User guide

A practical walkthrough of the whole platform — 10 minutes from account to your first published case.

1 · Getting started

  1. Create an account at Sign Up with your work e-mail.
  2. Set up your professional profile: profession (dentist / dental technician), name, country, workplace, and 1–8 specialties with one marked as primary — your feed and notifications are built from these.
  3. Submit verification: your license or registry number. Our team reviews every request manually, typically within 1–2 business days. Until you are verified you can browse the product pages but not clinical cases — that protects everyone's patients and expertise.

2 · Posting a case

  1. Click Post a Case. Give it a descriptive title, a short anonymised summary (this appears on the feed card), a detailed description and — most importantly — a precise clinical question: what exactly do you want input on?
  2. Pick the specialties that should see the case and the visibility: matching specialists (default), all verified professionals, or invite-only for sensitive consultations.
  3. Upload files by drag & drop: photos (JPEG/PNG/WebP, ≤25 MB), 3D scans (STL/PLY/OBJ, ≤200 MB), PDFs (≤50 MB) and CT/CBCT — drop the exported DICOM folder, select many .dcm / extension-less files at once, or upload the series as one ZIP (≤500 MB). Instances are grouped into studies and series automatically, ordered by physical position, duplicates removed, and every slice is de-identified (patient tags stripped) before storage. You will see the processing state (Processing → Ready / Review required / Failed); series flagged for review (possible burned-in data, irregular spacing) block publishing. Export uncompressed (Explicit VR Little Endian) — compressed exports are rejected with a clear message. Still remove identifiers from photos and free-text yourself.
  4. Confirm the de-identification / legal-basis attestation and publish. Verified specialists in the selected fields get notified.

3 · Collaborating

  • Discussion is for quick, chronological clarifications ("what is the restorative space?").
  • Expert opinions are structured, standalone contributions: they have a title, can be drafted before publishing, and are the unit colleagues vote on. Keep the two separate — that is what makes cases readable months later.
  • Mark opinions that helped with 👍 Helpful. As the case owner, mark the single opinion that solved your case as most helpful — the author gets the credit on their profile. This label never claims clinical correctness; it records what the owner found most useful.
  • Close the loop: Mark as solved with a short summary of what you chose, or reopen later if the situation changes.

4 · The 3D workspace

  • Layers: toggle visibility, adjust opacity and color per scan. The case owner (and participants with the editor role) can save these as the case default.
  • Navigate: drag to orbit, scroll to zoom, right-drag to pan. Standard views (F/B/L/R/T/Bo) and fit-to-view live on the right edge.
  • 📍 Point: click a model to drop a labelled marker. 📏 Measure: click two points to get a distance in model units (mm for intraoral scans). Annotations are saved with the case and visible to every participant.
  • CT tab: axial, sagittal and coronal views with a synchronized crosshair plus a 3D bone reconstruction. Scroll = slice, Shift+drag = window/level, Ctrl+scroll = zoom, double-click maximizes a view. Point, arrow, text, freehand and mm measurement annotations anchor to the exact series and slice — a shared link reopens the same view. Over any CT viewport the wheel drives only the viewer; the page itself never scrolls.
  • 🦷 Implant planning (CT tab → Implant tool): type the diameter and length in mm, click any MPR view to place the implant (platform at the click, apex downward), then drag its body to move it or the end handles to tilt — the length stays fixed. Implants render on all three planes and on the Panorama with depth-aware styling, sync to every participant like other annotations, and are a planning aid only — verify positions clinically.
  • Panorama (CT tab → Panorama): draw the dental arch on an axial slice (or drop the U-shaped starter and adjust it) and the CT unfolds into one continuous panoramic image along the arch — molars to front to molars, patient-R on the left. Choose Thin CPR, an averaged slab (adjustable mm) or MIP, tune the height range and depth offset so the crowns and roots you need are inside the reconstruction, and click anywhere on the panorama to jump the MPR crosshair to that spot. Upper/Lower/Custom arch profiles are saved per series — the owner's saved setup loads for every participant.
  • ✥ Align (owner/editor): select a layer, then move/rotate it with the gizmo and Save alignment to publish the corrected position for everyone. Automatic alignment is a technical aid on the roadmap — always verify positioning yourself.
  • The Photos and Docs tabs hold clinical photos (with lightbox) and PDFs, all delivered through access-controlled links only.

5 · Sharing a case by link

Case owners can share a read-only view of selected files with anyone — no account needed. Open a case you own and press 🔗 Share.

  • Anyone with the link can open the interactive 3D and CT viewers as a guest. Guests never see the case discussion, participant names or files you did not select.
  • Pick a public title and summary — guests and link previews see these instead of your internal case title.
  • Expiry (7/30/90 days) is optional; Rotate link issues a new URL and kills the old one instantly; Stop sharing turns the link off.
  • Guests can place local measurement markers, but nothing a guest does is saved. To contribute they must log in — signed-in visitors without access can send you a one-tap access request.
  • Share links are unlisted and tagged noindex: search engines are told to ignore them. Treat a link like a password — anyone holding it can view the shared files.

6 · Notifications, data & account

Keyboard-free tip: every viewer tool also works with plain clicks —
no shortcuts are required for any core action.
User guide · Smatch Cases