Collecting Records

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Your first steps in starting a case with ClearCorrect will be collecting patient records. You will collect the records in your first appointment with the patient. 



Patient Informed Consent

We recommend as the first action that you review the Patient Informed Consent with your patient and sign it together. The example is provided so you can prepare patients for the various issues that may arise during treatment as well as potential risks associated with clear aligner therapy. The Patient Informed Consent is a legal agreement between you and your patient establishing that your patient consents to receive treatment and understands the risks involved. While we don't require a copy of this form for our records, we recommend that you keep it with your patient's records for future reference. Please note we are providing the Patient Informed Consent as an example document only. Please customize it based on your own local laws and regulations as needed before providing to the patient.

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Patient Education

Educating your patient is key to obtaining positive results in clear aligner therapy. It is important to take time to educate your patient during this first appointment. 


Dynamic Prescription in the Doctor Portal

The dynamic prescription form in ClearCorrect Doctor Portal helps guide doctors towards optimal treatment protocols while offering advanced customization options. Complete the prescription form from the Doctor Portal Manage page when you are ready to create an order.

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General Information

The General Information section is used to capture essential practice and patient information required to initiate a new order. This includes selection of the treating practice, entry of patient information (name, date of birth, and gender), arch(es) to be treated, and the chief complaint (optional) before proceeding to the next step.

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Records Uploader 


3D-Models

We accept intraoral scans from most intraoral scanners currently on the market, including but not limited to SIRIOS, Alliedstar, Virtuo Vivo, DS Core, TRIOS, 3M True Definition, Lythos, Carestream, and iTero.

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If submitting scans for a case, we require scans of both the upper and lower arches, even if you're only treating one arch. 

We also require that the scans be positioned in occlusion. You'll know they're positioned correctly if when opened in a 3D viewer they appear articulated like the patient's bite, as in the following image.

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Photos

Patient records are mandatory to support the clinical evaluation and treatment planning, and to allow accurate interpretation of the treatment prescription.
If photos are not available at the time of case submission, they may be uploaded later via the Case Details page. Please note that case processing will not begin until all required clinical records have been received.

We need photos of eight specific angles:

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The patient photos will need to be uploaded as digital files when you submit your case in the Doctor Portal, or you can use the use ClearCorrect Sync App. ClearCorrect Sync is a mobile/tablet-based application that can be used for capturing, editing, and quickly uploading patient case submission photos directly to the Doctor Portal. 

The following are the eight different photo angles required for your submission. These photos will help us produce the best aligners possible:

  • Full face (not smiling)
  • Full face (smiling)
  • Profile (not smiling)
  • Occluded buccal view of anterior
  • Occluded buccal view of right lateral
  • Occluded buccal view of left lateral
  • Occlusal view of upper
  • Occlusal view of lower

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For more information on clinical photos check out the full article.



X-rays (Optional for permanent dentition)

Patient radiographs contribute an important role in orthodontic diagnosis and treatment planning. These records support assessment of dentofacial anatomy and enable accurate interpretation of the clinician’s treatment prescription and clinical objectives.

The following radiographs can be uploaded as part of the case records:
• Lateral cephalometric radiograph
• Panoramic radiograph
• Periapical radiographs

If radiographs are not available at the time of case submission, they may be uploaded later via the case page. Case review and treatment planning will not proceed until all required diagnostic records have been received.

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