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.




Take patients from ‘maybe’ to ‘yes’
Oral health
Outcomes
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
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
CLAWS are your Clues guide
Consequences of Malocclusion guide
Hygiene Appointment 101 guide
Align™ Oral Health Suite training
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 conversations with patients.
Oral Health video


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


View tips for patient education talk tracks.
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.
Consequences of Malocclusion guide




Consider referencing these problems, consequences, and potential solutions when speaking to your patients about their malocclusion-related issues.
Hygiene Appointment 101 guide




Customize your patient education via one scan.
Align™ Oral Health Suite training




Leverage your iTero scanner tools to drive awareness and understanding of how tooth alignment connects to overall oral health.
The next step is the doctor exam to show patients what’s possible with their new smile. During this time, the doctor should consider confirming the hygienist’s findings; highlighting the problem, consequences, and solutions; and confirming that this patient is a candidate for 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


Reinforce what the patient needs to know about their malocclusion and recommend Invisalign treatment.
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.
iTero Scan Report training




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 HCSA 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
LendCare Patient Financing options
Payment Option form
Treatment Coordinator Conversation video
Follow-up Best Practices guide
LendCare Patient Financing options
Payment Option form




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


Learn how to engage with your patients on the treatment planning process, including the financial and insurance discussion
Follow-up Best Practices guide




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




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