Chairside Clear Aligner Refinement Workflow

How to set up a clear aligner refinement case in Chairside

  1. Go to the Aligner case in the portal
  2. Select Refinement

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  3. Add required photos (new photos are not a requirement for refinements- the existing case photos can be copied)Screenshot 2025-08-11 083719.png
  4. Choose the arch for the refinement aligners and select "Add to Order"


     
  5. Choose options
  6. Upload scans
    1. A new scan is required for refinements; this can be taken as a Diagnostic Scan and uploaded to the refinement order.
  7. Review order
  8. Submit order.

Clear Aligner Continuation Orders for Refinements and Retainers

 

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