Endodontic Operatory Imaging Setup: Microscope Video, Sensors and CBCT Scans, and Where Each File Should Land
Operatory 3 is doing a retreatment. The assistant presses capture on the microscope, and the still goes to the camera's own USB stick. In operatory 1 the same button puts the image straight into the patient's chart. Down the hall, last month's CBCT volumes sit on the scan PC's D: drive.
This guide belongs to our endodontic office technology guide. It is written for the owner or office manager who has to sort this out with whoever looks after the computers. If you are weighing outside help, our dental IT support page explains how Legend works with practices. Below you will find a stack map, a capture-path decision table, a per-room spec sheet, a four-point backup audit, a CBCT integration table and a storage worksheet. Each vendor fact comes with its source and the date we checked it.
An endo operatory has three imaging data paths: dental microscope camera stills and video, 2D sensor images, and CBCT volumes. Each one should land in a known folder that the practice software can see and the backup copies. Most gaps come from rooms set up differently and from CBCT volumes saved on the acquisition PC.
- An endo operatory has three imaging data paths (microscope stills and video, 2D sensor images, CBCT volumes); each should land in a known folder that the practice software sees and the backup copies.
- A capture device on the HDMI loop-through saving JPEGs to a watched folder is the easiest microscope path to repeat in every room; TDO's Folder Monitor is JPEG-only and a ZEISS camera needs FolderMonitorMaxAttempts=200 (TDO KB 321).
- In TDO's Carestream integration, CBCT volumes are saved to the Kodak Volume Path, which in many offices is a second drive on the acquisition PC (TDO KB 854); the volumes are backed up only if that folder is in a backup job.
- TDO Cloud Backup covers the database, X-rays, reports and uploaded images and documents, and 'CBCTs are excluded' (TDO KB 367, July 2026).
- Only Carestream, J. Morita and PreXion CBCTs integrate with TDO Software; TWAIN is a 2D sensor route (TDO KB 333), and TDO does not sync CBCT scans between locations (TDO KB 727).
In this guide
- What is in an endo operatory imaging stack?
- How do you get a dental microscope camera into the patient chart?
- Why does microscope video lag, and how do you fix it?
- What should each endo operatory computer have?
- Where are your CBCT scans saved, and are they in the backup?
- Which CBCT systems integrate with TDO Software?
- How much storage does an endo practice need for CBCT and microscope video?
- Microscope video, USB sticks and patient privacy
- One configuration in every room: the rollout checklist
- What to ask your IT provider
- The bottom line
- Frequently asked questions
- The bottom line
What is in an endo operatory imaging stack?
An endo imaging stack has six layers: the microscope camera, a capture device or PC, the 2D sensor, the CBCT unit with its acquisition PC, the practice software's image store, and the backup. Problems come from the handoffs between layers. So the useful map shows where each file is created, where it should end up, and who fixes each layer.
Fill in this table for your own office, one row per device. It takes ten minutes, and it becomes the inventory for the rollout checklist further down. For the rest of the office, see our IT services for endodontic offices page.
| Layer | Products you may run | Where the file is created | Where it should end up | Who fixes it |
|---|---|---|---|---|
| Microscope camera | ZEISS EXTARO 300, Global Surgical cameras, Leica, or a Canon DSLR on an adapter | The camera's own USB media, or a live HDMI feed | The patient's chart, through a watched folder or a driver | Device vendor (camera); IT (the path to the PC) |
| Capture device or capture PC | A USB capture device such as Magewell, or the operatory PC's own capture software | A folder on the operatory PC | A folder the practice software watches, on storage the backup copies | IT |
| 2D sensor | Carestream 6100/6200, XDR, Schick, Gendex, Digora and other TWAIN sensors | The sensor software or the TWAIN driver | The practice software's X-ray store | Sensor vendor (driver); IT (driver updates, USB, Windows) |
| CBCT unit and acquisition PC | Carestream CS 8100, 8200, 9000, 9600; J. Morita (i-Dixel); PreXion | The acquisition PC, then the CBCT maker's volume store | A known volume folder that is in a backup job | CBCT vendor (software); IT (paths, names, permissions, backup) |
| Practice software image store | TDO Software, PBS Endo or another system you may run | The image organizer or X-ray folder on the server | Stays on the server | Practice software vendor (application); IT (server, share, permissions) |
| Backup | TDO's own backup utility in TDO offices, plus any other backup layer | Copies of everything above | Offsite as well as onsite, and restorable | IT and the doctor (in TDO offices, see the audit below) |
TDO's own knowledge base says the practice software "does not support any of these peripherals". A device has to work outside TDO before it will work inside it (TDO KB 329, January 27, 2026). That is why the last column matters: each layer has its own owner, and the gaps sit between them.
How do you get a dental microscope camera into the patient chart?
A microscope image reaches the chart in one of three ways: the camera records to its own USB media and someone imports it; an HDMI feed goes through a capture device to a folder the practice software watches; or the microscope archives to a network share or over DICOM. A watched folder on backed-up storage is the easiest to repeat in every room.
The three capture paths (plus the vendor app)
- Camera records to its own media. ZEISS lists "Integrated camera with recording on USB; HDMI output" for the EXTARO 300 Essential camera option (ZEISS specification page, read October 26, 2026). The file lives on the stick until someone imports it.
- HDMI to a capture device, then a watched folder. Global Surgical describes its 4K and 1080 HD cameras as "HDMI direct-to-monitor" video cameras. It sells a Magewell Image Capture Kit to "archive files from your microscope's camera to a computer during an exam" (Global Surgical, read October 26, 2026). Magewell's USB Capture HDMI 4K Plus lists a USB 3.0 host interface (USB 2.0 compatible), capture up to 3840×2160p30 or 1920×1080p90, and one HDMI loop-through. The loop-through keeps the operatory monitor live while the PC captures.
- Network archive or DICOM. The EXTARO 300 Complete camera lists "network integration available for archiving purposes", and ZEISS lists DICOM as a package option or add-on depending on configuration.
- Vendor app or cloud. ZEISS Connect (iPad) and ZEISS Surgical Cloud ("synchronize recorded images and videos") are add-ons. If you use one, ask the vendor where the data is stored and how it reaches your chart.
| Capture path | Where the file lands first | How it reaches the chart | Risk of a missing or stray file | Fits best when |
|---|---|---|---|---|
| Camera records to USB stick | The stick in the camera | Someone imports it by hand | High: files wait on removable media, and some are never imported | Occasional teaching or marketing clips only |
| HDMI → capture device → watched folder | A folder on the operatory PC or a server share | The practice software's folder monitor or driver imports it | Low, if the folder is on the backup list | Daily clinical stills in every room |
| Network archive or DICOM from the microscope | A server share or an imaging archive | Practice software import or a DICOM workflow | Low, but it has to be configured and tested | Offices that already run a DICOM archive |
| Vendor app or cloud | The vendor's app or cloud | Usually manual export | Depends on the vendor's storage terms | Patient education and sharing, alongside one of the paths above |
If you run TDO Software: Folder Monitor, TWAIN or DSLR Remote Pro
TDO's Folder Monitor "will allow TDO to automatically save Digital Images into the Patient's record", and it is "Only supported for JPEG files" (TDO KB 321, May 20, 2026). Set it up per operatory like this:
- Set the camera or capture software to save JPEG stills to one folder.
- In TDO 12, open Setup > Site Configuration > Edit Control Table, then the Workstation settings tab.
- Under Remote Camera, choose Folder Monitor.
- Point the Remote Camera Software Path at the capture folder.
- Tick Autosave Camera Image if images should save into the record automatically.
- For a ZEISS camera, add
FolderMonitorMaxAttempts=200to tdo.ini. TDO says "The Zeiss camera requires" this, and the setting works on TDO 11.340a or later.
- For a ZEISS camera, add
- On TDO 12.400 or later, decide on Auto Archive (moves images to an Archive folder after saving) and Include Subfolders (for camera software that makes dated subfolders).
TDO's IT setup checklist lists two other routes. Microscope and intraoral cameras can use DSLR Remote Pro or the Folder Monitor. A webcam "can be accessed as a video driver, via TWAIN, or by using the Folder Monitor" (TDO KB 821, October 2, 2023). DSLR Remote Pro works only with Canon cameras, and a camera cord longer than 15 feet needs a booster cable (TDO KB 66, January 19, 2026).
If you run Open Dental
Open Dental captures from a live feed in the Imaging module (click Video). Its manual says "Any webcam or intraoral camera should be compatible", and Video needs an active registration key. Where a capture is saved follows a chain: the mount if you capture onto one, then "Default Image Category for video capture", then the Default Image Category, then the selected category. So set the video-capture category in Preferences on every operatory PC. The manual also says "Video Capture is not available for Open Dental Cloud", which matters before any cloud move. Open Dental is one of the practice management systems whose IT environment Legend supports; see our Open Dental IT support page.
If you run PBS Endo or another system
We found no public PBS Endo document on microscope capture (checked October 2026). Ask the vendor's support team which of the three paths above it accepts and which folder it watches, then set every room the same way.
Why does microscope video lag, and how do you fix it?
Microscope video usually lags when the live view runs through the PC instead of straight to the monitor, when the capture device sits on a slow USB port, or when power saving sleeps the USB port. Keep the monitor on the HDMI loop-through, capture over USB 3.0, and switch off USB power management.
Points 4 to 7 are TDO's published requirements. Points 1 to 3 and 8 are general practice, and your camera vendor's guidance comes first if it differs.
What should each endo operatory computer have?
Each operatory PC should meet the practice software's workstation spec, use a wired connection, avoid Snapdragon and ARM processors (TDO does not support them), keep a free USB 3.0 port for capture, and carry a name no other computer in the practice uses. The CBCT viewing or acquisition PC follows the CBCT vendor's spec.
| Item | What to have | Source |
|---|---|---|
| Processor | Intel i5 2.4 GHz or faster recommended; "Snapdragon and ARM processors not supported" | TDO KB 39 (October 9, 2025) |
| Memory | 8 GB recommended for a TDO workstation; a CBCT viewing PC follows the CBCT vendor's spec | TDO KB 39; ask the CBCT vendor |
| System drive | 120 GB SSD recommended; the capture folder belongs on the backed-up share, not only the local disk | TDO KB 39; this guide |
| Windows | Windows 10 or higher; TDO says Windows Home "is not recommended because of its networking limitations" | TDO KB 39 |
| Network | Wired 1 Gb Ethernet. TDO lists "WIRELESS NOT SUPPORTED" for workstations; see our guide to endodontic software on a server or in the cloud for the full network picture | TDO KB 39 |
| Monitors | At least 1280×960, matching resolutions on dual screens, nothing at 5120×1440 or above | TDO KB 107 |
| USB | A USB 3.0 port for the capture device, a port for the sensor, power management off | Magewell spec; TDO KB 107 |
| Computer name | Unique across every office, including CBCT machines | TDO KB 107, 854, 727 |
| Server path | The TDO server directory as a UNC path (for example \\hostname\TDO\TDOfficeData) in TDO 12, rather than a mapped network drive; any mapped drive uses the server's hostname, not its IP address | TDO KB 107 |
| Antivirus | One antivirus product, with TDO's exclusions set | TDO KB 107 |
| Sensor driver | Check the sensor maker's own guide. The Schick 33 USB module guide (P/N 100003870 Rev. 10, file dated January 2025) lists Windows 10 and 11 Pro/Enterprise 64-bit; older interfaces were not checked | Dentsply Sirona Schick 33 IFU |
Windows 10 reached end of support on October 14, 2025 (Microsoft Lifecycle). If any operatory or scan-room PC still runs it, our post on Windows 10 end of life for dental practices covers the options. Before any Windows 11 upgrade on a PC connected to a Carestream device, TDO asks you to check the device's compatibility first (TDO KB 792). How many network drops each room needs, and where the CBCT PC sits in a new build, are covered in our guide to technology for an endodontic office build-out.
Where are your CBCT scans saved, and are they in the backup?
CBCT volumes are saved in the CBCT maker's volume folder, not in the practice software's database. In TDO's Carestream integration that folder is the Kodak Volume Path, which in many offices is a second drive on the acquisition PC. The volumes are backed up only if that exact folder is in a backup job. TDO Cloud Backup excludes CBCTs.
What is the Kodak Volume Path?
In TDO's Carestream CBCT integration, the Kodak Volume Path is "the location where your 3D scans are saved to after reconstruction". TDO's knowledge base adds: "In many offices this is a second internal hard drive on the Acquisition PC." Other offices save scans across the network on the server. TDO suggests naming the folder "TDO Volumes" (TDO KB 854, October 10, 2025). If that folder is not on the backup list, the volumes are not backed up.
The four-point "where are your scans?" audit
Do this with your IT person at the CBCT acquisition PC. Each check says what to look at and what counts as a fail.
TDO also lists a monthly Fire Drill among the IT professional's duties, to check that the administrative workstation can stand in as the server (TDO KB 125, February 23, 2026). The endodontic software guide explains who is responsible for the TDO backup and how the Fire Drill works.
J. Morita offices have one more line to check. The i-Dixel Ver. 2.4 instructions say "The backup processing is not set up at shipment." Images moved with i-Dixel's "data move" are not covered by its backup, and the PC has to be on at the scheduled backup time (J. Morita i-Dixel IFU, file dated August 21, 2024). Ask who set up i-Dixel's backup, when it runs, and where it writes.
If any of the four checks failed, a Free Dental IT Assessment gives you written findings and prioritized recommendations on your computers, software, network security, backups and performance.
Once the folders are in the backup, test that the backup actually restores: a copy you have never restored from is still an open question.
Which CBCT systems integrate with TDO Software?
TWAIN bridges connect 2D sensors (Schick, Gendex, Digora and others); they do not give CBCT functionality. For 3D, only Carestream, J. Morita and PreXion integrate with TDO. Any other maker "will not have any CBCT functionality in TDO even if they mention some sort of TWAIN integration" (TDO KB 333, March 31, 2026).
| CBCT maker | Integration with TDO | What you get | Source |
|---|---|---|---|
| Carestream (CS 8100, 8200, 9000, 9600) | Direct | Acquire from TDO; a link to the scan appears in the patient's Image Organizer; snapshots show in TDO | TDO KB 333, 854 |
| J. Morita (i-Dixel) | Direct, to J. Morita's patient database | TDO launches i-Dixel, links patients and files instead of duplicating them, and creates the i-Dixel patient if missing | TDO KB 715, 329 |
| PreXion | Direct (TDO 12.202 or later) | Acquire and view; the screenshot folder needs a mapped network drive | TDO KB 333, 668 |
| Any other maker | None for 3D | Screenshots can be imported as JPEGs, with "absolutely no link" to the CBCT software | TDO KB 333 |
Carestream imaging (CS Imaging) is one of the imaging platforms whose IT environment Legend supports; see Carestream imaging IT support. For other imaging platforms see DEXIS IT support and Planmeca Romexis IT support.
J. Morita i-Dixel with TDO: what IT has to set up
TDO's J. Morita article (TDO KB 715, September 30, 2026) is unusually direct about the IT side. Work through it as a checklist:
What if you switch CBCT brands?
When an office changes CBCT makers, "the volumes from the older CBCT manufacturer may not open in TDO". TDO added multiple-CBCT configurations from build 12.295 so offices can open volumes from more than one maker (TDO KB 727, November 21, 2025). Before the old unit leaves, confirm its volume folder is backed up and that the old viewer is configured on at least one PC.
Do CBCT scans show at your other location?
Not through TDO. TDO says: "TDO does not synchronize CBCT scans between locations." If you want scans viewed across locations, "your IT will need to configure and maintain a third-party synchronization program" for the CBCT directories (TDO KB 727). It also asks that paths be consistent across the computers you configure. Whether a second office should have its own CBCT is a build-out decision; see our guide to technology for an endodontic office build-out.
What about 2D sensors?
TDO lists Carestream 6100/6200 and XDR sensors as direct integrations. Schick, Optime, ScanX, Digora, DentiMax and Gendex connect through TWAIN, and DEXIS through a bridge. TDO supports only the known and tested TWAIN interfaces ("currently only Schick and Optime"), and says it "will be up to your IT" to keep TWAIN drivers current (TDO KB 329). When the sensor software and the practice software stop talking, our guide to troubleshooting dental imaging integrations walks through the checks.
How much storage does an endo practice need for CBCT and microscope video?
Work it out from your own files. Measure the average size of one volume in your CBCT folder and of a one-minute microscope clip, multiply by your weekly counts and weeks open, add scans you receive from other offices, then multiply by the number of backup copies you keep. Published sizes vary too much by unit and settings to use instead.
Measure first. Right-click one patient's folder in the volume path and open Properties to see its size. Do this for five recent scans and take the average. Record a one-minute test clip at your usual capture setting and check its size the same way.
| Line | Input | Your number |
|---|---|---|
| A | CBCT scans per week | |
| B | Your measured average volume size | |
| C | Microscope video minutes per week × your measured size per minute | |
| D | Microscope and camera stills per week × your average still size | |
| E | CBCTs that arrive from other offices per week (disc or drive) × their average size | |
| Yearly new data | (A × B + C + D + E) × weeks open | |
| Backup capacity | Yearly new data × the number of backup copies you keep (for example one onsite, one offsite) |
Line E is easy to forget. An AAE Communiqué asks endodontists to consider "explaining the significant differences between CBCT imaging acquisition protocols" to referring dentists. It notes that patients increasingly bring CBCTs from other offices on CDs and jump drives, and says endodontists should tell referring dentists and patients that "a second scan at the endodontic practice will likely be acquired" (AAE Communiqué, Bruno Azevedo, April 1, 2022). So an office can end up storing both the scan that came in and the one it takes itself. For Carestream CBCT in TDO, KB 871 describes how a scan from a disc is copied into the patient's volume folder and linked with TDO's CBCT Syncer (November 21, 2025). That also means the scan lands in the folder your audit checks.
Worked example (example only; your numbers will differ). As an example input, Vatech America's export table lists 482 MB for a 5×5 field of view at 0.08 voxel without a viewer (829 MB with one); its table runs from 260 MB to 1,100 MB across fields of view (Vatech exports, by FOV; undated PDF). Ten such scans a week for 48 weeks is 10 × 482 MB × 48 ≈ 231 GB a year of CBCT alone. With two backup copies, that is about 463 GB of backup capacity, before video, stills and inbound scans. Put your measured figures in place of these.
How large a file is when you send it to a referring dentist, and how to send it, is a separate question from storage and is not covered here. For where backup copies should live and how they are protected, see our guide to dental backup solutions and our backup protection page.
Microscope video, USB sticks and patient privacy
Removable media moves patient images in both directions: capture sticks that leave the operatory, and CBCT discs and drives that arrive from other offices. These are practical questions to settle with your team and your IT person. They are not a legal reading; take questions about how a rule applies to your practice to your compliance lead or counsel.
For the safeguards side, see our HIPAA compliance services page and our summary of HIPAA Security Rule updates for dental practices. For sending clips, see email security for dental offices.
One configuration in every room: the rollout checklist
Once you know where every file goes, make each room match. Work through these steps one operatory at a time, starting with the room that captures most.
What to ask your IT provider
- Where does each microscope capture land in each room, and is that folder in a backup job?
- What is our CBCT volume path, and when was a volume last restored from backup as a test?
- Which CBCT acquisition software and driver versions are installed, and are they on TDO's grid (or our CBCT vendor's list) for our build?
- Are any two computers named the same, across both offices?
- If we run J. Morita, have the i-Dixel permissions and i-Dixel's own backup been set up and checked?
- Which PCs still run Windows 10, and what is the plan for each?
The bottom line
Choose one capture path per device and set every room the same way. Know where each CBCT volume folder is and put it in a backup job of its own. Check drivers against the vendor's list before any update. If you want a second pair of eyes on your operatories and scan room, ask for a Free Dental IT Assessment. It gives you written findings and prioritized recommendations on your computers, software, network security, backups and performance. Our endo practice IT support page covers the network, backups and accounts around it.
This guide comes from Ian Lynch, who has 22 years in dental IT and oversees the NOC, onsite dispatch and client technology roadmaps. Legend has 22+ years in dental IT (since 2004) and has served over 3,500 practices since 2004. We offer 24/7 monitoring, in-house engineers with no outsourced first-level triage, and onsite dispatch by appointment across served dental markets; remote-first nationwide. Helpdesk staffed 24/7 at 1-800-794-1588.
Frequently asked questions
Can a microscope camera save images straight into the practice software?
Yes, if the capture is set up for it. In TDO Software, the Folder Monitor imports JPEG stills saved to a watched folder; webcams can also use a video driver or TWAIN, and Canon cameras can use DSLR Remote Pro (TDO KB 321, 821, 66). In Open Dental, Video Capture in the Imaging module saves to the image category set in Preferences.
Why does microscope video lag on the operatory monitor?
Usually the live picture is routed through the PC instead of the capture device's HDMI loop-through, the capture device sits on a USB 2.0 port, or Windows power saving is sleeping the USB port. Feed the monitor from the loop-through, use a USB 3.0 port, and turn off USB power management, as TDO's best practices ask.
Which CBCT machines integrate with TDO Software?
Only Carestream, J. Morita and PreXion CBCTs integrate with TDO Software for 3D (TDO KB 333, March 2026). The Carestream models TDO lists are the CS 8100, 8200, 9000 and 9600. Other makers can provide screenshots as JPEGs with no link to the scan, even if they mention TWAIN, which is a 2D sensor route.
Where are CBCT scans stored, and are they backed up?
In the CBCT maker's volume folder, not the practice software's database. With Carestream in TDO Software this is the Kodak Volume Path, often a second drive on the acquisition PC or a server folder (TDO KB 854). The scans are backed up only if that exact folder is in a backup job, so check the path and the job together.
Does TDO Software's cloud backup (TDO Cloud Services) back up our CBCT scans?
No. TDO Cloud Backup covers daily database backups from the last seven days and a full backup of X-rays, reports and uploaded images and documents, and TDO says "CBCTs are excluded" (TDO KB 367, July 2026). The volumes stay in the CBCT volume folder, so that folder needs its own backup job, copied offsite.
What does IT need to set up for J. Morita i-Dixel with TDO Software?
TDO KB 715 asks for i-Dixel 1.817 or later and TDO 11.111 or later, and says i-Dixel Web is not supported. IT must give all Windows users full read/write permission on the J. Morita registry keys and folders listed in the KB, keep computer names unique, and create the C:\JMoritaMFG\3dx\temp\TDO screenshot folder.
Can a second office see CBCT scans taken at the first?
Not through TDO Software. TDO says it does not synchronize CBCT scans between locations, so a scan taken in one office is not visible in the other. To view scans across locations, your IT has to set up and maintain a third-party sync of the CBCT folders, with consistent paths on every computer (TDO KB 727).
Should we record microscope video to a USB stick?
For daily clinical images, a stick is the weakest of the capture paths. The files do not reach the chart until someone imports them, the stick can leave the building, and the backup does not see it. A capture device that saves to a watched folder on backed-up storage puts the same image in the chart without the extra step.

