Treatment Setup


Reviewing and approving the treatment setup for your patient is one of the key factors in planning treatment. This is where you get to map out the treatment outcomes desired by you and your patient.

ClearCorrect's role is to help you create the treatment setup you want for your patient. We can offer recommendations for the course of treatment, but those recommendations are not absolute. It's up to you to make any necessary changes to customize an ideal treatment plan for each individual patient.

A treatment setup is sent to you after you submit a case and patient records to ClearCorrect. Once we receive your records, it usually takes 4-5 days to create one. When it's ready, you'll be sent an email to let you know, and you'll be able to view it and approve it on ClearComm. 

After treatment is completed and the case is closed, we will archive the treatment setup and we will keep it for a period of up to two years.

We've provided a short video that demonstrates how to view & approve a treatment setup here. 

Viewing & approving the treatment setup

A treatment setup contains 3D models for each step of the treatment, representing the tooth movements that you prescribe. When you get your treatment setup, you'll see how many steps are planned. If you approve the setup, these models will be printed and used to manufacture the aligners.

Treatment setups appear in the action needed section of the case list on when they’re ready for your review. 


Click a case on the list to visit its case page. You’ll find the treatment setup near the top. Click the treatment setup icon and your setup will open in a web browser window. The web-based setups should work in current versions of Internet Explorer, Chrome, Safari, and Firefox for Mac, Windows, iOS, and Android.


A link to a shareable version, which hides the patient's first name and evaluation button is also available for setups. Click "Share link" and copy the URL that is displayed. This can be pasted into an email or text message for sharing with patients or colleagues.

At the top of the setup, you’ll find the patient’s name, the treating physician, the case number, the date that the setup was created, and the version number of the setup.


At the bottom left of the setup, you’ll see a timeline representing every step of the case. The starting position of the teeth is shown at the left. Steps with checkup appointments are numbered on the timeline, and the final position of the teeth is represented on the right as a retainer.

To navigate between steps, you can drag the slider, click on a step, click the Previous and Next arrows, or click Play to animate the treatment from beginning to end. You can click Previous at the beginning or Next at the end of treatment to quickly toggle between views before and after treatment.

Shortcuts are available for the most common views: Upper occlusal, Lower occlusal, Right, Front, and Left. You can also rotate the model to view the teeth from any angle by clicking and dragging.

If your case includes IPR or engagers, you can show or hide them by clicking these controls.

Engagers are shown in blue when they are first placed, and in gray on subsequent steps. IPR is represented by red cones, while Compliance Checkpoints are shown in green.


IPR, engagers and the treatment setup

ClearCorrect's role is to help you create the treatment setup you want for your patient. We can offer recommendations for the course of treatment for your patient, but those recommendations are never absolute. It's up to you to make any necessary changes to customize an ideal treatment plan for each individual patient.

We can adjust all preferences related to IPR (which teeth, when and how, no IPR, expansion, limited IPR, limited expansion, etc.) or engagers based on your specifications. 

Just let us know what you want when you submit your case or when you're reviewing your treatment setup.

Sample treatment setup

Click here to see an example of a treatment setup. 

See also:

Evaluating the Treatment Setup

Adjusting the Treatment Setup

Notes From Your Technician 

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ClearCorrect is a medical device manufacturer and does not practice dentistry. The treating physician is solely responsible for prescribing and administering orthodontic treatment. Clear aligner therapy is unpredictable. ClearCorrect does not guarantee a successful treatment outcome. Individual results will vary.

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