Refinement Delivery
Setting up for your appointment
List of instruments/materials required:
- The patient’s aligner boxes
- Air/water syringe
- Mirror & Explorer
- Scaler
- Composite filling instrument
- Suction tip
- Cotton rolls
- Rubber dam cheek retractor (or NOLA)
- Microbrush
- Dental etch
- Bonding agent
- Composite resin
- Curing light
- UV blacklight flashlight
- Polishing white stone rounded burr
- IPR strips/handle/disk
- IPR measuring gauge
2. Bond attachments and perform IPR
Review the instructions sheet in the patient’s aligner box for the attachments that need to be bonded and the IPR that needs to be performed in this appointment.
Here are two videos if you need a reminder on bonding attachments and performing IPR:
3. Give the aligners and the supplies to your patient
- Help them wear aligners #1
- Give them the rest of the sets (or as many as you would like) to take home.
- See if the patient is running out of elastics. Remember you want them to have 3 bags of each kind of elastics that the patient will be needing.
There is no need to give your patient any instructions on when or how to wear their elastics or how to take care of the aligners. The patient will be receiving instructions through their Dental Monitoring app.
4. Start remote monitoring
- Go to the “Actions” tab and click Start.
5. Write clinical notes and update Visit status
Click on “Mark Complete” and add any notes to the Office Visit if any of the planned actions could not be done as planned (e.g. could not bond attachment on tooth #…).
Make sure that you checked all the to-do list and dismiss the patient.


