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    0-1-How To Submit Aligner+ Consulting or Mentoring Cases

    Uploaded by

    Pingyuan Chen
    The Aligner+ Consulting & Mentoring program provides a 9-step process to ensure orthodontic case success. Key steps include: 1) An initial screening of potential patients by the orthodontist. 2) Taking records including photos, x-rays, and models. 3) Submitting the case to a consultant or mentor for analysis and treatment recommendations. 4) Reviewing the aligner setup from ClearCorrect and approving or requesting revisions. 5) Following the treatment plan with mentor check-ins for mentoring clients. Revisions may be needed if progress is not as expected.

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    0-1-How To Submit Aligner+ Consulting or Mentoring Cases

    Uploaded by

    Pingyuan Chen
    36 views6 pages
    The Aligner+ Consulting & Mentoring program provides a 9-step process to ensure orthodontic case success. Key steps include: 1) An initial screening of potential patients by the orthodontist. 2) Taking records including photos, x-rays, and models. 3) Submitting the case to a consultant or mentor for analysis and treatment recommendations. 4) Reviewing the aligner setup from ClearCorrect and approving or requesting revisions. 5) Following the treatment plan with mentor check-ins for mentoring clients. Revisions may be needed if progress is not as expected.

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    0-1-How to Submit Aligner+ Consulting or Mentoring Cases

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    The Aligner+ Consulting & Mentoring program provides a 9-step process to ensure orthodontic case success. Key steps include: 1) An initial screening of potential patients by the orthodontist. 2) Taking records including photos, x-rays, and models. 3) Submitting the case to a consultant or mentor for analysis and treatment recommendations. 4) Reviewing the aligner setup from ClearCorrect and approving or requesting revisions. 5) Following the treatment plan with mentor check-ins for mentoring clients. Revisions may be needed if progress is not as expected.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    36 views6 pages

    0-1-How To Submit Aligner+ Consulting or Mentoring Cases

    Uploaded by

    Pingyuan Chen
    The Aligner+ Consulting & Mentoring program provides a 9-step process to ensure orthodontic case success. Key steps include: 1) An initial screening of potential patients by the orthodontist. 2) Taking records including photos, x-rays, and models. 3) Submitting the case to a consultant or mentor for analysis and treatment recommendations. 4) Reviewing the aligner setup from ClearCorrect and approving or requesting revisions. 5) Following the treatment plan with mentor check-ins for mentoring clients. Revisions may be needed if progress is not as expected.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6

    Aligner+ Consulting & Mentoring Program

    Step-by-Step Process
    The Aligner+ Consulting & Mentoring program is designed to ensure you have 100% success on
    every patient, no matter your orthodontic background. We have the technology, expertise, and
    tools to make every case a success, and ensure your patients are thrilled with their results.

    Here is an overview of the 2-Part Diagnosis process of our Consulting & Mentoring Program.

    – PART 1 D IAGN OSIS –


    DONE BY YOU IN THE CLINIC

    Step 1: Orthodontic Screening


    Every patient in your practice should be
    screened for Orthodontics. This should be
    a 5 minute process done with a doctor and
    an assistant, looking through the
    classification of the case, patient
    expectations, and goals & limitations. This
    process can be done in the patient file of
    SmileStream.com.

    At the end of the screening, you will be


    able to advise the patient if they may be a
    good orthodontic candidate, and if so,
    encourage them to take records.

    Step 2: Take Records

    If the patient agrees to the next step, you


    will need to take the standard orthodontic
    records (a series of photographs,
    cephalometric x-ray, OPG, and models).

    These records will be uploaded to the


    Picture Tab of SmileStream.com.
    – PART 2 D IAGN OSIS –
    SENT BY THE INSTR UCTOR ONLIN E

    Step 3: Submit Case to Consultant or Mentor


    You have a wide variety of options to receive the level of service that you want for this case.

    3a. Select which type of treatment you and your patient will accept

    Drag options in order of preference. The more you’ll accept, the more options for your consultant.

    3b. Choose between Consulting and Mentoring

    Consulting: get assistance with the initial diagnosis only. All future support is subject to extra
    charges at the consultant’s discretion.

    Mentoring: your mentor will follow your case from start to finish, reviewing your case at preset
    times, to ensure it finishes with success. Case checks at these set times are included in the
    fee. Extra questions outside these times are subject to extra charges at mentor’s discretion.

    3c. Choose your Consultant or Mentor

    Once you choose which type of service you would like, you will see a list of available
    instructors. Whether you choose someone you know, or the first available instructor, you can
    feel confident you will get a high quality service since all consultants have been trained and
    approved by POS.

    3d. Submit Case to Instructor

    Once you have agreed to the terms, click “Submit” and the case will be sent to the consultant.

    How will I be charged?

    You will be charged for the most expensive treatment type you are considering. All aligner
    selections are charged at the Unlimited Package rate initially and are the highest fee. Thus if
    you choose any aligner options, you will be charged at the Aligner+ Unlimited rate. If your
    instructor chooses a lower cost option that you had available, you’ll be refunded the difference.
    Step 4: Consultant Analysis & Recommendation
    Your consultant will begin the “Part 2” diagnosis, which includes:

    In Depth-Analysis

     Tracing the cephalometric x-ray*


     Tracing the models*
     Creating a Visual Treatment Objective (VTO)*
     Analyzing torque considerations*

    * This analysis will be Read-Only unless the user is either a POS Comprehensive
    Orthodontics Student or Graduate or has purchased a full license to SmileStream.

    Recommending a Treatment Plan

     Choosing treatment options to consider


     Selecting the best treatment option
     Editing this treatment plan to the specifics of the case
     Designing the aligners, including instructions to the stager
     Filling out the Aligner Submission Form, including all notes to the stager
     Detailing what to look for when analyzing setup returned by ClearCorrect
     Predicting any brackets and wires that may be needed (if any, they’ll be added to your
    cart at a $0 price. Check out at any time; you may include them with other orders.)

    I F Y O U C H O S E “C O N S U L T I N G ”,
    THE INSTR U CTOR SE R VICE HAS NOW COMPLE TED
    Step 5: Second Consultation
    If you agree with your consultant’s recommendations,
    it is time for your second consultation with the patient
    to explain the suggested treatment.

    Once the patient approves treatment, have him/her


    sign a consent form and contract for service.

    If a VPS impression or intraoral scan has not been


    taken yet, this will need to be done in order to submit
    your case to ClearCorrect.

    Step 6: Submit to ClearCorrect

    Now you are ready to submit to ClearCorrect.


    Copy the diagnosis and treatment details from
    SmileStream to ClearComm.

    6a. Reference Details from Consultant

    Copy the details from your consultant (located


    in SmileStream’s “Aligner+ Submission Info”
    Section in the treatment plan).

    Click on the “Aligner+” tab on the left menu


    under “Clinical.” This will open ClearComm in a
    separate tab.

    6b. Place Details in ClearComm

    In ClearComm, click on “Submit a Case” in the


    upper right corner. This will open a 10 step
    process to add all the relevant information
    ClearCorrect needs to process your case.

    Simply copy the information the instructor filled


    out, making sure you add all the bullet points in
    the “additional instructions” area, and your
    records.

    6c. Submit
    Step 7: Review Aligner Setup and Submit Case

    7a. Review Setup

    In a few days, your case will be returned from


    ClearCorrect for you to review the setup.

    You have a few options of how to review the


    setup:

    1. Review yourself using the notes


    provided by the consultant.
    2. Resubmit to consultant if you are
    unsure of the setup. If you chose
    consulting, this review is subject to
    further charges at discretion of
    consultant.
    3. If you chose mentoring service, notify
    your mentor to review the setup
    (included in price). He/she will either
    advise you to accept or provide
    feedback to ClearCorrect on areas
    that need to be corrected.

    7b. Approve or Revise

    If the case needs further edits, submit notes back to ClearCorrect for edits to be made to setup,
    and the process starts again.

    If the case is ready for approval, click “Approve” and the case will be produced by ClearCorrect
    and sent to you. As an Aligner+ POS Member, you will charged and invoiced from SmileStream
    within 30 days.
    Step 8: Treatment of Case and Mentoring
    Follow the treatment plan, which explains how to treat the case with visit by visit instructions.

    If you chose “Mentoring”, your mentor has indicated in the treatment plan when to submit the
    case back to him/her for assessment. When you reach one of these milestones, send a
    message to your mentor in SmileStream that the case is ready for a progress check. At this
    time the mentor will review and ensure the patient is progressing as expected.

    Step 9: Revisions
    If you or the mentor determines the case is not
    progressing as expected, a revision may be
    necessary. Your mentor will suggest revisions.

    If your mentor suggests that brackets and


    archwires should be used (common if patient is
    not compliant), he/she will add them in your
    cart for $0. To revise your tray designs, please
    follow the ClearCorrect procedure for revision
    submittal.

    If you chose “Consulting” and feel the case is


    not progressing as expected, you can submit
    the case for a progress check to your
    consultant. The consultant will review your
    case, as well as any questions, however this is
    subject to charge at the discretion of the
    consultant.

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