Dental Hygienics Training guide · Medit Scan for Clinics

Medit Scan for Clinics: your step-by-step tutorial

Three short walkthroughs on checking undercuts, previewing results and picking tooth shades, each with clickable chapters, written steps and the official Medit training that goes with it.

Start with Undercut Analysis Browse all Medit videos
3 lessonsabout 8 minutes of video in total
30+ official videossearchable library, linked from Medit's help centre
v1.14.5software version shown in the recordings

Where these tools fit in your workflow

Medit works in stages. These three lessons all sit in the Trimming stage, after scanning and before you finish the case. Scan in the order maxilla, mandible, then occlusion, and scan the bite on both sides.

  1. ScanCapture the arches and the bite. Follow the on-screen scan strategy.
  2. Trim and checkRemove noise, then run Undercut Analysis.
  3. Result PreviewPreview the prep margin before processing.
  4. ShadeRecord shades with the Smart Shade Guide.
  5. CompleteChoose how to process the data and send it on.

1 · Undercut Analysis

Checks whether a restoration can seat on the preparation by showing the areas that would block its path of insertion.

Jump to a step · 2:55

Why it matters: undercuts on a prep can stop a crown or inlay seating. Spotting them on screen is quicker than finding out at fit.
  1. In the Trimming stage, open Undercut Analysis from the Tools panel. The info card at top left explains the tool.
  2. Choose a selection tool: polyline, circle or brush.
  3. Mark the prepared tooth and a little of the neighbouring area. It turns green.
  4. Set the insertion direction in the bottom bar: Auto (Medit finds the direction with the fewest undercuts) or Manual (uses the angle you are viewing from). Drag the blue arrow to change it.
  5. Zoom in and rotate around the margin. Dark blue patches are undercuts.
  6. Fix problems with Polyline Trimming or rescan, then run the analysis again.
Tip: re-run the analysis after every trim or rescan, and look from several angles, not just the occlusal view.
Related: Preparation Review in Medit's guide uses the same Auto and manual insertion-path options.
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Official (YouTube): Basic Tools 1 (lock area, undercut analysis, swap maxilla/mandible)
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Official (YouTube): Trimming Tools (polyline, brush, quick trimming)

2 · Result Preview

Shows what a selected area will look like once processed, so you can judge margin quality before you complete the scan.

Jump to a step · 2:27

Why it matters: raw scan data can look rougher than the finished result. Previewing one area is faster than processing the whole case and finding a weak margin afterwards.
  1. Rotate and zoom the raw scan around the prep. Look for gaps, ragged margins and stray fragments.
  2. Click Result Preview in the Tools panel.
  3. Pick a selection tool and mark the area to preview (it turns green).
  4. Click Next. A Merging bar appears while the area is processed.
  5. Inspect the smooth preview from every side, especially the margin line. Use Prev to return.
  6. If the margin is weak, rescan that area, then preview again.
Tip: the preview is just a check. Your scan data is only processed when you complete the case.
If you see "The scan data doesn't match the selected stage": use Swap Maxilla and Mandible or rescan in the correct stage.
▶
Official (YouTube): Complete (what happens when you finish and process a case)
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Official (YouTube): Smart Scan Filtering (cleaner data to start with)

3 · Smart Shade Guide

Gives shade recommendations straight from the scan colour, so shade information travels with the case to the lab.

Jump to a step · 2:23

Why it matters: a shade recorded from the scan beats a note on a prescription, and it is stored with the case in Medit Link.
  1. Scan with good colour data first. A dry field with minimal saliva and blood helps.
  2. Open Smart Shade Guide in the Tools panel and pick the tooth number from the bar at the bottom.
  3. Click the tooth. In the pop-up choose the guide (VITA Classical or VITA 3D-Master) and a recommended shade. The star marks the closest match, or choose Custom.
  4. Repeat for other zones of the tooth. You can save up to five shades per tooth, each shown as a label on the model.
  5. Rotate the model to check every label sits where you intended.
  6. Click the tick to confirm. In Update Shade Information, choose Attach Image & Update or Attach Image Only.
Not available for data acquired with the i500 or iE scanners.
Tip: the shade data is useful later when designing prostheses, so record it before you complete the case.
▶
Official (YouTube): Smart Shade Guide
▶
Official (YouTube): Smart Color Filtering (cleaner colour data)

Quick reference

What each tool does and when to reach for it.

ToolWhat it doesUse it when
Polyline / Brush / Quick TrimmingRemove unwanted data. Surface Only deletes what you can see; 3D Volume deletes the whole shape in the selection.Cheeks, tongue, noise or stray fragments are in the scan.
Undercut AnalysisColours areas that block the insertion path (dark blue).Checking a prep before sending the case.
Result PreviewPreviews processed output for a selected area.Judging margin quality without full processing.
Smart Shade GuideRecommends VITA Classical or 3D-Master shades from scan colour (up to 5 per tooth).Recording shades for anterior or visible restorations.
Swap Maxilla and MandibleMoves scan data to the correct arch.You see the "doesn't match the selected stage" message.
Lock areaProtects data so later scans can't overwrite it.You are happy with an area (for example a trimmed pre-op).
CompleteProcesses the data: As It Is, Fill Major Holes, Create 3D Printable Model or Create Denture Replica Data.Everything is scanned, trimmed and checked.

Scanning habits that help all three tools

Troubleshooting and FAQs

Quick answers. Tap a question to open it.

"The scan data doesn't match the selected stage"
Data was scanned into the wrong arch or stage. Use Swap Maxilla and Mandible, or rescan in the correct stage.
Undercut Analysis shows lots of dark blue
  • Check the insertion arrow. Try Auto, or drag the arrow so it follows the prep's long axis.
  • Look for ragged or incomplete margin data and rescan it.
  • Trim stray soft tissue or fragments, then re-run the analysis.
Result Preview looks rough or has holes
The preview reflects the data you have. Rescan the weak area from several angles (see Scan Strategy), then preview again before completing.
I can't find Smart Shade Guide, or it doesn't work
It isn't available for i500 or iE data. Make sure the scan has colour data and a tooth is selected in the bottom bar.
The toolbar looks different from the video
The recordings use Simple UI mode (shown top right). Icons are grouped by stage, and only those needed for the current stage appear. Labels can differ slightly between software versions.
Can I undo a trim or an analysis?
Yes. Undo / Redo sit at the bottom left of the screen.
Where can I get more help?
Use the video library and official docs below, or the Medit Academy courses. You can also submit a request through Medit's help centre.

Official Medit video library

Every Scan for Clinics tutorial on Medit's help centre. Filter by topic or search. Videos open on YouTube. Most were published 2021 to 2023, so on-screen details may differ slightly in newer versions.

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Newer: SmartX and Realtime Intelligence

Recent videos (2025 to 2026) are on Medit's tutorial page: SmartX (All-on-X), SmartX v2.0, Realtime Intelligence and "How Realtime Intelligence Transforms Your Case Review".

Open Medit's full tutorial page

Official guides and training

Medit's own documentation and courses.

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