Tech Tip: Submitting a case revision - best practices

There are any number of reasons your case might need a revision, the most common being when teeth don't move as planned.

When you request a revision your patient's treatment will be re-staged to target the original treatment goal, starting from the current position, unless you have requested otherwise. 

If you have to submit a revision, we want it to be as simple and effective as possible. Below are our suggested best practices for submitting a revision. 

Submitting a revision

Case revisions must be submitted online. Here's a step-by-step for submitting a revision along with some important tips.

1. If submitting new impressions or intraoral scans, take them before starting the online submission process.

Tip: Remove all existing engagers before taking new impressions to improve accuracy. Reason being that we cannot assure the existing engagers will be accurate with the fit of the new aligners.

2. When you select a case with a phase scheduled, you'll see a blue "Revise" button in the action area. After you click that, the title will change to "Requesting revision."

revision 1

3. If all planned phases have shipped, you will find the case under the "closed" tab and it will look like this:

revision case closed

4. Select the correct step number for each aligner the patient is currently wearing & have the patient continue to wear the current step until the revision arrives.

5. Select if you want us to base the revision on existing models, on new impressions, or on new intraoral scans.

  • If the current aligners fit well and you just want to request a change (i.e., adding engagers or requesting overcorrection), select "Existing model."
  • If you select "New impression," you'll be presented with an option to ship it after you submit the revision request.
  • If you select "New intraoral scan," you can upload it along with the revision request, or submit the request first and upload the scans later.

6. Instructions: Describe the existing condition of the treatment and indicate any issues that you wish to overcome in the revision. Be as detailed as possible. The more information you provide the better. For example, Engagers on #6-7 are not tracking with aligner. #7 is not rotating as planned. (If your instructions are unclear, you will be contacted by email to confirm before we manufacture your revised phase.) 

Specify any additional requests or information, such as: 

  • If you would like to overcorrect any teeth in the revision.
  • Note any engagers that are misbehaving. (Engagers that are not tracking can be a sign of bigger problems than just fitting issues.)
  • If you would like additional engagers.

Tip:  If you would like the same engager placement in your revision, you will need to specify in the revision instructions which teeth you would like the engagers to be placed and/or remain in the treatment. 

Tip: If you're submitting a revision for “ill-fitting aligners”, for "engagers not fitting in the aligner" or for a specific tooth "not tracking", there isn’t a way for us to determine the patient’s current condition unless new impressions or scans are sent in. So for these types of revision submissions we always require new impressions/scans to get to the root cause.

revision interface

7. Once you are complete with your instructions, select "Submit" and you will receive a revised treatment setup within a few days for your approval. If you want to print a copy of the revision for your records, you can download one by clicking the revision form icon in the case history.

Revision history

Identifying the revision on the treatment plan

When you request a revision for a case, the treatment plan will reflect that you have received the revision with a small break as in this image.

Revision treatment plan

All revisions are numbered based on the next odd aligner in sequence. For example, if the patient is wearing step 7, then the treatment and revision setup will now begin on step 9, regardless of how many aligners we’ve shipped in between. 

When not to send a revision

Following are circumstances when you should not send a revision:

To request any of the above actions, contact one of our helpful Provider Services representatives and they can assist you.

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