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.

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1.7 Classifications
The Heron™ IOS system has the following classifications
•Protection against electrical shock: Type B Applied Part
•Protection against harmful ingress of water: Ordinary equipment (IPX0)
•Safety of application in the presence of a flammable anesthetic material
with air or with oxygen or nitrous oxide: Equipment not suitable for use in
the presence of a flammable anesthetic mixture with air or with oxygen or
nitrous oxide.
1.8 3DISC Privacy Policy and GDPR Privacy Statement
Your privacy and the privacy of the patient data managed by you is important
to 3DISC.
For information on 3DISC Privacy Policy, go to:
Privacy policy - 3DISC
To access 3DISC’s GDPR Privacy Statement, go to:
GDPR Privacy statement - 3DISC
WARNING: Unintended use of the system can result in physical injury to the
patient and operator, and damage to the system.

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2. Components Overview
The Heron™ IOS system is composed of hardware and software components.
2.1 Hardware Components
The Heron IOS system is composed of the
following hardware components*:
1. Heron IOS Scanner
2. Heron IOS base
3. Removable autoclavable tips
4. USB 3.0 cable
5. AC/DC power adapter
Hardware Component Part Number
Heron™ IOS (Includes 3 Tips) IOS-FP-71-001
USB 3.0 Cable IOS-CP-00-043
AC/DC Power Adapter IOS-CP-00-088
Save the Box: It is highly recommended that you store the packaging in a safe place
and do not dispose of it. The original packaging box is optimal for any necessary
transportation or shipment of the Heron™ IOS.
*Note: Packaging details and contents may vary from those described in this guide.
2.2 Software Components
The Heron™ IOS system comprises the following software components:
HeronClinicTM : 3D Scanning and Case Management software.
HeronCloudTM : Dedicated cloud platform for ordering and communicating with
labs.

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2.3 System Requirements and Specifications
Scanner Specifications
Scanner Type
Hand-held (chairside) scanner that creates
optical impressions for dental restorations.
Design Compact, lightweight, ergonomic – designed
to be operated with little physical effort.
Dimensions Base Size: L 306mm, W 98mm, H 72mm
Dimensions Scanner Weight: 150 grams
Size: L 256mm, W 43mm, H 43mm
Cable length (scanner to base): 2m
Power Requirement DC 5.0V / 4A (Power supply included)
Scanner Tip
Reusable up to 250 times, sterilize using steam
autoclave
Heating Element
Ventilated. Prevents formation of fog on optics
Acquisition Method/Imaging
technology
Hybrid technology: active stereo imaging and
structured light
Sensor technology CMOS
Color Scanning 24-bit (8-bit per channel)
Scanning frequency 25-30 FPS
Imaging field-of-view 12mm x 14mm
Light sources High-power LEDs
Scanning Process
Tooth Preparation No powder or spray required
Scanning Principle Continuously scanning and
accumulating (stitching) depth
and color data
Distance Scanner - Tooth -1mm – 19mm
Possible contact duration by operator <10 min. Note: May vary with
hardware configuration
Operator accessible part Handpiece

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Possible contact duration by patient t ≤ 10 min
Patient accessible part (Type B Applied Part)
Tip (autoclavable)
Computer – Scanner Interface
USB 3.0
2.4 Software output and design software compatibility
Output File Format
STL, PLY, OBJ
Compatibility with CAD/CAM Systems Open Architecture Output format STL,
PLY, OBJ Compatible with most Dental
CAD systems
2.5 Minimum Computer Requirements
The following requirements have been defined by 3DISC to ensure the
HeronClinicTM software operates properly. The related configurations
have been tested by 3DISC.
For an online version, visit: Minimum Computer Requirements
IMPORTANT NOTICE: The use of any other hardware units and/or other
base software modules to run the HeronClinicTM software is not
recommended and is not supported by 3DISC.
Minimum Software
Requirements
Operating System Windows 10 (Excluding Windows 10 S, now
defunct) Administrative rights required.
Disk Space 100 GB or greater of free disk space
Ports At least 1 x USB 3.0 port (SuperSpeed)
Nvidia Driver Nvidia Studio driver version 471.68 is currently
required. Nvidia gamer-ready driver should not be
used with the HeronClinic software.
NVIDIA GPU operation mode The PC must be able to ensure that the
Nvidia GPU is
the only GPU activated on the PC and that any Intel
integrated GPU is disabled. (This is usually achieved
using high level configuration tools or BIOS
commands).
Warning: Certain models of computer of the following

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brands - Acer, MSI, HP,… - provide no option to only
have the Nvidia GPU active. This may affect
performance: low FPS or freeze during scan.
Screen resolution Full HD (1920 x 1080) with DPI 100%
NOTE: The use of 4K (3840 x 2160 pixels) or Ultra-
Wide (3440 x 1440 pixels) resolutions is also possible,
however the impact on performance has not been
quantified by 3DISC at this stage.
Software Configuration Recommendations
Windows automatic updates 3DISC recommends deactivating all Windows
automatic updates (except for security updates).
Nvidia driver automatic updates Nvidia driver automatic updates should be disabled.
Windows Battery Settings On laptops, the battery setting in Windows should be
configured to high performance mode only, with no
battery saving option.
Minimum Hardware Requirements
CPU Type Intel 10, 11 and 12 generation. Intel i7 or i9 – 4 Cores give best
performance.
CPU Clock 2.8 GHz clock or greater
“Turbo” and “boost” speeds cannot be considered.
Memory 16 GB of RAM or greater (DDR4 or better)
Graphics Card
Memory
6GB of RAM minimum on the graphics card are needed. Below
this, the software will
not launch: an error message will inform you
that the minimum requirement is not reached.
GPU •Quadro RTX3000, RTX4000 and above for laptop and
desktop
•RTX2070 for laptop and desktop
•RTX2080 for laptop and desktop
•RTX2080TI for desktop
•RTX3070 for laptop and desktop
•RTX3080 for laptop and desktop
•RTX3090 for desktop

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These PC requirements may be revised without notice by 3DISC to take
into account observations made on the field or additional test results
performed by our teams.
2.6 Environment Conditions
Operating Temperature 10°C to 30°C
Operating Relative Humidity
10% to 80% (non-condensing)
Storage Temperature - 20°C to 60°C
Storage Relative Humidity 10% to 80% (non-
condensing) Indoor use
only
Installation Category 1
Pollution Degree
2
Ingress of Liquids IPXO
Protective Class
Class IIIb
Overvoltage category II per IEC 60664-1
Max. working condition Continuous cycles with image capture
and transmission from/to Notebook or
non-medical grade PC.
Other possible accessories (IEC60601-1
3rd, Cl. 16)
Notebook with AC/DC Adapter.
Equipment Maintenance No user maintenance is required, and no
user service is allowed. Please contact
technical support in case of problem.
Cleaning Do not try to clean the inside of the de-
vice. Refer to section 10: Cleaning the
Handpiece for cleaning and sterilization.
2.7 Power Input
The power adapter input is 5V DC, 100-240V AC, 50-60Hz.
IMPORTANT: Compatibility of AMD GPUs is not guaranteed with
the HeronTM IOS.
Not meeting minimum hardware requirements will affect the
performance of the scanner.

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2.8 Reusable Tips
Scanner tip is autoclavable up to 250 times in a steam autoclave when
used with min cycle:
•132°C (270°F) at 4 minutes,or
•134°C (273°F) at 4minutes, or
•121°C (250°F) at 45 minutes.
See below: section 10.2 Cleaning and Sterilizing Tips.
2.9 Scanner Base and Handpiece
The scanner body consists of the Docking Base and Handpiece, which
are connected by a flexible, non-detachable cable.
2.10 Calibration
The Heron™ IOS™ is factory calibrated. In the case of calibration issues
due to transport, please contact your reseller or 3Disc support
technician.

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3. Installing and connecting the Heron™ IOS
3.1 Wall Mount Install Instructions (Optional)
When wall mounting the scanner base, be careful to respect
measurements indicated to drill holes for the wall mount.
•It is recommended to use wall anchors and threaded screws with an
8mm (5/16th inch) head diameter.
•A 4-5mm (3/16th in) distance between wall and bottom screw head
is recommended.
Caution: If the docking base is not properly installed there is a
possibility of the base falling and damaging the scanner.
IMPORTANT: 3DISC is not responsible for accidents or damage
caused in the event the scanner falls.

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3.2 Connecting the Heron™ IOS
For an online version, visit: Getting Started with Heron™ IOS
To install and connect the Heron™ IOS Scanner:
Step 1. Place the docking base on a flat, stable surface
and place the Heron™ IOS handpiece securely
on the base.
Step 2. Connect the AC/DC power adapter cable to the
docking base (the connector socket is located
underneath the base of the scanner).
Step 3. Connect the provided USB 3.0 cable to the
docking base (the connector socket is located
underneath the base of the scanner).
WARNING: Using a USB cable other than the one provided may
result in system malfunction or reduced performance.
WARNING: Make sure you use the 5.0V 4A power adapter
provided. Failure to do so may result in damage to the scanning
device.

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Step 4. Connect the other end of the USB 3.0 cable to
the computer.
Step 5. Connect the adapter block provided to a power
outlet.
IMPORTANT: Connect to Power
Supply before Scanning!
If your laptop computer is not properly
connected to a power outlet, the
following message will appear:
In this case, please connect your laptop
to the power supply before proceeding
to use to scanner.
IMPORTANT: When using a desktop computer, it is strongly
recommended to plug the USB cable to a USB port located at the
back of the computer; not doing so may result in system
malfunction or reduced performance.
DO NOT plug the USB cable into an intermediate hub.
IMPORTANT: Make sure to use a USB port that is compatible with
USB 3.0 (SuperSpeed), usually indicated by this symbol:
not doing so may result system malfunction or reduced
performance.
IMPORTANT: If using a laptop computer, make sure the power
supply is connected to a power outlet and not running on battery
power. Failure to do so will mean that the scanner will not have
sufficient power to produce images.