Creating Patient Charts in Invisalign

This guide outlines the steps for submitting a prescription through the Invisalign Doctor Site. The process involves adding a new patient, uploading relevant clinical information, and ensuring the patient's chart is prepared for further treatment steps.

Step-by-Step Process

1. Add a New Patient

   • Begin by selecting the "Add New Patient" option on the Invisalign Doctor Site.

   • Fill out the required patient information fields, such as name and other personal details.

2. Optional: Clinical Conditions

   • In the next section, you may select any clinical conditions relevant to the patient.

   • While these selections do not directly impact your workflow, they provide additional data for Align Technology's insights.

3. General Notes

   • Use the "General Notes" field to document specific information about the patient or case.

   • Examples:

     • Insert the expected date of aligner delivery.

     • Indicate which doctor is managing the case, especially if multiple doctors use the same account.

     • Add workflow notes such as:

       • "F-A-W (Fire At Will)": The case is ready to proceed to ordering.

       • "Work Up, Don't Order": Clarifies that the case is still in preparation.

4. Uploading Files

   • Upload the patient’s portrait and other clinical records, such as:

     • Scans:

       • If a scan has already been taken, it should appear automatically in the system.

       • If not, you can manually search for it or select "Decide Later."

     • CBCT Files:

       • Optionally, upload CBCT scans for integration into the case.

     • Photos and X-rays:

       • These can be uploaded immediately or deferred for later.

5. Completing the Patient Chart

   • Once all required details are entered, the patient chart is complete and ready for further steps in the prescription submission process.