Can I add or replace records after I have submitted a case?

Can I add or replace records after I have submitted a case?

Yes, but how you do it depends on where the case has reached. While the case is still in planning, add records directly through Menu then Edit. Once a proposal has been issued you cannot add records directly and need to submit a modification request instead.

Before the plan is issued

  1. Open the patient case file.
  2. Select Menu in the top right of the case.
  3. Select Edit.
  4. Step through the case to the photos or records section and add the new file.
  5. Export scans from your scanner software first, then drag and drop them into the portal.

After the plan has been issued

  1. Submit a modification request on the case.
  2. Note in the request that additional records are being supplied and should be considered.
  3. Send the files to your practice manager or the OneSmile Concierge chat so they can be attached to the case for the planning team.

Note: Adding records after a plan has been issued restarts part of the planning cycle. Gathering the full record set before submission is always faster.

Still need help

If this article did not resolve your question, your practice manager is your first point of contact for case and product support. For anything that needs a tracked outcome, start a chat with the OneSmile Concierge using the chat button on this page. Include the patient name, the case number and the current aligner number so it can be actioned without a follow-up question.