Using the Setup Workflow Tool to Create a Simulation
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Using the Setup Workflow Tool for Simulations or Setups

The Setup Workflow tool enables you to rapidly simulate treatment outcomes that approach the quality of a high-fidelity setup. The tool uses an integrated workflow with automatic tools for basic alignment for all movements except torque. It provides an intuitive and workflow guided toolset for setups and simulations. Instead of moving teeth manually, you can set several teeth in each arch as reference teeth, and then allow the software to quickly build a treatment simulation for the entire arch based on the position of these reference teeth. You still maintain complete control of the simulation or setup. The automation features allow you to save substantial time, while the integrated workflow ensures a consistent approach to simulate treatment options. Use the Setup Workflow tool to quickly:

To use the Setup Workflow tool

Start the Setup Workflow tool from the Displacements tab for any new or unordered setup or treatment simulation. Each time you click a step in the Setup Workflow, the corresponding row in the tooth table  on the Displacements tab is highlighted in blue, and the corresponding view in the 3D viewer is shown. The necessary treatment planning tools for processing that step are activated. At any time during the setup workflow, you can still make manual movements of any other teeth in the tooth table or in the 3D viewer.

Caution: If move teeth that are NOT reference teeth, moving the slider will override the position of all manually repositioned teeth, except for fixed teeth.

  1. Start a new setup or simulation, or open an existing setup if it is not yet ordered.
  2. Go to the Displacements tab and click the Show Setup Workflow button in the lower right of the tab. .
    The Setup Workflow checklist opens.

  1. Start with whichever arch is your reference arch as determined by the patient's MACROS instructions.

  2. Click the first setup work step, Buccolingual. The buccal/lingual row in the tooth table is highlighted in blue and the Occlusal view of the arch is displayed with the slideline in the 3D viewer.

    1. Choose the appropriate archform. The Natural archform with the Symm. (Symmetrical) option is selected by default. If you keep the default Natural archform, you can choose the Asymm. (Asymmetrical) option if you wish. As all other standard archforms are symmetrical, these two options are unavailable (dimmed) for any other arch choice. Click the Arch form list to see all available archforms.
    2. Choose the reference teeth for your buccolingual movements under Archform References. Choose any teeth you do not want to move buccolingually under Buccolingual Fixed. When you select a tooth as a reference tooth, it is also automatically selected as a fixed tooth. However, when you select a fixed tooth, it is not automatically selected as a reference tooth.
    3. Move the reference teeth buccally or lingually as needed to adjust the archform and then click the Initialize Archform button.
    4. Go to the Amt. to Target slider (right side of tooth table) for the highlighted buccal/lingual row and adjust the slider as appropriate. If you leave the slider in its default position at the right, this means that you do not want any additional movement besides that already shown in the tooth chart for this type of movement. Moving the slider to the left moves all of the teeth in the arch closer to the same relative position as your archform reference teeth. As you move the slider to the left, note that larger movements in the row are made first, smaller movements made later. This is in accordance with general orthodontic practice.

Note: Millimeters are used for Mesial/Distal, Buccal/Lingual, Occlusal/Gingival movements. Degrees are used for Angulation and Rotation movements. Values closer to zero indicate the amount of movement  is closer to the selected reference tooth, or to the tooth feature points if no reference tooth or teeth are selected.

Caution: If you are at a specific step in the work flow, and you wish to restore the reference or fixed teeth to their defaults, DO NOT click the Defaults button. Clicking this button restores the default reference and fixed teeth for ALL of the steps in the Setup Workflow. Instead, to reset a fixed or reference tooth position for this step only, use the Undo feature in the lower right of your screen.

Key to the colors of the teeth in the small tooth crosses:

Color Meaning
Pink A reference or rotation symmetric tooth
White
  • Reference tooth cross: Unselected teeth that are available for selection as reference teeth.  When you pick another reference tooth, the previous reference tooth turns from pink to white.
  • Fixed tooth cross: Unselected  teeth that are available for selection as fixed teeth.
Dark red A fixed tooth that is also a reference tooth
Bright red A fixed tooth
Gray Gray indicates:
  • Teeth in the inactive arch
  • Teeth in the active arch that cannot be used as reference or fixed teeth for this kind of movement
  • Teeth that are missing
Green

Green indicates teeth that are not available for angulation movements. Green is only used in the Angulation I and Angulation II steps to distinguish these steps from the other steps.
Teal
  • Reference teeth in the inactive arch, or
  • Reference teeth in one angulation step that are consequently unavailable in the other angulation step
Purple A fixed tooth in the inactive arch
  1. Click the Rotation step. The Rot. mesial/distal row in the tooth table is highlighted in blue. The Occlusal view of the arch is displayed in the 3D viewer. There are no preselected reference teeth. If you do not select any reference teeth, the software will define the alignment by the tooth feature points.
    1. (Optional) Choose reference teeth under Rotation Symmetric. Pick teeth in good rotational alignment so that when you click the Symmetrize Rotation button, the rotation of the respective tooth in the other quadrant rotates into the same position relative to the slideline. Click Symmetrize Rotation to mirror rotation.
    2. Choose any teeth you do not want to rotate under Rotation Fixed.
    3. Go to the Amt. to Target slider for the Rot. mesial/distal row and adjust as needed. Moving the slider aligns rotation along the slide line using the tooth axis (5-5), marginal ridges (lower molars) and central grooves (upper molars).
  1. Click the Angulation I step. The Ang. mesial/distal row in the tooth table is highlighted in blue. The Right Buccal view of the arch with marginal ridges is displayed in the 3D viewer. If the model was derived from CBCT scan data, roots are displayed.
    1. (Optional) Choose your reference teeth under Angulation references. The 5s are the defaults. If no tooth is in proper alignment yet, angulate your favorite tooth to the desired position and select it as a reference tooth. Choose any teeth you do not want to angulate under Angulation Fixed. The 1s (centrals) are disabled (green) for this step as they will be adjusted in the next workflow step.
    2. Go to the angulation Amt. to Target slider and adjust the slider as needed. Movement for angulation is indicated by degrees of mesial or distal deviation from the tooth long axis. Positive values indicate mesial angulation, negative values indicate distal angulation.
  1. Click the Angulation II step  to adjust the 1s (centrals). The Ang. mesial/distal row in the tooth table remains highlighted in blue and the Labial view of the arch is displayed in the 3D viewer. If the model was derived from CBCT scan data, roots are displayed. Note that in the small tooth cross, only the 1s are available as indicated by their white color.
    1. Choose your reference teeth under Angulation references. If no tooth is in proper alignment yet, angulate your favorite tooth to the desired position and select it as a reference tooth.

Note: There are no default reference teeth for this step.

    1. Go to the angulation Amt. to Target slider and adjust the slider as needed.
  1. Click the Vertical step. The occlusal/gingival row in the tooth table is highlighted in blue. The Right Buccal view of the arch with the occlusal plane is displayed in the 3D viewer.
    1. Choose your reference teeth under Occlusal Plane References. The reference tooth cross allows three reference teeth per arch. The default reference teeth are the R1 and the 6s. Check the labial view to make sure the Occlusal Plane is horizontally level before and after making changes to the reference teeth.
    2. (Optional) If you choose another reference tooth and reset the occlusal plane, click the new reference tooth in the tooth cross, click the cell for the reference tooth in the occlusal/gingival row of the tooth table and then intrude or extrude the tooth as needed. Click the Initialize Occlusal Plane button to reset the occlusal plane to the tooth you just moved.
    3. Go to the occlusal/gingival Amt. to Target slider and adjust the slider as needed. Dragging the slider to the left moves the teeth toward the occlusal plane.

Note: Occlusal offsets (overbite) are considered by the software when the Occlusal Plane is recalculated. The Curve of Spee can be levelled by selecting two molar teeth. The software immediately calculates a balanced position for the Occlusal Plane, maintaining the reference teeth and levels the Curve of Spee by a combination of intrusion and extrusion.

  1. To clear any spaces in the Gap/Intersection row, click the None workflow step, then:
    • Click the Clear Spaces button,
      or
    • Go to the Gap/Intersection Amt. to Target slider and move the slider completely to the left.

Either method functions correctly.

  1. Go to the opposite arch and repeat the Setup Workflow steps for that arch.