What are Treatment Preferences?
Treatment Preferences are a great way to communicate to ClearCorrect technicians your preferred approaches to treatment. When the Technician creates a treatment setup for review in ClearPilot, they will do so using a set of default Treatment Preferences if you have not customized your preferred approach.
To customize your preferences for your setups, navigate to the Account drop-down menu located in the top right of the homepage header. You can either select My Account to review all information or choose My Treatment Preferences directly from the menu to be directed to your preferences section.
It’s important to understand what these default settings are when treatment planning.
As always, the treating clinician is solely responsible for patient treatment: please see our Terms and Conditions for details.
Setting Up Preferences
When creating a new account, or if you have not previously set your preferences, you will be prompted to choose your Treatment Preferences before placing an order in the Doctor Portal.
Select your preference options:
- Use Default Preferences: This option will apply the ClearCorrect default treatment preferences, which are aligned with Orthodontist defined ClearCorrect clinical protocols.
- Customize Preferences: By selecting this option, you will be redirected to the Preferences section in My Account. Here, you can customize the treatment preferences to align with your specific treatment style.
To set up customized preferences, perform the following steps:
- Access the Account drop-down menu:
On the homepage header, in the top right, navigate to the Account drop-down menu, select either My Account to review all information or choose My Treatment Preferences directly from the menu to be directed to your preferences section. -
Setup Treatment Preferences section:
On the My Account page, utilize the left-hand menu to navigate to various sections, under Preferences, you will find five sections of Treatment Preferences:
- Clinical Preferences
- Bite Correction Preferences
- Aligner Customization
- Mixed Dentition
- Additional Treatment Preferences Notes
-
Make your selections:
The default preference and current selection will show in the field in a bold text, to view other preference options, click the drop-down menu icon.
The currently selected preference will show highlighted in grey and in a teal font. Any other available preference options will appear below the default preference. -
Save Preferences:
When you are done making your selections for your treatment preferences, click the Save button and your preferences will be applied to all future Treatment Setups.
Understanding Treatment Preferences
Learn about the clinical significance of each Treatment Preference, what options we offer, and how we selected the ClearCorrect default preferences.
Clinical Preferences
The provider can change the movement velocity based upon the number of desired/required aligners and amount of tooth movement control.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Default: 0.3 mm and 3° per tooth, per step. | Reduced: 0.2 mm and 2° per tooth, per step (will result in increased # of aligners). | Use custom instructions (see additional treatment preferences notes section for details). |
A patient's wear schedule is a decision that is determined by the Clinician and is made depending on the individual treatment goal for each patient.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| 2 weeks per step | 1 week per step | 10 Days per step | 3 weeks per step |
| Explanation | |||
| The default preference is based on our clinical protocols and aligner design. We suggest changing the aligners every 2-weeks. | A 1-week wear schedule should be considered with reduced tooth movement velocity and with patients that are still growing, such as with teen patients. | A 10-day wear schedule is indicated for cases when more efficiency is needed, in adult and teen patients. If the 10-day wear schedule is chosen, we recommend it is accompanied by a slower tooth movement velocity. | A 3-week wear schedule could be desirable when you need more time to deliver the tooth movement based on the complexity of the case. |
IPR will depend on the treatment plan prescribed by the doctor. IPR will be performed as per the treatment plan prescribed by the doctor. It involves minimal enamel removal to create space based on the patient's clinical needs.
| Default Preference | Preference Option 2 |
|---|---|
| Allow IPR | Do not allow IPR |
IPR is performed only on odd steps and when interproximal surfaces are in proper position. You can customize its timing in your treatments as needed.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| Allow IPR when the software recommends it.* | Apply IPR at step 1 | Apply IPR at step 3 | Use custom instructions (see additional treatment preferences notes section for details) |
The maximum interproximal reduction per tooth, to create space for alignment while preserving tooth structure, periodontal health, and occlusal stability.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| 0.3 mm for anterior, 0.6 mm for posterior | 0.5 mm for all teeth | 0.6 mm for all teeth | Use custom Instructions (see additional treatment preferences notes section for details) |
The occlusal relationship between maxillary and mandibular anterior teeth, influencing overjet, overbite, incisor guidance, and functional stability.
| Default Preference | Preference Option 2 |
|---|---|
| Without contacts.* | With contacts |
*Standard cases: apply approximately 10 degrees of positive torque.
*Class III cases: retrocline lower anteriors with IPR, overcorrect upper anterior positive torque.
A transverse increase in arch width.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| First molars to first molars | Only anterior teeth and premolars | Include all teeth | Use custom instructions (see additional treatment preferences notes section for details) |
The maximum lateral movement of posterior teeth per arch segment, ensuring controlled expansion, occlusal stability, and periodontal health.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| Maximum 2 mm | Maximum 1 mm | As recommended | Use custom instructions (see additional treatment preferences notes section for details) |
The Smile Arc can be used as guidance to help establish an ideal for how the teeth should look when the patient smile.¹
| Default Preference | Preference Option 2 |
|---|---|
| Follow lip guidance based on frontal smiling picture | Align and level following ideal occlusion, no lip guidance |
The ideal goal for occlusion is to have a cusp-fossa relationship when the teeth are brought into contact.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| Balanced posterior contacts with no anterior contacts | Balanced posterior contacts with light anterior contacts | Heavy contacts (molars and premolars) | Use custom instructions (see additional treatment preferences notes section for details) |
Curve of Spee is the curvature of the mandibular occlusal plane beginning at the canine and following the buccal cusps of the posterior teeth, continuing to the terminal molar.²
| Default Preference | Preference Option 2 |
|---|---|
| Ideal/flat Curve of Spee by combination of tipping, intrusion, and extrusion | Improve occlusion, but do not correct Curve of Spee unless requested on prescription |
C-Chain is where any existing spaces (at a specific step of treatment) are closed.
C-Chains are usually planned and used at the end of treatment.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Only when requested on Prescription | Yes, including all anteriors | Yes, including all anteriors and first molars |
A tooth size discrepancy assessment measuring the 3-3 anterior ratio and 6-6 overall ratio to identify mismatches affecting occlusion and arch alignment.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Leave spaces distal to laterals | Leave spaces distal to canines | Use custom instructions (see additional treatment preferences notes section for details) |
Indicated in cases of severe crowding, Bolton discrepancy, or periodontal concerns, allowing for space redistribution and alignment while maintaining occlusal function and esthetics.
| Default Preference | Preference Option 2 |
|---|---|
| Add vertical engagers in the teeth adjacent to the extraction site, add a 5 degree Gable Bend and add a pontic | Use custom instructions (see additional treatment preferences notes section for details) |
Indicated for severe crowding, bimaxillary protrusion, or Class II camouflage, allowing controlled space closure, anchorage management, and incisor retraction while maintaining occlusal function and esthetics.
| Default Preference | Preference Option 2 |
|---|---|
| Add vertical engagers in canines, 2nd premolars and 1st molars, add a 7 degree Gable Bend, add Class II elastics for Class II cases and Class III elastics for Class III cases and add a bar in the extraction space | Use custom instructions (see additional treatment preferences notes section for details) |
Indicated for Class II or Class III camouflage, moderate crowding resolution, or anchorage preservation, allowing for controlled space closure, occlusal stability, and optimal intercuspation.
| Default Preference | Preference Option 2 |
|---|---|
| Add vertical engagers in canines, 1st premolars and 1st molars, add a 7 degree Gable Bend, add Class II elastics for Class II cases and Class III elastics for Class III cases and add a bar in the extraction space. | Use custom instructions (see additional treatment preferences notes section for details) |
Bite Correction Preferences
Different ways to address the correction of a Class II malocclusion.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 | Preference Option 5 |
|---|---|---|---|---|
| Upper sequential distalization and elastic simulation | Upper sequential distalization | Elastic simulation | Upper sequential distalization with 50% separation | Use custom instructions (see additional treatment preferences notes section for details) |
The maximum posterior movement of upper molars to correct Class II malocclusion while maintaining anchorage control, occlusal stability, and root integrity.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| 3 mm maximum distalization | 4 mm maximum distalization | Use custom instructions (see additional treatment preferences notes section for details) |
Enhance anchorage and support molar distalization, improving anteroposterior correction and intercuspidation in Class II cases while maintaining occlusal stability.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| Slit in upper canines and button cutout in lower first molars | Slit in upper canines and slit in lower first molars | Button cutout in upper canines and button cutout in lower first molars | Use custom instructions (see additional treatment preferences notes section for details) |
Different ways to address the correction of a Class III malocclusion.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 | Preference Option 5 |
|---|---|---|---|---|
| Lower sequential distalization and elastic simulation | Lower sequential distalization | Elastic simulation | Lower sequential distalization with 50% separation | Use custom instructions (see additional treatment preferences notes section for details) |
The maximum posterior movement of lower molars to correct Class III malocclusion while preserving anchorage control, occlusal stability, and root integrity.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| 1 mm maximum distalization | 2 mm maximum distalization | 3 mm maximum distalization | Use custom instructions (see additional treatment preferences notes section for details) |
Enhances anchorage and supports lower molar distalization, improving anteroposterior correction and intercuspidation in Class III cases while maintaining occlusal stability.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| Slit in lower canines and button cutout in upper first molars | Slit in lower canines and slit in upper first molars | Button cutout in lower canines and button cutout in upper first molars | Use custom instructions (see additional treatment preferences notes section for details) |
An excessive vertical overlap of the maxillary over mandibular incisors, which may lead to occlusal interference and enamel wear.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Correct deep bite with intrusion of anterior teeth and extrusion of posterior teeth (this option will create hard contact points in the posterior teeth) | Correct deep bite cases with intrusion of anterior teeth | Use custom instructions (see additional treatment preferences notes section for details) |
A vertical malocclusion where the incisors lack overlap, caused by skeletal, dental, or habit-related factors, often requiring intrusion, extrusion, or skeletal correction.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Correct anterior open bite with extrusion of anterior teeth and intrusion of posterior teeth (this will create a virtual bite jump at the end of the simulation) | Correct anterior open bite cases with extrusion of anterior teeth | Use custom instructions (see additional treatment preferences notes section for details) |
Transverse malocclusion where the maxillary posterior teeth occlude lingually to the mandibular posterior teeth, often due to skeletal or dental discrepancies, requiring expansion or occlusal adjustments for correction.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| Correct all | Do not correct | Do not correct scissor crossbites | Use custom instructions (see additional treatment preferences notes section for details) |
Aligner Customization
Some tooth movements require more control, so we provide alternative options for placing engagers to improve their effectiveness when needed.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Yes | No | Use custom instructions (see additional treatment preferences notes section for details) |
Engagers are strategically placed to optimize tooth movement. Proper timing ensures efficient force application, greater comfort, and improved aesthetics.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Place at step 1 and keep all engagers until end of treatment | Delay and place at step 3 and keep until end of each arch's treatment | Use custom instructions (see additional treatment preferences notes section for details) |
Determines whether existing engagers remain in place or are removed for the refinement/new setup. This decision is based on the new tooth movements, aligner tracking, force optimization, and current engager wear.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Remove the engagers | Do not remove the engagers | Use custom instructions (see additional treatment preferences notes section for details) |
Different engager sizes are offered for better fit according to the anatomy of the tooth and to improve anchorage.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| 3 mm | 2 mm | 4 mm |
The placement of the bite ramp is designed to ensure proper contact between the upper and lower teeth. This helps achieve the desired occlusal guidance and functional improvement.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 | Preference Option 5 |
|---|---|---|---|---|
| Add bite ramps in upper centrals and laterals when anterior intrusion is more than 1 mm | Add bite ramps on all upper anterior teeth when anterior intrusion is more than 1 mm | Add bite ramps only on upper canines when anterior intrusion is more than 1 mm | Do not add bite ramps | Use custom instructions (see additional treatment preferences notes section for details) |
Posterior bite ramps are placed in the occlusal surface of posterior teeth.
| Default Preference | Preference Option 2 | Preference Option 3 | Preference Option 4 |
|---|---|---|---|
| Add bite ramps to lower first and second molars | Add to upper and lower first and second molars | Do not add bite ramps | Use custom instructions (see additional treatment preferences notes section for details) |
Designed to disarticulate posterior teeth, eliminating occlusal interferences, enhancing transverse correction and stability.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Add bite ramps to lower first and second molars | Do not add bite ramps | Use custom instructions (see additional treatment preferences notes section for details) |
- Pontics are utilized in the anterior region when a tooth is missing or when the patient has open spaces ≥ 3 mm.
- Bars are utilized in the posterior region when tooth is missing or when the patient has open spaces ≥ 3 mm.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Plan pontics on anteriors and bars on posteriors | Plan pontics on both anterior and posterior | Keep space and don’t plan for pontics or bars for missing/extracted tooth |
A guide helps to hold a space in the arch for a tooth that is erupting. There are two shapes to select from: a tooth shape or a bubble shape guide.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Plan guides for erupting teeth | Plan eruption bubbles for erupting teeth | Keep space and don’t plan for eruption guides |
Mixed Dentition Preferences
Adjust the movement velocity according to the desired/required number of aligners and the level of control over tooth movement.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Standard movement per tooth, per step – up to 0.3 mm translation, intrusion, and extrusion. 3 degrees rotation. | Reduced movement per tooth, per step (will result in increased # of aligners) – up to 0.2 mm translation, intrusion, and extrusion, 2 degrees of rotation. | Use custom instructions (see additional treatment preferences notes section for details) |
Use in patients presenting with Mixed Dentition is not approved in all markets. Refer to the IFU for your market for approved indications.
Some case types may need engagers to be placed on the teeth, they can be placed in different positions to allow for more anchorage or to aid in the control of complex movements.
| Default Preference | Preference Option 2 | Preference Option 3 |
|---|---|---|
| Add horizontal engagers on all first fully erupted upper and lower permanent molars. No engagers on anterior teeth. | Add horizontal engagers on all first upper and lower fully erupted permanent molars and deciduous molars and permanent incisors. |
No engagers at all |
Use in patients presenting with Mixed Dentition is not approved in all markets. Refer to the IFU for your market for approved indications.
References
1) “The importance of incisor positioning in the esthetic smile: the smile arc” by D.M. Sarver. PMID: 11500650 DOI: 10.1067/mod.2001.114301
2) Farlex Partner Medical Dictionary © Farlex 2012. Curve of Spee. (n.d.) Farlex Partner Medical Dictionary. (2012). Retrieved January 5 2022, from https://medical-dictionary.thefreedictionary.com/curve+of+Spee
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