Creating an Order in the Doctor Portal

For information regarding creating an order in the Doctor Portal, refer to the following:



Overview

Register as a provider

The first step to creating an order with ClearCorrect is to register as a provider. You can register on Straumann's eShop or, in regions where eShop is not available, in the Doctor Portal directly.  To learn more on registering as a ClearCorrect provider see the following article:

Collect the Patient Informed Consent

Before you begin creating an order, have your patient read and sign a Patient Informed Consent. It's important for your patients to understand the risks and benefits of clear aligner therapy. You can download an example form in the footer of the Doctor Portal (ensure the form adheres to all local laws in your area - the form provided should only be used as an example). Keep the signed document for your records.

2023_Informed_Consent_-_Shadow.jpg


Step 1: New Order

After logging into the Doctor Portal, you will be taken to the Manage Orders page.

1.  To create an order for aligners, click on the Management Tab in the header, and then select 'New Aligner Order.' Alternatively, scroll down to the 'Manage Orders' Section and hover over the plus symbol to access the 'New Aligner Order' button.
2.  The Create an Order page will open, and you can begin the workflow for creating an order.

 

new aligner.jpg

 



Step 2: General information

For the General Information section, perform the following steps:

1.  Treating Practice:

  • Select the practice you are treating this patient from. This is where the Aligners will be shipped.

2.  Patient Information:

  • First and last name
  • Date of birth
  • Gender

3. Treatment Information:

  • Treat Arches
  • Chief Complaint

General Information.jpg



Step 3: Records Uploader

The Records Uploader contains three tabs:

3D-Models

Scans or PVS Impressions:

  • Upper Arch
  • Lower Arch
Photos

Photos of eight specific angles:

  • Full face (not smiling)
  • Full face (smiling)
  • Profile (not smiling)
  • Occluded buccal view of anterior
  • Occluded buccal view of right lateral
  • Occluded buccal view of left lateral
  • Occlusal view of upper arch
  • Occlusal view of lower arch
X-Rays

Intraoral X-Rays:

  • Lateral, panoramic, or periapical

Note: X-rays are optional for permanent dentition cases, but mandatory for mixed dentition cases.

For the Records Uploader section, perform the following steps for each tab:

3D Models

1.  Click on the dropdown menu to select your intraoral scanner (IOS), your preferred IOS integration, or 'PVS Impressions' if you are submitting physical impressions.

2.  Select 'Add File' to upload images from your files for both upper and lower arches. Bite scans are optional. If using a direct integration with an intraoral scanner, some files may already be present.

3.  If submitting physical impressions, you will be provided a shipping label once you have completed the online submission form, so you can ship them to ClearCorrect.

  • PVS Impressions - We only accept any silicone-based impression material, including PVS, VPS, and polyether 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 and mesh trays can’t be scanned. Physical records will not be returned; they are disposed after processing.

3D Models Cut.gif

Photos

1.  Upload bulk files by dragging and dropping files or by clicking in the rectangular area.

2.  Photos can then be sorted by dragging and dropping to the correct photo angle.

3.  8 photo angles are required with your submission.

4.  You may select a primary photo by clicking on the 'Set as primary' icon in the lower left corner of the desired photo.

Photo Upload.gif

5. Alternatively, you can use the ClearCorrect Sync App to capture photos. For more about the ClearCorrect Sync App for a more efficient practice management, see the following article: ClearCorrect® Sync App - Overview and How to Use

 

X-Rays (Optional)

1.  Upload bulk files by dragging and dropping files or by clicking in the rectangular area.

2.  X-rays can then be sorted by dragging and dropping into the correct type of x-ray.

Note: X-rays are optional for permanent dentition cases, but mandatory for mixed dentition cases.

x-rays.gif



Step 4: Treatment Approach

Completing this section will guide you through the treatment protocols for the case and provide the technician with instructions on how to prepare your treatment setup.

Select dentition type:

  • Permanent: The stage where only permanent teeth are present.
  • Mixed Dentition*: The stage where both primary and permanent teeth are present.

(Note*: This indication is not available in all regions; check the IFU for your country at ifu.clearcorrect.com to confirm the indication for your region.)

Permanent Dentition treatment approach:

The treatment approach defines your overarching vision for the patient's treatment.

  • An 'Aesthetic' approach will focus on simple alignment in the anterior aesthetic zone with no molar movements.

Permanent - Aesthetic edits.png

  • A 'Full Arch Correction' approach will consider all underlying orthognathic and orthodontic conditions.

Permanent - Full Arch edits.png

Permanent Dentition with Aesthetic

1.  Select Permanent Dentition Type.

2.  Select Aesthetic Treatment.

3.  Select from the different base and optional protocols to further customize the treatment to your patient's needs.

Permanent Dentition with Full Arch Correction

1.  Select Permanent Dentition Type.

2.  Select Full Arch Correction.

3.  Select Bite Classification.

  • Pop-up will appear with Base Treatment Protocols and optional Protocols for each class.
  • Select treatment details for your patient.

4.  Optional Selections include:

  • Dental Conditions.
  • Midline Corrections.

 

Mixed Dentition treatment approach:

Mixed Dentition with Full Arch Correction - Recommended

1.  Select Mixed Dentition.

2.  Select Full Arch Correction.

3.  Select Bite Classification.

  • Pop-up will appear with Base Treatment Protocols.

4.  Optional Selections include:

  • Clinical Features.
  • Space Management.
  • Tooth Movement (Staging).
Mixed Dentition with Aesthetic

1.  Select Mixed Dentition Type.

2.  Select Aesthetic Treatment.

3.  Select from the different base and optional protocols to further customize the treatment to your patient's needs.

 


Step 5: Additional Instructions

These details serve as supplemental information to be included on the prescription form:

1.  Wear Schedule

2. Treatment Duration

3.  Provide any additional instructions for the case, including:

  • Any teeth that should not be moved (such as bridges, dental implants or ankylosed teeth).
  • Any teeth to be extracted before treatment.
  • Any teeth to avoid placing engagers.
  • If you want to end treatment with open space between some teeth, let us know here.

4.  Provide us with any detailed explanations or instructions in the 'Additional Information' box.

Additional Instructions.png


Step 5: Submit

First consider if you wish to add TPO services to this case. To learn more about TPO orders, please see the following article:

To submit the case continue completing your order using the following steps:

1.  Add TPO services to your order if you have decided to use TPO services for this case.

2.  Confirm that you have obtained a signed Patient Informed Consent.

3.  Confirm that you have read and agree to ClearCorrect’s current Terms & Conditions. The terms are updated periodically, so it's worth clicking the link to make sure you're familiar with the latest version.

4.  Confirm that you have read and accept the Straumann Group’s Privacy Policy.

5.  You don’t have to pay to submit the case, and you’re under no obligation—you do not pay until you approve the treatment setup.

6.  Then click 'SUBMIT' and we'll start creating your treatment setup.


Printing Shipping Label and Shipping Instructions

If you are submitting PVS impressions, please see the following article for more information to ship these to ClearCorrect.

 


Case Pricing/Payments

The pricing and treatment options for the order you created is provided once you have reviewed and approved the treatment setup for that case. There isn't a guideline for selecting the correct treatment option as it entirely depends on your and the patient's treatment goals, but we have provided some information that may help you in this article.

As soon as you approve the treatment setup, we’ll start making the aligners.

 

480.644_en_03

 

Was this article helpful?
15 out of 18 found this helpful

Comments

0 comments

Article is closed for comments.

Have more questions?
Submit a request
Share it, if you like it.