Onboarding checklist (step by step)

Step 1. Access the Partner Portal

• Log in to your bitesoft Partner Portal (credentials provided via email).

• Update your profile and clinic details so patients can be matched correctly.

Step 2. Complete Training & Orientation

• Join your live onboarding Zoom session with the bitesoft team.

• Review the training resources in the Partner Hub.

• Learn the workflow: how we manage patient acquisition → treatment planning → production → monitoring.

Step 3. Clinical Setup

• Confirm your intraoral scanner settings (STL file export).

• Prepare your clinic tools: cheek retractors, IPR strips/burs, bonding equipment for attachments.

• Download clinical guides (attachments, IPR, refinements) from the Partner Hub.

Step 4. Understand the Patient Workflow

• Patients come to you pre-qualified through bitesoft marketing and sales.

• All treatment plans are designed by our orthodontic team and pre-reviewed by Orthodontists.

• You’ll review the treatment plan and annotated PDF plan + 3D simulation → then approve or request changes.

• Once approved by clinician and patient, aligners are produced and shipped directly to your clinic.

Step 5. Submit Your First Case

• Log in to the Portal → click “Submit New Case”.

• Upload scans, photos, and notes on treatment goals.

• Orthodontic team reviews → plan created → you approve.

• Patient signs off on their treatment plan before production begins.

Step 6. Monitoring & Refinements

• Patients are set up on bitesoftMonitoring™ by our team (no clinic admin required).

• You’ll only be notified if a clinical issue needs your attention.

• Refinements are included free for compliant patients — no dentist cost.

• Compliance is tracked via patient scans, reducing refinement rates and ensuring predictable outcomes.