SmileInspector Portal
One shared place for every case
Portal is where your organization's aligner cases live, shared with the people who need them, with files, comments, approvals, and a history naming who changed what and when.
Cleared by the FDA
What you get asked, and where it is answered
Four questions a client or a colleague will ask you this month, and the part of Portal that answers each.
Who changed this, and when
- History, with an actor and a timestamp on every event.
Which setup did the doctor approve
- Approval, shown on the case, with the approved setup becoming the one that exports.
What did this case cost
- Transactions, naming operation, amount, balance, case, and member.
Is anyone else in this case right now
- Locking. Lock the case while it is being worked. Lock and unlock are both logged with a name.
Everything about a case stays on the case
US delivery
Comments written in Doctor Viewer arrive on the case as they are typed, so review reaches your planner instead of an inbox.
Find the file you shipped months later.
Incoming scans and exported production files stay with the case.
Hand a doctor a link from here.
Viewer links generated in the application surface on the case.
Start a refinement without starting over.
A refinement carries the record into the next round.
Reach any case
in one search
Search the way your team already talks. Case ID, name, doctor, patient, or your own external ID, so your job numbers keep working.
See where cases stand before opening one. Status, approval, locked, and last updated all show in the list.
Narrow a long list. Filter by case type.
Smart Features, Faster Planning
Designed to streamline case setup, minimize back-and-forth, and give you clarity and control from the first click to the final export.
Technician
Creates cases and plans them in the application. Sees the organization’s cases, or only the ones assigned to them. Opens every file and the full history on a case. Generates Doctor Viewer and Patient Viewer links.
Doctor
Sends a case for planning, then reviews the finished plan in Doctor Viewer. Changes the final position, attachments, and IPR, comments, and approves or rejects. Shares the case with their patient.
Account Administrator
Invites people, assigns roles, and manages access across the organization. Sees and manages billing.
Account Owner
Invites people, assigns roles, and manages access across the organization. Remove a member or cancel an unaccepted invitation, and that access ends the same day. Single sign-on is available.
Portal fits the way you already work
Upload your intraoral scans
A case created in Portal or in the application is one case, with files uploaded on the same form.
Review and approve
The open API covers cases, files, comments, status and approval, and history.
Receive your results
Portal is included with all SmileInspector subscription plans.
FAQ
Does the AI plan the case for me?
No. Portal is included with SmileInspector, with no separate charge.
Can a doctor outside our organization be invited?
Yes, by email, with the Doctor role. They work under their own account, so their approval carries their name.
What does the case history actually record?
Every event on the case, written as a readable sentence with the name of the person who did it and a timestamp. Case created, file uploaded, status changed, case locked, case unlocked, and the rest. Nobody has to remember who touched a case in March.
Do we create cases in Portal or in the application?
Either. A case created in Portal and a case created in the application are one case, with files uploaded on the same form, so your team can start wherever they already work.
Can we find a case by our own job number?
Yes. Search covers case ID, case name, doctor, patient, and your own external ID, so the numbering your team already uses keeps working. The list can also be filtered by case type.
How do we know what a case cost us?
The transactions table names the operation, the amount, the balance after it, the case it belongs to, and the member who spent it. Spend traces back to both a case and a person.
What roles can we give people?
Invite by email as Technician, Doctor, Account Administrator, or Account Owner. Roles are a fixed set rather than a role builder, and one member can hold several at once, which means nobody has to share a login to get a second permission.
Can our people sign in with the accounts we already manage?
Yes. Single sign-on is available, so access follows the accounts and policies your organization already runs.
Related: SmileInspector Application · Doctor Viewer · Patient Viewer · API Integration
Held out of the eight: removing a member who leaves, where the viewer links come from, starting a refinement, the API. The last three are already covered in page blocks 3 and 6.