SoftSmile — Implementation Playbook (DSO)

SoftSmile Implementation Playbook

AI-Powered Orthodontic Treatment Planning for DSOs

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1. Executive Summary

What SoftSmile Does

SoftSmile is an AI-powered clear aligner treatment planning platform that automates the creation of orthodontic tooth movement plans, reducing treatment design time from hours to minutes while enabling in-house aligner production workflows. The platform uses machine learning to predict optimal tooth movements and generates clinician-ready treatment simulations that can be modified and approved directly by providers.

Why DSOs Benefit from AI Treatment Planning at Scale

Standardization Advantage: DSOs operating across 15–50 locations face significant variability in treatment planning quality and efficiency. SoftSmile's AI applies consistent biomechanical principles across every case, regardless of which provider or location originates it. This means a patient in Location 3 receives the same quality treatment plan logic as one in Location 47.

Data Aggregation Power: As your organization processes hundreds or thousands of clear aligner cases monthly, SoftSmile's platform learns from your outcomes data across all locations. This creates a proprietary intelligence layer that improves over time—a competitive moat unavailable to single-location practices.

Economic Scale Benefits:

• Centralized treatment planning teams can service multiple locations
• Reduced per-case design costs through automation (typically 60–80% reduction in planning time)
• In-house aligner manufacturing becomes economically viable at DSO volumes
• Negotiated enterprise licensing reduces per-location costs by 25–40%

Operational Leverage: Treatment planning bottlenecks—often the slowest step in the clear aligner workflow—are eliminated. This unlocks case capacity without adding clinical headcount.

Expected Timeline: Decision to Full Deployment

Phase	Duration	Milestone
Pre-Implementation	Weeks 1–2	Infrastructure ready, stakeholders aligned
Pilot Wave (2–3 locations)	Weeks 3–6	Validated workflows, trained champions
Wave 2 Expansion (5–8 locations)	Weeks 7–12	Scaled deployment, refined processes
Wave 3 (Remaining locations)	Weeks 13–20	Full deployment
Optimization	Weeks 21–24	ROI confirmed, ongoing optimization

Total Timeline: 20–24 weeks for a 30-location DSO

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2. Pre-Implementation Checklist (Weeks 1–2)

Technical Requirements

Hardware Requirements per Location

☐ Workstation with minimum specs: Intel i7/AMD Ryzen 7, 16GB RAM, dedicated GPU (NVIDIA GTX 1060 or better), SSD storage
☐ 27"+ monitor recommended for treatment plan visualization
☐ Intraoral scanner (compatible models: iTero, 3Shape TRIOS, Medit, Carestream)
☐ CBCT integration optional but recommended for complex cases

Network Requirements

☐ Minimum 50 Mbps upload/download per location (100 Mbps recommended)
☐ ⚠️ Network latency under 100ms to SoftSmile cloud servers—test from each location
☐ Open ports: 443 (HTTPS), verify no proxy interference with WebSocket connections
☐ Static IP or consistent NAT configuration for API integrations

Software Requirements

☐ Windows 10/11 (64-bit) or macOS 12+
☐ Chrome or Edge browser (latest version)
☐ Practice management system compatibility verified (see Section 5)

Enterprise-Level Requirements (DSO-Specific)

Network Standards Across Locations

☐ 🟣 Decide: Centralized vs. location-level hosting model
☐ Document network topology for each location—create standardized assessment template
☐ Identify locations requiring infrastructure upgrades before rollout
☐ Budget for hardware/network upgrades at non-compliant locations

Centralized IT Configuration

☐ SSO integration requirements documented (SAML 2.0, Azure AD, Okta supported)
☐ 🔵 Request enterprise SSO configuration from SoftSmile
☐ Centralized user provisioning workflow defined
☐ Role-based access control (RBAC) structure designed:

• Super Admin (Central IT/CDO)
• Regional Admin (Regional Managers)
• Location Admin (Office Managers)
• Provider (Treating Doctors)
• Treatment Coordinator (View/Submit only)

Centralized Credentialing

☐ Master provider list with NPI numbers compiled
☐ Credentialing workflow for new providers documented
☐ De-provisioning workflow for departing providers established

Vendor Onboarding Steps

🔵 Week 1 Vendor Actions: ☐ Execute enterprise license agreement
☐ Establish dedicated Customer Success Manager (CSM) contact
☐ Schedule enterprise kick-off call with vendor implementation team
☐ Obtain sandbox/test environment access
☐ Receive enterprise admin credentials and API documentation

Key Vendor Contacts to Establish:

Role	Purpose	Expected Response Time
Customer Success Manager	Strategic partnership, escalations	4 hours
Technical Implementation Lead	Integration, configuration	2 hours
Support Tier 1	Day-to-day issues	1 hour
Support Tier 2	Complex technical issues	4 hours
Executive Sponsor (Vendor)	Contract/relationship issues	24 hours

Data/Access Prerequisites

☐ Imaging archive access documented for each location
☐ Historical case data export capability assessed (if training AI on your outcomes)
☐ 🔵 API keys generated for each integration point
☐ Test patient data set created (de-identified) for validation
☐ Scanner software versions documented per location

Internal Stakeholder Alignment

Stakeholder Alignment Map

Stakeholder Level	Who	Their Concern	Communication Need
Board/Investors	Board members, PE sponsors	ROI, competitive positioning, risk	🟣 Quarterly update on AI strategy
C-Suite	CEO, CDO, VP Operations, CFO	Strategic alignment, budget, outcomes	🟣 Monthly rollout status
Regional Managers	Regional/Area Directors	Execution, staff adoption, metrics	Weekly rollout briefings
Location Office Managers	OMs at each practice	Daily operations, staff training, scheduling	Pre-wave preparation, daily support
Providers	Orthodontists, GPs doing ortho	Clinical workflow, AI trust, patient care	Training, champion identification
Clinical Staff	Treatment coordinators, assistants	Workflow changes, job security	Training, change management
Central Teams	IT, HR, Training, Compliance	Infrastructure, hiring, policies	Integrated project planning

Approval Matrix

Decision	Approver	Consulted	Informed
🟣 Enterprise license agreement	CEO/CFO	CDO, VP Ops	Board
🟣 Rollout timeline	VP Operations	CDO, Regional Managers	All
🟣 Budget allocation	CFO	VP Operations	CEO
Infrastructure investments	VP Operations	IT Lead	CFO
Pilot location selection	Regional Manager	CDO, VP Ops	Location OMs
Go-live date per location	Regional Manager	Location OM	VP Operations

Baseline Metrics to Capture

⚠️ Critical: Capture these metrics BEFORE any SoftSmile deployment begins. Without baseline data, ROI cannot be proven.

Standardized Measurement Protocol (All Locations Must Use Same Methodology)

Efficiency Metrics: ☐ Average treatment plan turnaround time (case submission → clinician-approved plan)
☐ Number of treatment plan revisions per case
☐ Provider time spent per treatment plan review (minutes)
☐ Cases in treatment planning backlog

Clinical Metrics: ☐ Case acceptance rate for clear aligner cases
☐ Number of refinements/mid-course corrections per case
☐ Average treatment duration (start to finish)
☐ Patient satisfaction scores for ortho cases (if tracked)

Financial Metrics: ☐ Average revenue per aligner case
☐ Cost per treatment plan (labor + outsourced design fees)
☐ Clear aligner case volume per location per month
☐ Provider capacity (how many ortho cases can each provider handle monthly)

Data Collection Template: Create a standardized spreadsheet with:

• Location identifier
• Measurement date range (recommend 90-day lookback)
• Each metric with clear calculation methodology
• Data source (PMS report name, manual count, etc.)

🟣 Executive Decision Required: Assign metric collection ownership—recommend central analytics team with location input.

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3. Location Readiness Assessment

Scoring Framework

Rate each factor 1–5 using the criteria below. Minimum composite score of 15 recommended for Wave 1; 12+ for Wave 2.

Factor 1: IT Infrastructure Maturity

Score	Criteria
5	Fiber internet (100+ Mbps), hardware < 2 years old, current PMS version, IT-managed
4	50+ Mbps, hardware < 3 years old, PMS within 1 version of current
3	25+ Mbps, hardware < 5 years old, PMS supported version
2	10–25 Mbps, aging hardware, PMS update needed
1	< 10 Mbps, hardware > 5 years, unsupported PMS version

Factor 2: Staff Tenure and Adaptability

Score	Criteria
5	Turnover < 10%, successful prior tech adoption, tech-forward culture
4	Turnover 10–20%, neutral on technology, adequate training history
3	Turnover 20–30%, mixed tech adoption results
2	Turnover 30–50%, resistance to recent changes
1	Turnover > 50%, failed prior tech implementations

Factor 3: Patient Volume

Score	Criteria
5	High volume (50+ aligner starts/month)—high impact AND strong ops team to manage risk
4	High volume with moderate ops strength
3	Medium volume (20–50 starts/month)
2	Low volume (10–20 starts/month)—limited ROI potential
1	Very low volume (< 10 starts/month)—deprioritize

Factor 4: Existing Tech Stack Compatibility

Score	Criteria
5	SoftSmile-certified scanner, native PMS integration, cloud imaging
4	Compatible scanner, PMS integration available, some workarounds needed
3	Compatible scanner, PMS integration requires middleware
2	Scanner requires upgrade, PMS integration complex
1	Incompatible scanner, PMS not supported—requires major investment

Factor 5: Local Champion Availability

Score	Criteria
5	Enthusiastic provider champion + tech-savvy OM, both committed
4	Strong provider champion OR strong OM champion
3	Willing participant identified, not yet fully bought in
2	No clear champion, but no active resistance
1	Active resistance from key staff, no champion available

Composite Scoring

Composite Score	Readiness Level	Rollout Wave
20–25	High Readiness	Wave 1 (Pilot)
15–19	Medium-High	Wave 2
12–14	Medium	Wave 3
< 12	Low	Remediation required before deployment

Sample Assessment Matrix

Location	IT (1-5)	Staff (1-5)	Volume (1-5)	Tech Stack (1-5)	Champion (1-5)	Composite	Wave
Location A	5	4	4	5	5	23	1
Location B	4	4	5	4	4	21	1
Location C	3	3	3	4	3	16	2
Location D	2	2	2	3	2	11	Remediate

Recommended Rollout Sequence

Wave 1 Selection Criteria:

• Composite score 20+
• Geographic diversity (different regions to test varied conditions)
• Mix of practice sizes/types (GP + ortho if applicable)
• At least one high-volume location to stress-test the system

⚠️ Common Mistake: Selecting only your "best" locations for pilot. Include at least one location with minor challenges to identify issues before broader rollout.

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4. Rollout Strategy

Wave Structure

Wave	Locations	Duration	Purpose
Wave 1 (Pilot)	2–3 locations	4 weeks	Validate workflows, identify issues, certify champions
Wave 2	5–8 locations	4 weeks	Scaled deployment, refine processes, build momentum
Wave 3	Remaining locations	6–8 weeks	Full deployment
Optimization	All locations	Ongoing	Continuous improvement

Wave 1: Pilot Selection Criteria

Select 2–3 locations meeting ALL of the following: ☐ Composite readiness score of 20+
☐ Identified provider champion who volunteered (not assigned)
☐ Office manager with capacity to engage in rollout (not already managing other initiatives)
☐ Representative of broader portfolio (don't pick only urban locations if you have rural)
☐ Geographic proximity to regional manager for hands-on support
☐ Not in the middle of any other major change (renovation, provider transition, etc.)

Wave 1 Timeline (Weeks 3–6):

Week	Activities
Week 3	Configuration complete, integration validated, champion training begins
Week 4	Soft launch—champions use system with first 5–10 cases, daily check-ins
Week 5	Full location go-live, expanded to all ortho cases, staff training complete
Week 6	Stabilization, documentation of lessons learned, go/no-go assessment

Wave 2 Timeline (Weeks 7–12)

Week	Activities
Week 7	Apply Wave 1 learnings, pre-configure Wave 2 locations
Week 8	Champion training for Wave 2 locations (now done by certified Wave 1 champions)
Weeks 9–10	Staggered go-live (2–3 locations per week)
Weeks 11–12	Stabilization, lessons learned, Wave 3 preparation

Wave 3 Timeline (Weeks 13–20)

• Rapid deployment leveraging established playbook
• 3–5 locations per week go-live
• Focus on efficiency—process should be repeatable
• Central team provides remote support, location champions manage locally

Go/No-Go Criteria for Wave Advancement

🟣 Executive Decision Required at Each Gate

To Advance from Wave 1 → Wave 2: ☐ ≥ 85% of cases processed through SoftSmile without critical issues
☐ Provider satisfaction ≥ 4/5 on post-pilot survey
☐ No unresolved Severity 1 (system down) or Severity 2 (major workflow blocked) issues
☐ Training completion rate 100% for pilot location staff
☐ Case acceptance rate maintained or improved vs. baseline
☐ Treatment plan turnaround time improved by ≥ 30%

To Advance from Wave 2 → Wave 3: ☐ All Wave 2 criteria met AND
☐ Champion training model validated (Wave 1 champions successfully trained Wave 2 staff)
☐ Central support model sustainable (no increase in support tickets per location)
☐ No systemic issues emerging across multiple locations

Rollback Plan

If a wave fails Go/No-Go criteria:

1. Immediate Actions: ☐ Pause deployment to new locations ☐ Convene incident review within 24 hours ☐ Document root cause and categorize (technical, training, change management, vendor)

2. Location-Level Decisions:

   • Locations already live continue operating with enhanced support
   • Option to revert to previous workflow if critical issues
   • ⚠️ Reversion impacts patient communication—have scripts ready

3. Remediation Timeline:

   • Technical issues: vendor fix within 5 business days
   • Training issues: remedial training within 1 week
   • Change management: champion reinforcement, 2-week stabilization

4. Restart Criteria: ☐ Root cause resolved and verified ☐ Preventive measures implemented for future locations ☐ 🟣 Executive approval to resume

Isolation Protocol: Each location operates independently. Issues at Location A do not require halting Location B unless systemic.

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5. Configuration & Integration (Weeks 2–3)

Practice Management System Integration

Dentrix Integration

🔵 Vendor Required: SoftSmile provides integration connector

Step-by-Step Setup (Est. 2 hours per location):

1. ☐ Verify Dentrix version (G7.3+ required)
2. ☐ Install Dentrix Connector module from SoftSmile
3. ☐ 🔵 Configure API endpoint in SoftSmile admin console
4. ☐ Map provider IDs between systems
5. ☐ Map procedure codes (D8070, D8080, etc.) for auto-posting
6. ☐ Configure patient matching rules (name + DOB + chart #)
7. ☐ Test bidirectional sync with 5 test patients
8. ☐ Validate treatment plan posts correctly to patient ledger
9. ☐ Document location-specific settings in configuration log

⚠️ Common Issues:

• Firewall blocking connector → whitelist SoftSmile IP ranges
• Patient matching failures → enable fuzzy matching or use chart # only
• Duplicate patient creation → verify matching rules before go-live

Eaglesoft Integration

🔵 Vendor Required: SoftSmile provides integration connector

Step-by-Step Setup (Est. 2.5 hours per location):

1. ☐ Verify Eaglesoft version (21+ required)
2. ☐ Install Eaglesoft Bridge from SoftSmile portal
3. ☐ Configure Patterson Technology Center credentials
4. ☐ 🔵 Enable API access in SoftSmile enterprise console
5. ☐ Map provider IDs and operatories
6. ☐ Configure procedure code mapping
7. ☐ Enable appointment type sync (if scheduling integrated)
8. ☐ Test with 5 patient records
9. ☐ Validate financial posting accuracy

Open Dental Integration

🔵 Vendor Required: SoftSmile API configuration

Step-by-Step Setup (Est. 1.5 hours per location):

1. ☐ Verify Open Dental version (22.1+ recommended)
2. ☐ Enable API module in Open Dental (requires CustomerNum from Open Dental)
3. ☐ Generate API key in Open Dental
4. ☐ 🔵 Input API key into SoftSmile configuration
5. ☐ Configure FHIR endpoint if using advanced integration
6. ☐ Map provider IDs and fee schedules
7. ☐ Test patient sync and procedure posting
8. ☐ Verify insurance estimation pulls correctly

Imaging System Integration

Intraoral Scanner Integration

iTero (Est. 1 hour per location): ☐ Ensure iTero software version 6.0+
☐ 🔵 Enable MyiTero API access through Align Technology
☐ Link MyiTero account to SoftSmile in admin console
☐ Test scan upload → SoftSmile case creation workflow
☐ Verify scan quality requirements met (scanner calibration)

3Shape TRIOS (Est. 1 hour per location): ☐ TRIOS software 2.0+ required
☐ Configure 3Shape Communicate portal
☐ 🔵 Connect 3Shape Communicate to SoftSmile via OAuth
☐ Test direct upload pathway
☐ Verify file format compatibility (STL/PLY)

Medit (Est. 45 min per location): ☐ Medit Link software installed
☐ Enable cloud upload to Medit Cloud
☐ 🔵 Connect Medit Cloud to SoftSmile
☐ Test scan transfer workflow

CBCT Integration (Optional)

☐ Verify DICOM export capability
☐ Configure DICOM send to SoftSmile cloud endpoint
☐ Test CBCT upload with sample case
☐ ⚠️ Verify PHI handling in DICOM headers complies with your data governance policy

Test Environment Setup

Centralized Test Environment (Recommended for DSOs)

🟣 Decision Required: Centralized vs. per-location testing

Recommendation: Centralized test environment with location-specific configuration profiles.

Setup Steps: ☐ 🔵 Request enterprise sandbox from SoftSmile (separate from production)
☐ Create test organization mirroring production structure
☐ Upload de-identified sample cases (minimum 20 cases representing case mix)
☐ Configure test integrations with PMS sandbox (if available) or test database
☐ Create test user accounts for each role type

Validation Checklist

Integration Validation:

Test	Expected Result	Pass/Fail
Patient creates in SoftSmile when record created in PMS	Patient appears within 5 min	☐
Scan upload triggers case creation	Case in queue within 2 min	☐
Treatment plan approval posts to PMS	Procedure posted with correct code/fee	☐
Provider assignment syncs bidirectionally	Provider matches in both systems	☐
Appointment scheduling reflects in SoftSmile	Appointment status current	☐

Workflow Validation:

Test	Expected Result	Pass/Fail
AI generates treatment plan from scan	Plan renders within 10 minutes	☐
Provider can modify tooth movements	Changes save and reflect in simulation	☐
Provider can approve plan	Plan moves to production queue	☐
Revision request workflow	Plan returns to design queue	☐
Patient simulation viewer works	Shareable link generates, patient view loads	☐

Data Migration (If Applicable)

Historical Case Import (Optional but recommended for AI learning):

☐ 🔵 Discuss historical data import with SoftSmile CSM
☐ Export historical treatment plans in supported format
☐ De-identify data per HIPAA requirements
☐ Validate data mapping before bulk import
☐ Import in batches (recommend 100 cases per batch)
☐ Verify historical cases display correctly

⚠️ Note: Historical data import is optional. SoftSmile AI works without historical data but improves accuracy with your organization's case history.

Enterprise Configuration Standards

Standardized Settings (Apply Centrally)

Setting	Standard Value	Rationale
Default treatment plan approval workflow	Require provider signature	Compliance
Patient consent capture	Enabled, mandatory	Legal protection
Auto-archive inactive cases	90 days	System performance
Treatment simulation quality	High resolution	Patient communication
Session timeout	30 minutes	HIPAA
Password policy	12+ chars, 90-day rotation	Security
Audit logging	Enabled, 7-year retention	Compliance
Patient communication templates	Central templates with local customization	Brand consistency

Location-Specific Settings (Allow Variation)

Setting	Customization Allowed	Example
Provider preferences for tooth movement	Per provider	Dr. Smith prefers conservative rotation limits
Default treatment complexity tier	Per location	Ortho specialty offices handle complex cases
Case notification preferences	Per user	Email vs. in-app notifications
Working hours for scheduling	Per location	Operating hours vary
Fee schedule mappings	Per location	Fees vary by market

Enterprise Configuration Template

Create master configuration document with: ☐ All standardized settings with values
☐ Location-specific setting categories with acceptable ranges
☐ Change management process for modifying enterprise standards
☐ Version control for configuration changes

Security & HIPAA Compliance Verification

Enterprise-Level HIPAA Checklist

☐ 🔵 Execute Business Associate Agreement (BAA) with SoftSmile
☐ Document data flow diagram (PHI path from scanner → SoftSmile → PMS)
☐ Verify encryption at rest (AES-256) and in transit (TLS 1.3)
☐ Confirm data center certifications (SOC 2 Type II, HITRUST recommended)
☐ Establish data retention policy alignment (SoftSmile retention vs. your policy)
☐ Configure audit log access for compliance team
☐ Define breach notification process and escalation path
☐ Complete security questionnaire and document vendor responses
☐ Conduct risk assessment per HIPAA Security Rule

Access Control Checklist

☐ Role-based access control (RBAC) configured per Section 2
☐ Minimum necessary access principle verified
☐ User provisioning tied to HR system or SSO
☐ Offboarding workflow terminates access within 24 hours of departure
☐ Quarterly access review scheduled

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6. Team Training Plan

Train-the-Trainer Model

Champion Selection Criteria

Select 1 champion per location meeting the following: ☐ Currently processes ortho cases (provider or treatment coordinator)
☐ Above-average comfort with technology (nominated by peers or manager)
☐ Respected by clinical staff (influence, not just title)
☐ Capacity to dedicate 8–10 hours to certification training
☐ Commitment to support colleagues post-launch
☐ Consistent schedule (not frequently traveling or out of office)

Ideal Candidates: Treatment coordinators, orthodontic assistants, or tech-forward providers.

Champion Responsibilities

Responsibility	Time Commitment
Complete certification training	8 hours (one-time)
Lead local staff training	4–6 hours (pre-launch)
First-line support for staff questions	1–2 hours/week (ongoing)
Attend weekly champion calls	30 min/week (first 90 days)
Provide feedback to central team	As needed
Train new hires on SoftSmile workflow	As needed

Champion Certification Program

🔵 Vendor Required: SoftSmile provides certification materials

Certification Curriculum (8 hours total):

Module	Duration	Content
1: Platform Fundamentals	2 hours	Navigation, case creation, basic workflows
2: Clinical Workflow Deep Dive	2 hours	Treatment planning, modifications, approvals
3: Integration & Troubleshooting	1.5 hours	PMS/scanner integration, common issues
4: Training Delivery Skills	1.5 hours	How to train adults, handling resistance
5: Certification Assessment	1 hour	Practical exam + written test

Passing Criteria: Score 85%+ on assessment, complete hands-on case simulation.

Standardized Training Materials (Centrally Created)

Materials to Produce Centrally

☐ Role-specific training slide decks (branded, consistent messaging)
☐ Workflow quick reference cards (laminated, monitor-friendly)
☐ Video library (2–5 min clips for each core workflow)
☐ FAQ document (updated weekly during rollout)
☐ Trainer guide (step-by-step for champions delivering training)
☐ Knowledge check quizzes (verify comprehension per role)

Materials Champions Customize Locally

☐ Training schedule to fit location hours
☐ Provider-specific preferences to communicate
☐ Local examples and case studies
☐ Integration specifics (if PMS version differs)

Role-Specific Training Outlines

Dentists/Providers (2 hours)

Learning Objectives:

• Navigate SoftSmile interface confidently
• Interpret AI-generated treatment plans critically
• Modify treatment plans when clinical judgment differs from AI
• Approve plans and manage revision requests
• Communicate treatment to patients using visualization tools

Training Format: Live demonstration + guided practice (1 case each)

Session Outline:

Time	Topic	Activity
0:00–0:15	Why we're adopting SoftSmile	Context, benefits, expectations
0:15–0:30	Interface navigation	Guided demo
0:30–1:00	Reviewing an AI-generated plan	Walkthrough with sample case
1:00–1:30	Modifying a treatment plan	Hands-on: each provider modifies a case
1:30–1:50	Approving plans and requesting revisions	Workflow practice
1:50–2:00	Q&A, concerns	Open discussion

Common Resistance Points & Responses:

Objection	Response
"I don't trust AI to do my treatment planning"	"The AI creates a starting point. You review, modify, and approve. No plan goes to production without your clinical sign-off."
"This will take more time, not less"	"Initially, there's a learning curve. By week 3, providers report 50%+ time savings on plan review."
"My cases are too complex for AI"	"SoftSmile handles complexity well, but you can always modify. Complex cases still benefit from the starting point."

Provider Day 1 Cheat Sheet:

SOFTSMILE QUICK REFERENCE - PROVIDERS

LOGIN: [SSO link] or [direct URL]

TO REVIEW A CASE:
1. Click "My Cases" → find patient
2. Review 3D simulation (rotate with mouse, timeline slider for staging)
3. Check tooth movements table—flag anything > your comfort threshold

TO MODIFY A PLAN:
1. Click "Edit Treatment"
2. Select tooth → adjust movement
3. Click "Recalculate" (wait 30 sec)
4. Review updated simulation

TO APPROVE:
1. Click "Approve Plan" → Digital signature
2. Plan moves to production queue

TO REQUEST REVISION:
1. Click "Request Changes" → Add notes
2. Returns to design queue

NEED HELP: [Champion name/phone] or Support: 1-800-XXX-XXXX

Hygienists (30 minutes)

Note: Hygienist involvement with SoftSmile varies by practice model. Training applies if hygienists perform intraoral scans or discuss ortho with patients.

Learning Objectives:

• Understand how SoftSmile fits into ortho workflow
• (If applicable) Upload scans correctly
• Answer basic patient questions about the technology

Training Format: Video (15 min) + brief discussion (15 min)

Common Resistance Points & Responses:

Objection	Response
"This doesn't affect me"