Setting Up Orthodontic Treatment
Setting Up Orthodontic Aligner Treatment
Related Training
Aligner Tracking Recorded Class
To set up new orthodontic Aligner treatment:
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Open a patient’s Home tab.
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Select Clinical > Orthodontic Clinical Summary.
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Under Actions, select Begin New Treatment. The Begin New Treatment window is displayed.
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In the Treatment field, use the list to select consultation, Full Ortho Treatment, or initial.
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Change the Start Date if you do not want the current date.
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In the Estimated Months of Tx field, select a number. The Estimated Completion Date is calculated automatically.
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In the Treatment Modality field, select Aligners.
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Click Save. An Aligner Tracking section is added to the Clinical Summary.
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From the Clinical Summary's Aligner Tracking section, click Manage, or select Clinical > Aligner Tracking. The Aligner Tracking window is displayed.
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Under Actions, select Create Aligner Plan. The Create New Aligner Plan window is displayed.
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In the Select Aligner Plan field, 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.
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In the Aligner Brand field, select a brand.
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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.
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In the Tray Usage field, set the options.
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In the Notes field, type any notes.
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Click Save. The patient's Aligner Tracking window is updated with the new plan.
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Use this window to select, manage, refine, and track the patient's plan.
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Use the Notes field to add clinical notes for the plan.
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Click View Legend to see the Aligner Tracking Legend:
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Click an individual aligner square for options.
Note: You can add tooth numbers and usage indicators when defining a new Elastic Type.
Setting Up Orthodontic Treatment
Setting Up Orthodontic Treatment with Mechanics