FAQ: Integration of PMS with 3Shape Unite

Introduction

3Shape Unite supports integration with Practice Management Systems (PMS). This integration provides the following end-user benefits:

For this purpose, 3Shape Unite provides three interfaces that a PMS can use:

Our latest Web Service API introduces several features:

Compatibility: Fully supported in Unite 24.1 and all future versions.

Integration is made possible by the Practice Management System vendor (integration partner), who develops an integration using one of the three interfaces.

FAQ for Clinic Users and Resellers

Q: I am using a certain Practice Management System and would like it to be integrated with 3Shape Unite. How do I make this happen?
The integration between PMS software and 3Shape Unite should be initiated by the PMS provider contacting 3Shape. If you are a user, request that your PMS provider initiates the integration with 3Shape. See the FAQ for PMS providers section below.
 

Q: I use a PMS and can see that Practice Management Integration settings are available in 3Shape Unite. Can I enable integration with my preferred PMS through these settings?
Starting from Unite version 22.1, a new settings page is available for each PMS integration. Integrations available in the 3Shape Unite Store are approved for integration use. For more information, see the related article: How to install PMS Integration App in 3Shape Unite Store.

Please note that configuring the PMS settings for a particular provider in 3Shape Unite does not guarantee that the integration will be enabled or fully functional. For the integration to work, the Practice Management System provider and 3Shape must complete and verify the integration process on both sides.

Note: Starting from Unite 25.1, the Web Service component is deployed as a separate module and is installed automatically as part of the Unite update for each customer.

 

Q: I use a PMS and would like to know whether my preferred provider is already establishing an integration with 3Shape. How can I find out?
If you are unsure whether the integration is available or the process has already been initiated, you can request this information directly from your Practice Management System provider or contact 3Shape Support to verify the status with 3Shape.

An overview of currently integrated systems can also be found here: Availability of Practice Management & Imaging System Integrations by Regions
 

Q: I contacted my provider, who informed me that an integration with 3Shape exists, but I received a different answer from 3Shape. Why?
3Shape provides interfaces that Practice Management System providers use to develop integrations. If your provider has not updated 3Shape on the integration status or progress, 3Shape will assume that no integration is available yet. An integration will not be confirmed as functional or available until it has been verified on both sides.

Q: I would like to participate in beta testing of Practice Management System integrations. How can I do this?
Contact 3Shape Support, and you will be forwarded to the responsible person.
 

Q: Do I need a specific license to enable Practice Management System integration in Unite?
Yes. Starting from Unite 24.1, Practice Management System (PMS) integration requires a license. The following licenses include PMS integration:

• Trios Care
• Trios Only
• TriosCliniCare
• Implant Studio
• Implant Planner

The following licenses do not include PMS integration:

• Trios Care Core
• Trios Only Core

Additionally, any customer who owns at least one non-TRIOS Core scanner or has Implant Studio or Implant Planner will automatically have PMS integration included with their scanner purchase.

FAQ for PMS providers

Q: I am a Practice Management System (PMS) provider and would like to integrate with 3Shape Unite. How do I do this?
Contact pms@3shape.com to initiate the process. Alternatively, you can fill in the Partner online form. Please note that we receive many requests but will get back to you as soon as possible, typically within one business week.
 

Q: What are the next steps after a Practice Management System provider submits this information to 3Shape?
Once the email has been received, a technical account manager from 3Shape will contact the person listed as the contact person and sender of the email to discuss the next steps in the integration process.
 

Q: What are the minimum requirements that a Practice Management System provider must demonstrate for 3Shape to consider the integration?
As a minimum, the provider must demonstrate that the integration has the following capabilities:

For more details about the requirements and the process, the provider should contact PMS@3shape.com.
 

Q: What steps should be taken to adopt the new Web Service API and use its enhanced integration features?
Follow the integration process:

Contact 3Shape Support if you have any further questions.
 
For full information on correct usage consult the official Safety and Setup Guide and the most current Manual.