3Disc Heron IOS User manual

IOS-FPM-71-001_EN
User Manual
Version 3.7

Document
Software version
Date (d.m.y)
Heron™ IOS User Manual
IOS-FPM-71-001_EN
1.0
01.08.2018
2.0
01.10.2019
3.0
01.01.2020
3.4
20.09.2021
3.4.x
27.10.2021
3.4.x
09.11.2021
3.5
01.02.2022
3.5.x
08.04.2022
3.6
15.06.2022
3.6.x
20.07.2022
3.7
20.10.2022
3.7.x
09.11.2022
s
Comeandjointhe growing
3disc.com

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Introducing the Heron™ IOS............................................ 9
1.1 Introduction ......................................................................................................................... 9
1.2 What’s new in this version...................................................................................................... 9
1.3 Indications supported ........................................................................................................ 9
1.4 Certification and compliance........................................................................................... 10
1.5 Regulatory ....................................................................................................................... 10
1.6 Intended Use ................................................................................................................... 10
1.7 Classifications .................................................................................................................. 11
1.8 3DISC Privacy Policy and GDPR Privacy Statement.......................................................... 11
2. Components Overview .............................................. 12
2.1 Hardware Components.................................................................................................... 12
2.2 Software Components ..................................................................................................... 12
2.3 System Requirements and Specifications........................................................................ 13
2.4 Software output and design software compatibility ....................................................... 14
2.5 Minimum Computer Requirements................................................................................. 14
2.6 Environment Conditions .................................................................................................. 16
2.7 Power Input ..................................................................................................................... 16
2.8 Reusable Tips................................................................................................................... 17
2.9 Scanner Base and Handpiece........................................................................................... 17
2.10 Calibration ................................................................................................................. 17
3. Installing and connecting the Heron™ IOS ................. 18
3.1 Wall Mount Install Instructions (Optional) ...................................................................... 18
3.2 Connecting the Heron™ IOS ............................................................................................ 19
3.3 Configuring Windows High Performance Graphics Mode ............................................... 21
4. Getting Started With HeronClinicTM ........................... 23
4.1 Launching HeronClinic™ .................................................................................................. 23
Registration & Activation ...................................................................................................... 23
Accessing the Admin User Account....................................................................................... 24
4.2 Setting Up A HeronClinic™ User Account ........................................................................ 24
Customizing the Admin User Account................................................................................... 24
4.3 Adding a New User Account ............................................................................................ 25
Password Protecting a User Account .................................................................................... 26
4.4 Linking a User Account to the HeronCloud™................................................................... 26
4.5 Accessing the HeronClinicTM Start Screen........................................................................ 28
4.6 Overview of the HeronClinicTM Start Screen.................................................................... 28
Access directly your HeronCloudTM account ......................................................................... 29
Enabling Direct Scan.............................................................................................................. 29

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5. Configuring Settings & Preferences ........................... 31
5.1General Settings .............................................................................................................. 31
5.2Configuring Data Settings ................................................................................................ 33
5.3Configuring Sound Settings.............................................................................................. 36
5.4Configuring User Settings ................................................................................................ 36
5.5Configuring Upload Settings ............................................................................................ 37
5.6Configuring Case Setup Settings ...................................................................................... 37
5.7Configuring Lab Sheet Settings ........................................................................................ 43
5.8Configuring 3D Settings ................................................................................................... 43
6. Managing Patients & Cases........................................ 46
6.1Managing Patient Profiles ............................................................................................... 46
Creating a New Patient Profile.............................................................................................. 46
6.2Managing Patient Cases .................................................................................................. 49
6.3Using Direct Scan ............................................................................................................. 51
6.4Merging a Direct Scan with a Patient Profile ................................................................... 51
6.5Viewing Case Status......................................................................................................... 53
6.6Setting Up a Case in HeronClinicTM .................................................................................. 54
7. Scanning with HeronTM IOS ........................................ 60
7.1Before You Scan.................................................................................................................. 60
Scan Tools Overview ............................................................................................................. 60
7.2 Using the Scan Tip ............................................................................................................... 61
7.3 An Example Scan Workflow Menu .................................................................................. 62
7.4Useful Scanning Tips ........................................................................................................ 63
7.5Accessing the HeronClinicTM Scan Workflow................................................................... 65
7.6Scanning the Maxillary Arch ............................................................................................ 65
7.7Scanning the Mandibular Arch ........................................................................................ 65
7.8 Recommended Scanpath Strategy.................................................................................. 66
Scanning the Maxillary Arch.................................................................................................. 66
Scanning the Mandibular Arch.............................................................................................. 68
7.9Scan Memory Use............................................................................................................ 69
7.10 Scan Live View ...................................................................................................... 69
7.11 Using Scan Tools ................................................................................................... 70
7.12 Using the Quality Map ¶ ....................................................................................... 71
Disable/Enable Captured Color ¶.......................................................................................... 72
7.13 Taking Live View Screenshots ............................................................................... 72
7.14 Using Auto-Realignment ¶.................................................................................... 73
7.15 Using HeronClinic™ Live Scan Tools ¶................................................................... 74
7.16 Using the Undercuts tool ¶................................................................................... 75
Undercuts Tool: Expanded Menu ¶ ...................................................................................... 75
Positioning the 3D Digital Model ¶ ....................................................................................... 76
Selecting a Region ¶.............................................................................................................. 76

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Undercuts: User View ¶ ........................................................................................................ 77
Undercuts: Auto-Detect ¶..................................................................................................... 77
7.17 Using the Region Lock tool ¶ ................................................................................ 78
7.18 Using the Trim tool ............................................................................................... 78
7.19 Using the Measurement Tool ¶ ............................................................................ 79
7.20 Carrying Out A Bite Alignment.............................................................................. 80
Changing between automatic and manual mode ................................................................. 80
Using audio-guidance............................................................................................................ 80
3.5 80
7.21 Automatic Bite Alignment..................................................................................... 81
6.11 ................................................................................................................................... 81
Recommended Scanpath Strategy........................................................................................ 81
Bite-alignment using a single bite segment .......................................................................... 82
7.22 Carrying out a Manual Bite Alignment.................................................................. 83
7.23 Auto-Realignment................................................................................................. 86
7.24 Using Bite Alignment Tools................................................................................... 87
8. Finalizing a Patient Case............................................. 88
8.1Finalizing an Order........................................................................................................... 88
8.2Using Case Finalization Tools........................................................................................... 90
8.3Using the Margin Line Tool.............................................................................................. 92
Modifying a Margin Line ¶ .................................................................................................... 93
8.4Using the Model Closing Tool ¶....................................................................................... 94
8.5Reviewing 2D images....................................................................................................... 95
8.6Check And Send Your Order ............................................................................................ 96
Verify Patient & Restoration details...................................................................................... 96
Verify Export settings............................................................................................................ 96
Verify Lab Order Details ........................................................................................................ 97
Verify Order Form Details ..................................................................................................... 97
Hide Patient Name When Sending To The Lab ..................................................................... 98
Verify Case Status ................................................................................................................. 98
Resending a Modified Order Form........................................................................................ 99
9. Communicating With Labs ....................................... 100
9.1 Linking a HeronClinic™ account to HeronCloudTM ......................................................... 100
9.2 Creating A HeronCloud™ User Account (Clinic) ............................................................. 101
9.3 Overview of the HeronCloudTM Dashboard ................................................................... 103
9.4 Configuring HeronCloudTM User Settings....................................................................... 104
9.5 Editing your HeronCloudTM Profile................................................................................. 104
9.6 Configuring View & Notification Settings ...................................................................... 105
9.7 Configuring Connections with Labs ............................................................................... 106
Adding a lab connection...................................................................................................... 106
Selecting Default Upload Settings in HeronClinicTM ............................................................ 107

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9.8 Managing Cases in HeronCloudTM ................................................................................. 108
9.9 Managing Case Status in HeronCloudTM ........................................................................ 109
Filtering Cases ..................................................................................................................... 109
Displaying Cases by Status .................................................................................................. 109
Changing the Status of a Case............................................................................................. 109
Case status descriptions and permissions........................................................................... 110
9.10 Displaying 3D Views in HeronCloudTM ..................................................................... 111
9.11 Downloading Case Files in HeronCloudTM................................................................ 112
Downloading specific case files........................................................................................... 112
Downloading all case files ................................................................................................... 112
Case File Details .................................................................................................................. 112
9.12 Displaying a Case Order Form in HeronCloudTM ...................................................... 113
9.13 Adding a Comment to a Case .................................................................................. 113
9.14 Contacting 3DISC Support in HeronCloudTM .......................................................... 114
10. Maintenance ....................................................... 115
10.1 Cleaning the Handpiece ...................................................................................... 115
10.2 Cleaning and Sterilizing Tips............................................................................... 115
10.3 Disposal............................................................................................................... 117
10.4 Calibration .......................................................................................................... 117
11. Safety Guidelines and Warnings .......................... 118
11.1 Warnings and Symbols............................................................................................. 118
11.2 General Guidelines .................................................................................................. 118
11.3 General Warnings .................................................................................................... 119
System Modification ........................................................................................................... 119
Approved Software ............................................................................................................. 119
Equipment Failure .............................................................................................................. 119
11.4 Mechanical Hazards .................................................................................................... 119
Moving Parts ...................................................................................................................... 119
Dropped Equipment............................................................................................................ 120
Base..................................................................................................................................... 120
11.5 Electrical Safety........................................................................................................ 120
Electrical Shock .................................................................................................................. 120
Stress on Cables .................................................................................................................. 120
11.6 Eye Safety ................................................................................................................ 121
11.7 Hygiene.................................................................................................................... 121
11.8 Precautions During Systems Operation ................................................................... 121
11.9 Accessories ............................................................................................................. 123
11.10 EMC Guidance and Declaration .......................................................................... 123
Electromagnetic Emissions ................................................................................................. 123
Electromagnetic Immunity.................................................................................................. 123

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12. Support, Warranty and RepairService ................. 129
12.1 Support .................................................................................................................... 129
Operating Issues Checklist .................................................................................................. 129
12.2 Standard Warranty .................................................................................................. 129
12.3 Repair Service .......................................................................................................... 130
12.4 Out of Warranty Repair Service............................................................................... 130

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Introducing the Heron™ IOS
1.1 Introduction
Thank you for purchasing the Heron™ IOS from 3DISC.
The Heron™ IOS is designed and developed to produce high-quality digital intraoral
scans or models, for dental restoration or analysis.
Designed with you as a dentist and your patient in mind, the Heron™ IOS scanning
device is lightweight, versatile and easy to use, enabling fast, accurate scans and
enhanced patient experience.
Combined with the HeronClinic™ 3D Scanning and Case Management software, and
the HeronCloud™ file-sharing platform for ordering and communicating with labs,
the Heron IOS solution provides a comprehensive, intuitive and fully digital
experience.
We hope you enjoy your new intraoral scanner solution.
1.2 What’s new in this version
This document update incorporates new features and improvements added
to the HeronClinicTM 3.7 software release.
For more information consult: HeronClinic 3.7 Release Notes.
3DISC Online Help
For your comfort, 3DISC Online Help is now available at:
3DISC Online Help
Links to 3DISC Online Help are indicated by the following icon:
1.3 Indications supported
The software enables you to select the following indications* when filling
out orders for restoration:

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· Conventional crowns
· Anatomic crowns
· Copings
· Provisional crowns
· Anatomical pontics
· Reduced pontics
· Provisional pontics
· Inlays/Onlays
· Implant abutments
· Implant-based bridges
· Tooth-based bridges
· Orthodontic aligners
· Nightguards
· Splints
· Retainers
· Bleach trays
· Sleep appliances
· …
* Verify with your dental lab or service provider about their capabilities to
produce particular indications.
1.4 Certification and compliance
The system has been tested and conforms to the following standards:
• IEC 60601-1, Medical electrical equipment - Part 1: General requirements
for basic safety and essentialperformance
• IEC 60601-1-2, Medical electrical equipment - Part 1-2: General
requirements for basic safety and essential performance - Collateral
Standard: Electromagnetic disturbances
- Requirements and tests:
• IEC 62471, Photobiological safety of lamps and lamp systems
1.5 Regulatory
The Heron™ IOS is manufactured and marketed in accordance with US FDA
Regulations and EU Medical Device Regulation 2017/745.
1.6 Intended Use
The Heron™ IOS is an optical impression system. It is used to record the
topographical characteristics of teeth, dental impressions, or stone models
for use in the computer-aided design (CAD) and computer-aided
manufacturing (CAM) of dental restorative prosthetic devices.
CAUTION: Rx only - Federal law restricts this device to be sold by or on the
order of aDentist.