Invisalign has released a new personal plan for dentists and orthodontists to help personalize the experience of setting up and entering cases. The launch is currently available, and you should receive a prompt to sign up. If you haven’t yet received a prompt, we recommend that you reach out to your territory manager or call in order to receive the prompt to sign up and get started.


The process is slightly complicated, but we’ve already explored the new plan, so you don’t have to do it alone! Let’s get right into it.



Set-Up Walkthrough:




  • First, the plan will ask if you are a GP or an orthodontist. We aren’t sure if the setup process is different for orthos, but we chose to set it up as a GP for the purposes of this tutorial. Next, you will enter your email address and Clin ID.


  • Invisalign will then ask you if more than one doctor uses your account for Invisalign cases. This could include associates, etc. For our purposes, we selected one doctor. If you have more than one doctor using the account, you may want to reach out to your territory manager to find out what the difference is.


  • The next step is to verify your instructions and special instructions on your Invisalign doctor site. You must go into your regular portal and check on ‘Clinical Preferences.’ If you don’t have anything to change, select ‘No.’




  • Next, there are eight sections to fill out in order to optimize your case submissions. When you fill out these sections, think about what you would typically do for the majority of your cases.


  • The first question is about single arch treatment. We are anti-single arch treatment apart from some special situations. Our answer was, “I want a diagnostic arch on the opposing arch.”


  • The next question is, “Do you want to correct midline discrepancies in your patients?”. We don’t always want to do midline corrections on the first ClinCheck, but sometimes we do, so this answer is “Yes.”


  • Next, “Do you want to improve your midline using IPR?” We answered no to this question, as we would rather use sequential distalization or just alignment in most cases.


Deep Bites


  • Deep bites are the next section, and they break it into Adults and Teens. For all of these questions, we stated that we want to see options for personalization.


  • Next, they ask, “What do you classify as a deep bite in an adult in millimeters?” to this, we answered 3.5. And for the final overbite in millimeters, we answered 1 to 2.5 millimeters. These have a lot of variety based on the structure of the mouth, skeleton, and face.


  • The next question is, “Do you want to do a combination of absolute intrusion and relative extrusion?” In most deep bite cases, you will do a combination, but these cases vary as well.


  • For “Do you want to use bite ramps?” We answered ‘Yes’ and added them to all deep bite cases. They also ask if you want bite ramps on centrals, laterals, or canines, which depends on the case, so we marked ‘All.’


  • Next, for attachment placement, we answered, ‘Use align defaults for attachments.’


  • The next section allows you to give additional instructions for deep bite correction. We added, “If there’s overjet, start with your attachments on upper threes. If no overjet, two to two. If overjet, move the attachments from upper threes to two to two as deep bite improves. Remove the turbos three aligners before the end.” Finally, for deep bites, they will ask the same questions for teens, and we kept our answers the same.


Open Bites


  • The next section is for open bites. As most open bites are caused by habits or skeletal issues, we’re going to answer this question as if the habit or other issue has been resolved. These cases are extremely case specific, so because you won’t know until you have your patient, we answered we will use a combination of both for everything.


  • For the following questions, “What do you classify as an anterior open bite in millimeters?” we answered 0, and for “How do you want to correct it?” we answered with an overcorrection of 1.5.


  • Next, “Do you want to keep the attachments the same?” we also answered yes. They ask next in the additional section to summarize, and we answered, “It’s going to depend on how gummy the smile is, what the ceph numbers are, habits. We will treat the teens the same way.”


Posterior Crossbite Correction


  • The next section is posterior crossbite correction for adults. In adults, we won’t correct the crossbite on the molars unless it’s a dental crossbite and not a skeletal crossbite but do fix it on the premolars. In teens, we will correct it. We answered no defaults and fix crossbites in teens.


  • They then ask, “How much expansion in millimeters per quadrant do you want to perform on adult patients?” We prefer to keep this minimal, and it depends on their perio. We arbitrarily picked “Two.”


  • Then, “Do you want IPR in your initial ClinCheck setup?” We answered, “Sure, for adults.”




  • The next section is crowding for adults. They will ask, “What is the max amount of crowding that you want on anterior teeth and posterior teeth?” We answered 0.5.


  • Next, they ask if you can round trip, and we answered no. You can also customize your IPR staging–when you want your appointments, etc. These are going to be personalized answers based on your processes.


  • For kids and crowding, we answered less IPR, more expansion, and no limit for expansion. And we also indicated no IPR. We also answered no round-tripping.


Class 2 Cases


  • The next section is Class 2 cases, for adults, these cases are highly variable. We answered, “Correct adults through regular sequential distalization,” but many times, we don’t correct this way. They will ask, “What is the most sequential distalization you want to do?” We’ve done 7 or 8 millimeters, depending on the X-ray, so we answered with that. Next, “Do you want buttons or slots?” We always want buttons for elastics.


  • They move on to teens next for Class 2. We don’t really prefer to see sequential distalization for teens, so we answered that we would do elastics for teens. Next, they ask if you want to visualize the bite correction at the beginning, middle, or end of treatment. We answered the end. Again, they ask buttons or slots, and we answered buttons.


Class 3 Cases


  • The next section is Class 3 for adults. They first ask you if you take these cases, so answer accordingly. We do, and we would prefer sequential distalization if possible.


  • Next, they ask “What’s the most distalization that you want in adults?” we answered 3 millimeters. For slots or buttons, we answered buttons.


  • Class 3 for teens is next, we prefer a protraction face mask and expander, but they don’t give you that option. We selected sequential distalization again, and we answered 1.5 millimeters for the most distalization. We also selected buttons.


Premolar Extraction Cases


  • The next section is premolar extraction cases, and we selected to use their defaults. Our answers were the same for adults and teens.


Lower Incisor Extraction Cases


  • For this next section, we selected no round-tripping and use Align defaults for these cases. Our answers were the same for adults and teens.


What’s Next?


The next step is that we need to schedule a meeting with someone on their team, but as for the setup process, you’re all done! The process is a bit complicated, but this personalization should help speed things up with your future cases.