Also See: Treatment Plan Basics and How to Submit a Case

One of the earliest decisions the doctor has to make before creating a clear aligner case is if the treatment is right for both the patient and the practice.

To do this, Orthosnap suggests looking at the case from a few different perspectives and deciding after answering these few simple questions to make sure you are setting you and your patient up for success.

1- Is the patient in need of education to understand the benefits of clear aligner treatment? This may seem obvious but patients don't know too much about clear aligners. They may have seen an ad that generated interest or maybe they are in the chair for a separate treatment. As the doctor, you will be the one to evaluate and start a discussion with your patient about clear aligner systems and the benefits they provide to their oral health. Orthodontic relapse is a popular talking point and there are many other points that can be addressed that may result in clear aligners being a suitable option for the patient's situation.

2- Does the case complexity match my practice? Part of the doctor's value is their experience. Explaining historical pricing, risks and success stories is one of the most important conversations the doctor can have with a patient before asking for them to go into treatment. Clear aligner cases operate on fundamental orthodontic principles and complexity can be classified as simple, moderate or complex. It is up to the doctor to what classification they think the patient is and their associated costs. Then, they must determine if the case complexity lends and treatment lends well to running a sustainable practice. Can we handle this type of case? Can we make money with this type of case? Doctor's preferences and practices vary widely and should be considered before performing the treatment.

3- Will the patient require other treatment before clear aligner treatment? For intended results, the patient's oral health and lifestyle must be conducive to clear aligner treatment. The doctor can assess and conclude if the patient would benefit from different oral health treatments (or none at all) before starting an Orthosnap's clear aligners treatment. Keeping in mind clear aligner production starts with an initial impression. Some of these treatments may include simple cleanings or gum/tooth restructuring.

4- Is this treatment financially viable? As all oral health services entail, the doctor must understand the patient's readiness to pay for a treatment and what type of insurance or financing programs they need to provide, if any, in order to pay for the correct treatment.

After the doctor answers "yes" for these questions, you might have a clear aligner case. We would also recommend devising a few practice-specific questions to understand "how good" the case is for your practice!

If you are still unsure, you can contact our customer support at!

Related Topics and Information:

Click to learn more about Treatment Plan Basics and How to Submit a Case.

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