Submitting a case - FAQs

ClearCorrect is a medical device manufacturer . Treatment decisions and case diagnosis are entirely the responsibility of the prescribing doctor.

Case submission

Can I upgrade a case from a Limited 6 or Limited 12 to a larger case?

You can upgrade to another case type as long as the Setup has not been approved. To upgrade, when you receive the Treatment Setup, you need to decline the setup stating that you prefer to go with a different case type and give detailed instructions on what is needed.

Once a Setup has been approved the option to upgrade case types is no longer available and the only way to add more treatment is by purchasing a revision. See our Terms & Conditions for details.

What are the most common issues that cause a Limited 12 aligner case to be elevated to an Unlimited case?

When the ClearCorrect technician reads the case submission form, they try to follow all of the doctor's instructions taking into account the requested case type. However, if they can't follow both the treatment plan and case type instructions, they will prioritize the treatment plan instructions over the case type which can lead to upgrading the case to an Unlimited. If it's noted on the case submission form that the case type is a higher priority over the treatment plan, along with a note of which correction is allowed to be compromised for the case type, then our technician will follow those instructions instead of their normal protocol.

I'm not sure about the amount of trays to plan for. Do you have a guideline for selecting the right case type?

In 2015, we made a change where by default and at no charge to you, our technicians recommend a case type appropriate for the treatment you prescribe, which eliminates the need for you to choose the case type for your patient. However, if you have a preference, you can indicate it when you submit the case.

Either way, the case type won't be final until you approve a treatment setup and pay for the case. 

If you want to choose your case type, we've prepared a simple chart to help you predict which treatment option might be best for your case:

Do I need to take a cephalometric x-ray?

No. We don't require x-rays but if you have them, its a good idea to upload them with the case. We accept panoramic x-ray or a full mouth x-rays series (FMX). See this article for more information on photos & x-rays.

Why do I need both impressions for a single arched case?

The reasons we need impressions of both arches, including for single arched cases are:

  • Our current software requires both arches to work at the movement.
  • We need to know where the opposing teeth are located to prevent inter-arch collision or hyper-occlusion when moving teeth to their final position.
  • When improving the overjet, overbite, midlines, canine, premolar, and/or molar relationships, we need to have the opposing arch to setup the correct relationships.
  • Some cases will need to be converted from single to dual arch treatment to achieve certain treatment goals. Having both arches present allows us to make this conversion quickly and conveniently whenever it's necessary.

When taking impressions, I have difficulty getting the distal of the last molars. Do you have any suggestions on an easy way to capture these?

Posterior distortion of the most distal teeth in the arch is 3rd on the list of most common impression issues. It can be difficult to get a good impression since it's hard to see back there. There are a couple of ways to avoid this problem:

  1. Make sure that you're using a correctly-sized tray. It should extend past the last tooth in the arch without touching the gums.
  2. Before inserting the tray containing light body, add some light body directly to the occlusal and distal portion of the last tooth in the arch, ensuring that the last tooth is completely covered with impression material.

Will ClearCorrect return my impression trays?

No, we don't return impression trays or other records. As our terms & conditions state:

“Records submitted to ClearCorrect become the property of ClearCorrect and will not be returned to Doctor.”

If you're especially fond of your impression trays, don't forget that we accept intraoral scans from most major scanners on the market! If you don't have an intraoral scanner, send us disposable impression trays instead. 

Can I do IPR before I take impressions and request no additional IPR?

Generally speaking, no. We recommend taking impressions first, and waiting to perform IPR until the recommended phase, for the following reasons:

  • Impressions do not always capture enough detail to reproduce the spacing properly.
  • If more IPR than necessary is performed in one arch, you might need to perform IPR in the opposing arch to compensate. (We usually recommend IPR in just one arch, whenever possible.)
  • It's best to minimize the amount of time that patients have excess space between their teeth.
  • You may not be able to use the area where IPR was performed as a Compliance Checkpoint for some time.

How do I verify the details of my case submission before I submit it?

To verify the details of your submission, you can review the your information by clicking on each of the category pages below to assure the information you have input is correct:

Treatment setups

Is overcorrection built into the treatment setup?

Overcorrection is only added to the case per the doctor's instructions. Overcorrection can be requested at the beginning of a case when filling out the submission form, when submitting a revision or when reviewing/approving the treatment setup.

How do you determine which teeth will start the movement? (Or, phrased differently); How do you stage treatment?

We use protocols that have been developed by our Chief Technology Officer, orthodontist Dr. James Mah; ClearCorrect founder Dr. Willis J. Pumphrey; and our VP Products, Paul Dinh, CDT. These protocols are applied on a case-by-case basis by our technicians to help get the outcomes you prescribe for your patients.

Sometimes I need help in deciding on the treatment setup.

When approving a treatment setup, it's best to begin with the end in mind - consider the whole treatment and what are the goals for that particular patient. Also, when filling out the case submission form, the more information you give the better treatment setups you'll receive.

For more information, see our recommendations for how to evaluate the treatment setup in our Help Center article on this topic.

Is there a process that I can tweak the final treatment setup myself?

Not at this time, though we are aware that doctors are interested in this functionality. The current process for adjusting your treatment setup is described below.

How do I make adjustments to a treatment setup?

If the 3D model looks inaccurate, you want to move the teeth differently, or you want to cancel the case, click DISAPPROVE when viewing the treatment setup and let us know what you want to do. Our technicians will do their best to make any changes you request and upload a new version of the treatment setup for your approval within a few days.

How can I have a virtual power chain added to the end of the treatment plan so that I have all the required aligners, including for the power chain, without having to request a revision?

When submitting the case, just ask for overcorrection with a digital power chain on the last two steps in order to get a virtual power chain without having to request a revision.


What if I forgot to include something with my case submission box?

If you forgot to include some of the required items in your submission box (or if you need to send replacements for unusable impressions), send them to us in any suitable shipping box, along with a packing slip (included when you purchase a shipping label) or any piece of paper with the patient's name and case number, so we can identify who the additional items belong to. The brown boxes that we use to ship aligners to your office are designed to be re-used to ship impressions, but we’re not picky—you can use any appropriately sturdy corrugated carton.

How can I finish up an incomplete submission?

If you have an incomplete submission that you would like to finish up, you can simply click on the patient’s case and then click ‘Continue’. If this incomplete submission is a duplicate case created by accident, you can click on the patient’s submission and then click ‘Cancel’. When you cancel the submission in this way, the entire submission will be deleted.

Once you click on the patient’s case, it will look like this:

How do I add/remove photos for a case I already submitted?

If you have already submitted your case and you need to have photos either removed or added, then you will need to call, email or chat with Support for assistance. Support will have the submission failed so that the correct/additional photos can be uploaded.

If photos are missing in the initial submission our case receiving department will fail the submission and you will receive notice via email that photos are needed. You can then access the patient's case page in the doctor's portal and follow the upload photos prompt.

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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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