Planmeca Chairside™ CAD/CAM solution
Planmeca PlanScan® & Planmeca PlanCAD® Easy & Planmeca PlanMill® 40
EN
user's manual
10033946_6
Table of contents
1 INTRODUCTION .................................................................................................................1
1.1 Indications for use .................................................................................................................. 2
1.2 Contraindications .................................................................................................................... 2
2 ASSOCIATED DOCUMENTATION ...................................................................................... 2
3 SYMBOLS ON PRODUCT LABELS ..................................................................................... 3
3.1 Label locations ....................................................................................................................... 5
4 SAFETY PRECAUTIONS .................................................................................................... 9
4.1 Planmeca PlanScan scanner & Planmeca PlanCAD Easy .................................................. 10
4.2 Milling unit ............................................................................................................................ 12
5 SYSTEM REQUIREMENTS ............................................................................................... 14
5.1 Software and hardware upgrades ........................................................................................ 14
6 SYSTEM OPTIONS AND DEFAULT SETTINGS ................................................................. 15
6.1 Screenshots ......................................................................................................................... 15
6.2 Turning on / off the system ................................................................................................... 15
6.3 Relocating the laptop and/or scanner ................................................................................... 15
6.4 Removable tip ...................................................................................................................... 16
6.5 Scanner holder ..................................................................................................................... 16
7 GETTING STARTED ......................................................................................................... 17
7.1 Starting the software ............................................................................................................ 17
7.2 Planmeca Romexis license activation .................................................................................. 17
8 LOGGING IN TO PLANMECA ROMEXIS ........................................................................... 19
9 MANAGING PATIENTS ..................................................................................................... 20
9.1 General ................................................................................................................................. 20
9.2 Searching patients by name or ID ........................................................................................ 20
9.3 Inactivating patients .............................................................................................................. 21
9.4 Managing patients and images ............................................................................................. 21
9.5 DICOM worklist ..................................................................................................................... 24
9.6 DICOM query / retrieve (optional) ......................................................................................... 24
9.7 Searching patients by image ................................................................................................25
10 PLANMECA ROMEXIS CAD/CAM MODULE ...................................................................... 26
10.1 Accessing the CAD/CAM module ......................................................................................... 26
10.2 New scan and design ........................................................................................................... 26
10.3 New scan only ...................................................................................................................... 27
10.4 Settings ................................................................................................................................ 27
10.5 Import 3D models ................................................................................................................. 27
10.6 Importing CAD/CAM cases ...................................................................................................28
10.7 Exporting 3D models ............................................................................................................ 28
10.8 Working with existing cases ................................................................................................. 29
11 DICOM STORAGE (OPTIONAL) ........................................................................................ 30
12 SCANS AND RESTORATIONS IN 3D MODULE ................................................................. 31
13 SETUP ............................................................................................................................. 32
13.1 Smile design ......................................................................................................................... 35
13.2 Block selection ..................................................................................................................... 36
User’s manual Planmeca Chairside CAD/CAM solution 1
Table of contents
14 USING SCANNER ............................................................................................................ 38
14.1 Connecting the scanner to the laptop ................................................................................... 38
14.2 Disconnecting the scanner ................................................................................................... 38
14.3 Scanner indicator lights ........................................................................................................ 38
14.4 Positioning the scanner ........................................................................................................ 39
15 SCANNING ....................................................................................................................... 40
15.1 Scan tab ............................................................................................................................... 40
15.2 Scanning overview ................................................................................................................ 42
15.3 Scanning a basic posterior preparation ................................................................................ 46
15.4 Scanning options .................................................................................................................. 49
15.5 Evaluating the model ............................................................................................................ 50
15.6 Using eraser tool ................................................................................................................... 51
15.7 Scanning occlusal ................................................................................................................. 52
15.8 Scanning a bite registration .................................................................................................. 52
15.9 Selecting bite registration ..................................................................................................... 54
15.10 Scanning opposing teeth ...................................................................................................... 55
15.11 Scanning buccal bite ............................................................................................................. 56
15.12 Model alignment ................................................................................................................... 57
15.13 Scanning a pre-op ................................................................................................................ 61
15.14 Scanning multiple restorations .............................................................................................. 62
15.15 Scanning an anterior ............................................................................................................. 63
15.16 Scanning multiple anteriors .................................................................................................. 64
15.17 Scanning impressions ........................................................................................................... 64
16 ORIENTATION .................................................................................................................67
16.1 Intraoral scanning examples ................................................................................................. 67
16.2 Viewing the model ................................................................................................................ 68
16.3 Moving the central point ........................................................................................................ 69
16.4 Single restorations ................................................................................................................ 70
16.5 Verifying orientation .............................................................................................................. 72
16.6 Resetting the orientation ....................................................................................................... 72
16.7 Rotating the model ................................................................................................................ 73
16.8 Multiple restorations ....................................................................................................
17 MARGIN ........................................................................................................................... 76
17.1 Margin tool set ...................................................................................................................... 76
17.2 Selection area tool ................................................................................................................ 80
17.3 Pre-op editing ....................................................................................................................... 81
17.4 Margin aids ........................................................................................................................... 82
17.5 Margin tab settings ............................................................................................................... 83
18 DESIGN ........................................................................................................................... 84
18.1 Tooth libraries ....................................................................................................................... 85
18.2 Viewing options ..................................................................................................................... 86
18.3 Incremental change tools ...................................................................................................... 89
18.4 Freeform change tools .......................................................................................................... 91
18.5 Contact refinement ............................................................................................................... 93
18.6 Spacer tool ........................................................................................................................... 94
18.7 Design tab settings ............................................................................................................... 94
18.8 Designing multiples ............................................................................................................... 97
.......... 73
19 MILL TAB ......................................................................................................................... 98
19.1 Setting up restoration for milling ........................................................................................... 98
19.2 Mill simulation ..................................................................................................................... 100
19.3 Sending to mill .................................................................................................................... 102
19.4 Mill tab settings ................................................................................................................... 102
20 BRIDGES ....................................................................................................................... 104
20.1 Tooth preparation for bridges ............................................................................................. 104
20.2 Scanning bridges ................................................................................................................ 105
20.3 Bridge orientation ................................................................................................................ 106
2 Planmeca Chairside CAD/CAM solution User’s manual
Table of contents
20.4 Drawing pontic margins ...................................................................................................... 106
20.5 Designing a bridge ............................................................................................................. 107
20.6 Evaluating connectors ........................................................................................................ 108
20.7 Spacer tool settings on bridges .......................................................................................... 109
21 SETTINGS ...................................................................................................................... 110
21.1 Version ............................................................................................................................... 110
21.2 Reset warnings ................................................................................................................... 111
21.3 Sprue angle method ........................................................................................................... 111
21.4 Margin ramp ....................................................................................................................... 111
21.5 Spacer thickness ................................................................................................................ 111
21.6 Dropper tool ........................................................................................................................ 112
21.7 Spaceball settings .............................................................................................................. 112
21.8 Network settings ................................................................................................................. 112
21.9 Workbook exercises ........................................................................................................... 112
21.10 Mill notification settings ....................................................................................................... 113
21.11 Milling settings .................................................................................................................... 113
21.12 Auto or occlusal POI ........................................................................................................... 113
21.13 Tab related settings ............................................................................................................ 114
22 MANAGING CASES ........................................................................................................ 115
22.1 Patient’s case files .............................................................................................................. 115
22.2 Scans and restorations in Planmeca Romexis 3D module ................................................. 116
22.3 Inactivate ............................................................................................................................ 117
23 IMPORTING SCANS AND RESTORATIONS .................................................................... 118
24 EXPORTING SCANS AND RESTORATIONS ................................................................... 120
25 COMBINING MODEL TO A 3D VOLUME ......................................................................... 124
25.1 Opening a 3D volume ......................................................................................................... 124
25.2 Importing intraoral scans to 3D volumes ............................................................................ 124
26 SENDING AND RECEIVING CASES VIA PLANMECA ROMEXIS CLOUD ......................... 127
26.1 Planmeca Romexis Cloud user requirements .................................................................... 127
26.2 Cloud (user account setup) ................................................................................................128
26.3 Downloading cases from Planmeca Romexis Cloud service ............................................ 129
26.4 Deleting sent cases ............................................................................................................ 129
26.5 Managing cases in Planmeca Romexis Cloud ..................
27 CONFIGURATION APPLICATION ................................................................................... 130
27.1 System configuration for Planmeca Romexis Cloud .......................................................... 131
27.2 Reactivate and empty trash ................................................................................................132
27.3 Class server ........................................................................................................................ 133
28 MILLING UNIT ................................................................................................................ 134
28.1 Turning on / off the milling unit ........................................................................................... 134
28.2 Display ................................................................................................................................ 134
28.3 Lid lights ............................................................................................................................. 135
28.4 Relocating the milling unit ................................................................................................... 135
28.5 System information and upgrades ...................................................................................... 136
28.6 Job server ........................................................................................................................... 137
28.7 Pending jobs ....................................................................................................................... 137
28.8 Inserting blocks .................................................................................................................. 138
28.9 Composite block de-foaming solution ................................................................................. 139
28.10 Starting the milling .............................................................................................................. 140
28.11 Parked job .......................................................................................................................... 140
28.12 Finished jobs ...................................................................................................................... 141
28.13 Deleting jobs ....................................................................................................................... 141
28.14 Automatic tool changer ....................................................................................................... 142
28.15 Mill status ........................................................................................................................... 144
28.16 Override mode .................................................................................................................... 145
................................................. 129
User’s manual Planmeca Chairside CAD/CAM solution 3
Table of contents
29 CLEANING / PREVENTIVE MAINTENANCE .................................................................... 146
29.1 Scanner tip ......................................................................................................................... 146
29.2 Cleaning the system ........................................................................................................... 147
29.3 Milling unit maintenance ..................................................................................................... 148
29.4 Cleaning fluid tank .............................................................................................................. 148
29.5 Refilling milling fluids .......................................................................................................... 149
30 SCANNER SPECIFICATIONS ......................................................................................... 158
30.1 Applicable standards .......................................................................................................... 160
30.2 Approvals (all systems) ....................................................................................................... 161
30.3 Optical specifications .......................................................................................................... 162
30.4 External components and connectors ................................................................................ 162
30.5 UL listing ............................................................................................................................. 162
31 MILLING UNIT SPECIFICATIONS ................................................................................... 163
31.1 Applicable standards .......................................................................................................... 164
31.2 Approvals ............................................................................................................................ 164
32 SCANNER EMC INFORMATION ..................................................................................... 165
32.1 Guidance and manufacturer’s declaration – electromagnetic emission .............................. 165
32.2 Guidance and manufacturer’s declaration – electromagnetic immunity ............................. 165
33 TROUBLESHOOTING /REPAIR ...................................................................................... 169
33.1 Milling unit ........................................................................................................................... 170
34 HELP ............................................................................................................................. 172
35 DISPOSAL ..................................................................................................................... 172
The manufacturer, assembler and importer are responsible for the safety, reliability and
performance of the unit only if:
- installation, calibration, modification and repairs are carried out by qualified authorised personnel
- electrical installations are carried out according to the appropriate requirements such
as IEC 60364
- equipment is used according to the operating instructions.
Planmeca pursues a policy of continual product development. Although every effort is
made to produce up-to-date product documentation this publication should not be regarded as an infallible guide to current specifications. We reserve the right to make
changes without prior notice.
COPYRIGHT PLANMECA
Publication number 10033946 Revision 6
Released 20 May 2015
4 Planmeca Chairside CAD/CAM solution User’s manual
1 INTRODUCTION
NOTE
NOTE
NOTE
NOTE
NOTE
1 INTRODUCTION
The Planmeca Chairside CAD/CAM solution is a
complete optical impression system for CAD/CAM of
dental restorations intended for dental offices or
laboratories. The system comprises Planmeca PlanScan
digital impression scanner, Planmeca PlanCAD Easy
software module and Planmeca PlanMill 40 milling unit.
The Planmeca PlanScan scanner takes digital
impressions which can be designed and customized on
Planmeca PlanCAD Easy. The impressions can be sent
via Planmeca Romexis Cloud to Planmeca or a certified
laboratory for design and milling or exported to a third
party.
The Planmeca impression system is not indicated for
orthopaedics or any indication beyond dentistry.
This manual is valid for Planmeca Romexis software
revision 4.1.1.R or later.
The Planmeca Chairside CAD/CAM solution requires
Planmeca Romexis software revision 3.4.0.R or later.
The Planmeca PlanCAD Easy is available under license.
This User’s Manual describes how to use the Planmeca’s
optical impression system for recording topographical
characteristics of teeth, dental impressions, or stone
models by digital methods for use in computer aided
design and manufacturing of dental restorative prosthetic
devices.
Some of the screenshots may have been taken in earlier
software versions and may not exactly match your screen.
FOR US USERS:
Federal law restricts the Planmeca PlanScan scanner to
sale by or on the order of a health care professional.
Throughout the manual, important notes and items of
interest are formatted like this example.
User’s manual Planmeca Chairside CAD/CAM solution 1
2 ASSOCIATED DOCUMENTATION
1.1 Indications for use
The Planmeca Chairside CAD/CAM solution is an optical
impression system for computer-aided design and
manufacturing of dental restorations. It is used for
recording topographical characteristics of teeth, dental
impressions, or stone models by digital methods for use in
computer aided design and manufacturing of dental
restorative prosthetic devices.
1.2 Contraindications
The system is not indicated for orthopaedics or any
indication beyond dentistry.
2 ASSOCIATED DOCUMENTATION
• Planmeca Romexis User’s Manual
(publication number 10014593)
2 Planmeca Chairside CAD/CAM solution User’s manual
3 SYMBOLS ON PRODUCT LABELS
NOTE
NOTE
NOTE
0598
3 SYMBOLS ON PRODUCT LABELS
The following symbols are used on various labels on the
system.
Affixed to the system are product identification labels that
contain identification and safety information. The following
images show each safety and warning label and describe
where on the apparatus each can be found. Be certain to
read all product labelling.
If any of the labels are missing or illegible, please contact
Planmeca After Sales for replacement labels.
The labels may have changed since this manual was
published.
Label examples are not shown in their actual size.
Alternating current
Attention: consult accompanying documents
ISO 7010-M002
Catalogue number
Class 2 electrical product
Date of manufacture
DC current
Do not reuse ISO 700-1051
European conformity
General mandatory action
General warning
Warning: Dangerous Voltage ISO 3864-B.3.6
User’s manual Planmeca Chairside CAD/CAM solution 3
3 SYMBOLS ON PRODUCT LABELS
450 nm, 4.95 mW CW
EC/EN 60825-1:2007
Laser information
LASER RADIATION
DO NOT STARE INTO BEAM
CLASS 2 LASER PRODUCT
Laser warning
Lot number
Manufacturer
OFF Power IEC 60417-5008
ON Power IEC 60417-5007
On/Off Power IEC 60417-5010
Operating Instructions ISO 7000-1641
Serial number
Standby IEC 60417-5010
Type B Applied Part IEC 60417-5840
UL Laboratory Equipment Listing
IN ACCORDANCE WITH UL 61010-1
4 Planmeca Chairside CAD/CAM solution User’s manual
3 SYMBOLS ON PRODUCT LABELS
3.1 Label locations
3.1.1 Scanner
User’s manual Planmeca Chairside CAD/CAM solution 5
3 SYMBOLS ON PRODUCT LABELS
3.1.2 Milling unit
6 Planmeca Chairside CAD/CAM solution User’s manual
3 SYMBOLS ON PRODUCT LABELS
Attention Labels
Attention labels are located in numerous places on the
Planmeca components. These labels direct you to
specific safety entries in this user manual. Adhere to all
such safety warnings at all times.
External components and connectors
When connecting external components to the Planmeca
system, attach only components that have been tested for
compliance with IEC 60601-1 or UL 60950.
Connectors for attaching external devices conduct low
voltages. Avoid touching the connector pins.
Fuse replacement
The fuses are not user-replaceable. For fuse
replacement, contact customer service. A service
technician will replace fuses only with fuses having the
specified voltage and current ratings.
Protected earth ground label
The Protected Earth Ground label is attached to the
milling unit e-box as shown.
User’s manual Planmeca Chairside CAD/CAM solution 7
3 SYMBOLS ON PRODUCT LABELS
UL listing
UL Laboratory Equipment Listing
IN ACCORDANCE WITH UL 61010-1
30SC
8 Planmeca Chairside CAD/CAM solution User’s manual
4 SAFETY PRECAUTIONS
WARNING
WARNING
WARNING
WARNING
WARNING
WARNING
4 SAFETY PRECAUTIONS
The user must read and comply with all safety, warning,
and instructional labels on the Planmeca products.
Ensure your Planmeca products are properly maintained
through periodic maintenance. If you suspect equipment
malfunction or failure, discontinue using the products and
contact Planmeca Technical Support immediately. Do not
attempt to make any repairs on Planmeca products.
Warning denotes something that can cause personal
injury to the patient or the user.
Caution denotes something that can cause damage to the
equipment.
Failure to adhere to all safety warnings may result in
personal injury, equipment damage, or data loss.
Do not use the Planmeca products for any purpose
other than its intended and labelled use.
This is a Class A product. In a domestic environment
this product may cause radio interference in which
case the user may be required to take adequate
measures.
When connecting the Planmeca components, use
only the cables supplied with the products. Failure to
do so may result in increased electromagnetic emissions or reduced immunity to external electromagnetic emissions.
Do not make any unauthorized repairs or modifications to the system software or hardware. This
includes installing unauthorized software on the host
computer system or altering or bypassing any safety
switches or mechanisms. Changes or modifications
not expressly approved by Planmeca could void the
user’s authority to operate the equipment.
Do not install or operate the Planmeca products in an
environment where an explosion hazard exists, e.g.,
high oxygen area.
User’s manual Planmeca Chairside CAD/CAM solution 9
4 SAFETY PRECAUTIONS
WARNING
WARNING
WARNING
CAUTION
WARNING
WARNING
WARNING
Do not attach any equipment or devices to the Planmeca products unless their use has been specifically
authorized by Planmeca.
The wireless components in the Planmeca products
may be interfered with by other equipment, even if the
other equipment is fully compliant with CISPR (International Special Committee on Radio Interference)
emission requirements.
When possible, electrical equipment should not be
used when adjacent to other electrical equipment. If
adjacent use is necessary, the equipment should be
observed to verify normal operation in the configuration in which it will be used.
Comply with all applicable regulations when disposing of waste materials from the Planmeca products.
4.1 Planmeca PlanScan scanner & Planmeca PlanCAD Easy
The scanner’s Thunderbolt cable may only be used
with computers that have an appropriate NRTL listing
mark for ITE or Laboratory Equipment or a Listing
Classification mark for Medical Equipment.
The Planmeca PlanScan scanner is a high precision
Class 2 laser scanning instrument. Always store the
scanner in its holder when not in use. To prevent
damage or misalignment, do not drop or strike the
scanner. Follow all stated precautions when using the
scanner.
To prevent electrical shock, do not open any sealed
covers or connectors with user restricted access. In
case of emergency unplug the scanner from the computer port and/or unplug the computer power cord
from the wall or from the computer.
10 Planmeca Chairside CAD/CAM solution User’s manual
4 SAFETY PRECAUTIONS
WARNING
WARNING
CAUTION
CAUTION
CAUTION
CAUTION
CAUTION
CAUTION
CAUTION
The Planmeca PlanScan scanner is designed to be
used with the tip connected to the scanner. The connector pins on the scanner are energized when the tip
is removed. To ensure safety of the user and patient,
do not touch the pins when the tip is removed.
The Planmeca PlanScan is a Class 2 Laser Product
and will not present any safety hazards under normal
operation. Always observe safe laser practices. Project the laser only onto surfaces or materials as
directed by Planmeca instruction material. Avoid
shining the beam directly into the eye. Use the laser
product only as described in this manual.
Medical electrical equipment requires special precautions regarding EMC (Electromagnetic Compatibility). The Planmeca products must be installed and
placed into service according to the EMC information
provided in the documentation that accompanies the
Planmeca products.
Portable and mobile RF (Radio Frequency) communications equipment can affect medical electrical equipment.
In case of emergency unplug the scanner from the
computer port and/or unplug the computer power cord
from the wall or from the computer.
After using the scanner on a patient, clean the scanner according to the cleaning instructions found in
section 29 “CLEANING / PREVENTIVE MAINTENANCE” on page 146.
Do not hold the scanner in a way that will cover the
cooling vents.
Do not immerse the scanner base in liquid or expose
the Planmeca products to conditions outside the
operating conditions, see section 30 “SCANNER
SPECIFICATIONS” on page 158. Clean the scanner
according to the instructions in section 29 “CLEANING / PREVENTIVE MAINTENANCE” on page 146.
Ensure your Planmeca products are properly maintained, see section 29 “CLEANING / PREVENTIVE
MAINTENANCE” on page 146.
User’s manual Planmeca Chairside CAD/CAM solution 11
4 SAFETY PRECAUTIONS
CAUTION
CAUTION
WARNING
WARNING
WARNING
CAUTION
If you suspect equipment malfunction or failure, discontinue using the Planmeca products and contact
Planmeca Technical Support immediately. Do not
attempt to make any repairs on the products.
Read and comply with all safety, warning, and
instructional labels on the Planmeca products.
4.2 Milling unit
This equipment is intended to be grounded. Connect the
Planmeca products to earth grounded outlet only. If a
power cord (other than the one provided with the
equipment) is used for connecting to the power source,
ensure it meets all of the following requirements:
• Detachable power supply cord
• Type SJT
•18 AWG
• 3 conductor
• Rated 10 A or better
• For products outside of the United States and Canada,
the power cord must be marked “HAR” or with a suitable
agency marking from the country of intended use. The
attachment plug and appliance coupler must be marked
with a suitable agency marking from the country of
intended use.
A detachable non-locking type power cord has been
provided with this equipment as the disconnect
device. Do not block access to the power cord. In
case of emergency, remove power from the device by
unplugging the cord at either end.
Do not block any of the Planmeca product’s cooling
vents. Doing so may result in overheating and damage to the products and will void the product warranty.
When placing components, adhere to all clearances
stated in section 31 “MILLING UNIT SPECIFICATIONS” on page 163.
Always ensure the milling unit is on a surface capable
of supporting its weight of approximately 220 lb. (100
kg).
12 Planmeca Chairside CAD/CAM solution User’s manual
4 SAFETY PRECAUTIONS
CAUTION
CAUTION
CAUTION
CAUTION
Use caution when handling the milling unit’s cutting
tools.
Before milling a restoration, ensure the milling unit
has adequate milling fluid. Adequate milling fluid is
required to prevent overheating and possible damage
to the restoration block and cutting tools.
Do not open the milling unit cover while a milling
operation is in progress. Doing so will result in the
loss of data and restoration block; the milling process
will have to be repeated.
To prevent flooding the interior of the milling unit, do
not refill the mill’s fluid tank by adding fluid to the milling chamber. Instead, open the fluid tank drawer,
remove the fluid tank, and add fluid to the fluid tank
directly.
User’s manual Planmeca Chairside CAD/CAM solution 13
5 SYSTEM REQUIREMENTS
5 SYSTEM REQUIREMENTS
Planmeca Romexis software revision 3.5.0.R or later.
5.1 Software and hardware upgrades
System software and hardware upgrades are initiated
through Planmeca only. No software or hardware should
be added to or deleted from the Planmeca systems
without prior approval of Planmeca. Doing so may result
in damage to the system and will void the product
warranty.
14 Planmeca Chairside CAD/CAM solution User’s manual
6 SYSTEM OPTIONS AND DEFAULT SETTINGS
6 SYSTEM OPTIONS AND DEFAULT SETTINGS
6.1 Screenshots
Individual tabs are used to design the restoration:
Scan
,
Margin, Design, and Mill
The choices you make on each tab affect the options
available on that and related tabs. The typical restoration
utilizes the tabs from left to right. Moving backwards in the
process (e.g., modifying the settings in the Margin tab
after completing the design in the Design tab) can cause
settings and designs to be discarded. The system warns
you when your actions will cause design data to be
discarded.
Some system configurations will restrict the use and
access of individual tabs.
You may wish to save an image of the screen for
communicating with associates or Planmeca.
To take and save a screen-shot:
On your keyboard, press the Windows and Print Screen
(or Prt Scr) keys.
The computer takes a screenshot and saves it in the
folder
Libraries
The screen shots are automatically numbered. You can
rename them if desired.
>
Pictures
. The tabs are dynamic.
>
Screenshots
.
Setup,
6.2 Turning on / off the system
Press the power button to start the laptop.
The Windows 8 Start screen appears.
On your keyboard, press the Windows key to make the
standard desktop appear if desired.
Once the desktop is visible, double-click the Planmeca
Romexis icon.
The following warning may appear from Windows: Do you
want to allow the following program to make changes to
this computer?
Click Yes. This is a normal safety feature of Windows.
The software opens to the Home screen.
6.3 Relocating the laptop and/or scanner
The laptop can be unplugged and moved as needed. The
software does not need to be shut down. The scanner can
be disconnected at any time.
Scanning should not be done when the battery is low. If
the computer has to shut down before the model is
generated, you will lose your scans. Make sure the laptop
is plugged in during scanning to keep the scanning from
slowing down.
User’s manual Planmeca Chairside CAD/CAM solution 15
6 SYSTEM OPTIONS AND DEFAULT SETTINGS
WARNING
6.4 Removable tip
The scanner comes with a removable tip.
The Planmeca PlanScan scanner is designed to be
used with the tip connected to the scanner. The connector pins on the scanner are energized when the tip
is removed. To ensure safety of the user and patient,
do not touch the pins when the tip is removed.
The tip can be removed by pressing the green button
(locking mechanism) and pulling the tip out.
6.5 Scanner holder
To reattach, insert the tip to the scanner so that the green
locking mechanism comes through the hole on tip and
you hear a click.
The scanner comes with a standalone holder.
16 Planmeca Chairside CAD/CAM solution User’s manual
7 GETTING STARTED
NOTE
NOTE
7 GETTING STARTED
7.1 Starting the software
Double-click this button on your desktop to start the
Planmeca Romexis software.
7.2 Planmeca Romexis license activation
The functions in the Planmeca Romexis application are
controlled by license and user rights. In order to use the
application the license must be activated.
Depending on the installed license and user rights the
functions described in this manual can vary.
7.2.1 Automatic online activation
7.2.2 Manual activation
A dialogue requesting for activation will pop up when
Planmeca Romexis Client is started (until activated) after
new and updated Planmeca Romexis server installations.
A period of 30 days is given to activate the Planmeca
Romexis license.
When connected to the Internet activate the license by
filling in user name and email address.
When there is no fixed Internet connection available the
license can be manually activated using a mobile, for
example. If manual activation is selected the following
dialogue appears. Follow the instructions in the dialogue
and web page.
Use the end customer details, not the dealer’s.
User’s manual Planmeca Chairside CAD/CAM solution 17
7 GETTING STARTED
7.2.3 Transferring license to another installation
If transferring the license from one Planmeca Romexis
server installation to another it must be first released from
the current workstation.
To release the license select License management from
the
File
menu.
18 Planmeca Chairside CAD/CAM solution User’s manual
8 LOGGING IN TO PLANMECA ROMEXIS
NOTE
NOTE
8 LOGGING IN TO PLANMECA ROMEXIS
1. Click this button on your desktop.
A login window opens.
The appearance of the
view below depending on the settings configured by your
administrator.
2. Type your user name and password and click OK.
The Planmeca Romexis application opens in
module.
The name of the current user is shown in the title bar.
To login as different user click this button.
To logout click this button. All currently opened files will be
closed.
If you are trying to log in while another user is currently
logged in, all patient records are closed but the current
views will be stored and shown when the patient is next
accessed by the user. This allows authorized personnel to
view and modify patient status using their own credentials.
If you logout no views will be stored and the patient data
will be opened with default view when accessed next time.
Login
window may differ from the
Patient
User’s manual Planmeca Chairside CAD/CAM solution 19
9 MANAGING PATIENTS
9 MANAGING PATIENTS
9.1 General
9.1.1 Expanding search fields
Click on the arrow on the top right corner of any of the
fields.
The full dialogue view opens.
9.1.2 Sorting patients
Patients in the patient list can be sorted by date, ID or
name by clicking these buttons.
9.2 Searching patients by name or ID
Start entering the name or the ID in the search field.
The software automatically returns patients
corresponding to the entered search term.
To search patients by a captured image, see section 9.7
“Searching patients by image” on page 25.
20 Planmeca Chairside CAD/CAM solution User’s manual
9 MANAGING PATIENTS
9.3 Inactivating patients
9.4 Managing patients and images
1. Click the patient on the list.
Open the full dialogue view of the
To remove a patient form the patient list select the patient
and click the Inactivate button.
All patient information with images are preserved in the
Planmeca Romexis database. To restore patient data see
section "Reactivate and empty trash" in the Planmeca
Romexis technical manual (10037884).
Search Patients
field.
If the access reason for accessing the patient is
requested select the appropriate reason and click OK.
The reason for opening a patient record is saved and
displayed in the dental record under the patient case
history.
The selected patient opens in
Several patients can be open but only one is displayed at
a time.
File
module.
To close the active patient click the Close patient button.
User’s manual Planmeca Chairside CAD/CAM solution 21
9 MANAGING PATIENTS
9.4.1 Editing patients
1. Click on the patient you want to edit to open it.
2. Click the Edit button on the field you want to edit and
modify the desired information.
9.4.2 Adding patients
3. Click the Save Patient button.
1. To create a new patient click the Add patient button.
2. Enter the necessary information and add a photo if
desired.
The obligatory fields are
name
.
Patient ID, First name
and
Last
3. To save the patient into the database click the Save
patient button.
To view the newly created patient on the list perform new
search.
22 Planmeca Chairside CAD/CAM solution User’s manual
9 MANAGING PATIENTS
Adding template and virtual patients
Template and virtual patients can be used for educational
purposes.
The supervisors can create template patients with specific
medical/dental history and images to simulate possible
patient cases. The cases can then be copied into virtual
patients and assigned to individual students to work on.
Thus each of the students have their own virtual patient(s)
but with a shared clinical case.
9.4.3 Assigning patients
Click this button on the
Template patients
Click the Add template
Virtual patients
1. Select the template patient from the patient list.
2. Click the Add virtual button. The name of the student can
be included in the name e.g.
To distinguish template and virtual patients from real
patients
column.
1. Open the full dialogue view of the
2. Select the patient you want to assign from the patient list
and click the Assign patient button.
3. Choose the provider you want to assign the patient to.
Template
Search patients
button.
or
Virtual
field.
Jane’s Child Patient
can be added in the
Search Patients
.
Type
field.
Click OK.
A patient can have one primary provider and several
secondary providers. If a patient already has one provider
and the Assign patient
dialogue appears.
User’s manual Planmeca Chairside CAD/CAM solution 23
button is clicked the following
9 MANAGING PATIENTS
• To reassign the patient to a new primary provider click the
Replace primary button.
• To assign the patient to a secondary provider click the
Assign secondary button.
To view the provider(s) assigned to the patient click the
Assignments button. The assigned providers appear in
the patient list.
9.5 DICOM worklist
The DICOM worklist search can be used to query and
retrieve patients from a central patient archive.
Search can be filtered by scheduled imaging modality or
date range.
When selected, a patient is automatically added to the
Planmeca Romexis database if not already registered. If a
near match exists in the database the user will be asked
on how to proceed.
9.6 DICOM query / retrieve (optional)
The DICOM Query Retrieve is used for retrieving images
from DICOM PACS servers. The images can first be
queried and then selected for retrieval to the local
storage.
The retrieved the images can be processed
independently of the remote server.
To send processed images back to the DICOM PACS
server use DICOM Storage, see section 11 "DICOM
STORAGE (OPTIONAL)" on page 30 for more
information.
To list images for a patient, click the Query or Retrieve
button.
24 Planmeca Chairside CAD/CAM solution User’s manual
9 MANAGING PATIENTS
To retrieve the selected images, click the Study
the expanded view).
button (in
9.7 Searching patients by image
Patients can be searched by image comment or
diagnosis, image type, and date.
Enter or select the desired search term and click Find.
The patients that match the search criteria appear in the
list.
To open the patient click the patient on the list.
User’s manual Planmeca Chairside CAD/CAM solution 25
10 PLANMECA ROMEXIS CAD/CAM MODULE
10 PLANMECA ROMEXIS CAD/CAM MODULE
Planmeca Romexis CAD/CAM module offers an
environment for working with digital impressions and
restorations. The existing digital impressions can also be
used for designing restorations in the software. The digital
impressions and designed restorations can be paired with
CBCT volume in Planmeca Romexis’s 3D Implant
Planning module to support implant simulation.
All data are automatically stored into Planmeca Romexis
database and organized into cases to be exported to
another system or sent to a certified laboratory for design
and milling using Planmeca Romexis Cloud service (see
section 26.3 “Downloading cases from Planmeca
Romexis Cloud service” on page 129 for more
information).
10.1 Accessing the CAD/CAM module
1. Connect the Planmeca PlanScan scanner to your
computer by connecting the scanner’s connector to the
computer’s Thunderbolt port.
The Planmeca Romexis software automatically
recognizes the scanner.
2. Click the CAD/CAM module button.
10.2 New scan and design
Select this option for starting a new scan and design
session.
26 Planmeca Chairside CAD/CAM solution User’s manual
10 PLANMECA ROMEXIS CAD/CAM MODULE
NOTE
10.3 New scan only
Select this option for scanning only.
10.4 Settings
To adjust the CAD/CAM settings click this button. The
Settings
settings see section 10.4 “Settings” on page 27.
window opens. For detailed description on
10.5 Import 3D models
Click 3D model import.
The following window opens.
You can import models either from an external source (A)
or from Planmeca Romexis 3D module’s
• To import models from an external source (A):
1. Click Browse.
2. Go to the folder from where you want to import the
models.
3. Select the files and click Open.
Volumes
tab (B):
Both prep and opposing models must be imported.
4. When both models have been imported click Done.
Setup
The imported files will appear in the
Planmeca PlanCAD Easy.
User’s manual Planmeca Chairside CAD/CAM solution 27
tab of the
10 PLANMECA ROMEXIS CAD/CAM MODULE
• To import models from the Planmeca Romexis 3D
module’s
1. Click Select.
2. In the following window select the file to import and click
OK.
The imported files will open in the
Planmeca PlanCAD Easy.
Volumes
list (B):
Setup
tab of the
10.6 Importing CAD/CAM cases
10.7 Exporting 3D models
10.7.1 3D Model Export
10.7.2 Cloud Export
To import entire cases go to
CAD/CAM case.
The cases imported via
To export models as STL files select them from the list
and click 3D model export.
To export case files to Planmeca Romexis Cloud select
them from the list and click Cloud export. For more
information on how to use the Cloud service, see section
26.3 “Downloading cases from Planmeca Romexis Cloud
service” on page 129.
File
menu and select Import
File
menu are E4D compatible.
10.7.3 Send to iRomexis
To send models to iOS select the files from the list and
click Send to iRomexis. For more information on how to
use the Planmeca iRomexis see section “Send to
iRomexis” on page 120.
10.7.4 DDX export
To export cases using DDX export select the cases from
the list and click 3D model export.
28 Planmeca Chairside CAD/CAM solution User’s manual
10 PLANMECA ROMEXIS CAD/CAM MODULE
10.8 Working with existing cases
10.8.1 Open for scan and design
To open an existing case for a new scan and design
select the case from the list and click Open for scan and
design.
The case opens in Planmeca PlanScan scanner’s
tab.
10.8.2 Open for scan only
To open an existing case for design e select the case
from the list and click Open for design only.
The case opens in Planmeca PlanScan scanner’s
tab.
10.8.3 Viewing STL files in 3D module
Right-click on the case and select View STL in 3D
Module.
Scan
Scan
10.8.4 Inactivating scans (STL files)
10.8.5 Inactivating restorations
By clicking this icon on the top right corner of the
Case Files
size.
To inactivate a scan (remove) from the patient’s case files
right-click on the file and select Inactivate STL.
To delete a case right-click on the case and select
Inactivate restoration.
To reactivate or permanently delete a case from the
database see section 27.2 “Reactivate and empty trash”
on page 132.
window you can extend/reduce the window
Patient’s
User’s manual Planmeca Chairside CAD/CAM solution 29
11 DICOM STORAGE (OPTIONAL)
NOTE
11 DICOM STORAGE (OPTIONAL)
With DICOM Full license images can be sent to a remote
DICOM application, i.e. DICOM image archive PACS.
DICOM Storage needs to be configured in the
module before the DICOM storage can be used, see
section "DICOM storage setup" in the Planmeca Romexis
technical manual (10037884).
1. Open the image you want to store.
2. Click the DICOM storage button.
3. Click OK in the opening dialogue.
To check the status of storage transaction, use the
Properties
DICOM Storage Commitment is also shown in the
Properties
DICOM Storage is enabled, storage of a single image can
be cancelled in the
Images can also be automatically stored after capturing,
see sections "DICOM configuration" and "External
communication" in the Planmeca Romexis technical
manual (10037884).
dialogue.
dialogue next to the storage status. When
Image Properties
dialogue.
Admin
Image
Image
30 Planmeca Chairside CAD/CAM solution User’s manual
12 SCANS AND RESTORATIONS IN 3D MODULE
12 SCANS AND RESTORATIONS IN 3D MODULE
All scans and designed restorations will automatically
appear in the in the 3D module volumes list.
To open a scan/restoration for viewing and further
processing double-click on it.
To view the properties of a scan/restoration, see section
22.2.1 “Image properties” on page 116.
To move a scan/restoration to another patient, see
section 22.2.2 “Moving volume to other patient” on page
117.
To inactivate a scan/restoration, see section 22.1.1
“Inactivating files” on page 115.
User’s manual Planmeca Chairside CAD/CAM solution 31
13 SETUP
13 SETUP
Before starting the scanning you need to select the
following settings:
• Type of restoration (crown, inlay, onlay, veneer or pontic)
• Occlusal scanning method
• Tooth library
and
• Restoration material (type and shade).
You can select between
• FDI (ISO) two-digit FDI World Dental Notation
and
• Universal Numbering System adopted by the ADA
(American Dental Association).
The numbering system can be set in Planmeca Romexis
Configuration application, for more information see
Planmeca Romexis Technical manual (publication
number 10037884).
1. Select the restoration site by clicking on the tooth / teeth
on the anatomical model.
The currently selected tooth shows in orange.
32 Planmeca Chairside CAD/CAM solution User’s manual
13 SETUP
NOTE
If you accidentally select a wrong tooth right-click the
tooth. In the opening menu select Deselect.
If no teeth have been selected the jaws of the anatomical
model will close. To enable selection place the cursor
over the model.
2. Select the type of restoration by clicking on the
appropriate restoration type on the left (crown, inlay,
onlay, veneer or pontic).
3. Select the opposing scan type
The majority of Planmeca Romexis Cloud recipients will
require Buccal/Opposing cases. Bite registration cases
can only be sent to recipients using Planmeca PlanCAD
Easy.
4. Select tooth library. For more information see section13.1
“Smile design” on page 35.
5. Select material. For more information see section 13.2
“Block selection” on page 36.
User’s manual Planmeca Chairside CAD/CAM solution 33
13 SETUP
NOTE
6. Select shade for the restoration. (A1 selected in this
example)
The shade is shown on the Milling Unit instructions along
with the material and block size.
You can change the tooth library on the
system offers block size options on the
material can be changed on the Mill tab settings.
7. If setting up a bridge select all the teeth you want to use
for the bridge by clicking on the tooth numbers.
8. Select the correct restoration type (crown or pontic).
9. Link the restoration as a bridge by clicking the Link button
and clicking on the first and the last tooth of the bridge.
Design
Mill
tab. The
tab. The
10.To proceed to scanning click the Scan tab button.
34 Planmeca Chairside CAD/CAM solution User’s manual
13 SETUP
13.1 Smile design
The facial pictures below show the anterior library options
grouped by type.
Round-Round
Teeth 7 (1-2) through 10 (2-2) are Anterior A1.
Teeth 6 (1-3) and 11 (2-3) are from Library A.
Square-Round
Teeth 7 (1-2) through 10 (2-2) are Anterior A2.
Teeth 6 (1-3) and 11 (2-3) are from Library A.
Square-Round
All teeth are Library C.
Square-Square
Teeth 7 (1-2) through 10 2-2) are Anterior A2.
Teeth 6 (1-3) and 11 (2-3) are from Library A.
Cutback A4
For further processing in dental laboratories.
The lingual pictures below show the anterior library
options grouped by type.
Round-Round
Teeth 7 (1-2) through 10 (2-2) are Anterior A1.
Teeth 6 (1-3) and 11 (2-3) are from Library A.
Square-Round
Teeth 7 (1-2) through 10 (2-2) are Anterior A2.
Teeth 6 (1-3) and 11 (2-3) are from Library A.
Square-Round
All teeth are from Library C.
Square-Square
Teeth 7 (1-2) through 10 (2-2) are Anterior A2.
Teeth 6 (1-3) and 11 (2-3) are from Library A.
Cutback A4
For further processing in dental laboratories.
User’s manual Planmeca Chairside CAD/CAM solution 35
13 SETUP
13.2 Block selection
The following guidelines will help you with the selection of
the correct block. For detailed information, contact your
local Ivoclar Vivadent or 3M ESPE representative:
• 3M Lava Ultimate is a nano resin ceramic, ideal for all
indications including implant superstructures. Fast milling,
no firing for great results.
• Ivoclar Vivadent categorizes their IPS Empress® block
selection by amount of translucency; LT blocks have
lower translucency and therefore are more opaque,
allowing some visual blocking of the underlying tooth
structure (ideal for full coverage). HT blocks are higher
translucency blocks; they are great for inlays and onlays
where surrounding tooth structure can positively affect the
aesthetic outcome.
• Multi-blocks are blended in colour and translucency from
cervical to incisal and allow for complete aesthetic control.
• IPS e.max is a lithium disilicate glass-ceramic material
that comes in a pre-crystallized state which changes
colour and strength when fired. In its final tooth coloured
state, IPS e.max CAD offers 360 MPa of flexural strength
which is nearly three times the strength of many millable
ceramics available chair side. Adjustments should be
made to the e.max restorations while in the blue stage.
• IPS e.max Impulse are supplied in three Values (Value 1,
2, 3) and two Opal shades (Opal 1, 2). They are mainly
used for veneers. The Value blocks feature different
brightness values: 1 is the lowest and 3 the highest. The
Opal blocks exhibit a decreasing opalescence and
increasing brightness value from 1 to 2.
• Telio CAD blocks are intended for long-term provisional
restorations (maximum wear of 12 months).
• Burn Out Blocks (BOB) are used to manufacture an
acrylic pattern for further fabrication methods utilizing the
burnout technique, including casting and pressing for
inlays, onlays, crowns, as well as other dental
applications.
The block selection chart provides general direction on
what block or category of block is recommended for
different types of restorations. Please understand that the
clinical situations and parameters (preparation, occlusion,
patient compliance) are all factors in the success of the
final restoration regardless of the material.
36 Planmeca Chairside CAD/CAM solution User’s manual
13 SETUP
Restoration
Anterior
Full
crown
Anterior
Veneer
Posterior
Full
crown
Inlay/
Onlay
Implant BridgesMaterial
3M
Lava Ultimate
Ivoclar Vivadent
IPS Empress
CAD HT
IPS Empress
CAD LT
IPS Empress
CAD Multi
IPS e.Max
CAD HT
Anteriors
only
IPS e.Max
CAD LT
Anteriors
only
IPS e.Max
CAD Impulse
Telio CAD
Provisional
only
Planmeca
Burn Out
Blocks (BOB)
For cast or pressed indications only
Table 1: Block selection chart
Green = primary indication
Yellow = secondary indication
Gray = with manufacturer caution
User’s manual Planmeca Chairside CAD/CAM solution 37
14 USING SCANNER
NOTE
NOTE
14 USING SCANNER
This section does not apply to cases that are imported
from another scanning system.
The scanner captures the restoration site with a laser
system and delivers live images to the screen. As you
take multiple snapshots, the system creates a composite
image of the restoration site, revealing any areas that
need further scanning.
14.1 Connecting the scanner to the laptop
On upgraded Planmeca PlanCAD Easy carts, the scanner
connector plugs directly into a new port on the Planmeca
PlanCAD Easy cart.
Properly connecting and disconnecting the scanner will
prevent damage to your devices.
1. Attach the connector of the scanner into the adapter as
illustrated.
2. Make sure the end is fully seated and a confirmation
sound has been given from the Planmeca PlanCAD Easy.
14.2 Disconnecting the scanner
14.3 Scanner indicator lights
When removing the scanner, hold the scanner connector
with one hand and the adapter with the other hand. Gently
pull them apart to disconnect. Leave the adapter attached
to the computer.
The LED lights on the scanner button can be read as
follows:
• Green - Ready for use. Scanner is connected, but not
actively scanning.
• Blue - Laser ON. Scanner is actively scanning.
If scanner light is not illuminated, the scanner is not ready
or it is not connected.
38 Planmeca Chairside CAD/CAM solution User’s manual
14 USING SCANNER
14.4 Positioning the scanner
1. Position the scanner along the mesial-distal axis with the
tip of the scanner pointing towards the distal. The axis
follows the curve of the arch.
The pictures show correct and incorrect positions along
the arch.
2. Rest the tip of the scanner gently on the teeth during
scanning to give you the correct focal depth for the scans.
User’s manual Planmeca Chairside CAD/CAM solution 39
15 SCANNING
1.
2.
3.
4.
5.
6.
7.
15 SCANNING
15.1 Scan tab
The scan tab contains the following elements:
1. Scan type selection tools (see section 15.2 “Scanning
overview” on page 42.
The scan type selection tools can also be used with the
dental unit foot control. For detailed information see your
dental unit’s User’s manual.
2. Scanner tip total usage time counter
3. Accuracy optimization slider
4. Model editing tools
5. View editing tools
6. Alignment tools
7. View modes
15.1.1 Scanner tip total usage and session usage time counter
When laser is activated the total usage time for individual
tips is shown on the lower left corner of the screen. The
session usage counter shows the usage time for the
ongoing scanning session
To reset the counter to zero click the Reset button.
40 Planmeca Chairside CAD/CAM solution User’s manual
15 SCANNING
NOTE
NOTE
15.1.2 Accuracy optimization slider
Use the slider to adjust the scanner accuracy according to
the current scanning type.
• Move the slider to the left for scanning small details and
body scan scanning.
• Move the slider to the right for full arch and basic
scanning.
15.1.3 Model editing tools
Eraser tool
Use this tool to remove unnecessary data like extra teeth,
tongue, cheek, etc. of the scanned model. The tool can
also be used to erase a misalignment or a part of the
model that you wish to rescan without starting over.
Delete all data
Use this tool to delete all 3D data in the current model.
Restore data
Use this tool to restore all data erased after scanning.
15.1.4 View editing tools
Impression model view
Click this button to change between the impression model
view and normal view.
Data density view
This view mode represents the density of data captured
during scan.
ICE view
For intraoral cases only.
This mode renders actual scan images for a clear view of
margins, dentition and tissue.
Click this button to toggle between ICE view and stone
view.
You can zoom and rotate the model while creating or
editing the margin.
15.1.5 Alignment tools
The buccal and opposing teeth will be automatically
aligned. The successful alignment is indicated with the
green point on the top right corner of the alignment button.
In case the alignment is not successful see section
15.12.1 “Aligning buccal data” on page 58.
User’s manual Planmeca Chairside CAD/CAM solution 41
15 SCANNING
NOTE
NOTE
15.1.6 View modes
Select from the following view modes by clicking the
arrows:
O = occlusal
L = lingual
M = mesial
G = gingival
B = buccal
D = distal
15.2 Scanning overview
To capture the image of a tooth/teeth (pre-operative or
wax-up), preparation, opposing teeth, buccal bite, and/or
bite registration scan the restoration site with the scanner.
Scanning the restoration site requires proper site
preparation, correct placement and movement of the
scanner, and a sufficient number of scans to ensure
adequate digitalization of the restoration site. The basic
work-flow is described below.
1. Select the desired scanning mode:
• Pre-op - For using the patient’s existing dentition or a
wax-up as the pre-op model for creating the restoration.
• Prep - For scanning the prepared site of the restoration.
All free flowing blood, saliva, and residue should be
removed from the preparation site before scanning.
• Opposing - For scanning the teeth on the opposite arch of
the preposition.
To ensure good alignment scan the same number of teeth
as there is in the preparation model.
• Buccal - For scanning the buccal view of the preparation,
adjacent and opposing teeth.
• Bite - For defining the occlusal anatomy of a bite
registration. This button is active when Bite Registration is
selected.
2. Shield the site from strong extraneous light sources
(dental lights, sunlight, etc.).
3. Activate the laser by clicking the button on the scanner.
The live image will be displayed on the screen.
4. Place the scanner so that the camera is centred over the
occlusal of the restoration site.
The system assumes that the first scan is taken from the
occlusal. Ensure the first scan is taken at a 90 degree
angle to the occlusal surface. If the first scan is not optimal,
delete it and retake it.
42 Planmeca Chairside CAD/CAM solution User’s manual
15 SCANNING
5. Follow the scanning goals below, (see “Goals:” on page
46)
6. Continue scanning until the composite model is fully
formed.
7. Deactivate the laser by clicking the button on the scanner
8. Click Generate Model or press M on the keyboard to finish
the model.
9. Evaluate the model and make adjustments as needed.
10.Select the next scan type.
11.Repeat the steps above.
12.When finished with scanning click the
the Next button.
The green colour indicates the scanning distance is
correct and that the scanning is successful.
Red and orange colour on the scanned area indicate the
limit of a reading range.
Margin
tab or click
13.Continue scanning the opposing teeth by clicking the
Opposing button.
14.Start scanning, for detailed instructions see section 15.2
“Scanning overview” on page 42.
User’s manual Planmeca Chairside CAD/CAM solution 43
15 SCANNING
The scanned restoration site shows live on the screen.
To adjust the size of the FOV (field of view) see section
15.4.2 "Adjust the scanning field of view" on page 49.
The opposing scan looks like this.
15.If necessary remove the extra material from the scan by
using the Eraser tool.
The size of the eraser can be selected by clicking the
appropriate eraser ball.
44 Planmeca Chairside CAD/CAM solution User’s manual
15 SCANNING
16.To start erasing press and hold down the left mouse
button while moving the mouse in the area you want to
erase.
17.Continue to buccal scanning by clicking the Buccal button.
18.Start scanning as instructed in section 14.4 “Positioning
the scanner” on page 39.
The live image shows on the screen.
The buccal and opposing teeth will be automatically
aligned. The successful alignment is indicated with the
green point on the top right corner of the alignment button
and you can continue to step 19.
If the alignment is not successful you can realign the
models as follows:
• Click the Alignment button.
• Drag and drop the buccal model (blue) over the prep
(beige) model’s matching dentition.
• Drag and drop the opposing model (green) over the
buccal model matching dentition.
User’s manual Planmeca Chairside CAD/CAM solution 45
15 SCANNING
NOTE
The successful alignment is indicated with the green point
on the top right corner of the alignment button.
19.To exit this task and to return to the main screen click the
Alignment Button
To exit the software click this button on the top left corner
of the window.
The image is automatically saved to Planmeca Romexis.
15.3 Scanning a basic posterior preparation
Goals:
• 100% of the prep and interprox. contact areas
• 90% of the adjacent teeth
• Good axial data (buccal and lingual) for design 2-3 mm
gingival tissue on buccal and lingual
Make sure the first scan is taken at a 90 degree angle to
the occlusal surface. If the first scan is not optimal, delete
it and retake it.
The first scan is the most important scan because it
determines the default orientation.
The angle of the first scan should be an occlusal scan.
46 Planmeca Chairside CAD/CAM solution User’s manual
15 SCANNING
15.3.1 Occlusal scan
The first scan is of preparation
1. Keep the scanner parallel to the occlusal table.
2. Take overlapping scans and move in half-tooth (or less)
increments.
The last occlusal scan is the centre of the mesial proximal
neighbour.
15.3.2 Clockwise rotation scan
15.3.3 Distal adjacent tooth scan
The right side of the scanner is stronger because of how
the laser is reflected. That is why you always want to
rotate to the right before going to the left.
1. Use small rotations over the mesial proximal neighbour to
create overlapping scans as you transition from occlusal
scans to a clockwise rotation.
2. Scan along the right side of the teeth. Rotate the scanner
to almost 90° from the occlusal table.
3. Watch as your model builds to see any areas that might
require a different rotation or angle.
Rotate in small increments across the distal adjacent
tooth until you reach the left-hand side. This enables you
to capture the occlusal data as you shift from one rotation
to the other.
User’s manual Planmeca Chairside CAD/CAM solution 47
15 SCANNING
NOTE
NOTE
15.3.4 Counter-clockwise rotation scan
1. Scan from the distal to the mesial along the left-hand side
of the teeth.
2. The last scan is of the mesial neighbour.
The system displays a model based upon the scan data.
The Live View appears on the right and the model builds
on the left. Watch the model building on the left to see
what information has been captured and where you need
to move the scanner.
If you have moved too far and the system needs data
overlap the system changes the Live View to orange.
The most recent scan added to the model is displayed
with a colour coding to indicate the focal distance of the
data added.
• Green - close to the tip
• Yellow/Orange - middle of the range
• Red - end of the range (far away from tip)
Any colour shown means the scanner is capturing data.
The colours only correspond to the focal distance.
The building model rotates to match the Live View.
1. To stop scanning click the button on the scanner.
A raw data model is displayed.
2. To create the 3D model click Generate Model or press M
on the keyboard.
If you exit without generating the model, the scans will be
lost.
3. To evaluate the model for low data click Data density
view. For more information see 15.5.1 “Checking the
model for missing data” on page 50.
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15.4 Scanning options
15.4.1 Adjust live view window size
While the Live View is active, The window size can be
adjusted. By default, the Live View is large enough to fill
the height of the scanning window. To make it smaller,
place the mouse cursor on the left edge of the Live View.
Right-click and drag the window to the desired size.
The Live View will return to the default size next time it is
activated.
15.4.2 Adjust the scanning field of view
The scanning area can be reduced if tongue, cheek,
instruments, etc. are interfering with your scans. Most
clinical operators do not change the Field of View.
Click and drag the Field of View indicator to the desired
setting.
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15.5 Evaluating the model
15.5.1 Checking the model for missing data
1. Click Data density view.
Your model should resemble this.
The adjacent teeth are important in designing the
restoration. Ensure there is enough detail, approximately
90%, to align the restoration with its neighbours.
2. If not already activated click Data density view.
The model refreshes with the dark blue and purple areas
indicating the least data.
3. Rotate the model to analyse it.
4. Rescan the dark areas on your restoration site and
interproximal contact areas.
Check if the key areas are missing data:
• Look for coloured areas on the prepared tooth, especially
on the margin.
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NOTE
NOTE
• The adjacent teeth should have good data on the
interproximal contact area, occlusal surfaces, and of the
lingual and buccal contours.
• Data below the height of contour is not as crucial on the
adjacent teeth.
5. If areas lack detail, take additional scans and ensure the
surface lacking detail is within the circle.
With a couple of additional scans, the example is greatly
improved.
6. To return to the normal view click Data density view again.
7. When finished with scanning click the
Next button.
Margin
tab or the
15.6 Using eraser tool
The Eraser Tool can be used to remove unnecessary
data like extra teeth, tongue, cheek, etc. It can also be
used to erase an area that needs to be rescanned. If you
spot a problem (i.e. the margin is partially hidden by cord
or tissue), you can erase that area, correct the problem on
your model or intraorally, then rescan just that area. You
do not have to start over.
Be sure to erase and rescan ALL modified areas.
The Eraser can also be used in the Pre-op and Bite
Registration Time Saver tools (see the following
sections).
Click the Eraser tool to deactivate it and regenerate the
model.
Keep some of the buccal or lingual data when erasing. If
you disconnect the two halves of the model, half of the
model will disappear. It is also recommended that you not
delete multiple teeth in a row. Large gaps in the model is
not recommended.
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NOTE
15.7 Scanning occlusal
The occlusion can be evaluated and designed using:
• Bite registration
• Buccal bite and opposing dentition
• Pre-op (a wax-up or existing anatomy before preparation)
Cases being sent via Planmeca Romexis Cloud usually
need to be Buccal/Opposing cases.
15.8 Scanning a bite registration
1. On the
Opposing.
If you are scanning a pre-op, leave the default to Bite
Registration.
2. Select Buccal/Opposing.
The system will allow you to use a Time Saver method of
copying the model. In certain scenarios, this enables you
to duplicate a model under another heading.
You can then erase the data that needs to be replaced
and take fewer scans than if you are doing a completely
new scan.
• Pre-op model can be copied into Prep model
• Prep model can be copied into Bite Registration
The instructions below assume that you will use the Time
Saver method. You always have the option of simply
doing a full scan for each model type.
A bite registration can be used to optimize occlusion for
proper alignment with the opposing tooth. Scan the
preparation, ensuring there is enough detail of the
adjacent dentition and/or gingival tissue in your
preparation scans to align the bite registration scans.
After scanning the preparation, prepare the bite
registration.
Keep the following recommendations in mind as you
prepare bite registrations:
1. Place the bite registration material so that it completely
covers the preparation surface:
• The bite registration material should not cover the
adjacent teeth. If it does, trim to the interproximal after the
material sets.
• There must be sufficient data of the adjacent teeth in the
scans of the preparation and the bite registration in order
for the two models to align.
• Ensure there are no gaps between the bite registration
material and the adjacent teeth.
2. Ask the patient bite down firmly or press the articulated
model down firmly for the impression.
Setup
tab, select Bite Registration or Buccal/
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NOTE
3. If trimming of the bite is needed to expose more of the
adjacent teeth, trim the bite in the mouth. If you remove
and replace it, the bite registration material may not seat
properly.
15.8.1 Scanning
Goals
100% occlusal data
1. On the
2. On the
model first.
3. Click Bite.
A Time Saver message appears. It only appears when the
preparation is scanned first. The time saver option allows
you to duplicate the preparation model and use the same
data for the bite registration model.
Setup
tab, select Bite Registration.
Scan
tab, click Prep and scan the preparation
Time Saver cannot be used with Impression Mode.
If you do not wish to use the Time Saver option, the bite
registration and adjacent teeth can be scanned on their
own.
4. To use the Time Saver click OK.
A copy of the preparation model is created in the bite
registration model colour.
5. Click the Eraser Tool.
6. Erase the preparation and the marginal ridges of the
adjacent teeth.
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NOTE
7. Re-click the tool to deactivate it.
The model is smoothed where the data has been erased.
8. Activate the scanner.
9. Begin scanning with the occlusal of one of the adjacent
teeth. Once you have established where you are, you can
begin to scan the bite registration data.
10.Scan the occlusal of the bite registration material and any
of the adjacent tooth data that was removed and is not
covered by the bite registration.
15.9 Selecting bite registration
Highlight the opposing dentition to designate which areas
of this model should be used for occlusion.
1. Click Bite Selection at the bottom of the screen. This icon
only appears on the Scan Bite screen.
2. Click and drag to highlight the areas of the opposing
dentition that would come into contact with the restoration.
3. Click Bite Selection again to deactivate it.
If you made a mistake and need to start over click Reset.
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15.10 Scanning opposing teeth
The opposing teeth are scanned to acquire bite
information for the proposal.
1. On the
Setup
tab, select Buccal/Opposing.
2. Click the
3. Click the Opposing button.
4. Starting with an occlusal view, scan the occlusal surfaces
of the opposing dentition. Include the same number of
teeth as the preparation model. Ensure there is good cusp
tip data on both the lingual and buccal sides.
5. Roll to the buccal and scan the buccal side of the
opposing dentition. Include gingival data, do not stop
halfway down the tooth.
You should see
• Good occlusal data
Scan
tab.
• Good buccal data
• Good lingual cusps
Lingual axial data is not needed.
6. Erase extra data from the opposing model.
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NOTE
15.11 Scanning buccal bite
The buccal bite is scanned to align the preparation model
with the opposing model.
1. Click Buccal.
2. Press the articulated model down firmly or have the
patient bite down firmly.
3. Tell the patient not to move while you are scanning. If they
shift during the scanning, the alignment may be incorrect.
Position the scanner tip against the inside of the cheek
while the patient’s mouth is open. When the scanner is in
place, ask the patient to close and bite down firmly. Tell
them not to move during scanning. Keeping the scanner
tip against the cheek and not rubbing against the gingiva
during scanning is typically more comfortable for the
patient.
4. Place the scanner at a 90° angle to the teeth.
5. Scan the sides of the teeth that were captured in the
preparation and opposing models. Ensure some gingival
data is captured.
6. Click Generate Model or press M on the keyboard.
The system generates the model and attempts to align to
the other scanned models. The software should
automatically align the models. If the Align Buccal is red,
see below for instructions on how to manually align the
data.
When the scan is successful:
• There is good data on the buccal sides of the teeth.
• Intraoral scans will most likely have the tongue in the
background.
• Model scans will have space filler in the gaps.
7. Erase any excess data from the model using the Eraser
tool.
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15.12 Model alignment
There are no tools to rotate the models. It is important to
start your scanning in the same orientation for each scan.
Rescan the model if you scanned something in
backwards.
The alignment icons are on the right side of the screen.
There is a different icon for each alignment type:
• Buccal bite
• Pre-op
• Bite registration
The system attempts to automatically align the models as
they are generated. A green dot means the scans are
aligned. A red dot means they are not aligned.
To view the alignment click the icon
All of the alignment icons have a Refresh button.
To reset the alignment and manually align the models
click Refresh.
Automatic alignment should be used in most cases.
If there is extra data that might be interfering with the
scans (tongue, cheek, etc.), try trimming the extra data
before manually aligning.
The buccal bite has an extra
which enables hiding the buccal bite model and evaluate
the opposing and prep models.
To align the models, drag and drop the buccal bite, preop, or bite registration over the prep model.
Show/Hide Buccal
option
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The models will snap into place or will return to their
original positions.
In Buccal/Opposing cases, the opposing model appears
after the prep and buccal bite are aligned.
To match the buccal bite model click and drag the
opposing model.
To access the menu options at the top or to return to
scanning, deactivate the selected Alignment icon. You
cannot proceed if the Alignment icon is active (orange).
15.12.1 Aligning buccal data
The buccal bite should automatically align. When the
alignment is successful the spot in the top right corner of
the Align Buccal button is green.
If the alignment is not acceptable the spot in the top right
corner of Align Buccal button is red. In this case you can
manually realign the data.
To designate the position of the three models
(preparation, opposing, and buccal bite) in relation to
each other proceed as follows:
1. Click Align Buccal.
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The preparation and buccal bite model appear. If the
preparation is an upper tooth, the preparation model
appears at the top of the screen. If the preparation is a
lower tooth, the preparation model appears at the bottom
of the screen.
2. Look for a distinctive feature on both models.
3. Click directly on a distinctive feature in the buccal bite and
drag the model until the pointer is directly over the same
distinctive feature on the preparation model.
As you drag the buccal bite model down, it will disappear
behind the preparation model. It is important to know the
point that you grabbed and drag it to the same point on
the preparation model.
Distinctive features can include a cusp tip, groove, unique
gingiva, etc.
Do NOT click on smooth/round parts of the model or the
model base.
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The buccal bite model snaps into place and the opposing
model appears.
4. Click directly on a distinctive feature in the opposing
model and drag the model until the mouse is directly over
the same distinctive feature on the buccal bite model.
The opposing model snaps into place. Your alignment
should resemble the following.
If the system is unable to align the drag and drop points
that you selected, the models will go back to their original
positions. Try again.
To view the alignment with the buccal bite model removed
click Show/Hide Buccal.
If you are not satisfied with the alignment, click Reset to
start over.
If a model has become tilted, it may be difficult to align.
Click Reset to start over.
Click Align Buccal to deactivate it and return to the scan
options if desired.
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15.13 Scanning a pre-op
Use Pre-op when you want to scan a pre-operative tooth
or a wax-up. Pre-op scans can be used in combination
with the Library tooth or can be used as a template, like a
bite registration.
1. On the
Scan the pre-operative tooth or wax-up with the same
scanning techniques used for the prepared anterior or
posterior tooth.
2. Prepare the tooth.
3. On the
A Time Saver message appears. This message only
appears when the pre-op is scanned first. The Time Saver
option allows you to duplicate the pre-op model and use
the same data for the preparation model.
Time Saver cannot be used in conjunction with Impression
Mode.
Scan
tab, click Pre-op.
Scan
tab, click Prep.
4. Click OK to use the Time Saver.
If you do not wish to use the Time Saver option, the
preparation and adjacent teeth can be scanned on their
own. The following instructions assume the use of the
Time Saver option.
A copy of the pre-op model is created in the preparation
model colour.
5. Click the Eraser Tool.
6. Erase the tooth that has been prepared and the marginal
ridges of the adjacent teeth.
7. To deactivate the Eraser Tool re-click it. The model is
smooth where the data has been erased.
8. Activate the scanner and begin the scans with the
occlusal of one of the adjacent teeth. Once you have
established where you are, you can begin scanning the
preparation.
9. Scan the entire preparation and any of the adjacent tooth
data that was removed.
10.Click Generate Model or press M on the keyboard.
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15.14 Scanning multiple restorations
In scanning multiple restorations, the basic scanning
technique is expanded to encompass the extra
preparation(s).
1. Select the tooth number for the first preparation and then
select a preparation type, material, and shade.
2. Click the
3. Repeat for each prepared tooth.
4. Start on the most distal preparation.
Two examples of multiple restoration models shown
below.
Scan
tab.
The basic scanning pattern is expanded to encompass
the extra preparations and any teeth in between.
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15.15 Scanning an anterior
The scanning pattern for anteriors is similar to the
posteriors. Since there is more varying data on the lingual
side, it is recommended to scan the linguals before the
occlusals.
Anterior teeth are often very similar to each other. To
lowers the chances of misalignment follow the suggested
scanning steps. The scanning method is the same for all
anteriors.
When scanning intraorally, it may be more comfortable to
have the scanner tip pointing towards the mesial instead
of the distal. In this case, the surface indicators on the
model will be incorrect until the orientation is changed.
1. Start on the Prep and scan the occlusal of the prep and
the mesial proximal.
2. Rotate to the lingual and scan the prep and proximals.
3. Rotate across the distal proximal to reach the facial side.
4. Scan the facial side.
Watch the model as it processes to ensure the scans are
applied to the correct area. Anterior teeth are often very
similar to each other. Following the suggested scanning
steps lowers the chances of misalignment. The scanning
method is the same for all anteriors.
When scanning intraorally, it might be more comfortable
to have the scanner tip pointing towards the mesial
instead of the distal. In this case, the surface indicators on
the model will be incorrect until the Orientation is
changed.
Optional additional scans
Evaluate your model. When you have long and straight
anterior teeth, additional facial scans are sometimes
needed to capture all of the data.
With the proximal or preparation in the centre of the circle,
take 2 to 3 scans as you gradually rotate down the facial
side of the tooth.
For optimal design, more scans of the proximals may be
desired. To evaluate the model
5. Click Data density view to verify the integrity of your
model.
Rescan any dark areas on the preparation or proximals.
6. When finished with scanning click the Margin button.
Alternate scanning pattern
To roll back and forth over the straight and long anterior
teeth you might use a “saddle” pattern. This pattern can
help avoid misalignments when scanning very similar
teeth.
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15.16 Scanning multiple anteriors
When scanning multiple anteriors and crossing the midline, start the scanning with the highest tooth number
(Universal) or higher quadrant (ISO) to get the correct
orientation.
In intraoral scanning it is sometimes more comfortable to
scan with the scanner tip pointing towards the mesial
instead of the distal. There are a couple of options for
dealing with this situation.
• Take the first scan with the scanner pointing in the correct
direction. Turn the scanner around to a more comfortable
position and retake the first scan.
Watch the model as it applies the second scan and
ensure the scan is placed correctly. This will not work if
there is insufficient data for the system to recognize the
two scans as the same position. If the second scan aligns
correctly, continue scanning in the normal pattern.
When crossing the mid-line, lingual scans are
recommended for more data and fewer flat surfaces. After
you turn the scanner around, pay attention to where the
system places the next scan. Repeating a previous scan
can help the system recognize that the scanner has been
turned around. If the scan is placed in the wrong area,
there may not be enough data on your model to turn the
scanner around and more scans will be required.
• Take the first scan of the higher tooth number with the
scanner pointing towards the mesial or start with a lower
tooth number. In this case, the surface indicators will be
incorrect until you reach the
tab, turn the model around when setting the Orientation.
Margin
tab. On the
Margin
15.17 Scanning impressions
Any impression material can be used. The system does
not require a particular colour or type of material.
Remove the excess impression material so that the
scanner can get closer for scanning.
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NOTE
NOTE
NOTE
15.17.1 Positioning the scanner
The Buccal/ Opposing scan option cannot be used with
impression scanning. Use the impressions to create an
articulated model.
Ensure the tip of the scanner is pointing towards the distal
so that the orientation of the model will be correct.
Due to the nature of impressions, the normal positioning
of the scanner may not be able to capture all of the walls
of the impression. You can also tilt the scanner up or
down to achieve the necessary point of view.
15.17.2 Scanning
See section 14.4 “Positioning the scanner” on page 39 for
positioning.
Be careful not to squeeze or otherwise distort the
impression while scanning.
1. Select Prep if it is not already selected.
Do NOT select Scan Bite Registration, which resembles
an impression.
2. Use the same scan pattern as for an intraoral or a model
scan.
From the occlusal view, the impression can give the optical
illusion of looking like a regular model.
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3. Rotate the model to see all of the impression. Be sure to
check the contact areas on the proximal teeth.
4. If there are areas that need additional scans, such as the
mesial interproximal area shown above, take extra scans.
5. Click Data Density View to deactivate it.
6. Click Impression Mode to invert the model into the normal
view. All other tabs will use the inverted model of the
impression for creating the proposal.
7. Click the Margin Tool button and continue with the normal
procedure for drawing the margin and designing the
proposal.
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16 ORIENTATION
Orientation is the selected model position for Autogenesis
to propose the new restoration. Autogenesis in turn uses
this set position as a starting point for cusp height and
marginal ridges based on the adjacent teeth.
The first scan determines the initial positioning of the
model.
Orientation affects two major aspects:
• Design - Orientation plays a large part in Autogenesis and
determining that the anatomy aligns with the adjacent
teeth.
• Milling - The path of insertion determines the Orientation
needed for milling. In order for a restoration to mill out
properly, the margin and axial walls must be visible from
the occlusal view.
In most cases, these two factors can be accomplished
with one Orientation and will only need minor adjustment.
There are situations when greater adjustments to
Orientation are required.
16.1 Intraoral scanning examples
• Tooth position and size of the patient’s mouth can
• Depending on an anterior tooth’s placement and whether
16.1.1 Model or impression scanning
sometimes make it difficult to get a perfectly positioned
first scan.
you are right or left handed, it may be necessary to point
the scanner in the wrong direction. If the tip of the scanner
is pointing towards the mesial instead of the distal, then
the surface indicators on the model will be incorrect until
the Orientation is changed, see section 16.7 “Rotating the
model” on page 73.
If you accidentally scan a model or impression backwards
(with the scanner pointing towards the mesial), see
section 16.7 “Rotating the model” on page 73. Only the
preparation model can be turned around. If you scanned a
pre-op, buccal bite, bite registration, or opposing model
backwards, then they must be rescanned. When the
Margin
activated. The model displays with the Orientation Circle.
tab is selected, Orientation is automatically
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When Orientation is active, the model is rotated using the
left mouse button.
16.2 Viewing the model
In Orientation, the model displays with a circular graphic
labelling the mesial, distal, buccal, and lingual surfaces.
Zoom out to see the buccal and lingual labels, if desired.
The model should also be evaluated from the sides. Click
the arrows in View Controls to view the desired surface.
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16.3 Moving the central point
The central point of the orientation circle is the middle of
the screen, which may or may not be the location of your
prep. If the central point is not on your preparation, it can
be a little confusing when rotating the model.
It is not necessary to centre the model on the preparation,
but it can be helpful if you are new to rotating a 3D model
or if you have multiple preparations. The example below
shows a preparation with no distal neighbour, so the prep
is not in the middle of the screen.
To move the model so that your preparation is centred,
hold down the mouse scroll wheel and move the model.
The circle graphic moves with the model, but you can see
the model moving in relation to the tabs at the top of the
screen.
When the scroll wheel is released, the circle graphic
refreshes and moves to the centre. Repeat as necessary.
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16.4 Single restorations
16.4.1 Occlusal view
If the scanner was not parallel to the preparation on the
first scan, the model will be tilted. In this example, the
model is tilted to both the buccal and mesial sides.
The occlusal view is good for buccal/ lingual adjustments.
1. Position your mouse near the Buccal label on the circle
graphic.
2. Hold down the left mouse button and move the mouse
straight up.
3. Rotate the model until it has a good buccal/ lingual
alignment.
You should be able to see the occlusal tables clearly and
the same amount of data on the buccal and lingual sides
of the adjacent teeth. The central grooves need not to be
aligned.
16.4.2 Distal view
Before After - proximal cusp tips and axial walls are aligned
The distal or mesial view is good for mesial/distal and
occlusal/gingival adjustments.
1. Click the Distal arrow in View Controls.
The distal view is sometimes obscured by high distal data.
Tilt the model up or down to see the cusps of the adjacent
teeth.
2. Evaluate the cusp heights of the adjacent teeth. Align
your cusps and axial walls according to the Curve of
Spee.
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3. Click Buccal or Lingual to view from the side.
Use the red line as a guide to evaluate the marginal ridge
alignment of the adjacent teeth. In this example, the
alignment is good.
If necessary you can return to the Occlusal or Distal view
to make adjustments You do not want to adjust the
orientation from the buccal or lingual point of view
because it is easy to accidentally change the mesial/distal
alignment at the same time.
4. Click Occlusal.
5. From the occlusal, ensure the model is straight across
from mesial to distal.
You can imagine a straight line going from the mesial to
the distal.
INCORRECT CORRECT
6. When satisfied, click Orientation to accept changes.
Orientation can be reactivated and altered at any time. If
Autogenesis has already been applied, be sure to go to
the Tooth Libraries screen and reapply the library tooth for
the new orientation.
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NOTE
16.5 Verifying orientation
After the Margin is drawn and edited, the Preview Library
button appears. See “Creating the Margin” on page 90 for
more information. This is an optional step that displays an
example proposal that has not been aligned with the
adjacent teeth. The position of the preview tooth is based
on the Orientation. It can be used to evaluate and adjust
the Orientation.
1. Click Preview Library.
A green tooth appears above the margin. If this is a partial
restoration, the preview tooth may be significantly smaller.
With Preview Library activated, you can activate
Orientation and evaluate the overall alignment of the
model.
2. From the occlusal, check that the central groove is in
alignment.
3. From the buccal, check that the marginal ridges are
parallel to the marginal ridges of the adjacent dentition.
16.6 Resetting the orientation
The preview tooth is usually higher than the adjacent
teeth. The proposal will drop down to align with the
adjacent teeth during Autogenesis.
4. From the distal, check that the cusp tips are in parallel
alignment
Since the preview tooth usually sits higher than the
adjacent teeth, it will not follow the curve of spee.
If necessary make changes to the orientation.
5. When satisfied with the alignment, click Orientation to
accept the current position.
6.
The Orientation can be reset at any time. If there are
multiple restorations, the Reset will only affect the tooth of
the currently selected tab. Clicking Reset moves the
model into position based on the first scan.
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16.7 Rotating the model
If the scanner is not pointing towards the distal on the first
scan, the surface indicators will be backwards. This is
easily fixed with Orientation.
1. Click the Facial arrow.
2. Click and drag the mouse in a sideways motion multiple
times to turn the model around.
16.8 Multiple restorations
3. Continue with the normal Orientation work-flow.
A different Orientation is assigned to each restoration.
The curve of spee affects the orientation of each
restoration.
The default orientation is based on the first scan. In the
case of multiple restorations, the basic scanning
technique starts with the distal proximal neighbour.
See15.14 “Scanning multiple restorations” on page 62 for
more information.
Default Orientation is based on the first scan (circled in
blue).
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NOTE
The system displays the model with the lingual side facing
the top of the screen.
The tooth number tabs are in the same left-to-right order
as the teeth on the model. The model rotates around the
central point of the orientation circle. The model can be
moved so that an individual preparation is at the centre of
the circle.
This is an optional step which can make it easier to alter
the orientation for each restoration.
1. Click and hold down the scroll wheel.
2. Drag the model until the first tooth is centred in the middle
of the screen.
The circle moves with the model, but you can see the
model moving in relation to the tabs at the top of the
screen.
When the scroll wheel is released, the circle graphic
refreshes and moves to the centre.
Repeat as necessary.
3. To get the correct Orientation for the first tooth rotate the
model.
4. When satisfied, click Orientation to accept.
If you cannot use the distal or mesial view to make the
adjustments due to the length of the model or the
misalignment of the teeth, make all of the adjustments
from the occlusal view.
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NOTE
5. Click the tab for the next tooth.
The model reorients back to the original orientation. If you
click back on the previous tab, the model will shift to the
path for that tooth.
6. While on the second tab, click Orientation to designate
the orientation for the second preparation.
7. Drag the model so that the second preparation is centred.
8. Rotate the model to the correct orientation.
9. Click Orientation to accept.
Clicking on each tooth’s tab moves the model to that
tooth’s orientation.
The model is centred on the original central point
regardless of which tooth you have selected.
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17 MARGIN
The
Margin
creating and modifying the margin.
tab contains quick and easy-to-use tools for
17.1 Margin tool set
There are three tool groups on the
• Margin tool set
• Selection Area
• Pre-op Editing
Additionally there are a set of tools affecting the view on
the
Margin
tools.
You can use the following tools to draw and adjust the
margin:
• Paint - Create the margin using a broad brush stroke.
• Trace - Draw the margin by clicking along the edge.
• Lasso - Draw the margin by marking several points along
the edge
After the margin is created, it can be edited using one or
both of the following:
• Add segments - Replace existing segments of the margin.
• Move margin - Adjust the outline of the existing margin.
tab which will be called here as Margin view
Margin
tab.
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NOTE
17.1.1 Using the margin tools
Paint tool
The Paint tool is recommended for drawing supragingival
margins.
1. Click the Paint icon.
2. Draw the outer margin edge by pressing and holding
down the left mouse button while dragging the mouse
around the scanned preparation.
Acceptable Not acceptable
The margin doesn’t have to be perfect, but gaps must be
avoided.
3. Click the Paint button again.
Trace tool
The system automatically draws the margin.
To delete the margin and start over, click Paint, Trace, or
Lasso button.
The Trace tool can be used on any margin, but it is
especially recommended for equigingival and subgingival
margins.
1. Click the Trace button.
To highlight high contour areas in green click Show
features.
2. Zoom in and rotate the model until there is a good view of
the margin.
3. Position the Trace tool in the middle of the green high
contour indication on the margin.
Show Features is recommended as an aid in finding the
edge of the margin, it is not necessary for using the Trace
tool. Draw the margin in the middle of the green high
contour indication.
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NOTE
4. Click on the margin. A dot appears as the starting point.
5. Draw the margin in the middle of the green high contour
indication.
To draw the margin using the Trace tool you may either:
• Click along the margin in small increments. The system
creates straight lines between each click.
or
• Draw a continuous line by holding down the left mouse
button. To stop release the mouse at any time. This
requires a steady drawing hand with the mouse and is not
recommended for beginners.
If desired, you can switch between clicks and drawing of
continuous lines.
6. Finish the margin by clicking on the starting point.
The system automatically changes the trace line into a
margin line.
Lasso tool
7. To delete the margin and start over, click the Trace, or
Lasso button.
The Lasso tool is recommended for partial restorations
and supragingival margins with a sharp edge.
1. Click the Lasso button.
2. Click along the margin at large intervals. The system
creates a line along the edge between each click.
If Lasso is having trouble finding the margin, you can
change the ICE Margin Mode to Texture Only.
3. The starting point and the most recent point clicked
appear as blue dots.
4. Click to accept the previewed segment.
5. To finish the margin click the starting blue dot.
To delete the margin and start over, click the Trace, or
Lasso button.
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NOTE
Add segments tool
Use the Add Segments tool to redraw a portion of the
margin.
1. Click the Add Segments button.
2. Start by clicking on a portion of the margin line that is
acceptable.
3. Then, click to add new points across the gap in the line.
A line traces where you click. To create a curve use
multiple clicks.
4. Click Add Segments.
The system redraws the margin and removes the
unacceptable section.
Repeat as needed.
17.1.2 Move margin tool
Use the Move Margin tool to drag and drop a section of
the margin into a new position.
1. Click the Move Margin button.
2. Position the pointer on the margin; click and hold down
the mouse button.
You can change the tool’s area of influence by dragging
the yellow button to increase or decrease the size of the
ellipse.
3. Drag the margin onto the margin shelf and release the
mouse button.
The system automatically redraws the margin in the new
location.
4. Repeat as needed.
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NOTE
ACCEPTABLE
17.2 Selection area tool
When the margin is drawn on an inlay or onlay, the
message
you do not want this reminder to appear in the future,
select Do not show this message again.
1. Click Selection area button.
The
tolls options appear at the bottom of the screen.
2. Click Add to Selection.
3. Click and drag a circle around the entire tooth.
After you let go, an area is highlighted. Do not go too far
beyond or short of the natural tooth or the proposal will be
distorted. This process is recommended for inlays,
onlays, and window prep veneers.
Please define a selection region...
Selection Area
window opens and the selection area
appears. If
17.2.1 Remove from selection
4. When you are satisfied with the Selection Area, click
Margin Tool to edit the margin.
1. Click Remove from Selection.
2. Click and drag the mouse to select the areas that you
want to remove.
3. Repeat as needed.
4. When finished, click Margin Tool.
5. Click Hide Model to view your trim region.
Hide Model is only available on the
Selection Area tool has been designated.
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Margin
tab when a
17 MARGIN
NOTE
17.2.2 Reset
To remove the Selection Area and start over, click Reset.
17.3 Pre-op editing
For designing systems only.
The Pre-op Editing tool is used to designate the area of
the pre-op scan that will be combined with the library
tooth. This step is not necessary if the pre-op scans are
being used as a template only.
1. Click PreOp Editing.
2. To designate the pre-op’s library surface, use the tools at
the bottom of the screen. These act the same as the
margin tools.
• Trace - Removes the existing line. Draw a new pre-op
area.
• Move Curve - Click to drag an exiting curve into a new
position.
• Add Segments - Click to add a new line or curve to the
existing area.
17.3.1 Trace
Down to near the gingival
tissue
1. Click Trace.
2. Click or drag the mouse around the edges of the pre-op to
designate the area that you want to combine with the
library tooth.
Be sure to only designate areas with good data.
Occlusal cap only Partial tooth - often used when
original anatomy is chipped
3. Click on the blue dot to finish the pre-op area. The
software automatically changes the trace line to a margin
line.
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NOTE
17.3.2 Move curve
1. Click Move Curve.
2. Click and drag the curve into the desired position.
3. Release the mouse button to view the new occlusal area
line.
17.3.3 Add segments
1. Click Add Segments.
2. Start by clicking on the section of the line that is well
aligned.
3. To add new node points click across the gap in the line.
A black line traces where you click. Use multiple clicks to
create a curve.
4. Click Add Segments.
The system redraws the pre-op area line and removes the
bad section.
5. Repeat as needed.
17.4 Margin aids
View ICE Preparation
Show Features
Toggle margin
Preview library
For intraoral cases only.
Use View ICE Preparation to toggle between ICE view
and stone view.
The Show Features tool can be used to highlight high
contour areas in green for finding the margin edge on
supragingival preps, inlays, and onlays.
Click Toggle Margin to show or hide the margin and to
verify the margin has been correctly drawn.
To display a preview of the library tooth on top of the
preparation click Preview Library.
The size of the preview tooth is based on the margin. The
tooth may appear smaller on partial restorations. The
preview tooth is positioned according to the Orientation.
To use the library tooth as a guide for changing the
model’s alignment click Orientation.
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NOTE
NOTE
Assigned tooth number (for multiple restorations)
On multiple restoration cases, the tooth number is
assigned to each preparation when the margin is drawn.
1. Click the desired tooth number tab.
2. Draw and edit the margin for the selected tooth number.
3. Select the next tooth number.
4. Draw and edit the margin for the selected tooth number.
Drawing the margins is how the tooth number is
designated for each preparation.
If the wrong tooth number is selected when a margin is
drawn, the margin must be marked again on the correct
tooth tab.
See section 20 “BRIDGES” on page 104 on how to draw
pontic margins.
17.5 Margin tab settings
17.5.1 ICE margin mode
For intraoral cases only.
ICE Margin Mode determines which view the system uses
to create the margin curve when using the Lasso tool.
1. Click Settings.
2. Click ICE Margin Mode.
The default setting,
both the stone and ICE view to determine where the
Lasso line should appear.
3. Select
ignore the stone model and focus on the differences in the
ICE view. If View ICE Preparation is deactivated, this
setting returns to Normal mode.
4. Click Save to save the changes or Cancel to exit without
saving.
Texture only
Normal
to indicate that the system should
, means that the system uses
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18 DESIGN
After you have scanned the preparation and defined the
margin, the
options to customize the proposal.
Select from the design tools on the left menu, each of
which provides additional options in the box below the
restoration:
• Tooth Libraries
•Spacer Tool
• Incremental Change Tools
• Freeform Change Tools
• Alignment
• Contact Refinement
Design
tab provides an array of tools and
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18.1 Tooth libraries
On the
default. You can change the tooth library selected earlier
in the
match with the actual anatomy. You can also resize/move
the preview tooth, change the anatomy levels, and/or
deactivate Autogenesis for this restoration.
The library thumbnails appear in the
the restoration. A green preview tooth display. The
selected library is highlighted in yellow.
Design
Setup
tab, the Tooth Libraries view open by
tab. This may be useful for finding a better
Options
box below
18.1.1 Select a library
18.1.2 Resize the library tooth
18.1.3 Move the library tooth
If desired, click another library to view the preview tooth.
Select the library with the closest anatomy.
The preview tooth can be resized to aid in Autogenesis.
Hold down the ALT key and use the UP or DOWN arrows
to resize the preview tooth. It should be close in size to
the adjacent teeth.
The preview tooth can be moved to aid in Autogenesis.
Click and drag the tooth into closer alignment with the
adjacent teeth.
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NOTE
18.1.4 Anatomy levels
The anatomy levels enable you to deactivate Autogenesis
and/or select different anatomy details for this proposal.
Most restorations will use the default settings.
The red line on the Detail slider represents the maximum
amount of detail that can be milled into a restoration.
If desired, use the sliders to change the amount of Detail,
Slope, and/or Wear.
To deactivate Autogenesis, clear Autogenesis.
Click Apply if any changes have been made to the library,
Autogenesis activation, or anatomy levels.
18.1.5 Pre-op as library tooth
When Pre-op is selected as the Library tooth,
Autogenesis combines the pre-op selection with the
Library A tooth. Use the following steps to move or resize
the library A tooth to modify the proposal, if desired.
1. Click Tooth Libraries.
The Pre-op selection preview displays as green and the
Library A tooth as dark red.
18.2 Viewing options
18.2.1 Hide model
Move and/or resize the library tooth for a closer match to
the pre-op selection.
2. Click Apply.
3. Repeat as needed.
The
Design
in optimizing the design that appear below and to the right
of the restoration. These functions can be used with most
of the tools listed above.
To show / hide the adjacent teeth click this button. This is
especially helpful when adjusting the contact area.
tab contains additional viewing options to aid
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When Hide Model is activated on partial restorations, the
area that remains is the area that was designated as the
Selection Area.
Rotate the proposal. Depending on the designated
selection area, you may see holes. These are usually not
a deterrent to the design process. If desired, return to the
Margin
tab and edit the Selection Area.
Material thickness
To show /hide the material thickness indicators in the
Design
When Material Thickness mode is active, the system
colours the proposal based upon material thickness at
each point on the restoration and displays a legend to
indicate the thickness associated with each colour.
tab click Material Thickness.
The thickness shown represents the shortest distance to
the preparation (green line) and not necessarily the
vertical thickness at that point (red line).
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NOTE
To calculate the thickness of other areas use Slice Plane
and the measuring grid.
Measure
To see the material thickness measurement displayed in
the information bar click the Measure button and click
anywhere on the proposal.
Measure does not have to be used with Material
Thickness.
View contacts
To show / hide the strength of contact between the
restoration model and adjacent dentition click View
Contacts.
Slice plane
To hide the adjacent dentition from view select Hide
Model.
When View Contacts is active, the system colours the
proposal based upon contact strength at each point on
the restoration and displays a legend to indicate the
measurement associated with each colour.
Slice Plane enables you to view the restoration along
various cross sections.
This is especially helpful in optimizing material thickness
and contacts.
Each time you click Slice Plane, you see a different cross
section.
Click and drag the slice plane line into the desired
position, if needed. The thin dotted white line represents
the slice plane’s original location.
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NOTE
Rotate the image to see the cross section.
The Slice Plane button shows the measurement
represented by the grid lines.
Zoom in to decrease the measurement.
Zoom out will increase Zoom in or out to change the
measurement.
View bite registration, opposing model, or pre-op
If a bite registration, opposing model, or pre-op was
scanned, it can be viewed anytime during the designing
process.
1. Click View Pre-op or View Bite Registration.
To view the opposing model click View Bite Registration.
2. The pre-op (yellow) or bite registration/opposing model
(blue) template appears on top of the restoration.
To make the template translucent, click View Pre-op or
View Bite Registration again. Use the slider to adjust the
transparency of the template.
3. Click again to remove the template from view.
18.3 Incremental change tools
Use the Incremental Change Tool options to move, rotate,
or expand the restoration’s occlusal table while leaving
the margin intact.
Click Incremental Change Tools button on the left most
menu.
The Incremental Change options appear.
The images on rotating, moving, and expanding the
restoration use exaggerated examples to help illustrate
how the tools work. These examples do not represent
realistic restorations.
The recommended order is as follows:
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18.3.1 Rotate
The
Rotate
conjunction with three pairs of rotation arrows to rotate the
occlusal table about a selected axis.
1. Set the rotation angle in degrees by selecting a value from
the pop-up list or by using the slider.
2. Click the desired rotational direction arrow to rotate the
occlusal table the specified number of degrees in the
desired direction.
controls use a numerical rotation angle field in
18.3.2 Move
18.3.3 Expand
The Move controls are for overall movement and use a
numerical distance field in conjunction with six directional
arrows to move the occlusal table.
1. Use the number field or pop-up list to set the movement
distance in microns.
2. Click the desired directional arrow to move the occlusal
table the specified distance and desired direction.
The Expand controls are for fine movement and use a
numerical field in conjunction with six pairs of arrows to
scale the cervical cap in a given direction.
This is different from Move and Rotate controls that move
the cervical cap as a unit.
1. Use the number field or pop-up list to set the expansion in
microns.
2. Click the desired directional arrow to expand or contract
the restoration the specified amount in the desired
direction.
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NOTE
NOTE
18.4 Freeform change tools
The Freeform Change Tools options enable you to modify
the restoration in an unrestricted manner rather than the
defined increments of the Incremental Change tools.
The pictures for freeform changes on the restoration use
exaggerated examples to help illustrate how the tools
work. These examples do not represent realistic
restorations.
Area of Influence - Change the tool’s area of influence by
dragging the yellow button to increase or decrease the
size of the ellipse.
Click Freeform Change Tools on the left most menu.
The Freeform Change options appear.
• Rubber Tooth
• Dropper
• Move feature (for moving cusp. marginal ridge or occlusal
table
• Smooth Surface
• Move Margin
• Define Feature
18.4.1 Rubber tooth
18.4.2 Dropper
Use the Rubber Tooth tool to change the form of the
restoration by pushing or pulling inward or outward on the
restoration. In this example, the tooth was pulled in the
direction of the arrow.
1. Click the Rubber Tooth tool.
2. Click and hold down the left mouse button on the part of
the restoration that you want to change. The area that will
be affected turns pink.
3. While holding down the left mouse button, drag the cursor
in the direction that you want the restoration to move.
Small moves are recommended. Rotate and zoom as
needed to view the changes.
4. Click Undo to remove changes.
The Dropper tool adds/removes virtual beads of material
to/from the restoration, analogous to placing beads of
liquid wax on a cast model. The vertical axis of Area of
Influence determines whether the material is being added
(positive number) or removed (negative number).
1. Click the Dropper tool.
2. Ensure Material Thickness is activated. This is the best
way to see the effect of the dropper. To speed up the
process, leave Material Thickness deactivated.
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3. Position the pointer where you would like to add/remove
beads of material to the restoration.
4. Click and release the mouse button. Rotate and zoom as
needed to view the changes. Click and hold while
dragging to make a line of material.
5. Repeat, as necessary.
6. To discard changes click Undo.
18.4.3 Move feature
Use the Move Feature tool to modify a cusp, marginal
ridge, or the occlusal table.
1. Click the Move Feature tool.
Each anatomical feature is now represented by a different
colour.
2. Click the desired feature to activate it.
The selected feature is highlighted.
3. Click and drag the feature to the desired position.
Or, use the Control arrows to move the selected feature.
Small moves are recommended. Rotate and zoom as
needed to view the changes.
4. To discard changes click Undo.
18.4.4 Smooth surface
18.4.5 Move margin
Use the Smooth Surface tool to make an area of the
proposal’s surface more uniform.
1. Click the Smooth Surface tool.
2. Click on the desired area to smooth it.
Small, gradual changes are recommended. Rotate and
zoom as needed to view the changes. Click and hold
while dragging the mouse to make continuous changes.
3. To discard changes click Undo.
The Move Margin tool allows you to make minor margin
adjustments without losing the design work.
1. Click the Move Margin tool.
The restoration becomes translucent.
2. Position the pointer on the margin line.
3. Click and hold down the mouse button.
4. Drag the margin into the new position and release the
mouse button.
The system automatically redraws the margin in the new
location.
5. Click the Move Margin tool to see the solid restoration
view.
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18.4.6 Define feature
Use Define Feature to add anatomical features to the
restoration. Multiple features can be drawn and moved
simultaneously.
1. Click Define Feature icon and trace the feature on the
restoration proposal.
2. Use the arrow controls to move the feature line(s) in the
desired direction.
As an alternative, use the Rubber Tooth to pull or push
the feature to the desired position or shape.
18.4.7 Paint
Use Paint Feature to designate an area of the proposal
that you want to move. This is often used to designate a
contact area that you want to move.
1. Click Paint icon and paint the desired area of the
proposal.
2. Use the arrow controls to move the highlighted area in the
desired direction.
As an alternative, use the Rubber Tooth icon to pull or
push the feature to the desired position or shape.
18.5 Contact refinement
Contact Refinement enables you to set the strength of the
occlusal and/or interproximal contacts. It also enables you
to broaden the interproximal contacts by making the
proposal more square.
1. Select the desired Strength for the Bite and/or Contacts.
There are two ways to make the adjustment to the
selected strength:
• Click Refine to automatically change the occlusal table or
the interproximal contacts.
• Circle the desired area.
Another way to change the interproximal contacts is to
make the proposal more square.
2. Click Occlusal in View Controls.
3. Click Broaden Distally and/or Broaden Mesially to make
the proposal more square. This will usually be utilized on
posterior crowns.
The Broaden buttons change the proposal in set
increments. It is not connected to the selected Strength.
Be careful when using this feature. Overuse will make the
proposal too square.
4. Click Undo or reapply the library tooth to remove the
changes if desired. If the library tooth is applied, ALL
design changes will be lost.
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18.6 Spacer tool
You may use the Spacer Tool to override the default
spacer thickness and margin ramp values.
Spacer thickness is the space between the restoration
and the preparation.
The tool has separate settings for the axial and occlusal
walls.
Margin ramp is the contact zone for the margin.
Use the sliders or pop-up menus to change the values.
18.7 Design tab settings
18.7.1 Autogenesis settings
Click Settings to select which features Autogenesis uses,
to enter the default bite and contact strengths, and to use
Margin Boost.
Each type of restoration has the option of different
settings.
For crowns all of the options are selected by default.
For inlays and onlays
selected
Contacts
and
Occlusion
are
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