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’

Oral health

Outcomes

Affordability

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

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

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

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video image

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

Hygiene Conversation video

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video image

View tips for patient education talk tracks.

CLAWS are your Clues guide

image-tab-claws
image-tab-claws
image-tab-claws
image-tab-claws

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

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image-tab-conseq-of-malocclusion
image-tab-conseq-of-malocclusion
image-tab-conseq-of-malocclusion

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

Hygiene Appointment 101 guide

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

Customize your patient education via one scan.

Align™ Oral Health Suite training

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image-tab-align-oral-health
image-tab-align-oral-health
image-tab-align-oral-health

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

video image
video image

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

Getting the Patient to “Yes” video

video image
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 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

image-tab-payment-option-form
image-tab-payment-option-form
image-tab-payment-option-form
image-tab-payment-option-form

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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image-tab-consultation-best-practices
image-tab-consultation-best-practices
image-tab-consultation-best-practices

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

LendCare Patient Financing options

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image-card-lendcare-patient-financing
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image-card-lendcare-patient-financing

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.

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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-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

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-small-card-lendcare-patient-financing
image-small-card-lendcare-patient-financing

LendCare Patient Financing

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.

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-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

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-small-card-lendcare-patient-financing
image-small-card-lendcare-patient-financing

LendCare Patient Financing

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.

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