How to Set Up Orthodontic Aligner Treatment

Related Training
Aligner Tracking Recorded Class

To set up new Orthodontic Aligner treatment:

1. From the Patient tab, select Clinical > Orthodontic Clinical Summary.
2. Under Actions, select Begin New Treatment. The Begin New Treatment window is displayed.
   
3. For Treatment, select an item from the list, or create a new treatment list item by typing it in the field and selecting Create 'xxxx'.
4. Change the Start Date field if you are scheduling to begin later.  The default is the current date.
5. Enter the Estimated Months of the treatment. The Estimated Completion Date is calculated automatically.
6. Select Aligners, and then click Save. An Aligner Tracking section is added to the Clinical Summary.
7. From the Clinical Summary's Aligner Tracking section, click Manage, or select Aligner Tracking from the Clinical menu. The Aligner Tracking window is displayed.
8. Under Actions, select Create Aligner Plan. The Create New Aligner Plan window is displayed.
   
9. Select Upper Tray, Lower Tray, or Both (same). 
   Note: If the recommended treatment is different for the patient's upper and lower arch, create separate aligner plans for each. 
10. Select the aligner brand.
11. Select the number of aligners to be used throughout the treatment, the rate of delivery of new aligners, and the interval for which they should be changed.
12. Set the tray options, and enter any notes.
13. Click Save. The patient's Aligner Tracking window is updated with the new plan.
    
    Use this window to select, manage, refine, and track the patient's plan. 
    - Use the Notes field to add clinical notes for the plan.
    - View Legend:
     
    - Click an individual aligner square for options: