ClearCorrect® Sync App - Overview and How to Use

Overview

The ClearCorrect Sync App, available for Android and iOS mobile devices, streamlines your workflow for more efficient practice management.

After signing in with your Doctor Portal or Straumann e-Shop credentials, the App empowers you to efficiently manage your ClearCorrect cases. Utilize categorized lists and status icons (Action Needed, In-Treatment, Closed) for easy organization. Stay informed through notifications, delivered in-app or through push notifications, alerting you about cases requiring attention or action.

Detailed case information, including links to address submission issues in the Doctor Portal or to review ClearPilot setups, is accessible without additional authentication.

Capture patient photos continuously through the use of guided templates. Submit patient photos seamlessly for cases with pending action or those awaiting record uploads in the Doctor Portal. You can also download all or selected photos to your mobile or tablet device.

Create new patient cases or upload photos for revisions, simplifying your case submission workflow with seamless transfer to the case record in the Doctor Portal. 

Downloading the App and Logging In

You can download the ClearCorrect Sync App for Android (via Google Play™) and iOS (via the Apple App Store®) devices. When logging in for the first time, you will need to read and accept the Terms and Conditions and Privacy Policy. Login to ClearCorrect Sync App using your Doctor Portal or Straumann e-Shop credentials.

Make sure that you have the most updated version of the Sync App:

1. Search for ClearCorrect Sync from the search bar.
2. Tap on the ClearCorrect Sync icon and click on Update and wait until the new version is installed.
3. If after tapping on the ClearCorrect Sync icon you see the Open button, that means the latest version of the App is already installed.

Creating a New Case

To create a new case:

1. Tap the plus icon found in the top-right-hand side of the screen.
2. Select your Treating Practice from the drop-down menu.
3. Enter the patient's First Name, Last Name, Date of Birth and Gender.
4. Check the box acknowledging your patient has agreed to the Patient Privacy Notice.
5. Tap "Save".

Editing a Case

To edit or change the case information, such as First Name, Last Name, Date of Birth, or the Treating Practice, tap the Edit Case button found underneath the existing case information. Editing the case information is available only prior submitting the case.

Setting a Primary Photo

There are two ways to set a primary photo for the patient's case:

1. Tap the individual photo category type, and a drop-down menu will appear. From the menu, select the Set as primary option for the photo.
2. Right after capturing a picture, select the star icon Set as primary to set that photo as the primary patient photo.

Capturing Patient Photos

To capture patient photos continuously, select a patient case, then:

1.  Press + icon on lower right corner of any of the picture templates to open the camera and start capturing patient photos.
2. Allow access to the camera, if you haven't done it before.
3. The camera will open and show the photo template that you chose. Take the picture using the shutter button.
4. The recently taken picture will be displayed. You can take the following actions:
   1. Re-take the picture by tapping the x button on the bottom left corner.
   2. Edit the picture using any of the editing tools available.
   3. Accept the picture, and move to the next template, by tapping on the check button on the bottom right corner.
5. Subsequent picture templates open to enable continuous photo capturing. Follow the templates on screen to capture the right profile.
6. Tap skip should you want to come back to any of the templates later.
7. Once you've completed the upload of all patient pictures, you'll be taken back to the case details page where you'll be able to review the pictures.

Editing Patient Photos

To edit a patient photo that has already been captured, use the editing icons.

Icon	Icon Description
	Use the star icon to set the photo as primary.
	Use the crop icon to crop the photo.
	Use the rotate icon to rotate the photo.
	Use the mirror icon to flip or mirror the view of the captured photo.

Capturing Additional Photos

To capture any additional photos, use the plus (+) icon under the additional photos section. 

Downloading Photos

To export and save patient photos to your device's file storage from the case details page:

1. Once you've captured all pictures with Sync App, in the case details page, scroll down and tap the Download Patient Records button.
2.  Select individual pictures or tap Select all option to select the photos that you want to download to your device.
3. Select the folder where you want the pictures to be downloaded.
4. The selected patient record photos will be downloaded to the folder selected in your device after reviewing the data privacy message.

Case Details Page

The Case Details Page within the App provides comprehensive information, including:

• Patient details
• Actions Needed, with a hyperlink to the Doctor Portal and/or ClearPilot
• Details regarding the treatment performed on the arches
• Case Category
• Case Status
• Delivery Status
• Estimated Delivery information
• Tracking numbers linked to the shipping provider's site
• Case Type
• Treating Practice and Shipping Address

Features, Customization, and Preferences

Changing Your Language Preference

To change your language preference:

1. Tap on the Menu icon found in the top left-hand corner of the screen.
2. Tap Settings from the menu.
3. Tap Change Language to view the list of language settings.
4. From the drop-down, select your language preference.

Changing to Dark or Light Mode

To change the App layout between dark or light mode:

1. Tap on the Menu icon found in the top left-hand corner of the screen.
2. Tap Settings from the menu.
3. Tap Appearance to view the list of layout settings.
4. Tap to select app layout mode preference.

Filter and Search Features

1. Tap the Filter icon to the right of the Search Bar and choose the field you want to display such as Submission Incomplete, Waiting for Impressions, Developing Setup, etc.
2. To remove the filter, select the Filter icon and select Reset. You may also select a different filter option.
3. Utilize the Search Bar by entering a keyword to search the case list and display cases containing those specific keywords (e.g., patient name, case status). 
4. To clear the keyword, select the X to the right of the search bar.

Notification

There are four ways we can notify you about the status of your cases:

Case List Page

On the Case List page, locate the Notification icon to the right of the patient’s name. Notifications are divided into three categories: Action Needed, In Treatment, and Closed. To obtain further information about the flagged notification and access associated case details, select the respective case.

Notification icon description:

Icon	Icon Description
	Action Needed
	In Treatment
	Closed

Notification Bell

A notification bell icon positioned at the top right of the Case List page serves as an indicator when action is required.

Notifications Page

The Notifications page will exclusively display cases with active notifications, color-coded for Action Needed or In-Treatment statuses. For more details, select the case to be redirected to the Case Details page.

Push Notification

Configure push notifications to receive real-time alerts about changes in case status, enabling quicker response.

Send Feedback

Share feedback about your experience with Sync App, including things that you would like to see improved or new features you would like to have in the App. There are three ways to share your feedback.

Contact Us

To contact ClearCorrect, select Contact Us under Menu. This action will direct you to the article, Contacting Customer Care.

Rating ClearCorrect® Sync App

We'd like to hear about your experience using the Sync App. Rate us and send your feedback directly to the App Store.

1. While in the application, a pop-up message will appear prompting the user to leave a review for the App on the Android or iOS App store.
2. Should you want to rate Sync App, tap on Rate. You will then be prompted to either the Android or iOS App store to select a star rating and to leave any additional reviews.
3. Tap on the number of stars you would like to rate the App for. Add a written review, should you want to share your experience with other current or potential Sync App users.
4. If you don't wish to leave a review but would like to do it at a different moment, tap on Remind me later. A message pop-up will appear at a future date.

Provide Feedback in the ClearCorrect® Sync App

Easily share your feedback or ideas for future improvement directly to the ClearCorrect team, to continue bringing updates to Sync App, all directly from the application.

1. Tap the Menu option.
2. Next, tap on the App Feedback option.
3. Write any feedback that you may want to share with ClearCorrect. Once you're done with your message, tap Send.