Access and Login Questions
You'll need to register as a ClearCorrect Provider first. After that, you can access the Doctor Portal via:
After 3 failed login attempts, your account will be locked for 20 minutes. Wait and try again. If that doesn’t work:
- Check that you’re using the correct username
- Reset your password from the sign-in page
- Or contact Customer Care
Click Forgot Password on the sign-in page.
- Passwords must be 8–16 characters and are case-sensitive
- Once you reset it, the email link will only work once
- Need help? Contact Customer Care
You can use your primary email address as your username. If you need assistance, you can call, email or chat with Customer Care for assistance.
For the best experience, we recommend utilizing Google Chrome, Microsoft Edge, and Apple Safari.
If multiple users access the same account, saved filters or sorting may change. Align with your team on a shared view.
Filters applied in the desktop portal don’t sync with the mobile Sync App—and vice versa.
Profile and Settings Questions
- eShop users: Go to Account Dashboard > My Profile Details, click the pencil icon.
- Non-eShop users: In the Doctor Portal, go to My Account > Email Notifications.
- Need help? Contact Customer Care.
Go to My Account > Language Preferences and choose your preferred language.
Preferences are updated on a frequent basis with the aim to continue to improve our system based on clinical experience like yours. We recommend reviewing and/or updating yours with the launch of each new version of Doctor Portal, or every 6 to 12 months. To review or update your preferences go to My Account > Treatment Preferences > Make your selections > click Save.
General Doctor Portal Questions
This means the case hasn’t been approved yet. Once approved, the Case Type will update to the selected treatment plan (e.g., Two, Unlimited).
Quick Filters show how many cases are in key statuses. Click any filter to apply. Recommended to check every time you log in.
Use the colored circle next to each case to tag and group them.
- Rename categories as needed.
- Filter by label using the dropdown at the top of the case list.
- During case submission: Click Next to save each page.
- For revisions: Use Save as Draft to preserve your work.
Sort the ClearPilot column in the Manage Orders page by clicking its header. With the custom case view feature, your sorting will be saved even after logout.
The Practice Insights section offers analytical metrics including case submissions, approvals, and revisions.
Unavailable actions are shown in gray. Available options are in black and highlighted in teal when you hover.
Report technical issues to Customer Care.
Shows: In Production, In Transit, or Delivered. For Mixed Dentition: one tracker per case, even when all phases are shipped at once. Disappears 30 days after delivery.
No. You can only edit the primary photo. To track results, upload before/after images to the ClearCorrect Case Gallery.
Yes. Add TPS during case submission or via Case Actions menu. Share the case through Collaborator Suite. You remain responsible for follow-up.
Shipping & Order Management
The estimated delivery shows a range of ±2 business days from the target shipping date. If a case has multiple phases that ship together, the tracking information and delivery timeframe are shown once and it applies to aligners, retainers, or replacements once they're in production. Once we receive the tracking number, it will show the date expected to be delivered by the carrier.
To upgrade a case (e.g., ONE → TWO), use Case Details > Upgrade. Fees apply.
Your case shows how many revisions/retainers remain.
If you run out:
- Buy more at FLEX prices
- Upgrade the case (if still active)
Expiry depends on plan (e.g., ONE = 12 months from first shipment): - Bold = <6 months left
- Red = <3 months left
After expiry, upgrades are no longer available.
Info is consolidated when multiple phases are shipped together. Same timeframe and tracking shown for all.
No. Once created, it can’t be edited. Go to Case Details > PVS Impressions > Select shipping > Create a new label.
Replacement & Quality Issues
No. The online form is only for lost aligners or damaged by the patient. Contact Customer Care for product issues
- Orders are processed with rush priority
- Delivery depends on your local carrier and fulfillment center
- Engager templates are included if part of an active step
- Limits:
- UNLIMITED: Max 1 order every 45 days .
- All plans: Max 8 steps per arch per order.
- Charges:
- UNLIMITED: No charge
- FLEX, MINI, ONE, TWO, THREE: Charged per aligner (engager templates included at no extra cost)
No. Wait until the replacement has shipped to submit a revision.
Billing & Account Management
To change your shipping/billing or practice address, please contact Customer Care.
- eShop: Billing & Payment > Self-Service
- Non-eShop: Contact local distributor
Doctor Portal: My Account > Payment Methods
Straumann eShop: Account Dashboard > Credit Cards
They appear as a dropdown when approving setups or ordering retainers.
Treatment setup shows planned steps and cost for each option when making a selection.
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