How to Create Orders in the ClearCorrect Doctor Portal

Overview

As a ClearCorrect provider, you will need to submit various types of orders during your patient's treatment. This article details the steps for creating each type of order.

For in-depth guidance and tips on case submission, we encourage you to join one of our eLearning courses in Ortho Campus, where you'll find comprehensive instructions and information.

In this article we will cover how to create:

• New Aligner Orders
• Retainer Orders
• Revision Orders
• Replacement Aligner Orders

Before You Create Orders

Before creating orders in the Doctor Portal, we recommend you take the following actions:

Register as a provider

To create any type of order in the Doctor Portal, you must be registered as a ClearCorrect provider. For more information on how to register, please refer to the following article:

• How to register as a ClearCorrect provider

Informed Consent

Before creating a new aligner order, have your patient read and sign a Patient Informed Consent to ensure they understand the risks and benefits of clear aligner therapy. You can download a sample form from the footer of the Doctor Portal (please ensure it complies with your local laws) and retain the signed document for your records.

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New Aligner Order

To create a new order, from the Doctor Portal main page, click the Plus (+) icon next to Manage Orders and select New Aligner Order. The prescription form will open for you to begin filling out.

To create a new patient order, complete each group of steps in sequence. The process is organized into sections, with each section representing a key stage of the order workflow. Within each section, follow the steps provided to ensure all required details are captured.

Next, upload all the information requested in each one of the prescription steps:

1. General Information

2. Records Uploader

3. Treatment Approach

4. Additional Instructions

5. Submit

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Step 1: General Information

1. Select the Treating Practice.
2. Add patient First Name and Last Name.
3. Select Patient Birthdate.
4. Select Gender.
5. Under Treat Arches, choose either one or both Upper Arch or Lower Arch.
6. Add Chief Complaint (optional).
7. Click Next.

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Step 2: Records Uploader

1. Select the Scanner used for the digital impressions and upload the 3D Models (STL files).
2. Upload the Photos.
3. Upload X-Rays (Optional; recommended for Mixed Dentition).
4. Click Next.

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Step 3: Treatment Approach

1. Select the Dentition Type.
2. Select the Treatment Approach.
3. Select the Bite Classification.*
4. Select the Dental Conditions.*
5. Select the Midline Corrections.*
6. Click Next.

* The available selections may vary depending on the patient’s dentition type and the chosen treatment approach.

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Step 4: Additional Instructions

1. Select the following options: wear schedule; aligner trimline height; level to; treatment duration.
2. Choose the following information: do not move these teeth; avoid engagers; teeth to be extracted; Leave these spaces open.
3. Write any Additional Information.
4. Click Next.

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Step 5: Submit

1. Check all required boxes for: Patient Informed Consent, Terms and Conditions, Privacy Notice and data usage.
2. Click Submit to complete the order.

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Retainer Order:New Patient and Existing Patient

Retainers can be ordered for both new and existing patients. This section covers the workflow for each type of retainer order.

To open a Retainer Order form, perform the following steps:

1. Select the link in either:
   • Case Details page by clicking on the Case Actions dropdown menu.
   • Management menu in the header.
   • Manage Orders section where you can hover over the plus button located to the right of the words Manage Orders.
   • Management section in the footer.

2. You will be taken to the Order retainer page and can begin the workflow for ordering your retainers.

   

3. Select one of the following options:
   • New Patient
   • Existing Patient

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New Patient

Let's look at the workflow to create a retainer order for a new patient.

Step	Details
1. New Patient Name	Provide the new patient's first and last name.
2. Treating Practice	Select the practice you are treating this patient from. This is where the retainers will be shipped.
3. Arches	Select the arches for which you need retainers.
4. Records	Submit the digital scans for both the upper and lower arch.
5. Additional Instructions	Add any additional instructions that you may want to provide.
6. Retainer Sets	Indicate the number of retainer sets you want to order.
7. Payment Method	Select your payment method and confirm your billing address.
8. Terms and Conditions	Confirm that you have read and agree to the Terms and Conditions.
9. Submit	You have the option to: Click the Discard button to cancel the order process and return to the Manage Orders page. Click Save as Draft to save the form. You can return later to submit or discard the order. Click the Submit button to submit the order for a retainer. When you click Submit, you'll receive an order confirmation, where you can review your details before finalizing the order.

Retainers order may be subject to additional fees based on the treatment package purchased.

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Existing Patient

Let's look at the workflow to create a retainer order for an existing patient.

Step	Details
1. Existing Patient Name	Choose the existing patient from the dropdown list.
2. Arches	Select the arches for which you need retainers.
3. Records	Indicate whether you’re submitting scans or using an existing scan for the retainers. If you choose scans, upload them here. If using an existing model, specify which step you want to use. If the Retainers will be made based on an existing Aligner step, you will need to select the aligner step number which you want us to use to create the retainers. If you will be submitting new records for the Retainers, select the IOS Direct Integration that you are using or the IOS you're exporting your files from.
4. Additional Instructions	Add any additional instructions that you may want to provide.
5. Retainer Sets	Indicate the number of retainer sets you want to order.
6. Payment Method	Select your payment method and confirm your billing address.
7. Terms and Conditions	Confirm that you have read and agree to the Terms and Conditions.
8. Submit	You have the option to: Click the Discard button to cancel the order process and return to the Manage Orders page. Click Save as Draft to save the form. You can return later to submit or discard the order. Click the Submit button to submit the order for a retainer. When you click Submit, you'll receive an order confirmation, where you can review your details before finalizing the order.

Retainers order may be subject to additional fees based on the treatment package purchased.

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Revision Order

To open a Revision Order form, perform the following steps:

1. Go to the Manage Orders page and click on the case that you want to revise; this will open the Case Details page.
2. Click on the Case Actions dropdown menu at the top right side of the Case Details page, then select REVISE.

You will be taken to the Revision order page and can begin the workflow for ordering your revision.

Let's look at the workflow for ordering a revision for a case.

Step	Details
1. TPS	Consider if you want to add TPS to this case.
2. Case Upgrades	Consider if you want to apply a Case Upgrade to this case.
3. 3D Models	Specify whether you’re submitting scans for the revision and upload them here.
4. Photos	Photos are optional for revisions but can be helpful. If you have new photos for the revision, upload them here.
5. Clinical Features	Indicate any Clinical Features that you want included in the revision, you can select from: Engagers Cutouts for Elastics Bite Ramps
6. Instructions	Provide any details or instructions that you want the technician to consider when creating the Treatment Setup.
7. Submit	You have the option to: Click the Discard button to cancel the order process and return to the Manage Orders page. Click Save as Draft to save the form. You can return later to submit or discard the order. Click the Submit button to submit the revision order. When you click Submit we'll start creating the treatment setup.

Revision requests may be subject to additional fees based on the treatment package purchased.

Replacement Aligner Order

To open a Replacement Aligner Order form, perform the following steps:

1. Go to the Manage Orders page and click on the case that you want to order replacement aligners for; this will open the Case Details page.
2. Click on the Case Actions dropdown menu at the top right side of the Case Details page, then select REPLACEMENTS.

You will be taken to the Replacement order page and can begin the workflow for ordering your replacement aligners.

Let's look at the workflow for ordering replacement aligners for a case.

Step	Details
1. Steps	Select a single step, series of steps, or multiple non-sequential steps that you want to order replacement aligners for: Upper Arch Lower Arch
2. Update	Select the Update button to update the steps and to calculate the cost for the replacement aligners.
3. Payment Method	Select your payment method.
4. Acknowledgement	Acknowledge that the replacement aligner order is not a product quality complaint and that you understand the aligners will be reproduced exactly as they were originally.
5. Terms and Conditions	Confirm that you have read and agree to the Terms and Conditions.
6. Submit	You have the option to: Click the Cancel button to cancel the order process and return to the Manage Orders page. Click the Submit button to submit the replacement aligner order. When you click Submit, you'll receive an order confirmation, where you can review your details before finalizing the order.

Replacement orders may be subject to additional fees based on the treatment package purchased.

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