Things to Consider Before Accepting an Invisalign Transfer Case?

Have you ever thought about taking on an Invisalign transfer case? As part of your orthodontics work, whether it’s Invisalign or another clear aligner company, there’s always the potential for a transfer case to arise. But how should you tackle these?
Tackling Invisalign Transfer Cases in Orthodontics
It’s easy to fall into the trap of making several big mistakes when it comes to your Invisalign transfer cases. With this thought in mind, we here at Straight Smile Solutions have outlined a few key things you should consider as follows to help.
Why Do They Want to Move?
Firstly, always ensure that a valid, genuine explanation accompanies any Invisalign transfer case. In other words, why does the patient want to transfer to you rather than their previous orthodontics provider?
The most obvious reason will be that they moved to a new region. Transferring will often be the more expensive treatment plan; so it may be worth dissuading them from transferring to prevent them from paying above the odds (and being dissatisfied, in turn).
Another reason is that they’re not happy with the progress. Check whether they saw the ClinCheck at the start and if they understand the progression of a normal orthodontics case, as it may just be that the previous provider didn’t explain this. However, if the previous orthodontics has got the treatment plan wrong, you may not want to get involved.
Always Ask to See the ClinCheck and Previous Case Information
If you want to take on an Invisalign transfer orthodontics case, request copies of the ClinCheck and case information to help. The previous orthodontics provider should be able to export this data, allowing you to check on the case more easily and see whether it’s a safe bet.
Don’t Take Non-Comprehensive Cases
If you want to make your Invisalign transfers a little more straightforward, try to adopt a policy of only taking on Invisalign Comprehensive cases. This helps reduce the risk of the case being poorly handled or rushed.
Create an Invisalign Mock-Up Patient
At this point, before taking on the case, creating an Invisalign mock-up patient can help inform your decision on whether the case is a good one to take on.
Don’t Promise Insurance!
As a final tip, don’t promise the patient the chance of paying through insurance for their case since this will often have been used up already with the previous orthodontics provider. Many transfer cases will need to be paid outright instead.