How to enable Open Dental integration with 3Shape Unite

3Shape Unite and Open Dental (PMS) integration provides automation of Patient Management in 3Shape Unite from Open Dental (Create, merge, and update patient) and allows you to open TRIOS directly from the patient chart in Open Dental for faster and easier scanning.  Read more about Open Dental here.

Prerequisites for the integration:

• 3Shape Unite 21.1.x or newer. 
• Open Dental 20.5.50.x or newer. 
• Open Dental client and 3Shape Unite must be installed on the same computer.  
• Both standalone and client-server setups are supported.

How to enable the integration in Unite

Please follow the steps described in the related article:  How to install "PMS integration" App from Unite Store

How to enable the integration in Open Dental

You can proceed with enabling the integration in Open Dental software following the instructions available from Open Dental here.

To customize 3Shape Bridge from Open Dental, refer to this article: How to enable customized Open Dental integration with 3Shape Unite

You have now set up the integration: 

Known limitations

• To leverage integration on TRIOS MOVE, Open Dental client should be installed on the same device. TRIOS MOVE should be part of client-server installation.
• Patient updates are only propagated from Open Dental to 3Shape Unite. Not the other way around.

Contact 3Shape Support if you have further questions.

For full information on correct usage please consult the official Safety and Setup Guide and the most current Manual