# Creating Patient Charts in Invisalign

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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.


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#### **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.