Invisalign® Chairside Conversion Toolkit 

Whether you’re new to the team or looking for a refresher, these are the tools and resources that will pave the path to patient acceptance for Invisalign treatment.

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Take patients from ‘maybe’ to ‘yes’

1. Oral health

2. Outcomes

3. Affordability

1. Oral health
2. Outcomes
3. Affordability

The hygiene exam is often the first time patients are made aware of their oral health condition. Consider if any conditions are related to malocclusion, and if appropriate, use the iTero™ scanner to perform a wellness scan.

Oral Health brochure

Oral Health video

Hygiene Conversation video

Patient Testimonials

CLAWS are your Clues guide

Consequences of Malocclusion guide

Hygiene Appointment 101 guide

Align™ Oral Health Suite training

Oral Health brochure

Oral Health video

Hygiene Conversation video

Patient Testimonials

CLAWS are your Clues guide

Consequences of Malocclusion guide

Hygiene Appointment 101 guide

Align™ Oral Health Suite training

Oral Health brochure

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image-tab-oral-health-pamphlet
image-tab-oral-health-pamphlet
image-tab-oral-health-pamphlet

Enable more effective patient conversations by using this brochure as a take-home or waiting room resource to educate patients on the connection between tooth alignment and their overall oral health.

Oral Health video

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video image

Improve your patient conversion strategy by watching this video to learn tips and tricks for talking with patients.

Hygiene Conversation video

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View tips for patient education talk tracks.

Patient Testimonials

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image-tab-4-women-with-invisalign
image-tab-4-women-with-invisalign
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Increase patient awareness on the benefits of Invisalign treatment by leveraging this video content on your website and social media channels.

CLAWS are your Clues guide

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Streamline routine hygiene appointments by pairing this guide with your 30-second ortho exam to help educate patients on their oral health.

Consequences of Malocclusion guide

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Improve your ability to have effective patient conversations by using the guide to reference problems, consequences, and solutions related to malocclusion issues.

Hygiene Appointment 101 guide

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image-tab-hygiene-appointment-pdf
image-tab-hygiene-appointment-pdf
image-tab-hygiene-appointment-pdf

Maximize your time during hygiene appointments by using this guide to learn how to hold more impactful patient conversations.

Align™ Oral Health Suite training

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image-tab-align-oral-health
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Leverage your iTero scanner tools to drive awareness and understanding of how tooth alignment connects to overall oral health.

Show patients what is possible with their new smile during the doctor/patient conversation. By leveraging the hygienist's findings and confirming the patient's need for treatment, the doctor can start the conversation with the patient on Invisalign treatment.

Doctor Conversation video

Getting the Patient to “Yes” video

iTero Scan Report training

Doctor Conversation video

Getting the Patient to “Yes” video

iTero Scan Report training

Doctor Conversation video

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video image

Reinforce what the patient needs to know about their malocclusion and recommend Invisalign treatment.

Getting the Patient to “Yes” video

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video image

Wow your patients with in-face visualization on your iTero scanner through the Invisalign Outcome Simulator Pro to excite patients about the potential of their new smile.

iTero Scan Report training

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image-tab-itero-scan-report-updated
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Send patients home with something to remember by using the iTero Scan Report.

After your team has proven the value of tooth alignment and recommended Invisalign treatment, the next step is presenting your financial options. Start by gathering insurance and FSA/HSA information from the patient, explain what financial options are available, and reinforce the benefits of clear aligner therapy.

Payment Option form

Treatment Coordinator Conversation video

Follow-up Best Practices guide

HFD Patient Financing options

Insurance Claims Submission site

Payment Option form

Treatment Coordinator Conversation video

Follow-up Best Practices guide

HFD Patient Financing options

Insurance Claims Submission site

Payment Option form

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image-tab-payment-option-form
image-tab-payment-option-form
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Present clear options based on what is most important to your patients as it relates to affordability.

Treatment Coordinator Conversation video

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video image

Learn how to engage with your patients on the treatment planning process, including the financial and insurance discussion

Follow-up Best Practices guide

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Ways to follow-up with patients if they don’t commit to treatment the same day.

HFD Patient Financing options

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Ways to follow-up with patients if they don’t commit to treatment the same day.

Insurance Claims Submission site

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image-tab-aligner-coding-portal
image-tab-aligner-coding-portal
image-tab-aligner-coding-portal

Access insurance coding resources provided by Practice Booster, a leading source of coding administration.  Access the platform using this access code: 0877195Y888MKP5KG8

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View all Chairside Conversion resources

image-card-oral-health-brochure
image-card-oral-health-brochure

Oral Health brochure

Educate on the connections between tooth alignment and overall oral health. Use as take-home resource or include in the waiting room to help prime your conversations with patients.

video image

Oral Health video

Share with your patients to educate them on the oral health benefits of properly aligned teeth.

image-card-patient-testimonials
image-card-patient-testimonials

Patient Testimonials

Prime the conversation about Invisalign treatment before patients are in the chair by leveraging testimonials in patient emails, on your social media channels, or on your practice website.

image-card-patient-acceptance-guide
image-card-patient-acceptance-guide

Path to Patient
Acceptance guide

Get your entire team involved and follow the steps to drive patient treatment acceptance.

video image

On-demand webinar: Increasing Same-day Patient Acceptance

Tammy Staiger, BS RDH, discusses best practices for chairside patient conversion.

video image

Compelling Conversations video series: Part 1: Hygienist

Engage with your patients on the oral health benefits of bringing teeth into alignment

video image

Compelling Conversations video series: Part 2: Doctor

Learn how the doctor can reinforce what the patient needs to know about their malocclusion and recommend Invisalign treatment.

video image

Compelling Conversations video series: Part 3: Treatment Coordinator

Engage with your patients on the treatment planning process, including the financial and insurance discussion.

image-card-hygiene-appointment
image-card-hygiene-appointment

Hygiene Appointment 101 guide

Customize your patient education via one scan.

image-card-claws
image-card-claws

CLAWS are your Clues guide

Pair this with your 30-second ortho exam to streamline routine hygiene appointments to help educate patients on their oral health.

image-card-consequences-malocclusion
image-card-consequences-malocclusion

Consequences of Malocclusion guide

Consider referencing these problems, consequences, and potential solutions when speaking to your patients about their malocclusion-related issues.

image-card-align-oral-health-suite
image-card-align-oral-health-suite

Align Oral Health Suite training

Leverage your iTero scanner tools to drive awareness and understanding of how tooth alignment connects to overall oral health.

video image

Getting the Patient to “Yes” video

Wow your patients with in-face visualization on your iTero scanner through the Invisalign Outcome Simulator Pro to excite patients about the potential of their new smile.

image-card-itero-report-updated
image-card-itero-report-updated

iTero Scan Report training

Send patients home with something to remember by using the iTero Scan Report.

image-card-payment-option
image-card-payment-option

Payment Option form

Present clear options based on what is most important to your patients as it relates to affordability.

image-card-best-practices
image-card-best-practices

Follow-up Best Practices guide

Ways to follow-up with patients if they don’t commit to treatment the same day.

image-card-hfd
image-card-hfd

HFD Patient Financing options

Third party lenders like HFD unlock multiple options for patients to select loans that suit individual financial situations with no to low down payments and payment options with 0% interest or low monthly amounts.

image-card-insurance-claims
image-card-insurance-claims

Insurance Claims Submission site

Access insurance coding resources provided by Practice Booster, a leading source of coding administration. Access the platform using this access code: 0877195Y888MKP5KG8

image-card-oral-health-brochure
image-card-oral-health-brochure

Oral Health brochure

Educate on the connections between tooth alignment and overall oral health. Use as take-home resource or include in the waiting room to help prime your conversations with patients.

video image

Oral Health video

Share with your patients to educate them on the oral health benefits of properly aligned teeth.

image-card-patient-testimonials
image-card-patient-testimonials

Patient Testimonials

Prime the conversation about Invisalign treatment before patients are in the chair by leveraging testimonials in patient emails, on your social media channels, or on your practice website.

image-card-patient-acceptance-guide
image-card-patient-acceptance-guide

Path to Patient
Acceptance guide

Get your entire team involved and follow the steps to drive patient treatment acceptance.

video image

On-demand webinar: Increasing Same-day Patient Acceptance

Tammy Staiger, BS RDH, discusses best practices for chairside patient conversion.

video image

Compelling Conversations video series: Part 1: Hygienist

Engage with your patients on the oral health benefits of bringing teeth into alignment

video image

Compelling Conversations video series: Part 2: Doctor

Learn how the doctor can reinforce what the patient needs to know about their malocclusion and recommend Invisalign treatment.

video image

Compelling Conversations video series: Part 3: Treatment Coordinator

Engage with your patients on the treatment planning process, including the financial and insurance discussion.

image-card-hygiene-appointment
image-card-hygiene-appointment

Hygiene Appointment 101 guide

Customize your patient education via one scan.

image-card-claws
image-card-claws

CLAWS are your Clues guide

Pair this with your 30-second ortho exam to streamline routine hygiene appointments to help educate patients on their oral health.

image-card-consequences-malocclusion
image-card-consequences-malocclusion

Consequences of Malocclusion guide

Consider referencing these problems, consequences, and potential solutions when speaking to your patients about their malocclusion-related issues.

image-card-align-oral-health-suite
image-card-align-oral-health-suite

Align Oral Health Suite training

Leverage your iTero scanner tools to drive awareness and understanding of how tooth alignment connects to overall oral health.

video image

Getting the Patient to “Yes” video

Wow your patients with in-face visualization on your iTero scanner through the Invisalign Outcome Simulator Pro to excite patients about the potential of their new smile.

image-card-itero-report-updated
image-card-itero-report-updated

iTero Scan Report training

Send patients home with something to remember by using the iTero Scan Report.

image-card-payment-option
image-card-payment-option

Payment Option form

Present clear options based on what is most important to your patients as it relates to affordability.

image-card-best-practices
image-card-best-practices

Follow-up Best Practices guide

Ways to follow-up with patients if they don’t commit to treatment the same day.

image-card-hfd
image-card-hfd

HFD Patient Financing options

Third party lenders like HFD unlock multiple options for patients to select loans that suit individual financial situations with no to low down payments and payment options with 0% interest or low monthly amounts.

image-card-insurance-claims
image-card-insurance-claims

Insurance Claims Submission site

Access insurance coding resources provided by Practice Booster, a leading source of coding administration. Access the platform using this access code: 0877195Y888MKP5KG8

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For any additional questions you have, reach out to customer support.