Installation and user-guide Unite - ClearCorrect workflow

07/11/2023

You will receive notification with the available upgrade for you.
Click on pop-up message and you will be redirected to Unite Store.
If you didn’t receive notification, go to “More” > “Store”.
Open App Updates tab and click “Install all updates”. Wait until the installation is finished.
Unite will restart automatically.

Go to “More” > “Store” and select “Installed Apps” from bottom menu on left screen.
The ClearCorrect App should be listed as installed.

Select the Patients tab in the upper left corner of Unite
Create a new patient or select an existing patient.
Once the patient is created, a new window appears.
Under the Scan & Send menu, select which ClearCorrect workflow to perform, Clear Aligner or Retainer.
OR: If no Trios scanner is attached, then you can import scans by leaving the TRIOS scanning. Go back to the Case Management page by clicking on the “Home” button.

Go to Patient Library and click “Import” button.
Select the folder on your PC where the files are located.
In new window, select Scans > define jaws (Upper/Lower) and click Import button.

OR alternatively, you can start the workflow by selecting imported scans in Patient Library and click on the ClearCorrect workflow icon.

After choosing the ClearCorrect integration workflow, e.g Clear Aligner or Retainer, the integration case will open at the login portal for ClearCorrect web portal.
Enter your account credentials and click “Login”.
After entering your account credentials, you will be asked to select an Organization.
Select your Organization and you will be logged in to ClearCorrect Doctor Portal.
Wait while you're logged in to ClearCorrect Doctors Portal.
Follow ClearCorrect workflow by clicking "Next" button. NOTE: scans and Patient information is already transferred.
Scroll down to click "Next" button.
Additional photos can be added on "Records Uploader" step, by selecting “Photos” section.
The following dialogue will appear where you can select images from Unite Patient Library.
After images are added, they will appear in Case section. Scroll down and click "Next" button.
Go through the "Treatment approach" and "Additional Instructions" steps.
When finished, consent that you've read Privacy Policy and click "Submit" button.
When the case is Submitted, you will see your case number and case details.

Select ClearCorrect Retainer workflow.
The retainer workflow starts on this page of the order form, where the scans from Unite are already uploaded to the order form.
Scroll down to "Discard", "Save as Draft" or "Submit" the case.
When the case is Submitted, you will see your case number and case details.