A predictable clear aligner case follows a clear, repeatable workflow. Standardising these steps in your practice keeps cases on track and patients well informed. Here is the journey from first visit to finished smile.
Step 1: Consultation and records
Assess the patient’s goals and suitability, then capture full records: clinical photos, a health and dental history, and a diagnosis. This is where you confirm the case is a good fit for aligners.
Step 2: Digital scan or impressions
Take an accurate intraoral scan (or impressions). The quality of this record directly affects the fit of every aligner, so it is worth getting right.
Step 3: Treatment plan and approval
Your aligner partner produces a digital treatment plan showing each planned movement and the expected result. You review, adjust, and approve it before anything is manufactured.
Step 4: Manufacturing
Once approved, the full series of aligners (and any attachment templates) is produced and shipped to your clinic.
Step 5: Delivery and monitoring
At the fit appointment you place any attachments, deliver the first aligners, and coach the patient on wear time and care. Periodic reviews confirm the teeth are tracking to plan.
Step 6: Refinements and retention
If needed, refinement aligners fine-tune the final result. The case closes with retainers to hold the new position — and a clear retention plan for the long term.
Why a defined workflow matters
A consistent process reduces errors, shortens chair time, and gives every patient the same high standard of care — the hallmark of a well-run aligner service.