CASE WORKFLOW
Case Consultation Workflow
The basic workflow for an Active Aligners case, from the initial consultation and records through to creating the case and starting treatment planning.
Initial consultation
- Take intra-oral scans or impressions. We only accept good-quality PVS or Impregum impressions, with 2 to 3mm of gingiva all round, covering all teeth (including 8’s if present). Take special care to avoid drag, bubbles, etc., inferior impressions may be rejected and new ones requested.
- Take the required quality-control photos (8 photos).
- Gather any other supporting documentation you feel the case needs (x-rays, etc.).
Post consultation
- If you took impressions, email smile@smileclub.co.za for an impression collection, we’ll book a courier.
- Create the case on the portal: log on, use the photos and any supporting digital documentation to create a new case, and put all digital information into one .zip file. Include STL scans in the initial .zip if you have them. Rename the file
patients_name.zipfor normal cases orpatients_name_ref.zipfor refinements (the file name must be unique for every case). Contact the team if unsure how to use the file. - If scans aren’t loaded manually, they can be sent to the lab to be loaded (contact the lab for connection assistance based on your scanner type).
- Impressions sent to the lab are digitally scanned and loaded onto the case you created.
- Treatment planning proceeds once all information has been loaded onto the case.
QUALITY-CONTROL PHOTOS
The required photo set
Take the required quality-control photos at the consultation, eight in total. Provide the standard clinical photo set so the plan reflects the real smile, not just the scan. Good photos help the planning team and help you check the proposal. These images go into the .zip file you use to create the case on the portal, so capture them before the patient leaves the chair.
- The required quality-control photos, eight in total
- Any other supporting documentation you feel the case needs, such as x-rays
- A complete prescription stating your treatment goals and any specific instructions
If any images will be used beyond the clinical record, ensure a signed photo release is in place. The clearer the brief, the closer the proposed plan will be to what you want.
IMPRESSION QUALITY
Impression-quality standards
Your impression or scan is the foundation your entire case is built on. Distortions, voids or missing margins lead to ill-fitting aligners and avoidable refinements, so getting records right the first time saves time for everyone. We only accept good-quality PVS or Impregum impressions, with 2 to 3mm of gingiva all round, covering all teeth, including the 8’s if they are present. Take special care to avoid drag, bubbles and similar faults, inferior impressions may be rejected and new ones requested. Before you arrange a collection, inspect the impression carefully and check that all anatomy is present.
Full arch, all anatomy
Capture every tooth, including at least half of the 8’s where they are present, with nothing cut off at the ends of the arch.
Clear gingival margin
Show 2 to 4mm of gingival tissue around the teeth so the margin reads cleanly and tooth and gum stay distinct.
A true bite
Register an accurate bite with the patient in centric occlusion. Do not let the patient bite edge to edge.
Inspect every record against the points below before you send it. Alginate impressions are rejected because they distort too much. Look for air bubbles, double impressions, missing anatomy, drag, push-through, or blended tooth and gingiva. A record that reads cleanly here is a record that moves straight into planning.
- Alginate impressions are rejected, they distort too much
- Use the correct tray size, with the rear molars covered
- Overflow both ends of the tray to capture the distal of the second molars, and 8’s if present
- If 8’s are present, we need at least half of them
- We need to see 2 to 4mm of gingival margin
- If possible, provide a good bite registration for digitising
SCAN OR IMPRESSION
Choosing scan or impression
We accept both intra-oral scans and physical impressions. A digital scan removes many of the variables that affect physical impressions and integrates directly into the digital workflow. Whichever you use, technique and attention to detail are what make the record dependable. For a scan, make sure all anatomy is visible, including at least half the 8’s if they are visible, and that there are no holes in the scan. Capture 2 to 4mm of gingival tissue, and register an accurate bite with the patient in centric occlusion, never edge to edge.
If you scan, you can upload the STL files directly to the platform, or connect to the Active Aligners lab and have us load them onto the case you created. If you take impressions, email smile@smileclub.co.za for an impression collection and we will book a courier. Impressions sent to the lab are digitally scanned and loaded onto the case you created.
SUBMISSION TO PLAN
From submission to treatment plan
Once your records and case are on the platform, the workflow follows a clear sequence. Treatment planning proceeds once all information has been loaded onto the case. The order appears under “Sent for Design”, the lab adds the scans or scans of impressions, and treatment planning begins, around 72 hours. Once planned, the case moves to Needs Approval, where you can review the 3D simulation, the IPR required and at which stage, attachment positions, and a downloadable treatment-plan PDF.
- Create the case on the portal with your quality-control images and scans in one .zip file, named for the patient.
- The lab adds the scans, or scans of your impressions, onto the case you created.
- Treatment planning begins once all information is loaded, around 72 hours.
- The case moves to Needs Approval. Review the 3D simulation, IPR, attachment positions and the treatment-plan PDF.
- Approve and send to manufacture, send the plan link to the patient or a peer for review, or request a redesign.
Ready to submit a case?
Follow the full case-creation guide, or explore the complete toolkit in the Doctor’s Library.
