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Writer's pictureJesper Hatt DDS

Mastering Case Selection for Clear Aligner Treatments

Clear aligner treatment has revolutionized orthodontics, offering patients an aesthetically appealing and comfortable alternative to traditional braces. However, one of the most critical aspects and most challenging of delivering successful outcomes is case selection.

While it may seem straightforward at first glance, selecting the right cases is a nuanced process that involves both clinical evaluation and understanding the patient’s mindset. In this blog post, we’ll explore why case selection is vital, common mistakes to avoid, actionable steps to improve your process, and how AlignerService.com’s complimentary case selection service can help streamline your journey.


Elerly woman smiling with mildly crooked teeth

1. Why Case Selection is Important

Case selection lays the foundation for success in clear aligner treatment.

  • Clinical Perspective: Not every patient is suitable for clear aligners. The complexity of their orthodontic needs must align with your experience and the capabilities of the aligner system.

  • Patient Mindset: A patient’s expectations and willingness to follow through with treatment significantly impact the overall experience and outcome.

  • Avoiding Complications: Misjudging either the clinical situation or patient mindset can lead to frustration, extended treatment times, and unmet expectations—for both the dentist and the patient.

2. Mistakes to Avoid in Case Selection

  • Overlooking the Patient’s Expectations: Even a simple clinical case can become complex if a patient’s expectations are unrealistic. Failing to set clear expectations early can result in endless revisions.

  • Trusting the Software Too Much: While treatment planning software visualizes the desired outcome, it doesn’t guarantee that what’s on the screen will occur in reality. Always review plans critically.

  • Rushing Through Diagnostics: Inadequate records, such as poor-quality photos or incomplete IO scans, compromise your ability to accurately assess the case and collaborate with specialists.

  • Neglecting Biomechanics: Misunderstanding tooth movements and force application can lead to biologically unsafe or ineffective outcomes.


Book cover of "Mastering Aligner Orthodontics" by Helle Hatt DDS and Jesper Hatt DDS

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3. Steps for Effective Clear Aligner Case Selection

  1. Collect Comprehensive Records:

    • High-quality intraoral and extraoral photos

    • Panoramic X-rays

    • IO scans


      These records enable a thorough evaluation and can be shared with specialists if needed.

  2. Evaluate the Clinical Situation:

    • Is the case within your comfort zone?

    • Are clear aligners the most appropriate appliance for the desired outcomes?

    • Can the treatment goals realistically be achieved within biological and biomechanical limits?

  3. Understand the Patient’s Mindset:

    • Discuss their goals and expectations in detail.

    • Use outcome simulations to illustrate possibilities but clarify that digital simulations may not perfectly reflect the final result.

    • Address potential compromises or limitations to manage expectations.

  4. Collaborate with AlignerService.com for Case Selection:

    • Upload your case data directly to your preferred clear aligner provider.

    • Write an email to AlignerService.com granting access to the case.

    • AlignerService will perform a case evaluation on your behalf, indexing it as either Simple, Moderate, Complex, or Referral with detailed comments.

    • This process is completed within 24 hours, ensuring you have timely insights to guide your treatment decisions.

  5. Plan Thoughtfully:

    • Align treatment goals with the patient’s desires and ensure they understand the process.

    • Collaborate with AlignerService for treatment planning (more on this in the walkthrough example).


4. Commonly Asked Questions

Q: Are clear aligners as effective as braces? A: It depends on the case. While clear aligners can achieve comparable results for many patients, certain complex movements may require traditional braces or longer treatment times with aligners.

Q: How can I prevent endless revisions with demanding patients? A: Start by clarifying expectations. Discuss what is achievable and set boundaries during the initial consultation. Avoid making guarantees about specific end results.

Q: What should I do if I’m unsure about a case? A: When in doubt, consult experts. Use AlignerService.com’s complimentary case evaluation to get professional recommendations tailored to the patient.

Q: How do I manage patients with unrealistic expectations? A: Be transparent and empathetic. Explain the limitations of treatment and emphasize that while significant improvements are possible, perfection may not be realistic.


5. Walkthrough Example:

A Collaborative Approach with AlignerService.com

Let’s consider a patient, Emily.

Clinical Situation: Emily presents with mild crowding in her upper arch and a rotated maxillary central incisor requiring about 10 degrees of correction. From a clinical perspective, this seems like a straightforward case for clear aligners.

Patient Mindset: Emily is highly detail-oriented and has very specific expectations about her smile. She expresses concerns about even the slightest discrepancies in angulation and alignment.


Action Taken:

  1. Case Selection with AlignerService:

    • The treating doctor uploads Emily’s data (photos, X-rays, and IO scans) to their preferred aligner provider.

    • The doctor emails AlignerService.com, granting access to the case.

    • Within 24 hours, AlignerService evaluates the case and indexes it as Simple but raising a red flag with comments about Emily’s expectations and the clinical feasibility.

  2. AlignerService Creates a Treatment Plan:

    • Once Emily and the treating doctor decide to proceed, the doctor contacts AlignerService again to co-create a realistic and predictable virtual treatment plan.

    • This collaborative process ensures the plan aligns with Emily’s clinical situation and expectations, while the treating doctor remains actively involved in shaping the final outcome.

  3. Results:

    • The co-created treatment plan sets clear boundaries and achievable goals.

    • Emily proceeds with the treatment, fully understanding the potential compromises.

    • The case progresses smoothly, and the collaboration with AlignerService helps achieve an excellent result that satisfies both the doctor and the patient.


Conclusion

Mastering case selection is critical for predictable and satisfying outcomes in clear aligner treatments. By focusing on both the clinical situation and the patient’s mindset, avoiding common pitfalls, and leveraging expert guidance like AlignerService.com’s case evaluation and co-creation services, you can deliver exceptional results with confidence.

With these strategies, you’ll streamline your case selection process and build stronger relationships with your patients—ensuring their satisfaction and your success.


Ready to elevate your aligner treatments? Visit AlignerService.com to learn more about our case evaluation and treatment planning support. Let’s achieve predictable, excellent results together!


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Dentist Jesper Hatt DDS AlignerService

Kind regards

Jesper Hatt DDS



P: +41 78 268 00 78


AlignerService

We are dentists helping dentists create realistic, safe and predictable treatment plans with clear aligners.


Currently more than1500 dental practices in 19 different countries use our service on a regular basis. We offer expert guidance in the following clear aligner systems: Invisalign, SureSmile, ClearCorrect, TrioClear, Angel Aligners and Spark.


AlignerService is a preferred partner of ClearCorrect and TrioClear.



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