Overview
Seamlessly share cases with mentors, colleagues, or external treatment planning services to help you review, assess, and achieve optimal treatment setups.
Key Features & Permissions
The Collaborator Suite is your central hub for working smarter and staying connected. In this section, we’ll explore the key features that make the Collaborator Suite an essential companion for collaboration, showing how it turns treatment planning into a seamless, efficient experience:
- Secure case sharing - Securely share patient cases with collaborators, all within a single platform that ensures data protection and streamlines your workflow.
- Flexible to fit your needs - Whether you’re seeking expert mentorship, collaborating with in-practice colleagues, or streamlining treatment planning for greater efficiency.
- Clinical Confidence - Collaborate with experts from the outset or during mid-treatment adjustments to ensure optimal outcomes for every case.
- Real-time Collaboration - Easily message, share, and align with built-in chat, enabling secure, direct communication for efficient case collaboration.
- Intuitive Case Status - Easily monitor progress and follow up on interactions using visual status icons on the Case Management Page.
- Dedicated Collaborator View - Easily review, filter, and manage the cases assigned to you, all in one streamlined workspace.
- Customizable Permissions - Set precise access levels for each collaborator, giving you full control over what they can view and manage.
- Boost Practice Efficiency - Partnered with TPO® ClearForward, this add-on service delivers expertly prepared setups, helping you save time and concentrate on what matters most—your patients and your practice.
There are two key players:
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- Treating Doctor / Provider - The clinician who owns the case and initiates sharing with the collaborator.
- Collaborator - A mentor, colleague, or Treatment Planning Service (TPS).
When a Collaborator is added to a Provider’s account, a selection of permissions can be granted to the Collaborator:
- Add Orders (aligners, retainers, or replacements) for the Treating Doctor
- Be automatically added to all current and future cases
- On cases where they have been added as a Collaborator:
- View case details
- Decline Treatment Setups
- Request Revisions
- Approve Treatment Setups/Cases/Revisions
- Change Provider’s account information
- Change or Provide payment information
- Change Provider’s email preferences
Treating Doctor Workflow
- Sign in to your Doctor Portal account at dr.clearcorrect.com or at the Straumann eShop.
- Click the drop-down menu located at the top right hand side of the screen, and then click My Account.
- In the side menu, click Collaborator(s).
- Check the boxes confirming you’ve obtained patient consent and agree to the Terms & Conditions and then start adding your Collaborators.
- You can either click the search tab for existing Collaborators or add a Collaborator's email ( to add a new Collaborator).
- Click on Add Collaborator and enter the required information in the indicated fields.
If the Collaborator is not found in the system, it will prompt you to add their information. - Select the permissions you want to grant to your Collaborator:
- Add Order: Allows the Collaborator to enter orders for new aligners, retainers, and revisions.
- Order Replacement Aligners: Allows the Collaborator to request replacement aligners, billed to the Treating Doctor.
- Decline Treatment Setups: Grants the Collaborator the ability to send setups back for technical review if they consider changes are needed.
- Add all current and future cases: Automatically assigns all existing and upcoming cases from the Treating Doctor to the Collaborator.
We recommend assigning cases individually to maintain better control over case sharing and Collaborator responsibilities. - Click on the Add Collaborator button.
- To add another Collaborator, repeat the steps identified above.
To remove or edit a Collaborator, perform the following steps:
- Under My Account, select Collaborator(s).
- Find the Collaborator you want to remove or edit and click on the drop-down menu.
- Select one of the following:
- Manage Orders: View Collaborator cases and assign or unassign cases. Click Save.
- Edit: Select the permissions you want to keep and click Save.
- Delete: To remove the collaborator, click Yes to confirm this action.
To manage your Collaborators, click on the plus icon (+) button located in the Manage Orders Section, under Collaborator Status.
You will be taken to the Manage Collaborators status page to assign or remove the access of a Collaborator to a case.
- Share a Case with a Multiple Collaborators: You can share a single case with more than one Collaborator.
- Assign Multiple Cases to One Collaborator: Repeat these steps with each case you wish to share with a single Collaborator.
- Remove Case Access from a Collaborator: To revoke access, simply unselect the Collaborator from the sharing list of a given case.
Click Save to confirm your selection
Collaborator Dashboard & Status
When a new Collaborator is added, they'll receive an email to finish registering and create a password to access their Collaborator Dashboard:
Existing ClearCorrect Providers will receive an email to confirm and accept their role as a Collaborator:
In the Collaborator Dashboard, Collaborators can manage all cases where they have been added as a Collaborator. They can:
- View all the cases assigned to them.
- Filter the cases by Provider, by selecting the name from the drop-down.
- Search or filter the view based on case number, patient name, or case status.
- You will have access to: patient's treatment set up, patient records, initial prescription and history tab.
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Add an aligner, retainer or replacement order as a Collaborator (should you have this permission).
- Review, edit, and reject treatment setups by accessing ClearPilot for the assigned case.
- Request a revision for a case.
- Change the status of the case.
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Send messages about the case to the Treating Doctor.
The Status View can be displayed in two ways: from the Collaborator’s perspective and from the Treating Doctor’s perspective. Each view highlights the information relevant to its user.
The icons provide a visual representation of the case’s status. See below for details on each one:
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Awaiting Setup - The case has an assigned Collaborator but does not have a Treatment Setup available to review yet.
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Evaluating Setup - The Treatment Setup is ready for evaluation and should be under review by the Collaborator.
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Ready for Approval - The Collaborator has reviewed the Treatment Setup and feels that it will meet your treatment goals.
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Approved - The Treatment Setup has been approved by the Treating Doctor.
Unread Message - A new message has been received and is awaiting your review.
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Archived - Shows cases that have been completed, canceled, or closed.
When a Treating Doctor clicks on a Collaborator Status icon, a pop-up window appears. The icons in the window communicate the current status of the case.
Messages can be sent, and the status can be changed only when the case is in the following statuses:
•Evaluating Setup
•Ready for Approval
Communication & Notifications
Specific email notifications have been set up for the Collaborator Suite. Emails are sent to the Collaborator & Treating Doctor after specific actions take place.
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When a Treating Doctor adds a Collaborator
- To complete registration (if not already a ClearCorrect provider).
- To accept responsibility as a Collaborator.
- When a Treatment Setup is ready for review.
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Emails sent to the Treating Doctor:
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When a Treatment Setup for a case that has a Collaborator associated with it is ready for review.
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Treating Doctors and Collaborators can message each other by clicking on the chat bubble icon on the bottom left corner
To use the chat to collaborate in real time, refer to the following:
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If there is an unread message from a Collaborator, the icon status for the case will be the chat bubble symbol
Click on the chat bubble icon on the bottom left corner and the messaging window will appear:
- Treating Doctors and Collaborators will type their messages in the New window on the right panel and after typing your message, click Save to send it. All comments will appear in the History window.
- To leave the window, click the CANCEL button.
- Your conversation thread will appear in the left panel, with date and time stamps for each message.
- To translate a message, click on the bottom left to select your language preference.
Global TPS & ClearForward
You can add the Global Treatment Planning Services to a case in two different ways, depending on the stage of the case:
During the submission of the Prescription or Revision Forms (before receiving a Treatment Setup):
- Complete the Prescription or Revision Form as usual.
- Select Add TPS Order.
- Click Agree and Pay.
- Click Complete Order to confirm your purchase.
After you've received a Treatment Setup:
- Go to the Case Details page and select the case where you want to add TPS.
- Click on the Action Button (drop-down menu).
- Select Add TPS Order.
- Click Agree and Pay.
- Click Complete Order to finalize your request.
- TPS Availability - TPS services can be added to both new and revision cases
- Fee Coverage - The fee includes setup optimization through to case approval. You may request the service again for future revisions. A second optimization for the same case is available at 50% of the original fee.
- Exclusions - The fee does not include mentoring services. If you require additional support, please contact your Straumann or ClearCorrect representative to determine the service that best fits your needs.
- Communication Channel - Communication between the Treating Doctor and TPS should occur via the Collaborator Chat. Do not leave notes in ClearPilot.
- When to Request Setup Changes - Wait until the case status is Ready for Approval before requesting changes to the setup. Doing so earlier may delay the optimization process by the TPS provider.
- Final Approval Note - Once the case is approved, you will no longer be able to communicate with TPS Provider. If you have any outstanding questions, please wait for a response before approving the case.
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