Institution

On the Institution, you can view and manage the basic information, authentication details, member permissions and other settings of the current institution.

Click ellipsis in the top right corner of the page, and a drop-down list will open:

• : Dissolution of institution.
• : Data migration.

Note

If an user is an ordinary member, the user have no right to change the setting of institution.

Basic informationPayment SettingsNotification settingsCustomized settingsUniqueness verificationThird partyLab quotationPermission settingsDental disease template

You can view and change the address, contact person, contact information, default conversion format, automatic review mechanism, and other information of the current institution.

• Click Reset to undo all the modifications made on this page that have not been submitted.
• Click Submit to directly save the changes.

On this page, you can view payment records and cards detail.

Payment Records:

• You can view payment records under the current institution, including case No., payment account, payment channel, payment amount (or credits), payment time, and payment status.

• You can set filter conditions (e.g., Case No., Account Name, Payment Time, etc.) to filter the payment records.

Note

• Click Export in the top right corner to export the payment records under the institution as an Excel.

• After setting the filter conditions, you can click Reset to undo the applied filter conditions.

Cards Detail:

• You can view the credits value and remaining credits for gift card or stored value card.

• You can set filter conditions (e.g., Card Type, Card No., etc.) to filter the cards detail.

Note

• Click payment details on the operation column to view the payment records.

• After setting the filter conditions, you can click Reset to undo the applied filter conditions.

In this interface, the administrators can set the types of messages received by the members and can set notifications for connection members' information changes and order status. The ways to receive messages include SMS, E-mail, and Messages.
The top right corner of the interface shows the SMS used statistics for the month.

Warn

• For members to receive the messages successfully, the types of messages set by administrators must match the ones set by the members.
• Enabling messages and disabling SMS notifications can help reduce costs.
• When accessing Shining 3D Dental Cloud via the Apple Safari browser, make sure to enable the Auto-Play to receive audible notifications for messages.

• Click Reset to undo all the modifications made on this page that have not been submitted.
• Click Submit to directly save the changes.

You can view and change the OEM customization information for the current institution. This includes the institution logo in three language modes, the logo on inspection reports, and background images.

• Click Reset to undo all the modifications made on this page that have not been submitted.
• Click Submit to directly save the changes. The modification records will be synchronized in the Information List on the right side.
• Click Edit allows you to edit the historical upload information.
• Click the Delete to delete the specific information.

You can perform institution verification or view the authentication information for the current institution. This includes business licenses, declaration letters, and other relevant information.

• Click Reset to undo all the modifications made on this page that have not been submitted.
• Click Apply Verification to submit the verification information and wait for the review.
• Click Cancel Verification to cancel the currently submitted or approved verification information.

Note

Verified institutions will display a verification badge , which serves as proof of the authenticity of your institution for your customers to confirm.

You can view and add the third party information.

• Click Add to open a dialog where you can enter the name of the target third-party platform and Submit it.
• Click Cancel Authorization and a two-step confirmation dialog will pop up. Click Confirm to cancel authorization.

You can view the product information provided by labs, including product names, images, prices, and other relevant details.

You can view the basic information (such as phone numbers and email) of ordinary members in the institution and change their additional permissions, including the permissions to view members, establish connection, and view patients and cases of other members.

Six templates are available, which you can duplicate one of it and generate new templates.





①: You can filter templates by name, type and language. To reset the filter, click Reset .

② Buttons introduction:
Copy: Click this button and a Copy Template dialog will pop up for you to enter the new template name.
Edit: Click this button to navigate to the edit area.
Import and export: Click this button and a dialog will pop up for you to import and export of dental templates (Only xls and xlsx format files are supported with size does not exceed 500kb).
Please expand the admonitions below for more details.

Note

Click Add Type to add new disease type. You can select the classification and enter the description and plan.

   : Add sub disease.

: Add plan of main disease and sub-disease.

: Delete main disease and sub-disease.

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  Instruction:

• Each disease can only be added once.
• If delete a disease, its sub-diseases will also be deleted.
• Click Cancel to exit the editing mode, but any added content will be saved for the next time you edit this template.

Delete template: Click this button and a two-step confirmation dialog will pop up. Click Confirm to delete the template.