Tech Tip: New treatment setups & treatment planning

Reviewing and approving the treatment setup for your patient is one of the key factors in planning treatment. This is where you get to map out the treatment outcomes desired by you and your patient.

ClearCorrect's role is to help you create the treatment setup you want for your patient. We can offer recommendations for the course of treatment, but those recommendations are not absolute. It's up to you to make any necessary changes to customize an ideal treatment plan for each individual patient.

Browser-based treatment setups are here

From now on, treatment setups for new cases will be displayed as a web page, instead of as a file in Adobe Reader. This reduces crashes, works on mobile devices, and lays the groundwork for future improvements. Tooth charts are missing right now, but we expect to add them soon. You’ll still need Adobe Reader to view setups that were created before this release.

If you have any trouble, first make sure your browser is up to date and then let us know at

Viewing and approving the treatment setup

A treatment setup contains 3D models for each step of the treatment, representing the tooth movements that you prescribe. If you approve the setup, these models will be printed and used to manufacture the aligners.

Treatment setups appear in the case list on when they're ready for your review.


Click a case in the list to visit its case page. You'll find the treatment setup near the top. Click the treatment setup icon and your setup will open in a web browser window. New web-based setups should work in current versions of Internet Explorer, Chrome, Safari, and Firefox for Mac, Windows, iOS, and Android.


A link to a shareable version, which hides the patient's first name and evaluation button is also available for new setups. Click "Share link" and copy the URL that is displayed. This can be pasted into an email or text message for sharing with patients or colleagues.


Evaluating the treatment setup

You’ll want to start by confirming the accuracy of the model and bite articulation. Put the timeline in the starting position and tilt the model up to check for gaps between the upper and lower incisors—this often indicates an improper bite.


From the front, check the midline relationship. Use the right and left views to verify the overjet, overbite, canine, and molar relationships. Use the occlusal views to confirm that the impressions or intraoral scans accurately captured the shape of the teeth.

If you’re satisfied with the starting model, carefully review the subsequent steps to verify that the planned tooth movements are safe and effective.Verify that any recommended IPR and engagers are sufficient to achieve your goals.

Bear in mind that these models really represent the shape of the aligners that you will be given—no one can guarantee what the teeth will do in real life. ClearCorrect’s technicians will attempt to follow your instructions as closely as possible. As the prescribing doctor, you are ultimately responsible for your patient’s orthodontic care.

When you’re done reviewing the setup, click EVALUATE to return to the case page.


If you're happy with the treatment as shown, click APPROVE to accept it and pay for the case, then click SUBMIT. When we get your approval, we'll start manufacturing the sequence of aligners represented in the treatment setup.


Declining the treatment setup

If the model looks inaccurate, you want to move the teeth differently, or you want to cancel the case, click DISAPPROVE and let us know what you want to do. Our technicians will do their best to make any changes you request and upload a new version for your approval within a few days.

This also is where we can adjust any of your preferences related to IPR (which teeth, when and how, no IPR, expansion, limited IPR, limited expansion, etc.) or engagers based on your specifications.


You will receive an email notification once your revised treatment setup is ready to be viewed, either right away, at the end of the day, or at the end of the week, depending on often how you've asked to receive notifications.

Consider the treatment plan when submitting your case

The ideal time to look at your treatment goals is when you're submitting your case. Beginning with the end in mind is the best way to get the treatment plan you want for your patient.

Submitting more information leads to receiving better treatment setups. Our technicians are good, but they're even better with your input. We will work with you to get the treatment plan you desire.

Anticipating potential problems pre-treatment setup and deciding what approach you want to take, is also something to consider when submitting your case. Here are some common problems to consider when reviewing your setup:

Specific instructions to address any of the above problems can be given in the Additional Instructions sections when submitting a case.

We hope this information helps you submit & evaluate your future cases!

Until next time...

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