How to Submit Your First Case

Submitting your first case with bitesoft is simple and designed to give you confidence every step of the way. Here’s exactly what to expect:

Step 1: Log in & Start a New Case

• Log into the bitesoft Partner Portal.

• Select “New Case” from your dashboard.

Step 2: Add Patient Information

• Enter the patient’s basic details (name, DOB, email).

• Upload diagnostic records (intraoral scans or impressions, photos, and X-rays.

Step 3: Define Treatment Goals

• Outline the patient’s key concerns and desired outcomes.

• Indicate preferences such as reduced IPR, minimal attachments, or aesthetic considerations.

Step 4: Upload Records

• Ensure all photos (front, side, occlusal views) are clear.

• Upload STL files (if digital scans) or note if you’ve sent impressions.

• Include any additional supporting files.

Step 5: Clinical Review

• Our orthodontic team reviews every case.

• You’ll receive a treatment plan with annotated PDFs and (if needed) a short video explanation.

Step 6: Dentist Review

• Review the proposed plan.

• Approve instantly or request modifications before proceeding.

Step 7: Patient Approval

• Once you’re happy with the plan, bitesoft sends the treatment plan (3D simulation + overview) directly to the patient.

• The patient must approve the plan before aligner production begins.

Step 8: Case Goes to Production

• After patient approval, bitesoft covers all lab fees.

• Aligners are manufactured locally and shipped directly to your clinic within 5–10 business days.

Step 9: Patient Monitoring

• Patients are onboarded to the bitesoftMonitoring™ app with their ScanBox.

• Refinements are included at no cost and covered by bitesoft (as long as patients remain compliant with scans and on track with their protocol).

Tips for a Smooth First Case

• Use our case submission checklist (attached in the Hub).

• Reach out via Partner Support if you get stuck — our team is here to guide you.

• Remember: patients are pre-qualified by bitesoft, so you’ll only spend chair time on motivated cases.