- Providing Doctor and Patient Information
- Choosing a Case Type
- Explaining Patient's Existing Condition and Chief Complaint
- Doctor Instructions for the Case
- Additional Instructions for the Case
- Uploading Photos and X-rays
- Uploading Intraoral Scans and Submitting Impressions
- Reviewing the Terms and Conditions and Submitting
- Printing Packing Slip/Shipping Label when Submitting Impressions
Here's a short video on how to submit a case with ClearCorrect.
The first step to submitting your case online is to make sure that you have signed up on ClearComm. As soon as you've got an account, you can begin submitting cases.
Before you begin, have your patient read and sign an informed consent and agreement. It’s important for your patients to understand the risks and benefits of clear aligner therapy. You can download this form here. Keep this for your records.
If you prefer to pre-fill a submission form by hand, you can find a pre-submission worksheet here. These are for in-office use only. We won’t accept PDF’s or paper forms sent via fax, email, or shipment. All cases must be submitted online.
When you’re ready, log in to dr.clearcorrect.com. Click “Submit a Case” in the upper right corner.
We'll walk you through the rest of the process, though we're pretty sure you'll have no trouble once you get the hang of it!
Choose your practice and click “Next.”
In the next section, enter your patient’s name, date of birth, and gender, and let us know whether you’re treating one or both arches.
Choosing a case type
By default, our technicians will recommend a case type appropriate for the treatment you prescribe. If you have a preference, you can indicate that here. Either way, the case type won’t be final until you approve a treatment setup and pay for the case.
If you want to know more about our case parameters, here's a short video.
The default wear schedule is two weeks per aligner. If you prefer a longer or shorter wear time, let us know, so we can stay in sync. The wear schedule determines when shipments will be scheduled, and when the case will be closed.
The next section asks for the patient’s chief complaint. Don’t just tell us that your patient “wants straight teeth.” This should be a clear summary of the conditions you want to address. For example: “Uneven maxillary anteriors with minor overjet and misaligned midline.”
Then specify the patient’s midline, canine, and molar relationships. This information will help our technicians ensure an accurate treatment setup for your patient.
The next section lets us know what results you and your patient hope to achieve at the end of treatment, and will help us craft a treatment plan that is best for your patient.
In this section, choose whether you want to maintain, improve, or idealize various conditions. The default option for most conditions is to improve them as much as reasonably possible within the selected case type.
The molar relationship and posterior crossbite are difficult to adjust with clear aligners alone, so we maintain the existing condition by default, rather than planning movements with a low chance of success.
Idealizing means to move the teeth on the model into an ideal position, even if the movement is unlikely or will take longer to achieve. By default, we recommend interproximal reduction, adding engagers, and proclining, expanding, or distalizing the teeth as needed. If you definitely do or don’t want these options, let us know here.
In the next section, you can provide additional instructions. Indicate any teeth that should not be moved (such as bridges or ankylosed teeth). You can also tell us to avoid placing engagers on certain teeth. If you plan to extract teeth before treatment, let us know so we can remove them from our model. If you want to end the treatment with open space between some of the teeth, let us know here.
You can also provide freeform instructions at the bottom of the page. Again, the more detailed the better.
Photos and X-rays
Next, it’s time to upload your patient’s photos. You can drag and drop image files directly into the grey drop zone, or you can click “Select photos…” to open a file selection dialog. You can select multiple images and click “choose" or “open" to upload them all at once.
We require 8 different angles to be submitted. We require three headshots: a frontal view of your patient’s entire face at rest, the same angle with your patient smiling, and a profile with no smile. You’ll also need five close-ups: occlusal views of the upper arch and the lower arch, and a clear view of the patient’s right, front, and left. Make sure the posterior occlusion is clearly visible.
For a printable photo template click here.
In the next section, you can upload X-rays. X-rays are optional, but if you have them, we recommend that you upload them for more accurate treatment.
Impressions or Scans
Next, tell us whether the models will be based on impressions or intraoral scans.
If you’re submitting impressions, use PVS material. Alginate won’t work, and neither will stone models. We need impressions for both arches—even if you’re only treating one arch. Bite registrations are optional. Use disposable impression trays—metal trays can’t be scanned, and all physical records are disposed of after processing.
If you’re using an intraoral scanner, we need articulated scans of both arches—even if you’re only treating one arch.
If you have STL files exported from your scanner, drag them into the grey drop zones to upload them, or click the file selection links.
If you select “Directly uploaded scans,” we’ll keep an eye out for files uploaded directly from the selected scanner that match your patient’s information. This works best if you submit your case on dr.clearcorrect.com before uploading scans through your scanner’s interface.
We only require the upper and lower arch scans because the positional data from the occlusal scan is embedded in the upper and lower files themselves. We know that some scanners generate three files, but since all the pertinent positional data is included in just the two, we don't need the third.
When that’s done, you’ll be prompted to agree to ClearCorrect’s current terms & conditions. These terms are updated periodically, so it’s worth clicking the link to make sure you’re familiar with the latest version. You don’t have to pay to submit a case, and you’re under no obligation—you’ll pay the lab fee if you approve a treatment setup.
After you click Submit, you can print a submission record. This is for your files—don’t submit this to ClearCorrect.
Print packing slip
If you’re using PVS impressions, you’ll also want to print a packing slip. Cut the slip in half and put half of it in the box with your impressions. You can use any sturdy shipping box, including the ones we use to send you aligners. Tape the shipping label to the outside of the box, and drop it off at your nearest Fed Ex shipping location.
After we receive your submission, along with valid photos and scans or impressions, you should receive a treatment setup within a few days. Review it, approve it, and pay the lab fee, and we’ll start making aligners.