Tech Tip: Evaluating a treatment setup

Tech Tip: Evaluating a treatment setup

Making sure that the treatment setup reflects the treatment goals for you and your patient is probably the most important part of the case submission and approval process. It’s essential that you know what to look for and the best way to communicate these needs to your technician. Here are our suggestions or “how to” for evaluating a treatment setup.

Evaluating a treatment setup

  • Begin with the end in mind – make sure you’re focused on the treatment goals for your patient when evaluating the treatment setup.
  • As you go through the treatment setup, make notes of any items to adjust (if necessary)
  • Confirm the software has accurately related the models and bite registration:New Treatment Setup 5-1.png
    • Put the timeline of the treatment setup in the starting position and tilt the model up to check for gaps between the upper and lower incisors—comparing this view to the patient’s photographs and records can reveal any improper bite registration for the model.
  • From the front view, check the midline relationship.
  • Using the right and left views, check the accuracy of the:
    • Overjet
    • Overbite
    • Canine relationship
    • Molar relationship
  • 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.
  • If you requested overcorrection or a digitial power chain, verify that you are satisfied with these. 
  • Note the number of required aligners and wear schedule.
  • New Treatment Setup 8.pngWhen you’re finished reviewing the setup, click EVALUATE. There are 4 options to choose from:
    • Approve the setup and select a price option for the case, which will kick off production
    • Decline the setup and ask for adjustments
    • Decline the setup and submit new impressions or scans
    • Decline the setup and cancel the case 

We hope this information proves helpful when reviewing your patient's treatment setups.  

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