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Infrastructure · DIGITAL WORKFLOW & IT

The Digital Dental Workflow, From the IT Side: A Guide for Prosthodontic Practices

The lab calls at ten in the morning: the upper and lower scans for this afternoon's full-arch try-in never arrived. The scanner cart says they were sent. For practice owners and office managers in a prosthodontic office, that call is the moment the digital dental workflow stops being a clinical topic and becomes an IT one.

This guide maps where each file in a prosthodontic case lives, shows which ones most practice backups miss, sets out who to call for each device, and ends with a 14-question scorecard you can take to any IT provider. If you are looking for a provider rather than a guide, start with our page on dental IT support. This guide comes from Ian Lynch, who has 22 years in dental IT and oversees the NOC, onsite dispatch and client technology roadmaps.

In this guide
  1. What is a digital dental workflow, from the IT side?
  2. Where does every file in a prosthodontic case live? The data-flow map
  3. What does a prosthodontic practice run? The technology map
  4. Who do you call: the reseller, the scanner company or IT?
  5. What do the PCs need?
  6. How should the network be split in a prosthodontic office?
  7. Backup and records: the files your backup probably misses
  8. Lab portals and accounts: who can still see your cases?
  9. What should a prosthodontic practice ask an IT provider?
  10. Prosthodontic practices Legend has worked with, and what IT costs
  11. Frequently asked questions
  12. The bottom line

What is a digital dental workflow, from the IT side?

A digital dental workflow is the chain of files a case produces: scans, CBCT volumes, photos, designs and print or mill jobs, moving between devices, software and the lab. From the IT side, it is a set of computers, network paths, accounts and storage locations that must all work on the same day for one case to move forward.

3Shape describes the clinical chain in four steps: "Digital data acquisition", "Digital design (CAD)", "Manufacturing (CAM)" and "Clinical delivery and data archiving", in its explainer on digital dentistry workflows. The same page notes that instead of shipping physical impressions or models, "digital files can be shared directly." That one sentence is where IT comes in: every file that is shared also has to be stored somewhere, by someone, and copied somewhere else in case that place fails.

Here is the same chain, read as an IT checklist:

Clinical stepWhat the step producesWhat it needs from IT
CaptureIntraoral scans, CBCT, photos, face scansScanner PC or cart that is patched and backed up; imaging server; enough free disk
DesignCAD project files and exported STLA CAD workstation on the vendor's approved list, licence dongle or account, a path to the case files
MakePrint or mill jobsPrinter and mill reachable from the design PC; vendor cloud reachable through the firewall
Deliver and archiveFinal records, lab slips, the chartBackup that includes every folder above, a restore you have tested, and named accounts on every portal

The American College of Prosthodontists' position statement on advanced digital technologies (approved 2014, reaffirmed 2018) argues for open systems and "a common digital file format (e.g. STL)". For IT, an open format matters for a practical reason: a file you can export is a file you can back up and move to a new system later.

If you want the broader picture of where dental technology is heading, our overview of digital dentistry covers it. The rest of this guide stays with the files.

Where does every file in a prosthodontic case live? The data-flow map

Each file in a prosthodontic case has a default home: the scanner PC, a vendor cloud, the imaging server, the CAD workstation or the practice management system. Most practice backups cover the server and the PMS but not the scanner cart, the CAD project folder or the photo library. The map below shows each one.

Read it one row at a time. The column that matters most is "In your practice backup?", because the honest answer for many offices is "nobody has checked".

StepFileFormatTypical sizeWhere it lives by defaultIn your practice backup?Who supports it
CaptureRaw scan streams (TRIOS)Vendor raw dataNot published; measure your ownOnly on the PC where the case was scannedOnly if the backup job includes that PC's case folderScanner vendor or reseller (software); IT (PC, disk, backup)
CaptureProcessed intraoral scanSTL, PLY or DCMNot published; measure your ownScanner PC case folder; also the vendor cloud if connectedLocal copy: check. Cloud copy: the vendor's retention, not yoursScanner vendor (software); IT (PC, backup)
SendLab or portal caseOrder form plus scan filesVaries by caseVendor cloud: 3Shape Communicate, MyiTero, Medit Link or DS CoreNo; the vendor stores it under its own termsVendor (portal); IT (accounts, network). See sending scans to the lab
CaptureCBCT volumeDICOM50–150 MB small field of view; 150–400 MB medium; 400 MB–1 GB largeImaging server or the acquisition PCCheck that the imaging database and export folder are both includedImaging vendor (software); IT (server, PC, backup). See where CBCT scans are stored
CaptureIntraoral and extraoral photos, face scansImage files; face-scan formats vary by vendorNot published; measure your ownCamera card, a photo PC, imaging software or a shared folderOften missedIT (storage, backup); camera or software vendor
DesignCAD design projectVendor project files, exported STLNot published; measure your ownCAD workstation or an in-house lab serverCheck: often a local folder on one PCCAD reseller or vendor (software); IT (PC, backup)
MakePrint or mill jobVendor job filesNot publishedPrinter software PC, the printer itself or the vendor's cloudRarely; most can be regenerated from the designPrinter or mill vendor (device); IT (network, PC)
RecordsChart, Rx, lab slip, consentPMS database, PDFGrows over yearsPMS server or the PMS vendor's cloudYes, if the server backup is working; ask for the last restore datePMS vendor (software); IT (server, backup)

The CBCT sizes come from one radiology reading service's guidance on DICOM exports; your unit and settings will differ. For scan and design files, no vendor publishes a typical size, so measure a recent full-arch case on your own disk and multiply by your monthly case count.

Digital impressions as files: STL, PLY, DCM and the 45/90-day cleanup rule

A digital impression is a set of files: raw streams captured at the chair, then a processed model saved in a format such as STL, PLY or DCM. On 3Shape TRIOS, the raw streams stay on the scanning PC and are deleted automatically after a set time; the case itself is kept.

The 3Shape Help Center article on TRIOS system cleanup (dated 09/11/2023, re-read 26 October 2026) sets out the rules:

    • "Cases and patients are never deleted from the system."
    • Streams "are only saved on the PC where the case was scanned," and must be post-processed before the case can be opened on another computer.
    • Automatic cleanup runs "for all POST-PROCESSED cases older than 45 days; for all NON-POSTPROCESSED older than 90 days."
    • If there is "less than 15 GB of free space on the system drive", cleanup also runs on post-processed cases younger than 45 days, oldest first.
    • Below 15 GB, if automatic cleanup cannot free enough space, a manual cleanup window appears. It deletes streams only, older than one to three weeks, and you can choose to preserve up to two months back.
    • The "Protect from cleanup" option "will not protect the cases from manual cleanup."

What that means for IT: the case survives, but the raw data behind it lives on one cart's disk until cleanup removes it. If that cart fails before a case is post-processed, the streams exist nowhere else. A full disk speeds up deletion. Other scanners have their own storage rules, so ask your vendor or reseller for the equivalent page.

Find out what you actually keep, in three steps:

    1. Find the case folder. Ask your reseller where the scanner software stores cases and streams on the cart or laptop. Write the path on the data-flow map.
    1. Check the free disk. Look at the system drive's free space. If it is below the 15 GB line 3Shape names, cleanup is already removing streams from younger cases; if it is close, it soon will.
    1. Confirm the backup job includes it. Ask IT to show you, on screen, that the backup job includes that folder and when it last ran. "The server is backed up" does not answer this question.

The digital denture and full-arch workflow, as files

A digital denture or full-arch case produces more files over more visits than a single crown: several scan sessions, a CBCT, photos and often a face scan, then a design that is revised before anything is printed or milled. From the IT side, the question at each visit is the same: which PC saved the file, and is that PC in the backup?

VisitFiles it addsWhere to check
Records visitScans, CBCT, photos, face scanScanner PC, imaging server, photo folder
Design and reviewCAD project, exported STL, screenshots sent to the patient or labCAD workstation, lab portal, email
Try-inNew scans if adjustments are needed, revised designScanner PC, CAD workstation
FinalPrint or mill job, final records, lab slipPrinter PC, PMS

If you only check one thing on a long case, check that the first visit's raw files are post-processed and copied before the 45-day mark.

Not sure where your scans, designs and CBCT exports actually live? A Free Dental IT Assessment gives you written findings and prioritized recommendations on your computers, software, network security, backups and performance.

Your own map (copy this table and fill it in):

FileWhich PC or service holds itFolder or accountIn the backup? (yes / no / unknown)Last restore tested
Scan streams and cases
CBCT volumes
Photos and face scans
CAD projects
Print and mill jobs
Lab portal cases

What does a prosthodontic practice run? The technology map

A prosthodontic practice typically runs a practice management system, an imaging platform with CBCT, one or more intraoral scanners, a CAD workstation, a printer or mill, photo storage and several lab portals. Each layer has its own software vendor; IT keeps the computers, network, backup and accounts underneath all of them working.

LayerTypical productsWhere it livesWhat IT doesWho to call first for the software
Practice managementDentrix, Eaglesoft, Open Dental, Archy, or another system you may runServer in the office or vendor cloudServer, workstations, backup, user accountsPMS vendor
Imaging and CBCTDEXIS, Vatech, Carestream imaging (CS Imaging), Planmeca Romexis, Dolphin ImagingImaging server and acquisition PCsServer, PCs, storage, backup, the bridge to the PMSImaging vendor
Intraoral scanning3Shape TRIOS, iTero, Medit, Primescan or another system you may runScanner cart or laptop, vendor cloudThe PC, Wi-Fi, disk space, backup, updatesScanner vendor or the reseller you bought from
CAD designexocad DentalCAD, 3Shape Dental System or another system you may runCAD workstation, sometimes a lab serverThe PC, licence device, file paths, backupCAD reseller or vendor
Printing and millingSprintRay, Formlabs, a mill or another system you may runDevice plus its software PC, vendor cloudNetwork path from the design PC, firewall rulesPrinter or mill vendor
Photos and face scansCamera, photo software, face scannerCard, PC or shared folderStorage and backupDevice vendor
Lab portals3Shape Communicate, MyiTero, Medit Link, DS CoreVendor cloudNamed accounts, MFA where offered, leavers removedPortal vendor
Email and documentsMicrosoft 365, Google WorkspaceCloudAccounts, MFA, mail securityEmail provider

Legend supports the IT environment for Dentrix, Eaglesoft, Open Dental and Archy, and for DEXIS, Vatech, Carestream, Planmeca/Romexis and Dolphin Imaging; our pages on DEXIS, Carestream and Planmeca Romexis cover those platforms. Scanners, CAD software, printers and mills in the table are systems your practice runs: IT keeps the computers, network, backups and accounts around them working, and the vendor or reseller supports the application.

When the imaging software and the PMS stop talking, our guide to imaging integration troubleshooting walks through the bridge. If the PMS itself is the question, start with our overview of dental practice management software.

Who do you call: the reseller, the scanner company or IT?

Call the vendor or the reseller you bought from for the scanner, CAD or printer software, its licence and its portal. Call IT for the PC it runs on, the network, Wi-Fi, firewall, backup and user accounts. When you cannot tell which side failed, start with IT, who can rule the network and PC in or out first.

3Shape's own Dental System requirements page ends with "Please contact your Reseller or 3Shape support in case of questions." For scanner and CAD software, first-line help often comes through the reseller that sold you the licence. Keep that reseller's name and contact on the same sheet as your IT provider's.

When this happensFirst callThenWhat to have ready
The scanner won't start or the scanner software crashesScanner vendor or resellerIT, if the cart's Windows, disk or drivers are the causeCart serial number, software version, the error on screen
A scan won't uploadSee our scanner upload guideThe vendor or IT, as that guide sets outThe scanner, the time, the case ID
CAD software slows down on full-arch casesIT (PC health, disk, drivers)CAD reseller, if the PC meets the vendor's listPC model, GPU, free disk, the case that was slow
CAD licence or dongle lost or not foundCAD resellerIT, if a USB port or update is involvedLicence ID, when it last worked
The design PC can't find the printer or millIT (network path, firewall)Printer or mill vendorDevice name, which PC it worked from before
A portal login is lost when a staffer leftWhoever owns the portal account in your officePortal vendor, then IT for MFA or email resetsThe account email, who created it
The imaging bridge from the PMS is brokenITImaging vendor or PMS vendorWhat changed last: an update, a new PC, a password
A case won't reach the labIT (internet, firewall), then the portal vendorThe lab, to confirm what they can seeCase ID, time sent, any error message

Whoever your IT provider is, its part of this matrix is the IT column: the PC, network, backup and accounts. The vendor or reseller keeps supporting its own application, and a good IT provider does not try to replace that.

What do the PCs need?

CAD and scanner PCs need a dedicated Windows machine on the vendor's approved list, a discrete graphics card where the vendor names one, and nothing else installed. Keep Windows and graphics drivers updated, and check the vendor's list before any upgrade.

3Shape's hardware tips say "Using a PC from the approved PC catalog is crucial when using the 3Shape TRIOS intraoral scanner," and advise dedicating the PC to TRIOS, installing Windows updates and keeping Nvidia drivers current (3Shape, 3 August 2023).

Processor, memory and graphics figures for exocad, 3Shape and Medit are in our guide to CAD and scanner workstation requirements. One age check matters here: 3Shape lists TRIOS MOVE and TRIOS 3 carts as "not compatible with Windows 11" in its Windows 11 FAQ; first-generation MOVE+ carts can be upgraded. Our scanner requirements guide covers what to do with an older cart, and Windows 10 end of life covers the rest of the office. For buying and setting up the PCs themselves, see dental workstations and servers.

How should the network be split in a prosthodontic office?

Split it by what each device does: clinical PCs and imaging on one segment, scanners and CAD where they can reach the case files, printers and mills where the design PC can find them, and phones, guests and building systems kept apart. Each vendor publishes its own rules; the split should follow them, not a generic template.

SegmentWhat's on itRule of thumbWhy
ClinicalPMS workstations, imaging server, CBCT acquisition PCWired; only staff devicesPatient data and large imaging files
Scanners and CADScanner carts, CAD workstations, an in-house lab serverCan reach the case folders and the vendor cloudScans and designs move between these PCs all day
Printers and mills3D printers, mills, furnaces with network portsReachable from the design PC: the same device segment, or discovery passed between segmentsDesign software often finds devices by network discovery
PhonesDesk phones, the phone systemSeparate, with call quality priorityVoice suffers when large files upload
GuestsPatient and visitor Wi-FiInternet only, no route to clinical devicesKeeps unknown devices away from patient data
Building systemsCameras, door access, HVAC controlsSeparate, no route to clinical devicesThese devices are often patched rarely

Two vendor notes shape the scanner and printer rows. 3Shape's 2025 Dental System requirements describe a server PC that "is to be used for data storage and sharing only" and ask for a separate Ethernet connector for the scanner; the scanner guide linked above covers the 3Shape Unite server's wired-network requirement. SprintRay's troubleshooting page for a printer that does not appear in print setup says "Your IT team may need to whitelist the following URLs and ports" (SprintRay Support). Most cloud-connected printers and mills have a list like that; ask your vendor for theirs before the device arrives.

For bandwidth, add up your vendors' published figures rather than guessing: the scanner figures are in the scanner guide above. If you are planning a move or a new office, our technology plan by room covers the drops and closets, and how a dental office network is set up covers the order of work. Our dental office network design page describes how we approach it.

Backup and records: the files your backup probably misses

Most dental backups cover the server: the PMS database and the imaging database. In a prosthodontic practice that leaves out the scanner carts, the CAD project folders, printer job files, the photo library and anything that lives only in a vendor cloud. A backup only counts when you have restored from it.

The usual gaps:

    • Scanner PC folders. Raw streams live only on the scanning PC until cleanup removes them. If the cart is not in the backup, neither are they.
    • CAD project folders. Often a local folder on one workstation, outside any backup job.
    • Printer job files. Usually low risk because they can be regenerated from the design, but only if the design was kept.
    • The photo library. Camera cards, a photo PC or a shared folder nobody added to the job.
    • CBCT exports. Exported DICOM copies made for a lab or a referral can sit in a downloads folder. Storage for CBCT itself is covered in our CBCT storage and backup guide.
    • Vendor-cloud copies. 3Shape says data in 3Shape Communicate is "continuously backed up using either locally-redundant or geo-redundant methods" and that "These backups are retained for 30 days" (3Shape Communicate safeguards). That is the vendor's backup of its service, not the practice's own copy of its records.

How long you must keep records is set by your state. Check with your dental board or your adviser; this guide does not give a retention period.

The monthly restore test (30 minutes)

  1. 1Pick a caseStep 1Choose a recent case that has a scan, a design and a CBCT, ideally a full-arch case.
  2. 2Restore the filesStep 2Ask IT to restore the scan, the CAD project and the CBCT volume from backup to a test folder, not over the live files.
  3. 3Open each oneStep 3Open the scan in the scanner software, the design in the CAD software and the CBCT in the imaging viewer; a file that will not open is not backed up.
  4. 4Time itStep 4Note how long the restore took from request to open file; that is your real recovery time for one case.
  5. 5Log itStep 5Write the date, the case, what opened and what did not in a log the owner can see, and fix any gap before next month.

Our dental backup and disaster recovery checklist covers the wider plan, and backup and recovery for dental offices describes how backup is set up.

Lab portals and accounts: who can still see your cases?

Every lab portal and vendor cloud is an account that can see patient scans. Give each one a named login, turn on MFA where the portal offers it, name an owner in the practice, remove staff the day they leave, and disconnect labs you no longer use. A portal account that outlives the person who made it is a gap.

Lab portal and vendor-cloud accounts

  • Every portal (3Shape Communicate, MyiTero, Medit Link, DS Core, lab portals) is listed with the practice owner of that account
  • Each person has a named login; no shared "front desk" login for portals that hold scans
  • MFA is turned on wherever the portal offers it (3Shape Account offers it as an option: turn it on in each 3Shape Account under Personal settings, Two-step verification)
  • Staff who leave are removed from every portal on their last day, not at the next review
  • Labs you no longer send to are disconnected from your portal account
  • The account recovery email is a practice address, not a personal one

Which vendors sign a business associate agreement (BAA) with your practice, and how the lab fits, is set out in our guide to sending scans to your dental lab securely. Ask your privacy officer or attorney how it applies to you.

Departures are where most portal gaps start, so add the portals to your staff onboarding and offboarding checklist. For scans sent by email, see email security for dental offices. For the wider rules, our summary of HIPAA Security Rule updates and our dental cybersecurity page are the next reads.

What should a prosthodontic practice ask an IT provider?

Ask where each file in your workflow lives and who backs it up, who you call for each device, how scanner and CAD PCs are kept within vendor requirements, and when a restore was last tested. Good answers are specific to your devices and come with dates and names, not general reassurance.

Use this scorecard with your current provider or any provider you are considering. Score each answer: 2 for specific and dated, 1 for general, 0 for no answer.

#QuestionWhat a good answer sounds like
1Where does each file in our workflow live: scans, CBCT, photos, designs, print jobs?A written map with the PC or service and folder for each
2Which of those folders are in the backup today?A list matched to the map, with the backup job named
3When did you last restore a scan, a design and a CBCT, and did they open?A date and a case, and what opened
4How long would it take to get one case back if the scanner cart died today?A time measured in a test, not an estimate
5Which of our scanner carts and CAD PCs are past their vendor's support, and what's the plan?Model names, the vendor's dates and a replacement order
6Who do we call first for each device, and who calls the reseller?A matrix like the one above, filled in for our devices
7How do you keep scanner and CAD PCs within the vendor's approved list when Windows updates?A process: check the vendor's list before updates, then patch
8Which network segment are the scanners, CAD PCs, printers and mills on?A diagram or table, and why each device sits where it does
9Can the design PC reach the printer and mill, and what firewall rules did the vendor ask for?The vendor's list, and where it is set
10Who owns each lab portal account, and how are leavers removed?A named owner per portal and an offboarding step
11Is MFA on for every portal and email account that offers it?Yes or no per account, with a date to fix the no's
12How is free disk on the scanner carts watched?An alert before the vendor's cleanup threshold
13What would you need from us before we add a new scanner, printer or mill?The vendor's requirements, a network check and a date
14What does your monthly report show about our workflow devices?Backup status, patch status and disk space for each workflow PC

For the contract side (terms, exit, pricing structure), our 20 questions to ask before signing with a dental IT provider covers it.

If your scorecard has more zeros than twos, a Free Dental IT Assessment gives you written findings and prioritized recommendations on your computers, software, network security, backups and performance.

Prosthodontic practices Legend has worked with, and what IT costs

Legend worked with Dr. Amir El Hassan on the opening of Top Star Prosthodontics. Hallmark Prosthodontics, Dr. Anna Karina Thorn's new practice: Legend was part of its grand opening in November 2025.

What IT costs: Starting at $360 per month. Hardware procurement, major cabling projects and software licensing are quoted separately. Our dental IT support page has the detail.

Questions

Frequently asked questions

What is a digital dental workflow, from the IT side?

It is the chain of files a case produces and the computers, network, accounts and storage they pass through. For example, a crown is scanned on a TRIOS cart, sent to a lab portal, designed in CAD software, milled, and then archived. IT keeps each PC, network path, account and backup working; the scanner and CAD vendors support their software.

Where are intraoral scan files stored?

On the scanner PC or laptop, in the scanner software's case folder, and in the vendor's cloud if the scanner is connected to it. On 3Shape TRIOS, raw streams are saved only on the PC where the case was scanned until they are post-processed. If scans are not showing up, check that PC first, then the cleanup settings.

Does 3Shape delete my scans?

Not the cases. 3Shape says cases and patients are never deleted from the system. What it deletes are raw scan streams: automatically for post-processed cases older than 45 days and non-post-processed cases older than 90 days, and sooner when the system drive has less than 15 GB free. Make sure the scanner PC's case folder is in your backup.

Who do we call when something in the digital workflow breaks: the reseller, the vendor or IT?

Call the vendor or the reseller you bought from for the scanner, CAD or printer software, licences and portals. Call IT for the PC, network, Wi-Fi, firewall, backup and user accounts. If you cannot tell which side failed, start with IT, who can rule the network and PC in or out quickly, then hand over to the vendor.

Should the CAD PC be on the same network as the front desk?

Usually not on the same segment. As general good practice, put scanners and CAD workstations where they can reach the case files and the vendor cloud, keep printers and mills reachable from the design PC, and keep front-desk, phone and guest devices separate. Follow each vendor's published network rules before you move any device.

How do we back up scan and design files?

Add the scanner PC case folders, the CAD project folders and the photo library to the backup job, not just the server. Then test it: once a month, restore one recent case's scan, design and CBCT to a test folder, open each file in its own software, time the restore and log the result.

What should a prosthodontic practice ask an IT provider?

Start with three questions: where does each file in our workflow live, and which folders are in the backup? When did you last restore a scan, a design and a CBCT, and did they open? Which scanner carts and CAD PCs are past their vendor's support? Specific, dated answers are a good sign; general reassurance is not.

What are the downsides of a digital dental workflow, from the IT side?

Files can live outside the practice backup, on one scanner cart or CAD PC. A single PC can become a point of failure for every case it holds. Portal accounts can outlive the staff who made them. Vendor cloud copies follow the vendor's retention, not yours. Each downside has a fix: map, back up, test and review accounts.

The bottom line

A digital dental workflow is only as reliable as the least-checked PC in it. Map where your files live, run the three-step cleanup check and the monthly restore test, and score your IT provider on the 14 questions. If you would like a second set of eyes, ask for a Free Dental IT Assessment: written findings and prioritized recommendations on your computers, software, network security, backups and performance.

The facts below are Legend Networking's own:

  • Practices: Served over 3,500 practices since 2004

  • Experience: 22+ years in dental IT (since 2004)

  • Engineering team: In-house engineers; no outsourced first-level triage

  • Monitoring and helpdesk: 24/7 monitoring, and a staffed 24/7 helpdesk at 1-800-794-1588

  • Onsite: Onsite dispatch by appointment across served dental markets; remote-first nationwide

Ian Lynch
About the author

Ian Lynch

22 years in dental IT. Oversees the NOC, onsite dispatch and client technology roadmaps for practices nationwide.

  • Operations center

    Dallas, Texas

    Serving dental practices nationwide since 2004

  • NOC hours

    24/7 monitoring

    Helpdesk staffed 24/7 at 1-800-794-1588

  • Engineers

    In-house only

    No outsourced first-level dental IT triage

  • Onsite dispatch

    By appointment

    Technicians deployed across served dental markets

About Legend Networking
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