Upgraded iTero Integration - How to upgrade to the new iTero API Integration (iTero v2)

Upgraded iTero Integration - How to upgrade to the new iTero API Integration (iTero v2)

iTero integration Guide - How to upgrade to the enhanced iTero API Integration (iTero v2)


Introduction

In Fall 2023 EasyRx upgraded the EasyRx -iTero integration to support the latest iTero Integration API platform.   We refer to the upgraded integration as iTero v2.

Benefits to the upgraded integration include:

-More consistent attachment speeds
-More consistent performance; the integration will better handle peak access requests 
-Improved communication and support

The iTero v2 integration will replace the current iTero v1 integration. You'll need to upgrade to the iTero v2 integration in the future. To avoid a disruption of the integration, we recommend that you upgrade at your convenience now. 

Upgrading to the iTero v2 integration is a two - step process.

1. iTero Support Team needs to enable the API integration on all your myitero.com accounts 
2. You need to enable the iTero v2 integration on the 3rd Party Integration page

We've outlined each step of the upgrade below.    As always, please contact EasyRx Support with any questions or issues. 

Step 1: Contact iTero Support to enable the EasyRx integration
Before you can enable the integration in EasyRx, iTero needs to enable the EasyRx integration in your iTero account.

The iTero v2 integration is a built on the latest iTero API platform.  We've worked closed with the iTero team, where you can request the EasyRx integration is enabled on your account, and they'll know what to do. 

Click Support > Next > input all of your information > and input the following in the field/box that says "Please share more information on what you need help with"
- In that field, input, "Please enable the EasyRx integration for our accounts..." and add ALL of your iTero Accounts/Office ID(s).  (see below)


Research ALL Office IDs in your account(s) that you use to receive scans - it is possible and common for a practice to have multiple iTero Accounts/Office IDs.
Your Office ID(s) can be found in your MyiTero account under My Scanners:




Within a couple of business days, you should receive an email confirmation from iTero's Support team that the integration has been enabled on their end. 

Step 2: Once the integration has been confirmed  it is enabled on your iTero account, contact EasyRx support to enable v2 in your EasyRx account via email at support@easyrxcloud.com. 

Here is a sample email you can send to EasyRx Support

Subject line:  New iTero Integration

Body:
Please enable the new iTero integration for <your practice name>. (Use the practice name displayed in the upper-right corner of your EasyRx)

Step 3.  Enable the iTero v2 integration in your EasyRx account 

After the EasyRx Support team enables the integration, follow these instructions to enable the iTero v2 integration in EasyRx 

  1. Log in as an Admin to your EasyRx account.
  2. In the top right-hand corner of the screen, you should see your practice name in blue. Click on your practice name.
  3. In the dropdown menu, click on "Account Settings."
  4. On the screen's left side, click "3rd Party Integrations."
  5. In the "iTero Credentials" section, click "Add."
  6. You will be redirected to authenticate using your iTero credentials. Follow the prompts to complete the authentication process.
  7. Pair your office or offices to this EasyRx account once authenticated. This will allow you to see all the scans from those offices in the iTero recent scans dashboard in EasyRx.
  8. To pair your office, click "Pair Office" next to the one you want to pair.




Step 4: Log into your EasyRx account as an Admin > go to Account Settings > 3rd Party Integrations to complete the integration setup, shown below.

Integrating your iTero account to your EasyRx Account 




(From 3rd Party Integrations page):


You will be redirected to this page, where you will input your iTero credentials; once complete, you will return to the 3rd Party Integrations page.


Example of the pairing page


Once all offices are paired, you can view the iTero recent scans for each paired office in the iTero - Recent Scans Dashboard in EasyRx.




You will notice there is a "version" column, that will display "v1" or "v2". If you see "v1", this indicates that these scans were attached using the original V1 integration - which means not all iTero Accounts/Office IDs were configured in your V2 setup. You will need to research the iTero Account/Office IDs for those scans and get those entered and paired through the 3rd Party Integrations page. 
The v1 scans will continue to attach for a couple of weeks, giving you time to research the myitero.com accounts not linked and switch these accounts to v2


If you have any questions or issues during this process, please don't hesitate to contact our support team for help.

Once you have upgraded to iTero v2, the integration will work like it always has worked.  The only change is how EasyRx is attaching the iTero scans. 

Using the iTero integration

Create an Rx From EasyRx iTero - Recent Scans Dashboard > locate scan > Click Create Rx (righthand side)

Once the scan is synced to the dashboard, you can easily create a new prescription for the patient by clicking on the "Create Rx" button on the right-hand side. This will automatically link the STL scans to the new prescription, so you don't have to worry about attaching them manually.


Attaching an iTero Scan to an EasyRx Patient Profile
This will allow you to view all the relevant information for that patient in one place, including past prescriptions and scans.
Overall, the iTero dashboard in EasyRx makes it easy to manage your office's iTero scans and prescriptions in one convenient location.


  1. Go to the EasyRx patient manager and log in to your EasyRx account.
  2. Click on the patient profile to which you wish to attach the iTero scan.
  3. Once you are in the patient profile, look for the "Add Case" button and click on it.
  4. From the dropdown list, select "Look Up and Insert iTero Case".
  5. EasyRx will show you a list of all your recent scans. Find the scan you want to attach to the patient profile and click on the "Attach" button next to it.
  6. The scan will now be attached to the patient profile and you can view it by clicking on the "Scans" tab within the patient profile.

Attaching an iTero Scan to an Rx that was generated from a practice management integration, or Edit Rx page:



That's it! These simple steps will allow you to easily attach your iTero scans to the relevant patient profiles in EasyRx.

To recap, the iTero integration with EasyRx allows you to manage iTero scans and prescriptions in one convenient location seamlessly. 

By following the step-by-step instructions, users can quickly set up the integration, sync scans to the dashboard, and easily attach scans to prescriptions, and/or patient profiles.


Please feel free to reach out to our Customer Support if any questions:


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