Configure Aligner Refinement Checkout in Chairside

Overview: This article provides instructions for completing the checkout and submission process for clear aligner refinements within the Chairside platform.

Upload Clinical Photos

Clinical photos assist in capturing the necessary data for aligner cases.

  1. Add optional photos or click No Thanks, Continue to proceed without them.

  2. Use one of the following methods to upload clinical photos:

    • Mobile Upload: Scan the QR code to upload clinical photos directly from a phone.

    • Laptop Upload: Click From Your Laptop to drag and drop files or browse local folders.

  3. If the QR code fails to load, click Regenerate Code or Get a Text.

Define Arch and Movement Restrictions

Define the treatment area and any clinical limitations for the aligner refinement.

  1. Select Arches: Choose the desired arch or arches and select either Full Arch or Anteriors Only.

  2. Movement Restrictions: Specify any teeth that should not be moved and click Next.

  3. Attachment Restrictions: Specify where attachments should be restricted and click Next.

Specify Treatment Requirements

Provide specific clinical details regarding extractions, spacing, and bite correction.

  1. Extractions: Confirm if any teeth are planned for extraction.

  2. Space Closure: Confirm if all spaces should be closed or specify which spaces must remain open.

  3. Crowding and Bite: Specify the preferred methods to resolve crowding issues or bite issues.

  4. Step Limits: Specify if the total number of aligner steps should be limited.

Review and Place Order

Finalize the product details and submit the refinement order for processing.

  1. Confirm Product Information: Review the product details and click the pencil icon to make changes.

  2. Add Instructions: Click Add Rx-Specific instructions to include additional notes for the lab.

  3. Checkout: Click Review Next, then click Proceed to Checkout.

  4. Verify Details: Confirm the doctor's name, shipping address, and delivery date.

  5. Final Submission: Click Place Order to submit or Save For Later to keep the refinement as a draft.

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