For information regarding the Doctor Portal, refer to the following:

• Registration & Access
• Home Screen/Manage Orders
• Case Page/Case Details
• My Account
• Footer Features

Registration & Access

Register as a provider 

You'll need to register as a provider in order to access the Doctor Portal. You can register on Straumann's eShop or, in regions where eShop is not available from dr.clearcorrect.com directly.  To learn more on registering as a ClearCorrect provider see the following article:

• How to register as a ClearCorrect provider

To access the Doctor Portal, you will need the following requirements.

	System requirements Computer  Internet access Any internet browser: Chrome, Safari, Mozilla, Edge
	Website Access the ClearCorrect Doctor Portal through the Straumann eShop or  Access the ClearCorrect Doctor Portal located at: dr.clearcorrect.com (Registration process may vary depending on region. You will be prompted with the appropriate process from dr.clearcorrect.com.)
	Doctor Portal Access Register as a ClearCorrect Provider Once you have created your account, you access the Doctor Portal from Straumann eShop dr.clearcorrect.com

Home Screen/Manage Orders

• Manage Orders Page
• Add Order
• Managing Collaborators from the Manage Orders Page

Manage Orders Page

When you first sign in, you’ll arrive on the Manage Orders page, where all your cases will be listed. The page displays information about each order's:

• Order number
• Name
• Most recent activity
• Status
• Category
• Case type
• ClearPilot® access

You can sort your cases using any of the above criteria. To sort by specific criteria, click on the criteria header and your orders will redisplay according to your selection. 

The table below describes each of the criteria displayed on the Manage Orders page.

You can refine the orders you want to view by clicking on the Status drop down, and choose from:

• Action Needed
• Closed
• In Progress

Or, further refine by selecting the Category drop down, with the following options:

• All Action Needed
• Setup Awaiting Approval
• All In Progress
• All Closed
• Completed
• Cancelled

The All status displays a number in parenthesis that is the total number of orders with that status that you have in the Doctor Portal. You can also search for a specific order by typing identifying information into the Search bar, and clicking Enter. The notification (bell) icon, when clicked, will take you to the Action Needed status and show you the cases with setups awaiting approval.

Add Order

From the Manage Orders page, you can add a new order (new case) from the home screen. Click on the ADD ORDER link in the header or click on the ADD ORDER button located at the top right of the Manage Orders page. 

To learn more about ordering aligners or retainers visit the following articles:

• Creating an Order in the Doctor Portal
• Ordering Retainers

Managing Collaborators from the Manage Orders Page

If you wish to collaborate with colleagues or external services (such as TPS), you can enable the Collaborator Suite. Once you have enabled the Collaborator Suite, you can manage your Collaborators from the Manage Orders Page. 

To learn more about the Collaborator Suite and TPS see the following articles:

• The ClearCorrect Collaborator Suite
• Treatment Planning Services (TPS)

Case Page/Case Details

The case page displays everything you need to manage a case and keep it running smoothly. There are 3 main tabs on the case page:

• Action Needed Tab
• Documents Tab
• History Tab 

The technician's notes that appear on any of the Case details tabs can be translated. To translate the notes, click on the expanded drop-down menu and select the language you want the technician's notes to appear in.

Action Needed Tab

When you go to a patient’s Case details page, it will open to the ACTION NEEDED tab if any action needs to be taken by the clinician. After the case has been approved and the patient is receiving treatment, the ACTION NEEDED tab will not be displayed.

The patient link can be shared from the ACTION NEEDED tab. The patient link allows clinicians to share a version of the Treatment Setup with their patients. Click Show patient link to expand the link and copy it. When you expand the link, a password will also appear (for select markets). Share both the link (and password, if applicable) with the patient. 

The current status and available actions for the case show up on the case page in the ACTION NEEDED tab. Some action items include:

• Setup awaiting approval: Treatment setups that are awaiting your approval will appear under the ACTION NEEDED tab on the case page. You can view, approve or disapprove the treatment setup from here, and see any notes from the technician and the link to share the setup.
• Waiting for records: If you don't upload all required records when adding your order, the missing records will be indicated under the ACTION NEEDED tab on the case page. You can upload the missing records here and complete the submission.
• Print shipping label: If you're submitting PVS impressions, after completing the submission form, you'll arrive at the ACTION NEEDED tab on the case page to create and print your shipping label. Select PVS impressions and your shipping method, and then click on the Create shipping label button. Then select the shipping label you'd like to print in the Shipping label drop down menu and then click Print.
• Submission incomplete: When you select the case with the incomplete submission, you'll be taken back to the submission form where you left off or where there is missing information.

If there are no actions needed, the ACTION NEEDED tab will not appear for that case.

Documents Tab

Shows all documents related to that case (i.e., photos, scans, case submission form, revisions, etc.) Documents can be downloaded for your records by clicking on the download icon in the "Action" column, located at the far right for each entry.

History Tab

Includes the history of the case; when documents were received, when treatment setups were approved or disapproved, when phases were shipped, when they arrived, etc. You can click on the eye icon (if available, it will be located on the far right of the entry), to see more specific details about that particular item.

If you need to revise the case, click the Revise button, which will be located at the top right-hand side of the case page. For more information, refer to the full article on how to request a revision.

My Account

To manage your account, click on the drop down located at the top far right-hand side of the home screen and click on the My Account option. You can also log out of your account from this dropdown.

The first option on the “My Account” menu is PERSONAL INFORMATION. Here you can edit your first and last name, degree, specialty, username, wear schedule and language preference.

You can scroll up and down through the My Account page or use the menu on the left-hand side of the screen. Here you can manage your:

• Practices
• Passwords
• Phone Numbers
• Email Notifications
• Payment Methods
• Pairing
• Collaborator(s)
• API Keys
• Preferences

To update any other information, please contact provider services.

Footer Features

In the footer, on every page of the portal, there are links to:

• ClearCorrect’s Twitter, YouTube, Pinterest and Facebook pages.
• ClearCorrect’s Terms and Conditions, Privacy Policy, Consent Form and Terms of Use documents. Note: The documents are displayed based on the shipping address you have provided for the account. The language of the documents will not change if you update the language setting in your account. This is because the content of the documents is localized to the country/region you are associated with, rather than the language you select. If you need to change your practice address please contact your provider services representative.
• Links to ClearCorrect’s education site, Straumann’s website, ClearCorrect’s Help Center and Document library.

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