For information regarding submitting a case in the Doctor Portal for TPO, refer to the following:

• What is TPO?
• When and why to use TPO?
• Who is ClearForward?
• What is included in ClearForward's service?
• Who do I contact for help?
• How to submit an order for TPO?

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What is TPO?

TPO stands for "Treatment Planning Optimization". TPO services providers will evaluate each malocclusion case and use our treatment planning software ClearPilot to optimize your setup considering the patient’s dental conditions, your treatment preferences, and your treatment goals. TPO providers help you plan for the most effective and efficient treatment possible while minimizing the risk of midcourse corrections or revisions.

It is important to remember that even expertly planned and optimized treatments can be impacted by conditions outside of your control (such as patient compliance, etc), so you should always monitor the patient's progress throughout the treatment to ensure they are tracking properly. If modifications to the treatment plan need to be made mid treatment, you should initiate a revision as needed (you may also order TPO services to help with revisions). While TPO services help you optimize your initial treatment plan, it DOES NOT replace the follow-up care necessary for clinical success. As the treating clinician, you are still responsible for the ultimate success of the treatment.

ClearCorrect supports any external TPO providers in your market via the Collaborator Suite, but we are also partnered with major TPO provider ClearForward for a more integrated solution.

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When and why TPO?

Providers should consider TPO in any of the following scenarios:

• If you are new to ClearCorrect (or clear aligner therapy in general) and wish to jumpstart your practice while completing the onboarding process.
• To increase your clinical confidence. If you are less experienced with complex treatments, you can use TPO for the support you need to help you to gain experience.
• If you are struggling with modifications to the plan mid treatment on a complex case, consider adding TPO for your next revision to help you finish successfully. 
• If you simply have too many cases coming in and don’t want to spend all your time treatment planning, TPO can be your efficiency solution. 

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Who is ClearForward?

ClearForward is a global leader in clear aligner diagnosis and Treatment Plan Optimization (TPO). ClearForward works with physicians to create treatment plans that help to maximize case predictability, increase efficiency and drive practice growth.

• Over 10 years’ experience
• Thousands of doctors supported
• Hundreds of thousands of cases optimized  

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What is included in ClearForward’s service?

Every ClearForward TPO order is for a single treatment plan optimization and includes the following:

• Comprehensive diagnosis of the malocclusion based on a review of all submitted records.
• Custom orthodontic treatment plan and smile design to resolve the patient's chief complaint and achieve the doctor's primary treatment goals.
• Virtual setup that incorporates the treatment plan and is then optimized to achieve a predictable and stable result while eliminating unnecessary movements and attachments.

ClearForward will take your prescription instructions and treatment preferences into account but will ultimately optimize the plan using the ClearForward expert protocols and preferences.

Each ClearForward TPO order includes as many setup adjustments as necessary up until final approval of the treatment setup (providers may order ClearForward TPO on case revisions separately for a reduced price).

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Who do I contact for help?

If you are having trouble getting a response from your ClearForward Collaborator or the case has stalled, please contact ClearForward directly:

• clearcorrectglobal@clear-forward.com

If you are experiencing any software issues with the Doctor Portal, or you need to cancel an order/request a refund, please contact your local Customer Care team.

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How to submit an order for TPO?

Collaborator Suite in the Doctor Portal enables customers to order treatment plan optimization services directly from ClearCorrect® global TPO partners.

Collaborator suite features for TPO include direct ordering and communication through chat feature.

New Case

To submit an order for a new case:

1. Create a case in the Doctor Portal
2. Complete General Information, Records uploader, Treatment approach, and Additional Instructions tabs. Note: Recommended to provide x-rays to provide more clinical information for TPO providers.
3. On the Submit tab, locate the TREATMENT PLAN OPTIMIZATION SERVICES section and select ADD TPO ORDER.
4. Choose TPO Provider and select External TPO Partner (Global)
5. Select Payment Method. Note: Prices will vary depending on region and local market
6. Complete billing information
7. Select AGREE AND PAY
8. Review and check the Patient Informed Consent, Terms and Conditions, and Privacy Policy.
9. Click on SUBMIT to complete the submission of the case to ClearForward for TPO.

Once the case is submitted you will see in the Collaborator Status icon ClearForward will be assigned as a collaborator. Select the icon for more options. You can use the chat feature to communicate with ClearForward for TPO and view the status of your order. In the comments you may request any modifications to the treatment plan presented by ClearForward. This will push the status back to "Evaluate Setup".

PLEASE NOTE: ClearForward may be creating modifications to the treatment plan within ClearPilot on your behalf, so DO NOT approve the case or request your own changes until the Collaborator status has changed to “Ready for Approval”.

If you request modifications before ClearForward has completed their optimization process, it will cause delays to your case.

Existing Case

TPO can be added to a current case that is in progress. To add TPO to an existing case:

1. Go to the case details page for that patient.
2. Select the REVISE button located under the patients name and case number.
3. Locate the TREATMENT PLAN OPTIMIZATION SERVICES section and select ADD TPO ORDER.
4. Choose TPO Provider and select External TPO Partner (Global)
5. Select Payment Method. Note: Prices will vary depending on region and local market
6. Complete billing information
7. Select AGREE AND PAY
8. Review and check the Patient Informed Consent, Terms and Conditions, and Privacy Policy.
9. Click on SUBMIT to complete the submission of the case to ClearForward for TPO.

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