Doctor Portal Version 7.6
Registration & Access
Register as a provider
You'll need to register as a provider in order to access the Doctor Portal. You can register on the Straumann eShop or, in regions where eShop is not available, from dr.clearcorrect.com directly. To learn more on registering as a ClearCorrect provider see the following article:
To access the Doctor Portal, you will need the following.
- 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)
The Doctor Portal Dashboard
Upon signing in, you'll land on the Doctor Portal Dashboard, where you can see important updates in the notifications carousel, gain insights into your practice and easily filter and sort your cases.
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 predefined 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.
Manage Orders
When you first sign in, you’ll arrive on the Manage Orders section under the dashboard, where all your cases will be listed. The page displays information about each order:
- Customizable case labels
- Case ID with primary photo
- Created Date
- Status
- Case Plan
- ClearPilot® access
- Collaborator Status*
- Expiry Date
- Personal Notes
*It will show only if you have Collaborators added to your account.
You can easily find, sort, and filter your orders using the tools available on the Manage Orders section:
- Search: Enter any identifying information in the Search bar and press Enter to find a specific order.
- Sort: Click a column header to sort the orders in that column.
- Filter: Use the drop-down menus at the top of the page to filter your orders.
- Reset Filters: Click Clear Filter to remove all applied filters and view all orders.
Let’s review each of the criteria displayed on the Manage Orders page.
This column contains case and patient information:
- 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
-
Teal: 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 sort your cases based on a color, click on the color wheel.
- To customize the labels, select the circle to the left of the patient Case ID and information to access the dropdown menu.
- Select the pencil to customize the color label, then select the check mark to save. Repeat to customize each color in the menu.
- To change a patient’s label, select the circle located next to the Case ID and select the desired color/label.
This column contains the date that the case was created in the Doctor Portal.
This column displays different case statuses:
- Submission Incomplete
- Awaiting Setup Approval
- 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 Treatment Package now displayed in the case list for better case management.
This column gives you information about the status for the cases shared with a Collaborator:
-
Awaiting Setup - The case has an assigned Collaborator but does not have a Treatment Setup available to review yet.
-
Evaluating Setup - The Treatment Setup is ready for evaluation and should be under review by the Collaborator.
-
Ready for Approval - The Collaborator has reviewed the Treatment Setup and it is ready for the Clinician's approval.
-
Approved - The Treatment Setup has been approved by the Clinician.
-
Unread Message - A new message has been received and is awaiting your review.
-
Archived - Shows cases that have been completed, canceled or closed.
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 (expired).
This column will display any notes made by the clinician.
- To add a note, locate the patient, hover over and select Personal Notes.
- The text box will appear to read or update notes.
- Click Save once you’re done adding your notes.
Header and Footer
From both the Header and the Footer of the Doctor Portal you will have access to the following:
From this menu you can:
- Navigate to the Manage Orders section of the home page.
- Open a New Aligner Order form.
- Open a New Retainer Order form.
- Navigate to the Manage Collaborators page. (if you have enabled Collaborators or TPS on your cases).
This menu offers a convenient way to access a wide range of educational resources. These resources empower clinicians to improve their expertise and proficiency, ultimately leading to better patient care and outcomes with ClearCorrect.
- Help Center: The online knowledge-base platform serves as a comprehensive repository of information, offering access to an array of articles and resources on a variety of aligner topics.
- Ortho Campus: Ortho Campus is a comprehensive collection of orthodontic tools and curricula for treatment success.
- Case Gallery: Explore ClearCorrect cases from around the world and see how ClearCorrect helps doctors deliver smiles that patients love.
This menu offers convenient access to resources for patient education, ClearCorrect Practice growth resources and a click away from the Straumann® eShop.
- Clinic App: ClearCorrect's Clinic App is a convenient and intuitive tool that clinician's and their teams can use to aid the patient education process.
- 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 offers dental professionals the quickest way to search, find and purchase the right products across the Straumann Group brands, and all with a single checkout.
- Consent Form: A Consent Form is a document to ensure patients understand and agree to their clear aligner treatment, including potential risks, benefits, and responsibilities of treatment.
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 Frequently Asked Questions.
To access account settings, open the drop-down menu located at the top-right corner of the homepage and select My Account.
The first section within the My Account menu is Personal Information, where you can update your degree, specialty, preferred tooth notation, and preferred language.
The My Account section also provides access to manage:
- Practices
- Phone Numbers
- Email Notifications
- Payment Management*
- Invoices**
- Pairing (IOS)
- Collaborator(s)
- API Keys
- Treatment Preferences
*This option can be managed only from eShop.
**This option will direct you to a different page.
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. For details see the ClearCorrect Treatment Preferences article
- Logout: This is where you can sign out from your account
It is important to review and select your Treatment Preferences in My Account.
When you submit your case, the Technician creates your treatment setup using a set of default treatment preferences if you haven’t defined your own.
The treating clinician is solely responsible for patient treatment; please see our Terms and Conditions for details.
For a personalized treatment approach:
Case Details Page
The Case Details page serves as your central hub for comprehensive case information. From here, you can access detailed case data, view any required actions, review associated documents, and track the full history of the case, all in one convenient location:
For information about what is available to view or update, refer to the following:
-
The patient’s photo/icon is displayed in the top left corner. Update primary photo (select a different photo in Documents Tab or rotate).
-
Notes made on the case are available. Notes may also be added and updated within the text box.
- The patient’s information is displayed at the top of the Case Details page, which includes:
|
|
The current status and available actions for the case show up on the Case Details page in the ACTION NEEDED tab. Some action items include:
- Setup Awaiting Approval: Treatment setups that are awaiting your approval will appear under the ACTION NEEDED tab on the Case Details Page. You can view, approve or disapprove the treatment setup from here, and see any notes from the technician and the link to share the setup with the patient.
- Waiting for Records: If you don't upload all required records when adding your order, the missing records will be indicated under the ACTION NEEDED tab on the case details page. You can upload the missing records here and complete the submission.
- Submission Incomplete: If an order form is incomplete, you'll be redirected to where you left off or where information is missing.
Additionally, if any records are not acceptable, they will also appear under this tab, and you will need to re-submit new records.
The Documents Tab shows all documents related to that case (i.e., photos, scans, case submission form, revisions, etc.):
The Type drop-down menu allows you to filter the documents by type:
- Photos
- X-rays
- Upper Arch Digital Scan
- Lower Arch Digital Scan
- Case file
You can sort the files by clicking on each column header:
- Name
- Date created
- Type
- Action
Click on the Action icon to download the file for that row.
The History Tab includes dates for the actions related to your case, including:
- Documents received
- Treatment setups approved or disapproved
- Phases shipped
- Shipment arrivals
You can click on the eye icon (if available, it will be located on the far right of the entry), to see more specific details about that item.
480.1077_en_07
Comments
0 comments