ClearPilot® - Introduction and Use

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Disclaimer: Not all features are available in all markets. Contact your local Straumann or ClearCorrect representative to find out what is available in your area.

ClearPilot Version 10.0

Overview

ClearPilot is ClearCorrect's treatment planning tool, providing a 3D simulation of the treatment using the doctor's prescription, instructions, and patient records such as clinical photos, scans, and x-rays. This tool presents a sequential 3D animation illustrating the movement of teeth, aiding both you and your patient in visualizing the treatment goals.

ClearPilot empowers you with control and flexibility throughout the treatment process, enabling customization of treatment setups through:

  • Treatment Information
  • Visualization Tools
  • Measurement Tools
  • 3D Controls

All these features are easily accessible in an intuitive web-based software accessible via the Doctor Portal.

Here are the current features available in ClearPilot:

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Note: Not all features are available in all regions. Please contact your local Straumann or ClearCorrect representative to find out what is available in your region.



How to Access ClearPilot

ClearPilot can be accessed through the Doctor Portal in just five simple steps.

  1. Sign in to your Doctor Portal account.
  2. Navigate to the Manage Orders section on the Doctor Portal Home Page.
  3. Find the case you want to view in ClearPilot.
  4. Click on the aqua colored Treatment Setup icon.
  5. Alternatively, upon selection of the case, you'll be directed to the Case Details page. Under the "Action Needed" tab, click on the "Preview Setup" icon (the small image of the Treatment Setup).
  6. The Treatment Setup will open in a new browser window in ClearPilot.

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Header and Right Panel Features

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The Header and Right Panel contains the following features:

Feature Details
Header

The header contains the following information:

  • Case ID
  • Patient’s name
  • Treatment option
  • Treatment setup version
  • Hide option: Hide patient's information by selecting the patient image
  • Hide the right panel for a larger workspace
Configuration Menu

The Configuration Menu (☰) located in the header contains the following functions and features:

  • Case actions: Submit new scans or cancel the case (you'll be redirected to Doctor Portal to complete the action)
  • Color Settings
  • Other Settings: Change Visual Style, Dental Notation option, and more.
  • Message notifications for total IPR or retainer step
  • Keyboard Shortcuts Guide
  • Shareable patient link
  • Help Center link
Comments Tab

The Comments Tab in ClearPilot provides a chronological view of all comments related to the treatment setup, with the latest comments at the top. It includes:

  • In-app Translate feature, allowing comments to be translated into English, Spanish, French, German, Japanese, and Italian
  • A field for entering comments enables requests for modifications, which updates the Approve and Checkout button to Submit Changes when text is entered
Notes Tab Add private notes, these can include details about specific aspects to check before approving the setup or to track each patient's appointments. These may be visible to ClearCorrect staff, but will not be reviewed by the treatment planning team, shared with third parties, or used for any purpose other than technical support.
Media Tab

When you click on Media, you have the option to view the documents and records related to the case, including:

  • The clinical photographs submitted for the case
  • The treatment plan paperwork
  • X-rays 
Action Buttons

The bottom of the panel allows you to:

  • Return to the Doctor Portal
  • Approve and Checkout or Submit Changes

Left Menu Features

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In the Left Menu you will find the following tools or features:

Dr. Edits Tools

Dr. Edits is where you can access 3D controls for:

Feature Details
Tooth Movement Enables single or multi-tooth movement, multiple IPR editing, and tooth lock/unlock
Features Allows you to place engagers, cutouts, or bite ramps on a selected tooth. Simply click the plus symbol, then double-click the desired tooth. An additional window will pop out to customize the feature
Interproximal Measurement Flags Flags between teeth show collision or spacing (tenths of mm). Red flags mean collision, and green flags mean spacing. Use arrows on each flag to adjust collision (+) or spacing (-)
Tilt/Cant Precise adjustment of the 3D model's orientation in relation to facial reference lines and profile
Bite Jump Visualize and edit the simulation of final occlusal results
Arch Editing A pink line will appear for the upper arch and blue line on the lower arch. Enables controlled movement without losing arch shape
Recursive Arrows Use these arrows to Undo single edits, Redo single edits, and Remove All Edits

Measurement Tools

This is where you can access a variety of measurement tools and features for analyzing the Treatment Setup, including:

Feature Details
Movement Chart See total movement planned at the end of treatment or the movement planned for each step
Bolton Analysis A table showing tooth-size discrepancy between the upper and lower arches
Measure To measure the point-to-point distance between two selected points by clicking on a start and end position
Arch Measurements Measurements include tooth to tooth or tooth to midline
Grid Enables a 1mm grid over or behind the treatment simulation
Superimpose Compare any step of treatment to the starting position of treatment
Occlusal Occlusal Heat Map feature indicates areas of occlusal intersection in different colors based on 3 different contact ranges

Viewing Tools

This is where you can access a variety of viewing tools and features, including:

Feature Details
Tooth IDs Tooth numbering based on your selected notation type
Gums Visibility of gums on the 3D model
Gum Transparency Modify the transparency of the gums
IPR Amount of IPR planned during treatment
Features This includes visualization of engagers, cutouts and bite ramps
Trimline View the trimline position
Limits & Alerts Red and yellow triangles show the predictability of tooth movement at the indicated location
Side-by-Side View View two treatment setup versions simultaneously, displayed next to each other
Updated Timeline (Passive Aligners) Effortlessly visualize when the prescription includes passive aligners or overcorrection steps
Multiview View the upper and lower arches

Customize or Disable the Expandable Left Menu 

The Left Menu lets you customize which features are visible and includes an expandable description option or to display only icons if preferred.

How to Customize Left Menu
  1. Select Customize Toolbar at the bottom of the menu
  2. The tools will be in jiggle mode allowing you to relocate tools
  3. To add tools, select the + symbol which appears next to the tool when hovered over
  4. To remove tools, select the symbol which appears next to the tool when hovered over
  5. To complete customization select Customize Toolbar at the bottom of the menu
  6. Click on the tool you want to activate; it will turn aqua once activated.

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How to Disable the Expandable Left Menu
  1. Access the ClearPilot Application Menu in the right panel
  2. Click the gear icon for Other Settings
  3. Toggle Enable Left Menu to turn off
  4. The tools will now appear as icons only, without labels

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Footer

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The footer’s main feature is the treatment timeline controls for the 3D treatment simulation (Treatment Setup) in the Main Display Window. Let’s explore the details of what the footer includes.

Feature Details
Treatment Timeline

The Treatment Timeline provides several options for navigating between the steps of the Treatment Setup, you can:

  1. Click the Previous and Next arrows
  2. Click the Play button to animate the treatment from beginning to end
  3. Review notation above the step number to reveal suggested steps with actions requiring an appointment
  4. Use the notation below the step number to identify active aligners (full gray bar) or passive aligners/inactive arches (outlined bar)
  5. Identify the overcorrection steps with a yellow-colored bar
  6. Drag the slider to view all steps based on the treatment's number of steps or screen size
Keyboard shortcuts

Utilize keyboard shortcuts to move through the Treatment Setup timeline to evaluate tooth movements at each step:

  • Left Arrow: Previous step
  • Up Arrow: First step
  • Right Arrow: Next step
  • Down Arrow: Last step
  • Space: Play/Pause timeline
Versions
  • When edits have been made to the current setup version by the doctor, they are shown in the DR. step next to the timeline. Once selected you may also use the features from the Dr. Edits menu to add or adjust features including IPR direct edits
  • By selecting Initial this will show the first step in the treatment plan
  • Technician Final will show the final step made by the technician

Main Display Window

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The Main Display Window is where the 3D treatment simulation model is located, where you can:

Feature Details
Increase Image Size

To increase the size of the image:

  • Scroll forward on your mouse wheel
  • If you’re using a PC, you can use the plus (+) key
  • If you’re using a Mac, use Option, Command, and plus (+) keys
  • There is no limit on how much you can zoom in on the image
Decrease Image Size

To decrease the size of the image:

  • Scroll backward on your mouse wheel
  • If you’re using a PC, you can use the minus (-) key
  • If you’re using a Mac, use Option, Command, and minus (-) keys
  • There is a limit on how much you can zoom out on the image
Model Rotation To rotate the model, Left-click and hold down on the image, then rotate it into your desired view/angle by moving your mouse
Model Movement Manipulate the location of the models within the Main Display Window by Right-clicking and holding down on the model, then drag to the desired location
Arch Menu

Use the Arch Menu Shortcuts in the upper right of the Main Display Window to:

  • View only the upper or lower arches
  • View the occluded front and center of the model
  • View the occluded right or left buccal model views
  • Overjet view

Mobile View

ClearPilot offers a convenient and user-friendly mobile version. With ClearPilot Mobile View, you can review and approve orthodontic cases anytime and anywhere. This simplified version provides essential features for on-the-go case management.

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Key features on ClearPilot Mobile View:

Feature Details
Patient Information Access patient's name, case number, and treatment option
Interactive Model Control Utilize touch screen functionality to manipulate the virtual model, or use any of the pre-set views available
Treatment Timeline Navigation Navigate through treatment steps using the timeline or utilize Play, Next, and Back buttons for seamless progression
Full View Option Switch to the full ClearPilot desktop view by selecting the Full View button
Features Click on the View Icon to show or hide the engagers, cutouts, bite ramps, IPR, and pontics
Trimlines View the trimline position
Treatment Overview Access the Tx Overview icon to understand the planned actions for each step requiring your attention
Occlusal Occlusal Heat Map feature indicates areas of occlusal intersection in different colors based on 3 different contract ranges
Tooth IDs Tooth numbering based on notation type
Superimpose Activate the Superimpose icon to compare and analyze the before and after image
Grid Enables a 1 mm grid over the treatment simulation
Case Approval Click on the Approve icon to review the setup and submit the case for final approval
Share Link Show the patient the treatment goals and what outcomes are possible (at the beginning or during treatment, or when non-compliance is suspected)

 


Sharing the Treatment Setup

A link is available to a shareable version of the treatment setup, which hides the patient's name and other treatment information. Share the provided URL and password by email or open in a browser window to show the patient chairside.

Password access to the patient link may be applicable in certain countries. The Treatment Setup password expires one year from the date that the Treatment Setup is created. After the password has expired, if you still need access to the patient link, you will need to contact a Customer Care representative to request a new password.  

There are three locations where you can capture the shareable Treatment Setup link:

Share Link from ClearPilot
  1. Open the ClearPilot Configuration Menu, found in the top right-hand corner of the screen
  2. Click on the Share icon
  3. Choose your preferred sharing method:
    • Copy the shareable link
    • Copy the password
    • Send the link via email

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Share Link from the Doctor Portal
A link to a shareable version of the setup is available on the patient’s Case Details page in the Doctor Portal.
  1. Select the ACTION NEEDED tab
  2. Locate and select Show patient link
  3. Copy the provided URL and password, if provided
  4. Share with your patient

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Share Link from the ClearCorrect® Sync App
When you open to view a Treatment Setup while in the ClearCorrect Sync App you will also have access to the shareable link (from within ClearPilot).

The share link can also be opened on mobile devices. While on your mobile device, simply click on the Share icon at the top of the screen to either copy a shareable link or share by email.
The patient Mobile View will not show the patient's name, case number, or treatment setup and the approve icon will not be available. 

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Features and tools available:

  • The Treatment Overview
  • The Treatment Timeline
  • The View Shortcuts
  • The Play, Next & Back buttons for navigating through the setup
  • The Tooth IDs 

Conclusion

ClearPilot Treatment Planning Tool has been designed to assist you in generating the desired Treatment Setups for your patients.

At ClearCorrect, we are dedicated to enhancing your experience and equipping you with the necessary resources to advance your practice.

With ClearPilot's 3D Controls, you have access to powerful tools for developing customized treatment plans. These controls empower clinicians to adjust their Treatment Setups to precisely align with the unique goals of each patient.

Other related articles you may find helpful:

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