Escalation Workflow: When to Loop in the Orthodontist

Bitesofts team is here as your safety net. Most cases run smoothly with bitesoftMonitoring™ guiding compliance, but sometimes you may want or need extra orthodontist input. Here’s when and how to escalate:

Automatic Escalations (Triggered by Monitoring)

• Poor aligner tracking detected in patient scans 

• Missed scans or ongoing non-compliance

• Suspected refinements required before treatment completion

When these issues appear, our orthodontic team is automatically notified. You’ll receive an alert through the portal with next steps already outlined.

Dentist-Initiated Escalations

Loop in the Orthodontist if you encounter:

• Difficulty placing or bonding attachments as planned

• Uncertainty about IPR amounts or technique

• Unexpected movement patterns not aligning with the plan

• Patient concerns about progress or aesthetics

• Bite issues (e.g. posterior open bite) that arise mid-treatment

How to Escalate

1. Open the case in the Partner Portal

2. Select “Request Orthodontist Review”

3. Add your notes and any relevant images or X-rays

4. Choose your preference:

   • Message only (written feedback within 48 hrs)

   • Book a 1:1 video consult with an orthodontist

Key Point

You’re never alone in treatment. bitesoft provides both automated safety nets (via monitoring) and on-demand orthodontist access so you can treat confidently without unnecessary risk.