How to transfer a case

Sometimes patients move. Sometimes doctors move. Sometimes doctors retire.

One way or the other, if you do enough ClearCorrect cases, someday you'll probably have to transfer a patient before they finish treatment.

Here's how it works: First, you have to figure out who the patient's new doctor is going to be.

Ideally, you'll know a colleague in the area who's already registered as a ClearCorrect provider. Or maybe the patient will find a ClearCorrect provider on their own. If you need help finding someone, you can call your account rep or check the doctor finder on our website.

It's up to you to work out some kind of arrangement with the new doctor. (We do not want to get in the middle of that business.)

case transfer form

Once you've agreed to transfer the case and gotten consent from your patient, you & the new doctor can both sign our handy-dandy new case transfer form. (If it's too much of a hassle to sign a form together, you can submit separate forms.)

Email or fax the case transfer form to your rep, and we'll reassign the case to the new doctor. Phases should start shipping to the new practice after the transfer is complete.

If the doctor you'd like to transfer the case to isn't signed up with us yet, they'll need to contact us to register as a ClearCorrect provider. (If the doctor doesn't have any prior experience with clear aligners, they may need to get some training.)

Once the case is transferred, the new doctor will be responsible for any outstanding costs associated with the case, including any purchases of extra steps or phases.

Please do let us know if your patient is being treated by another doctor, so we can update our records accordingly. We can only accept treatment instructions from the doctor on record, so things can get confusing really fast if some new person we've never heard of starts calling trying to manage a patient's case.

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