The Doctor Portal - ClearCorrect Case Management Tool

• Computer
• Internet access
• Any internet browser: Chrome, Safari, Mozilla, Edge

• Access the ClearCorrect Doctor Portal through the Straumann eShop

or 

• Access the ClearCorrect Doctor Portal located at: dr.clearcorrect.com

(Registration and login process may vary depending on region. You will be prompted with the appropriate process from dr.clearcorrect.com)

Stay up to date with ClearCorrect's launches, events, or other important information right from within the Doctor Portal. Use the back and forward arrows to navigate through available notifications, with the most recent ones displayed first. Instead of dismissing notifications, notifications will automatically disappear upon a predetermined expiration date.

The Quick Filter window displays the number of cases in various states. Clicking on a category reveals all cases within that group. You can also use the buttons at the bottom of the dashboard—Action Needed, In Treatment, and Closed—to filter cases by those categories.

View key practice metrics by selecting time periods such as Month-to-Date (MTD), Quarter-to-Date (QTD), Year-to-Date (YTD), or All Time. This allows you to compare case progress with prior performance for more informed decision-making.

Case ID information includes:

• Patient Photo: The patient’s primary case photo.
• Order Number: The unique number assigned to each of your orders.
• Order Name: The name shown is the name that was input for the patient when the order was submitted.

This column indicates which cases have a Treatment Setup that can be viewed in ClearPilot. Users can click on the computer icon to access ClearPilot and review the Treatment Setup. ClearPilot status is reflected in color:

• Grey: Approved
• Aqua: Awaiting Setup Approval
  
  Hover over the icon to view version number and date submitted.

Allows you to personalize and organize case information through color-coded labels. This feature enables users to:

1. Sort your cases based on a color, click on the color wheel.
2. Customize the labels, select the circle to the left of the Case ID information for the patient to access the dropdown menu.
3. Select the pencil to customize the color label, then select the check mark to save. Repeat to customize each color in the menu.
4. Change a patient’s label, select the circle located next to the Case ID and select the desired color/label.

This process can be repeated for each label, providing a simple way to modify or update case labels as needed.

This column contains the date that the case was created in the Doctor Portal.

This column lists the status for the case, possible statuses are:

• Submission Incomplete
• Awaiting Setup Approval
• Waiting for Impressions
• Developing Setup
• Problem with Submission
• In Production
• In-Transit or Delivered
• On Hold
• Final Phase Delivered
• Expiring Soon
• Cancelled

Easily track and organize your cases with the Case Type now displayed in the case list for better case management.

If Collaborator has been activated and assigned to the case, the following Collaborator Statuses will appear in the Collaborator Status column (in aqua if action is to be taken, in grey if none is required):

• Awaiting Setup
• Evaluating Setup 
• Ready for Approval 
• Approved 
• Archived
• Unassigned

This column shows the date that an Approved case will expire. The font type will indicate the expiry status from current date:

• Plain font black: Greater than 6 months
• Bold-faced black: Between 3 and 6 months
• Bold-faced red (with red info icon): Less than or equal to 3 months
• Hovering over the alert icon will display a flag that reads: “Expiring soon”
• Plain font grey: Older than the current date

This column will display any notes made by the clinician.

• To add a note, locate the patient, hover over and select Notes.
• The text box will appear to read or update notes.
• Click Save once you’re done adding your notes.

From this menu you can:

• Navigate to the Manage Orders section of the home page.
• Open a New Retainer Order form.
• Open a New Aligner Order form.
• Navigate to the Manage Collaborators page. (if you have enabled Collaborators or TPS on your cases).

The Education menu gives you quick access to educational resources, including:

• Help Center: Browse hundreds of articles covering topics ranging from advanced aligner techniques to practice marketing in the ClearCorrect Online Help Center
• Ortho Campus: Webinars, live courses, and e-learning resources are all available in Ortho Campus Classroom, featuring various learning paths tailored to specific roles within your practice
• Case Gallery: The ClearCorrect Case Gallery is a global library showcasing the breadth of case types that can be successfully treated with ClearCorrect

The Resources menu offers quick links to convenient resources including:

• Clinic App: The Clinic App includes patient-friendly talk-tracks on the consequences of various malocclusions, the overall benefits of clear aligners, and aids in starting and guiding conversations with patients about their oral health and how ClearCorrect can help
• Practice Marketing: Our practice growth offering brings a comprehensive suite of marketing, education, and business resources to empower clinicians and staff to grow their practice and offer ClearCorrect with confidence
• eShop: The Straumann^® eShop provides dental professionals with a fast, convenient way to search for, find, and purchase products, as well as access all Straumann Group platforms across all brands (note that eShop is not available in all markets)

The Support menu offers access to technical and clinical support for clinicians.

• Customer Care: Contact Customer Care when you need help with your account or specific cases
• FAQs: Articles with the Frequently Asked Questions.

The Profile Dropdown Menu is only available in the header and can be found next to your name at the top right-hand side of the screen. From this menu you have access to the following:

• My Account: This will take you to the My Account page, where you can manage your account details including:
  
  • Personal Information
  • Practices
  • Phone Numbers
  • Email Notifications
  • Payment Methods
  • Pairing (IOS)
  • Collaborator(s)
  • Preferences

To update any other information, please contact Customer Care.

• My Collaborator View: If other colleagues have assigned you as a Collaborator in their cases, this will take you to the page where you can manage these cases
• My Treatment Preferences: This takes you directly to the Treatment Preferences section of the My Account page, where you can adjust the Treatment Preferences for your cases
• Logout: This is where you can sign out from your account

At the top of the Case Details page, you can:

• Update patient information (first or last name)
• Update primary photo (select a different photo in Documents Tab or rotate)
• Add notes
• Add or edit the color-coded label
• Access the Case Actions Menu for tasks like:
  • Order Retainer: Opens retainer order form
  • Revise: Opens revision order form
  • Replacements: Opens replacement aligner form
  • Add TPS Order: Opens TPS order form
  • Upgrade: Opens Case Upgrade form

You can also view key details such as:

• Patient/Case Information: Gender, Date of Birth, Treatment Type, Case Type, Status, Start/Expiry Dates
• Case Status Tracker: Estimated Delivery, Tracking Number, Current Status (In production, In transit, Delivered)
• Address details: Organization, Shipping, Billing Addresses

When an action is required of you for the case it will show in the ACTION NEEDED tab. Some action items include:

• Setup Awaiting Approval: Treatment setups pending your approval are displayed here. You can open them in ClearPilot to review, approve or disapprove, and view technician notes. A link to a shareable version is also available. Note: It's best to make and request changes to the Treatment setup from within ClearPilot. If you try to request them on the Case Details page, they will not be applied to the Treatment Setup.
• Waiting for Records: Missing records from your order will be shown here. You can upload the required files and complete the submission from this section.
• Print Shipping Label: For PVS impression submissions, you'll be directed here to create and print your shipping label after completing the order form.
• Submission Incomplete: If an order form is incomplete, you'll be redirected to where you left off or where information is missing.

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

Here you will find the history of the case, including:

• Document receipt dates
• Treatment setup approvals or disapprovals
• Phase shipment and arrival dates
• Updates made to the patient's name

For additional details on a specific item, click the eye icon on the far right (if available).