initially set up the order in which you want your data fields to populate. 1)Settings > Invoices > Customizable invoice export > Edit 2) Add or remove items by double-clicking the
This article will show you how to give access to invite users to your 3Shape Company Once a user is a member, click here to learn how to give them permission to your LMS site. 1. Login to your 3Shape account 2. Click on your company name 3. Click on "Invite member" 4. Enter email address and select role and click "Invite"
The case search on the production dashboard allows you to either type in or use the barcode scanner to search for cases. 3Shape LMS also allows you to batch scan cases so you can move multiple cases at once. Case search Batch Scan Click here to learn more about batch proceeding cases
This article will show you how to create a Pricebook. *Note: This is not where you add new products or items, this is just where you enter a new Pricebook for customized pricing. To see how to add new products or items, Click here. 1) Billing > Price Management > Pricelists 2) Select "Pricebooks" in blue 3) Select "New Entry" 4) Enter
Switch to Chrome! Chrome is the only browser that fully supports 3Shape LMS. Download Chrome Clear your cache! Your browser may be saving old pages, so the best way to make sure that it's not causing display issues is to clear your cache. It's a good idea to clear your browser cache regularly (weekly or monthly). If you can see that your LMS site
With five total tabs, the client profile helps which help categorize information and settings making it easier to find. Office tab: Displays general client information such as shipping address, office hours, primary contact, doctor and staff names as well as a section for you to add notes. *Note: If you're using integrated credit card processing,
Every shipped case has a green "Remake/Adjustment" button on the top right of the case record that can be used to initiate a remake or adjustment. Clicking that button will bring you to an easy-to-use popup screen that allows you to enter remake or adjustment data quickly and accurately. This article will show you how to initiate an external remake
Each invoice has a transaction log that shows you when it was created, if it was edited, and when it was paid. Here are instructions for how to see the invoice history. 1) Billing > Invoices 2) Actions gear > Invoice history
This article shows you how to create a client office or lab group. Client groups are offices or labs with multiple locations, and they usually share the same name. 1) Settings > Profiles > Profiles/Logins > Client office 2) Enter group name and fill out optional fields if desired 3) Scroll down and click "Create" *You can also assign
Adding materials from a case record 1) In the case record, under "View" click Materials: 2) To create a new material or Alloy, click "Actions" then choose "Add New Material" or “Add Alloy”. 3) To have this material/allloy automatically default to an item going forward, Go to: Settings > Product Catalog >Item Management > Edit 4) Material
If you are using Stripe to process credit & debit cards through 3Shape LMS, you can email a request for the card information and a secure link to enter it, from the new payment window. The link is good for 24 hours. The card information will be kept on file for future use. Not connected to Stripe? Click here to learn how to set up an account wit
This article will show you how to enter doctor preferences from the client profile. 1) Client > Client Profiles > Client List > Select name in blue 2) Select the client name in blue to open the client profile 3) Click the blue Doctor/Staff Management button 4) Click the blue pencil to the right of the doctor's name 5) Click "Edit" und
This article shows you how to require Enclosed Items during case entry. To customize your Enclosed Items list please see the following article:Customizing the enclosed items list 1) Settings > Case > Case Entry Display > Enclosed Items List > Edit 2)Locate enclosed item > Actions gear > Selection required in case entry 3) C
Still have questions? Book a one-on-one session with a Customer Success Manager: Click here to book a one-one-session with a Customer Success Manager. Available in English and Spanish only The time zone for the appointments listed is displayed in the appointment form above the dates/time. To reflect the appointment times in your time zone, click th
There are 3 different sections in which you can create invoices in 3Shape LMS. Manufacturing Manager Case Record Billings Dashboard From the Manufacturing Manager: 1) Select cases and click "Complete with Invoice Creation" 2) Click "Edit" to edit and approve the invoice 3) Edit invoice as needed and click "Complete" From the Case Record: 1) Search f
This article shows you how to print your client list. 1) Client > Client profile > Client list 2) Print > Client list
This article shows you how to return cases to manufacturing. Returning a case to manufacturing may be needed when if you have accidentally selected the wrong cases as complete or quick shipped. 1)Case Flow > Manufacturing Manager > Ready for Clients tab 2) Select cases to return to production/manufacturing 3)Actions > Return to manufactu
The Case Flow Calendar is designed to show you where all your cases are at a glance. There are four different calendar views you can change at any time: Orders Ship date Due date Patient appointment Clicking the numbers on the calendar will bring up a list of cases for that day based on your calendar view.
This article will show you how to set up sales tax in 3Shape LMS. Go to Client > Client Profiles > Client List. 1) Use checkboxes to select clients. 2) Click " Settings" select "Tax 1" 3) Input Sales Tax % then click the Apply button Sales tax has been applied to selected client accounts 4) You will now need to enable tax for the it
What is a Manufacturing Schedule? A Manufacturing Schedule is a list of steps that an item will pass through during manufacturing, along with a deadline for each task. For example, when fabricating an e.Max crown, you might want "Model" to be completed by Day 1 (tomorrow), and "Die Trim" and "QC Model" to both be completed by Day 2 (day after tomorr
The patient statement of manufacture, required in EU countries, can be easily customized for your lab. Go to Settings > Invoices > Customize patient statement of manufacture > Edit 1. Click the gray Edit button 2. After editing, click the gray Update button To learn how to printing your patient statement, click here.
If you have extra time on a case, tasks can be scheduled forward (tasks scheduled forward from today) or backward (remaining tasks scheduled backward from ship date) in thereschedule slider. There is also a system setting for forward/backward schedule, which determines the automatic scheduling in case entry. Forward/Backward Schedule - Setting If t
You can print address labels from multiple pages: Client List Invoices Balances Statements Client List Invoices Balances Statements
This article will show you how to link a manufacturer to a Pricebook from the manufacturer profile. To see how to create a Pricebook, Click here. 1)Settings > Production Line > Manufacturers > Edit 2) Select name in blue 3) Scroll down, choose Pricebook from Linked Pricebook drop down menu, and click "Update" **Always make sure that
3Shape LMS' tablet-friendly technician details screen provides all the information required by techs to successfully complete a task or case. Each technician can be assigned "permissions" for access to different sections of the the technician details screen; for more information on permission management click here. Key features of the technician de
Please see the following article for instructions on how to change the "Pan #" text during case entry. This field can be customized to any text you want. Custom name can display up to 10 characters; only the first 5 characters of the custom name will display on labels and some printouts. 1) Go to Settings > Case > General > Change pan #
This article will show you how to add an manufacturer or outsource option during case entry. Note**: All outsource options during case entry must be a 1-step schedule. First you must create a manufacturer; To see how to create a manufacturer, Click here. After you have created an outsource lab/manufacturer: 1) Settings > Production Line >
This article will show you how to void a shipment that you may have accidentally shipped or no longer need. *Note: When you void a shipment the cases will go back to their previous location in the "Ready for Client" tab 1) Case Flow > Shipping Center > Shipments & Pickups 2) Locate shipment and click Shipment # in blue 3) Click "Void" 4)
Creating a favorite report is a fast and easy way to organize the reports you use most. Reports that have been made a favorite will be listed on the 1st table "Favorites" in the Report center.
This article shows you how to create an enclosed items list, add instructions as needed, and order the list. Your list will be visible during case entry, and choosing something from the list can be required. To learn how to make enclosed items a requirement, Click here. 1) Settings > Case > Case Entry Display > Enclosed Items List > Edi
This article shows you how to enter a new payment. 1) Billing > Payments > New Payment 2) Enter information and click "Create
Do you have a problem or just a quick question regarding LMS? Your LMS Premium subscription includes support! Click here if you need help with other 3Shape products. For help with Trios, Communicate, and Dental Manager/System (design software) call 1 888 374 2734 *Reach the North American LMS team directly at 1 908 291 8969 NORTH AMERICA USA 3Sha
This article will show you how to enter a default discount on your pricelists using the Billing Dashboard 3Shape LMS gives you the option to create automatic discounts on particular Pricebooks or particular client pricelist. You also have the option to show the discounts on the clients invoices. 1) Go to Billing>Price Management>Pricelists
If the design group is not appearing during case entry under the case entry icons check your settings of that specific design group 1) Go to Settings > Product Catalog >Design groups> Edit 2) Choose the design group where you want the product to appear 3) Add your product type or types and click save
If you selected the "Retain as an available credit" option when creating a client credit, you will eventually need to go back and apply the credit somewhere. This article will show you how to apply an unallocated credit to a client invoice. 1) Billing > Payments 2) Click "New Payment" 3) Select Client and "Apply Credit" under Method 4
This article shows you how to create a debit memo. 1) Go to Billing > Credits/Debits > Debit Memos 2) Click "New Debit" 3) Fill out required information (in red) and click "Create"
The Case Management e-learning tutorial covers the following topics: Chapter 1: Case entry and management How to create a new case How to customize case entry display How to change additional settings for case entry display How to find and print a work ticket How to search for cases How to use advanced search option How to search for cases with a b
Pricebooks can also be assigned from client profiles: 1) Client > Client Profiles > Client List > Click name in blue 2) Click "Billing" tab and click "Edit" 3) Scroll down to and click the drop down menu for "Linked Pricebook" and select a pricebook 4) Click "Update"
The Client Activity report in 3Shape LMS allows you to display all charges, payments and credits for customizable date ranges and even filter by client group. 1) Reports > Billing > Client Activity Report You are able to filter in Charges/Credits/Payments as well as date range and dental groups Print or download to a .csv
For each software there is a license needed: App name Required licenses TRIOS TRIOS Base TRIOS Restoration TRIOS Design Studio TRIOS Base TRIOS Restoration Anatomy Design Full CAM Server [Mandatory] - required for TDS 2022.2.6 and belowOR Produce doesn't require license for TDS higher than 2022.2.6 Implant Studio Implant Studio Implant Studio Gui
This article explains how to create a backup of a Dental System, Dental Desktop, or UNITE database using Microsoft SQL Server Management Studio (SSMS). Installing Microsoft SQL Server Management Studio Step 1: Download and install Microsoft SQL Server Management Studio (SSMS). Finding the Database Credentials The database credentials can be obtained
Connecting to the Database Step 1: Open Microsoft SQL Server Management Studio. Step 2: Connect to the "THREESHAPEDENTAL" SQL instance. Step 3: Verify that "Windows Authentication" is selected. Step 4: Click "Connect". If Windows Authentication is not available: Step 5: Select "SQL Server Authentication". Step 6: Enter the following credentials: Log
You can create a new pickup from two locations in 3Shape LMS: Shipping Center > New Pickups Shipping Center > Shipments & Pickups 1) Click "New Pickup" 2) Input information & click "Create" 3) You will now see notifications for the pickup that was scheduled on the Case Flow homepage
This report shows a rolling 12-month view of client invoice totals split into the following categories: crown & bridge, removable, alloy, and miscellaneous. Select client or clients and view chart for all selected clients.
The Ship Today report prints out a list of cases that have a ship date on the current date. This can help manage your cases and shipments that need to go out that same day. This article will show you to how to create a "Ship Today" report: 1)Case Flow > Shipping Center > Ship Today 2) Select courier then click "Print" Example:
The Daily Report provides a 1-page summary of the key metrics of your lab business: orders, invoices, work-in-progress, client activity, payments, accounts receivable, and a month-to-date financial snapshot of the business. Go to Reports > Accounting > Daily Report.
Network scanning is implemented in SID 2.2.4.0 (which is required using SS 13.5.0 and Unite 1.7.82.4). It works the same way as if locally connected, but now the F8 scanner can be shared between multiple ScanServer instances within the network. General Requirements The latest 3Shape Lab scanner software (Scan Server version 13.5.0 or higher) F8 scan
This article shows you how to edit alloys that have already been created. 1) Billing > Materials Management > Materials List 2) Select "Alloys" tab and click the material name in blue 3) Edit by typing into fields or add/remove linked items
3Shape LMS allows you to able set your default tooth numbering (or dental notation system) for your lab, as well as for individual clients. Note: Changing the tooth numbering system in settings will not update the system for clients that are already created. You must change those from the Client List or the Client Profile. Select the appropriate
You can manage your shipments and pickups from the Shipments & Pickups tab of the Shipping Center. There are 3 different tabs to manage your shipments/pickups: Pickups : View pickups and print delivery lists To Client: View history of all client shipments, add tracking numbers, and even void/cancel shipments To Manufacturer: View all shipments
This article shows you how to skip the "Start Manufacturing" step during in-house manufacturing, so the case will go directly from creation into being manufactured. 1)Settings > General > Case Flow Toggle Yes/No button to enable or disable "Skip Start Manufacturing for 1-step Cases" and/or "Skip Start Manufacturing for Multi-step Cases"
The Internal Remake Report gives you a report of all cases that were remade internally (before they go out to your clients). This article shows you how to create that report. 1) Reports > Production > Internal Remake Report 2) The report defaults to the current month, all steps, all technicians, but you can filter these categories 3) Print o
Customize the feedback form that prints on the invoice footer to get the information most meaningful to your lab. Go to Settings > General > QC > Perforated Invoice feedback categories > Edit 1) Click the category name in blue you want to edit 2) Rename the category, set the order, or make the category in active. Then click "Update."
3Shape LMS allows the generation of payment reminder letters to print out or email to your clients. Payment reminders show past due balances sorted by 30+ days, 60+ days, and 90+ days. The note will additionally note what is due for the current month, although that amount is not included in the past due amount. If you select the "Print" method you
This article shows you how to switch between the standard and perforated invoice. 1)Settings > Billing > Invoices 2) Enable perforated invoice:YES/NO YES:Perforated invoice is enabled NO: Standard invoice is enabled
This article shows you how to export invoices to keep for your records. 1) Billing > Invoices 2) Export > To Spreadsheet or To Spreadsheet (Itemized)
Go to Settings > Billing > Invoices > Show patient appointment time on invoice footer. Toggle Yes/No button to Yes.
There are 2 available reports from the Payments main page: Payment list Payment method Before printing, confirm all filters--date, payment method, payment status--and then click on the print button. All data matching the filters will be printed. Please remember that the default filters show *all payments ever entered*, which means if you don't sele
This article will show you how to consolidate invoices by shipment which can then be used as a packing list for a single shipment containing multiple cases. Instead of each case having its own invoice (one page for each patient), multiple cases are listed one invoice; which can be used as a packing list when shipments contain multiple cases. Before
In 3Shape LMS, you are able to give a discount three different ways during invoice creation or by editing an invoice. 1) Percentage discount Billing > Invoices > Specific Invoice > Actions > Edit 2) Item-specific discount 3) Line item discount
The Spreadsheet by Invoice Report provides valuable information on paid and unpaid invoices alike in a CVS export. Because you can choose a specific date range and/or a specific client, labs often use it for requested DSO or group practice reporting. Easy editing makes this a simple report to use as a statement for clients that want each doctor to h
You can filter and print reports by payment method type (Credit card, Visa, Amex, Master, Check, Cash, etc) To view payment reports by method/type: 1) Billing > Payments 2) Select payment methods and date range 3) Print > Payment Report Example:
This article will show you how to print the patient statement of manufacture required by EU countries. Go to Billing > Invoices. 1. Click the box or boxes on the far right of the invoices to select which you'd like to print. To select all invoices on the page, click the box in the far right of the headings. Then, click the green Print butto
This article will show you how to customize the admin RX. The admin RX can be customized in the following ways: 1)Settings > RX/Work Ticket > Admin RX 2) Click "Save" to apply changes
You have the option to have 3Shape pre-populate the last payment method used when entering a payment. * The default setting is to pre-populate. To change these settings: 1) Settings > Billing > General > Remember last payment method when making new payment > Enable/disable
If your lab or your clients' contact/billing information has changed and the invoices need to be updated. Rather than rolling back and re-creating-- you can look up the invoices by client or by specific invoice and select “Regenerate Invoice” for each affected invoice. This also can work if certain invoices are not loading. Go to Billing > Invo
To follow-up with clients on late payments, choose from 3 payment reminder templates. These templates can be printed or sent via email. *payment templates cannot be edited or modified Billing > Balances > Payment Reminder > Print/Email Reminder 1) General Payment Reminder 2) Request Credit Card Update 3) Account Suspension in 24 Hour
This article will show you how to create a custom client statement. Custom statements can be generated within a user-defined date range, and they are not saved (only monthly statements are saved). For more information on how to create monthly client statements, see the Billing Tutorial. 1) Billing > Statements 2)Actions gear > Create Custom
This article will show you how to consolidate invoices by client. Consolidating will combine multiple cases onto the same invoice (instead of one invoice per case). Before you can create a client invoice, you must create/approve all individual invoices for that client. 1) Go to Billing > Invoices. 2) Under the Actions button, choose "Conso
This article will show you how to set up your lab's operating days. To set up holidays and other closures, see the following article: Scheduling holidays and lab closures. 1) Go to Settings Settings are located under your user name in the top right hand corner of the page. You can access them from any page on your site, (Case Flow, Billing, Clie
If you've changed your mind about consolidating invoices, it's easy to return the invoices to their original individual status. 1) Go to Billing > Invoice 2) Click the gear to the right of the consolidated and choose "Delete Invoice" 3) Click "Okay" 4) Pop-up message appears confirming consolidated invoice has been deleted. Invoices from it
Microsoft will officially stop supporting the Windows 10 operating system on October 14, 2025. In the following article, you can learn which 3Shape products are affected, what the Windows 10 end of support means for those systems, and what options are available to you. What does this mean for my 3Shape system running Windows 10? Your 3Shape TRIOS sy
The pickup/delivery report will provide information on any scheduled pickups or deliveries for a specific date or date range 1) Shipping Center > Shipments & Pickups > Print > Pickups & Deliveries 2) Choose courier, date range or select cases 3) Click "Print" Example: To see how to print a deliveries only report, click here
You are able to edit cases any time in 3Shape LMS as long as it has not been invoiced. If it has been invoiced, you will need to delete the invoice first. Editing cases can happen from the case record, or the actions gear from your case search results or manufacturing manager. To edit a case: 1) Search for case > Actions > Edit case 2.
This article shows you how to enter materials and alloys from the case record. Entering Materials and Alloys from the Case Record can save valuable time during invoicing. Pricing and quantities will already be assigned. eliminating the need to edit the invoices from the Case Record, or Invoice Creation. (Click here to learn now to enter materials f
In 3Shape LMS you are able to enter a default invoice messages. These are messages that will be printed on all invoices. You can put a default message for Special Notes & Instructions and the Text at the Bottom of the invoice. 1) Settings > Billing > Invoices > Default invoice messages > Edit 2) Click "Edit" 3) Enter default invoi
This article will show you how to print case label stickers with a Dymo 550 Label writer. Information on the Dymo 550 can be found here: https://www.dymo.com/label-makers-printers/labelwriter-label-printers/dymo-labelwriter-550-label-printer/SAP_2112552.html You have the option to print the case labels from the Case Record and the Manufacturing Man
3Shape LMS can print or email payment receipts to send out to your clients. Note*: Payment reminders are designed to fit into a #10 double windowed envelope 1) Billing > Payments Email 2)Select client(s) > Email > Email Payment receipt(s) Print 2) Select payments > Print > Payment receipts Sample Payment Receipt
The statement due date is a per client setting, which means that it can be set differently for each client, or you can change it for all clients at the same time. It appears in the "Due Date" section of the monthly statement. 1)Client > Client Profiles > Client List 2) Select clients which clients to change due date 3) Click Edit Settings &g
It is always important to check and see if you have any open credit balances that have not been applied for a client. Credit Memos: 1) Go to Billing > Credits/Debits > Credit Memos 2) The remaining balance of each credit memo is listed in the "Balance" column. If the amount is zero, the total credit memo has been applied Viewing whi
The Step Status by Units chart shows the number of units in each production task. It tells where cases are late (or located). It is a companion chart to the Production Status by Units chart, which shows which cases are late. Please note that total units, not cases, are shown on the chart. To confirm total cases within each task click on any numbe
Linking cases in 3Shape LMS will allow users to immediately see in the cases the the current case is attached to. There are multiple place you link link a case. You can view linked cases by clicking "Linked" on the top of the case records. You can also link cases from two different clients, o patients with different names. For example, if you have
This article will show you how to change the bill on and due date of an invoice. Once the invoice has been created, you can edit it from Billing > Invoices. 1) Go to Billing > Invoices 2) Actions > Change invoice date 3) Select dates and click "Update"
In 3Shape LMS you are able to set default statement messages. These messages appear as text that are printed on all statements. 1) Settings > Billing > Statements > Default statement messages > Edit 2) Click "Edit" 3) Edit text and click "Update"
Once someone has accepted your company invitation, you will need to give them access to 3Shape LMS and assign their permissions set. Only company members appear in the 3Shape LMS User Profiles. Don't see the user you're looking for? Click here to learn how to invite them to your 3Shape company. Go to Settings > PROFILES > Profiles / Login
The On-Time Status chart shows the current production status of all cases currently being manufactured in your lab. It tells which cases are late (or ahead). It is a companion chart to the Task Status by Units chart, which shows the task where cases are late. Please note that the numbers on the chart represent total units. To confirm total number
The 6 statement format options include: Running Balance Itemized running balance Itemized running balance (text wrapping) Grouped by doctor Itemized grouped by doctor Itemized grouped by doctor (text wrapping) Assign different formats to different clients in individual client profiles or batch change on the client list. The "grouped by doctor" sta
The Production e-learning tutorial covers the following topics: Chapter 1: Creating 1-step schedule and outsourcing manufacturing How to create 1-step schedule How to create an outsource lab How to add the outsource option to Case Entry page Chapter 2: Settings and management of multi-step production How to enable production lines in Settings How to
You can set your homepage calendar to show daily unit totals scheduled for each step. As cases are proceeded in each step, they drop off the calendar. *Note: Before you can sort your calendar by step, you must set up step views in your "Profile." Go to >your name > Profile 1) Set available step views in your "Profile," then click "Updat
3Shape LMS users can choose to manufacture cases in two different ways: 1) Multi-step: build a production line with separate tasks so lab staff can move cases forward. Always know the precise location of all cases. Multi-step also provides more detailed technician productivity reporting. Generally speaking, labs consider using this manufacturin
If you want to delete a case from 3Shape LMS-- void the case (there is no delete in 3Shape LMS). Voiding a case is a permanent--you cannot 'un-void" a case. However, the ca entered for that case will be saved in the "Voided Cases" report in the Report Center. *Note: If you void a case that has an invoice and do not wish to charge, you must del
This article shows you how to enter or edit the information/address that appears on your invoices and statements. 1) Go to Settings > Profiles/Logins > Lab Contact Information > Edit 2) Click "Edit" next to your lab profile 3) Fill in information (required fields in red), then click "Update"
This article will show you how to set up Stripe. Stripe allows you to process credit & debit card payments conveniently and securely from your LMS site. Card information is saved to your client's payment options, so there is no need to repeatedly enter card information each month. There is no equipment to rent or purchase, no setup fees, no mon
This article shows you how to set up production line steps that allow your technicians to move a case forward. 1) Settings > General > Production Line > Production Line > Edit 2) Click "Add Step" *Note: Enter put the production steps in the general order that you would like them proceeded through LMS. You can always rearrange the step
In 3Shape LMS you are able to print a delivery report for each of your couriers for a given date range. This report shows clients addresses and cases included in shipments. This report can also include pickups if desired. After shipments are created: 1) Shipping Center > Shipments & Pickups > Print > Deliveries 2) Select Delivery Repo
3Shape LMS has 2 different-sized Dymo Labels with 5 customized fields and a Client Address Label. 1)Settings > RX/Work Ticket > Dymo Labels 2) Enter in customized fields Dymo SKU 30330 is for the large labels and address labels (3/4 x 2 inches) . Dymo SKU 1738595 is for the small labels ( 3/4 x 2-1/2 inches). **Please note that dependin
In 3Shape LMS there is no way to completely remove a client profile, only make inactive. This article shows you how to make a client inactive. 1) Client > Client Profiles > Client List 2) Select name in blue 3) Click "Edit" 4) Change Status to "Inactive" and click "Update" The client is now set as Inactive. Note: You can always look up you
The Invoice Creation page allows you to batch approve and print invoices. 1. Go to Billing > Create Invoices 2) Approve or approve and print invoices in batches
This article will show you how to customize the lab bench RX. The lab bench RX can be customized in the following ways: 1)Settings > RX/Work Ticket > Lab Bench RX 2) Click "Update"
Creating an invoice adjustment 3Shape LMS is quick and simple. You are able to do so from the edit/create invoice pop-up screen in Billing; or, as shown below, in the case record. You can enter a positive or negative amount as its own line item or for an individual line item on the invoice. 1) From Case Record > scroll down to Invoice > Ed
To change add or change the tooltip text that shows up for your case flags follow these instructions. 1) Settings > Case > Case Notes, Flags, > Case Flag Management > Edit 2) Click "Edit" 3) Enter text and enable tool tip and click "Update"
This article will show you how to create a new 1-step manufacturing schedule. If you need to edit or update an existing 1-step manufacturing schedule, you can find that information here: Editing 1-step manufacturing schedule . 1) Settings > General > Production Line > Schedules > Edit 2) Click green New Schedule button 3) Enter th
The Sales Ranking report is a report that will break down your clients orders by week. It is a report that will show your clients based on your weekly sales for the previous 4 weeks. Reports > Client/Orders > Sales Rankings