Staging of Orthodontic Tooth Movement in Clear Aligner Treatment: Macro-Staging and Micro-Staging—A Narrative Review

Abstract

Aims: This review aims to analyze the multiple factors affecting the staging of the orthodontic tooth movement during clear aligner treatment and to provide an efficient work methodology in this regard during digital treatment planning. Materials and Methods: A literature search was conducted on electronic databases (Pubmed, Scopus, Google Scholar and CNKI). The results of the present study have been divided into several sections: (1) definition and concept of staging, (2) basic principles of clear aligners, (3) macro-staging, (4) micro-staging, and (5) limitations. Results: The terminology of macro-staging and micro-staging proposed in this paper aims to be a first step towards a more detailed analysis of staging. The macro-staging constitutes the general biomechanics of movements that need to be prioritized to meet the objectives of the treatment plan. It provides a comprehensive view of the movements occurring in each dental arch. The micro-staging constitutes the biomechanics of movements for each individual tooth. This involves studying the movements in the different planes of space in which each tooth is programmed, deciding if they are compatible, and having strategies to create space to avoid lack of expression. Conclusions: Further studies should focus on exploring different staging approaches to address similar malocclusions to determine which are the most effective and applicable to clinical practice.