INVISALIGNTM: Instructions for Staff Use of the Invisalign


A patient recently asked me to recommend an Invisalign dentist in the area, and I had to admit that I wasn’t familiar with this product at all. After some research and discussions with colleagues, here are my instructions for staff use of the Invisalign system in our practice. Adding a patient to your private practices site is easy.


Creating an Account

All staff members must create an account on before using INVISALIGNTM aligners in practice. This will also require that all staff members obtain a password before they begin using INVISALIGN. To create an account, log in to and click My Practice at the top right hand corner of your screen (under My Account). Click on Create New Practice and follow steps 2–4 to set up your Practice Name, Contact Information, etc. When you have completed these steps, you can move on to setting up users in order to access INVISALIGN aligners . . . The Reorder Aligners Button: If you would like to order more INVISALIGNTM aligners from Align Technology Inc., please use the Reorder Aligners button found under Tools > Aligner Management within your profile page. Simply fill out any missing information about previously ordered patients and then select Reorder.

You will be prompted to confirm if you want to proceed with ordering additional aligners for previous patients, or only new patients who are not currently wearing an aligner but were originally prescribed by you (i.e., not former patients). If confirmed, more orders will be placed into production with no need for a re-examination . . .

Once again, thank you so much for choosing Invisalign!


Adding Patients

Simply enter a patient’s first name, last name, and e-mail address into their individual record. From there, you can set up reminders to review their information during follow-up appointments. Reminders can also be set up via e-mail so that you are notified each time a new patient is added to your site—just in case an appointment comes through at an inconvenient time! If a patient becomes a problem and does not show up for scheduled appointments, simply click on their record and select Referrals from the menu. This will bring up a list of all dentists who have referred patients to you. You can then send them an email or make phone calls as needed.


Updating Patient Information

The doctor uses a patient’s unique tracking number and last name to login. After logging in, click on update in order to update any changes such as new address or telephone number. If you need further assistance, please contact customer service at [xxx-xxx-xxxx]. The following information will be required from your staff members prior to using our site. By completing these steps and having your staff members read through these instructions, we hope that using our site will be smooth and seamless.


Basic Workflow

The doctor you have set up with on your site, should be able to make all changes to your profile, as well as maintain all clinic specific settings and features. For example, You can allow your doctor access to change any of your office’s general patient information such as clinician notes, but not delete or change any of your personal account information. Alternatively you may want to allow each clinician access only to certain patients they will be working with (when those patients are signed in) and a different level of control over those patient profiles within their accounts.


Viewing/Printing Reports

This powerful software can be configured to suit your specific needs and goals. You may change any and all settings in both hardware and software, or remove either one entirely. The nature of these tools is ever changing. We are continuously developing new features, technologies, and techniques to provide our patients with a better experience; keep current by visiting our website at _____________________(insert your invisalign manufacturer website). Once you’re registered with us using your personal login information, you’ll also have access to our cloud service via www.______________ (INSERT YOUR WEBSITE URL FOR ONLINE ACCESS) so that you can view important client information anywhere you go.


Additional Settings and Features

The system also comes with additional settings to make sure it works best. For example, you can enable or disable certain features such as Automatic Progress Tracking, Automatic Reminders to Update Patient Status and Callback, and Auto-Backup when Connected to a Computer. You can even adjust your screen view settings. My favorite feature is Autocorrect Text for Pronunciation – I rarely have to worry about my patients mispronouncing a word because Autocorrect has taken care of that problem for me! When my patients are reviewing their treatment plan on their mobile device, they see a full list of procedures or steps associated with their particular situation. The layout is very user friendly and easy to read from any smart phone or tablet.

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Some people resist smiling even at happy moments, or they cover their mouth with their hand just because of their crooked teeth. If you also do the same then it is the right time to see an orthodontist near me. Orthodontists are a type of dentist with specialization in restructuring the teeth. If you’re from Miami and considering visiting an orthodontist then IVANOV Orthodontics should be your first choice. IVANOV Orthodontics manages to recognised as the best orthodontist in Miami. We are a team of widely experienced broad certified professionals with the commitment of offering the best and affordable orthodontic care. We offer a plethora range of services such as braces, orthodontics, Invisalign, retainer and other services. We are conveniently located at 12866 Biscayne Blvd, Miami, FL 33181 and work on Saturdays. You can make an appointment with us either using our website or give us a call at (786) 540-1919.


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