Abstract

Introduction

Clear aligner therapy (CAT) is an aesthetic alternative to fixed appliance therapy (FAT). An understanding of patient experiences with CAT can enable clinicians to educate patients, manage expectations, and identify potential barriers to effective treatment. A scoping review was undertaken to map and synthesise the available evidence on patient experiences with CAT.

Methods

The review was conducted according to the Preferred Reporting Items for Systematic Reviews and Meta-Analyses Extension for Scoping Reviews (PRISMA-ScR) guidelines. The PubMed (MEDLINE), Embase, Scopus, Web of Science and Dentistry & Oral Sciences Source databases and grey literature were searched. Data collation and synthesis was presented in descriptive and tabular formats.

Results

The initial search yielded 541 articles following removal of duplicate studies. 37 studies met the selection criteria and were scoped in the present review. The studies identified included cross-sectional, longitudinal, prospective, and randomised clinical trials reporting on patient experiences with CAT associated with Oral Health-Related Quality of Life (OHRQOL) and satisfaction. The impacts of CAT on OHRQOL with relevance to pain was the most frequently evaluated aspect, followed by speech, satisfaction, eating, anxiety, and sleep.

Conclusions

CAT patients report satisfaction with the aesthetics of the appliance however can expect transient negative effects on OHRQOL, pain, anxiety, and speech after commencing treatment. Further longitudinal research using validated qualitative tools focussing on CAT is required.

Registration

This review was registered in the Open Science Framework database (DOI: xx)

Introduction

Clear aligner therapy (CAT) involves the provision of a series of removable thermoplastic trays that incrementally shift the teeth of orthodontic patients into a pre-planned position. CAT has gained in popularity since the introduction of Align Technology’s Invisalign aligner system in the late 1990s [1]. In Australia, a recent survey found that 93.13% of orthodontists provided CAT as an orthodontic treatment option [2]. In the United Kingdom and Republic of Ireland, 77.3% of orthodontists surveyed reported offering CAT [3]. A total of 65% of survey respondents in the United States and Canada reported using CAT in their practice [4]. Aligner companies claim greater comfort and reduced treatment times with CAT [5]. Other purported advantages include aesthetics, improved periodontal health and reduced chairside time [6]. However, CAT is a compliance-dependent treatment modality. A retrospective study of compliance with CAT observed that only 36% of patients fully adhered to the prescribed wear time [7]. Therefore, gaining insight into patient experiences with CAT is essential to identify possible barriers to compliance.

Patient experiences are the sum of all interactions that influences patients’ perception of treatment received throughout the continuum of care [8]. These experiences shape patients’ understanding and satisfaction with their treatment and are a reflection of both the personal and interpersonal aspects of care received [8]. Ultimately, a comprehensive understanding of patient experiences is crucial for clinicians to align patient expectations with the realities of treatment, further facilitating the informed consent process [9].

In recent years, there has been an increasing demand for the output of qualitative research in healthcare. This is further reinforced by the need to consider patient values and not just the quantitative measurement of clinical outcomes relevant to health professionals [10]. Qualitative research allows the exploration of subjective aspects of healthcare and behavioural contexts which are central to patient-clinician interactions and optimising treatment outcomes [11, 12]. Systematic reviews have been undertaken in relation to patient experiences with CAT [13–18]. However, these studies indicate the generally low to moderate levels of evidence available in this area. Moreover, studies have generally not tended to encompass the full range of patient-reported experiences with CAT but have focussed on a single domain such as pain or speech [13, 14, 16]. Additionally, these systematic reviews have drawn on information from a limited number of studies answering a specific question that predominantly concentrated on comparing CAT with FAT. Given the potentially broad landscape of the current evidence-base, there is a need for a more comprehensive perspective on this topic to clarify the key relevant themes which can be challenging within the constraints of a systematic review. Furthermore, unlike systematic reviews that are typically quantitative in nature, the qualitative nature of the scoping review methodology is appropriate for the exploration of literature on patient-reported experiences with CAT [19]. The inclusive nature of scoping reviews, without the need for these studies to meet the often-strict criteria required in systematic reviews, further facilitates the mapping out of these key concepts on a broader level. Scoping reviews can also help identify deficiencies in the literature to guide further research and can act as a precursor to further systematic review(s) [20]. Considering these key elements pertinent to the scoping review methodology, a scoping review was undertaken to collate and synthesise the evidence in relation to patient experiences with CAT.

The findings drawn from this review will offer clinicians a broad understanding of patient-reported experiences with CAT and highlight treatment-related factors that are significant from the patients’ perspective. Knowledge of these patient perspectives of CAT can guide clinicians in engaging in more meaningful communication with patients addressing their expectations and concerns. Ultimately, this supports the provision of patient-centred care and can help foster the patient-orthodontist relationship.

Materials and methods

The present review followed the Joanna Briggs Institute (JBI) methodology for scoping reviews [21]. It was in accordance with the Preferred Reporting Items for Systematic Reviews and Meta Analyses Extension for Scoping Reviews (PRISMA-ScR) guidelines [22]. A review question was developed based on the scoping review mnemonic PCC (Population, Concept, Context), equivalent to the PICOS mnemonic used in systematic reviews (Population, Intervention, Comparison, Outcome, Study Design) [21]. Table 1 outlines the inclusion and exclusion criteria for publications in the present review based on the PCC [21].

Table 1.

Selection criteria for publications.

Inclusion criteriaExclusion criteria
  • Patient reported experiences with CAT

  • Patients under 18 years old and studies with both adults and patients under 18 years old

  • Published from 2000 onwards

  • CAT combined with orthognathic surgery

  • English language

  • Craniofacial syndromes

  • Full-text available

  • Secondary sources such as systematic and narrative reviews

  • Primary sources

Inclusion criteriaExclusion criteria
  • Patient reported experiences with CAT

  • Patients under 18 years old and studies with both adults and patients under 18 years old

  • Published from 2000 onwards

  • CAT combined with orthognathic surgery

  • English language

  • Craniofacial syndromes

  • Full-text available

  • Secondary sources such as systematic and narrative reviews

  • Primary sources

Table 1.

Selection criteria for publications.

Inclusion criteriaExclusion criteria
  • Patient reported experiences with CAT

  • Patients under 18 years old and studies with both adults and patients under 18 years old

  • Published from 2000 onwards

  • CAT combined with orthognathic surgery

  • English language

  • Craniofacial syndromes

  • Full-text available

  • Secondary sources such as systematic and narrative reviews

  • Primary sources

Inclusion criteriaExclusion criteria
  • Patient reported experiences with CAT

  • Patients under 18 years old and studies with both adults and patients under 18 years old

  • Published from 2000 onwards

  • CAT combined with orthognathic surgery

  • English language

  • Craniofacial syndromes

  • Full-text available

  • Secondary sources such as systematic and narrative reviews

  • Primary sources

Participants

All adult patients (≥18y) treated with CAT.

Concept

Patient-reported experiences with CAT.

Context

Patients undergoing treatment with CAT, with no restriction on geographic location.

Review question

The review question was ‘What are the patient-reported experiences with CAT?’

Search strategy

The search strategy aimed to comprehensively map the existing literature. PubMed (MEDLINE), Embase, Scopus, Web of Science and Dentistry & Oral Sciences databases were searched on 29 July 2024. Supplementary Table I shows the search terms used for each database. The reference lists of studies included in this scoping review were also reviewed to identify additional studies. The American Journal of Orthodontics and Dentofacial Orthopedics (AJODO), European Journal of Orthodontics (EJO), Angle Orthodontist, Australasian Orthodontic Journal, Journal of the World Federation of Orthodontists, Seminars in Orthodontics, Progress in Orthodontics and Journal of Orthodontics were also hand-searched to identify further relevant studies.

Study screening

All studies identified from the search were uploaded into Covidence (Covidence, Vic, Aus) for screening. Covidence is an online platform used to facilitate the screening and extraction of data for systematic and scoping reviews. After duplicates were removed, two reviewers (xx & yyy) screened the titles and abstracts to evaluate their eligibility based on the selection criteria. All sources meeting the inclusion criteria were retrieved for full-text review, which was conducted by two reviewers (xx & zz). This led to further exclusion of sources that did not meet the inclusion criteria. The reasons for exclusion of these sources were documented and can be found in Supplementary Table II.

Data extraction

Data were extracted into a data extraction tool in Microsoft Excel (Microsoft Corporation, Redmond, WA). Details related to the participants, concept, context, study design and key findings relevant to the review question were recorded. Following this, the extracted data were synthesised and presented in tables. The date were organised by treatment modality, study methodology, qualitative tool for analysis, time-point of analysis, key findings, and the corresponding patient experience.

Results

Study inclusion

Figure 1 shows that a total of 37 studies met the selection criteria and were included in this scoping review.

PRISMA flowchart.
Figure 1.

PRISMA flowchart.

Characteristics of included studies

Characteristics of study location

Table 2 shows that the largest number of relevant studies were conducted in Europe (n = 13; 35.14%), with Spain (n = 6; 16.22%) [23–28] being the country in which studies were most commonly undertaken.

Table 2.

Studies conducted by region included in this scoping review.

RegionNumber of studies
Europe13 [23–35]
Middle East8 [36–43]
North America7 [44–50]
Oceania3 [6,51,52]
East Asia2 [53,54]
South Asia2 [55,56]
South Africa1 [57]
South America1 [58]
RegionNumber of studies
Europe13 [23–35]
Middle East8 [36–43]
North America7 [44–50]
Oceania3 [6,51,52]
East Asia2 [53,54]
South Asia2 [55,56]
South Africa1 [57]
South America1 [58]
Table 2.

Studies conducted by region included in this scoping review.

RegionNumber of studies
Europe13 [23–35]
Middle East8 [36–43]
North America7 [44–50]
Oceania3 [6,51,52]
East Asia2 [53,54]
South Asia2 [55,56]
South Africa1 [57]
South America1 [58]
RegionNumber of studies
Europe13 [23–35]
Middle East8 [36–43]
North America7 [44–50]
Oceania3 [6,51,52]
East Asia2 [53,54]
South Asia2 [55,56]
South Africa1 [57]
South America1 [58]

Characteristics of journal publication and study type

The majority of studies were published in orthodontic-based journals (n = 20; 54.05%) [6, 29–47]. The AJODO was the journal which reported most studies (n = 5; 13.51%) [30, 36, 38–40], followed by the EJO (n = 3; 8.11%) [33, 34, 42] and Progress in Orthodontics (n = 3; 8.11%) [43, 46, 47]. Three studies were published in general dentistry journals [25, 28, 48], 13 studies in other scientific journals [23, 24, 26, 27, 49–57], and one was a post-graduate thesis [58]. The investigations comprised prospective observational studies (n = 25; 67.57%) [6, 23–28, 31–34, 37–43, 45, 46, 49, 50, 54, 56, 57] and cross-sectional studies (n = 12, 32.43%) [29, 30, 35, 36, 44, 47, 48, 51–53, 55, 58]. Of the prospective studies, five [26–28, 40, 49] were longitudinal with patients followed for time periods ranging 3 mo from commencing treatment through to the end of treatment and four [34, 41, 54, 56] were randomised clinical trials. Fig. 2 shows that there has been an increase in the number of relevant publications in recent years.

Number of studies published by year included in the scoping review.
Figure 2.

Number of studies published by year included in the scoping review.

Characteristics of samples

All studies involved adult populations involving patients over 18 years of age. Sex was specified in all apart from four studies [45, 50, 52, 54]. Where sex was specified, females comprised the greater number of participants in all studies.

Characteristics of appliances evaluated

Studies largely evaluated patient experiences with CAT in comparison to other orthodontic appliances, primarily with labial fixed appliances [FA] (n = 18, 48.65%) [25, 27, 28, 32, 34–38, 40–44, 53, 55–57], with lingual fixed appliances (LFA) (n = 10, 27.02%) [23, 24, 26, 30, 33, 45, 46, 49, 51, 54], or with direct-to-consumer (DTC) aligners (n = 2, 5.41%) [48, 58]. Patient experiences with CAT alone were examined least frequently (n = 8, 21.62%) [6, 29, 31, 39, 47, 48, 50, 52]. Table 3 shows that Invisalign (Align Technology, Santa Clara, CA) was the most frequently prescribed CAT system (n = 20, 54.05%) [6, 23–25, 27–29, 31–33, 36–41, 43, 49, 53, 55] among the studies in the present review.

Table 3.

Aligner systems used by studies evaluated in the scoping review.

Aligner systemNumber of studies
Invisalign (Align Technology, Santa Clara, CA)20 [6,23–25,27–30,35,36,38,39,41,44–48,50,52]
Not specified8 [26,32–34,37,43,51,53]

Other CAT systems:

  • - Aligner (India) [45], ClearCorrect [47], F22 (Italy) [50], Flash Orthodontics (India) [46] & Smile Align (India) [57]

5 [31,55–58]
In-house aligners3 [40,42,54]
Direct-to-consumer aligners2 [49,53]
Aligner systemNumber of studies
Invisalign (Align Technology, Santa Clara, CA)20 [6,23–25,27–30,35,36,38,39,41,44–48,50,52]
Not specified8 [26,32–34,37,43,51,53]

Other CAT systems:

  • - Aligner (India) [45], ClearCorrect [47], F22 (Italy) [50], Flash Orthodontics (India) [46] & Smile Align (India) [57]

5 [31,55–58]
In-house aligners3 [40,42,54]
Direct-to-consumer aligners2 [49,53]
Table 3.

Aligner systems used by studies evaluated in the scoping review.

Aligner systemNumber of studies
Invisalign (Align Technology, Santa Clara, CA)20 [6,23–25,27–30,35,36,38,39,41,44–48,50,52]
Not specified8 [26,32–34,37,43,51,53]

Other CAT systems:

  • - Aligner (India) [45], ClearCorrect [47], F22 (Italy) [50], Flash Orthodontics (India) [46] & Smile Align (India) [57]

5 [31,55–58]
In-house aligners3 [40,42,54]
Direct-to-consumer aligners2 [49,53]
Aligner systemNumber of studies
Invisalign (Align Technology, Santa Clara, CA)20 [6,23–25,27–30,35,36,38,39,41,44–48,50,52]
Not specified8 [26,32–34,37,43,51,53]

Other CAT systems:

  • - Aligner (India) [45], ClearCorrect [47], F22 (Italy) [50], Flash Orthodontics (India) [46] & Smile Align (India) [57]

5 [31,55–58]
In-house aligners3 [40,42,54]
Direct-to-consumer aligners2 [49,53]

Characteristics of qualitative tool used

Various qualitative tools were employed to evaluate patient experiences with CAT. The key features of these are outlined in Supplementary Table III.

Questionnaires were the most frequently used tool except in four studies that used tools such as a daily diary [38, 41] or semi-structured interviews [30, 58]. The qualitative tools used in the studies included in this scoping review are presented in Table 4. A total of 16 studies used validated instruments to measure the patient’s Oral Health-Related Quality of Life (OHRQOL). The Oral Health Impact Profile-14 (OHIP-14) was most commonly used [6, 23, 25, 26, 28, 34, 42, 47, 56]. The OHIP-14 consists of 14 questions gauging the impact of treatment on OHRQOL. This was followed by the OHRQOL questionnaire in four studies [33, 49, 53, 57], the Dental Impacts on Daily Living Index (DIDL) in two studies [36, 39] and the World Health Organization Quality of Life Brief Version (WHOQOL-BREF) in one [46]. The OHRQOL and WHOQOL-BREF both evaluate aspects related to OHRQOL such as pain, oral symptoms and psychological well-being. The Dental Impacts on Daily Living Index (DIDL) was used to evaluate how treatment interferes with daily life across domains such as appearance, pain and eating. Pain was evaluated as part of a questionnaire in 20 studies [23, 24, 28, 29, 31, 33, 34, 39, 40, 42, 45–47, 49, 51–53, 55–57]. Other studies evaluated pain using the Visual Analogue Scale (VAS) alone [6, 27, 32, 42, 43], in combination with a daily diary [38, 41], or as part of a semi-structured interview [30, 58]. The VAS involves patients marking their pain level along a linear scale, enabling visual reflection of the patient’s pain experience. The McGill Pain Questionnaire (MPQ), which evaluates sensory, functional, and emotional aspects of pain was used in two studies [23, 24]. Anxiety was measured using the State-Trait Anxiety Inventory (STAI) [25, 42] or the Self-Rating Anxiety Scale (SRAS) [6]. Both of these tools involve a series of questions that patients answer on a Likert scale.

Table 4.

Qualitative tools used by the studies included in this review.

Qualitative toolNumber of studies
Questionnaire13 [28,30,31,33–35,37,39,45,52,55,56,58]
OHIP-148 [6,23,25,26,28,40,53,58]
VAS5 [6,27,38,53,54]
OHRQOL Questionnaire3 [29,36,41]
Daily diary2 [46,50]
DIDL2 [44,47]
MPQ2 [23,24]
STAI2 [25,53]
Interviews2 [32,51]
PSQ2 [44,47]
Survey2 [48,49]
ESS1 [43]
PSQI1 [43]
SRAS1 [6]
WHOQOL-BREF1 [57]
Qualitative toolNumber of studies
Questionnaire13 [28,30,31,33–35,37,39,45,52,55,56,58]
OHIP-148 [6,23,25,26,28,40,53,58]
VAS5 [6,27,38,53,54]
OHRQOL Questionnaire3 [29,36,41]
Daily diary2 [46,50]
DIDL2 [44,47]
MPQ2 [23,24]
STAI2 [25,53]
Interviews2 [32,51]
PSQ2 [44,47]
Survey2 [48,49]
ESS1 [43]
PSQI1 [43]
SRAS1 [6]
WHOQOL-BREF1 [57]

Key: OHIP-14 = Oral Health Impact Profile, VAS = Visual Analogue, OHRQOL = Oral Health Related Quality of Life, DIDL = Dental Impacts on Daily Living Index, MPQ = McGill Pain Questionnaire, STAI = State-Trait Anxiety Inventory, PSQ = Patient Satisfaction Questionnaire, ESS = Epworth Sleepiness Scale, PSQI = Pittsburgh Sleep Quality Index, SRAS = Self-Rating Anxiety Scale, WHOQOL-BREF = The World Health Organization Quality of Life Brief Version.

Table 4.

Qualitative tools used by the studies included in this review.

Qualitative toolNumber of studies
Questionnaire13 [28,30,31,33–35,37,39,45,52,55,56,58]
OHIP-148 [6,23,25,26,28,40,53,58]
VAS5 [6,27,38,53,54]
OHRQOL Questionnaire3 [29,36,41]
Daily diary2 [46,50]
DIDL2 [44,47]
MPQ2 [23,24]
STAI2 [25,53]
Interviews2 [32,51]
PSQ2 [44,47]
Survey2 [48,49]
ESS1 [43]
PSQI1 [43]
SRAS1 [6]
WHOQOL-BREF1 [57]
Qualitative toolNumber of studies
Questionnaire13 [28,30,31,33–35,37,39,45,52,55,56,58]
OHIP-148 [6,23,25,26,28,40,53,58]
VAS5 [6,27,38,53,54]
OHRQOL Questionnaire3 [29,36,41]
Daily diary2 [46,50]
DIDL2 [44,47]
MPQ2 [23,24]
STAI2 [25,53]
Interviews2 [32,51]
PSQ2 [44,47]
Survey2 [48,49]
ESS1 [43]
PSQI1 [43]
SRAS1 [6]
WHOQOL-BREF1 [57]

Key: OHIP-14 = Oral Health Impact Profile, VAS = Visual Analogue, OHRQOL = Oral Health Related Quality of Life, DIDL = Dental Impacts on Daily Living Index, MPQ = McGill Pain Questionnaire, STAI = State-Trait Anxiety Inventory, PSQ = Patient Satisfaction Questionnaire, ESS = Epworth Sleepiness Scale, PSQI = Pittsburgh Sleep Quality Index, SRAS = Self-Rating Anxiety Scale, WHOQOL-BREF = The World Health Organization Quality of Life Brief Version.

Patient satisfaction was measured as part of the Patient Satisfaction Questionnaire (PSQ) in two studies [36, 39]. One study used sleep-specific questionnaires including the Pittsburgh Sleep Quality Index (PSQI) and the Epworth Sleepiness Scale to measure the impact of treatment on sleep quality [35]. Thirteen (35.14%) studies [28, 29, 31, 37, 44, 45, 47, 48, 50–52, 54, 55] included in this scoping review appeared to have used qualitative tools that were not validated. Two studies [28, 47] used the validated OHIP-14 tool in combination with a non-validated questionnaire.

Review findings

An overview of the studies can be found in Table 5 while key relevant findings are outlined in Supplementary Table IV. Pain and OHRQOL were the most frequently explored patient experiences reported by the studies. Various other dimensions of OHRQOL including speech, eating, anxiety, psychosocial factors and sleep were also investigated (Fig. 3).

Table 5.

Overview of studies included in this scoping review.

Author(s) yearStudy designSampleTime-point of analysisConclusion
Alajmi et al 2020 [36]Cross-sectionalN = 60
(30 CA, 30 FA)
1 week after routine appointment
Alcon et al 2021 [27]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsIn the first month, labial FA patients reported more pain than CA patients. From the second month onward, CA patients reported more pain.
Alfawal et al 2022 [42]Prospective randomised clinical trial
N = 44
(22 CA, 22 FA)
Pre- treatment, 1 week, 1 month, 3 months, then 6 months after appliance insertCA patients reported better OHRQOL and shorter treatment duration than FA patients.
Alfawzan 2024 [37]Prospective randomised clinical trialN = 100
(50 CA, 50 LFA)
Over 12 monthsCA showed better patient acceptance and compliance, making them a preferable option for comfort, though the difference was not significant.
Almasoud 2018 [38]Prospective
N = 64
(32 CA, 32 FA)
4h, 24h, 3 days and 7 days post appliance insertIn the first week of treatment, Invisalign patients reported less pain than those with passive self-ligating FA.
AlSeraidi et al 2021 [57]Prospective
N = 117
(39 CA, 41 FA, 37 LFA)
6–9 weeks after appliance insertCA patients reported the highest OHRQOL scores, followed by LFA then FA appliance patients.
Alvarado-Lorenzo et al 2023 [28]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsDifferences in the degree, location and type of pain occur based on the type of orthodontic technique used. No statistically significant differences in quality of life between CA and FA patients were found.
Angelopoulous et al 2021 [29]
Prospective longitudinal
N = 47
(21 CA, 26 LFA)
Pre-treatment, day 1 and 3 months after appliance insertBoth CA and LFA patients reported quality of life disturbances. LFA patients experienced disturbances that persisted beyond 3 months, while CA patients had greater speech issues that resolved after 3 months.
Antonio-Zancajo et al 2020 [23]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
MPQ at 4h, 8h, 24h, 2–7 days after appliance insert. OHIP-14 after first month of treatment.CA patients demonstrated significantly higher quality of life compared to LFA and ‘low-friction’ FA groups, while these differences were only slightly higher when compared to lingual FA patients.
Antonio-Zancajo et al 2021 [24]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
At 4h, 8h, 24h, 2–7 days after starting treatmentPain was most common in both anterior arches, especially the anterior maxilla, followed by the mandible. FA patients reported mild to moderate pain while CA, LFA and ‘low-friction’ FA groups reported mild pain in the first 24 hours.
Basseer et al 2021 [39]Cross-sectional
N= 150
(32 CA, 118 FA)
Mid-treatment, 1 week after orthodontic reviewFA caused more severe pain, sleeping difficulty, sores, and food impaction compared to CA.
Bräscher et al 2016 [30]Cross-sectional
N = 72
(CA only)
17 ± 9.3 months into treatmentCA patients reported significant reductions in pain intensity, duration, pressure on insertion, improved comfort and reduced impairment with the SmartTrack® material.
Caldas et al 2024 [58]
Cross-sectional
N= 94
(CA only)
1–3 months, 3–6 months and >6 months into treatmentPain severity significantly affected OHRQOL in adults using CA, however patient satisfaction remained high regardless of this.
Chan et al 2024 [48]Prospective longitudinal
N = 87
(59 CA, 28 FA)
Pre-treatment, 2 days and 7 days after appliance insert over 6 monthsBoth CA and FA patients experienced similar levels of pain 2 days after commencing treatment. Pain remained minimal in CA patients however pain peaked 2 days after the appointment with each new orthodontic stimulus in FA patients.
Correa et al 2024 [25]Prospective
N= 80
(40 CA, 40 FA)
Pre-treatment and 1 month after starting treatmentBracket treatment negatively affected OHRQOL one month after starting treatment while CA had no impact on OHRQOL. Anxiety levels were not affected by the orthodontic system used during the first month of treatment.
Diddge et al 2020 [55]Prospective randomised clinical trialN= 36
(12 CA, 12 FA, 12 self-ligating FA)
4h, 24h, day 3 and day 4 post-appliance insertCA patients reported less pain than FA and LFA patients in the first week of treatment.
Falconi et al 2020 [31]Prospective
N= 30
(CA only)
Immediately after CA insert and 24h laterSignificant phonetic changes were not seen with F22 aligners.
Flores-Mir et al 2018 [44]Cross-sectional
N= 122
(Number of CA and FA patients not specified)
Immediately after de-bandingBoth bracket-based and CA patients experienced similar satisfaction, however CA scored higher for eating and chewing.
Fraundorf et al 2022 [45]Prospective
N= 44
(24 CA, 20 FA)
Pre-treatment, immediately after starting, and at 2 months laterCA significantly affects speech and does not return to normal after 2 months despite some adaptation.
Fujiyama et al 2014 [52]Prospective
N = 145
(38 CA, 55 FA, 52 EIG)
60s, 6h, 12h, 1–7 days, 3 weeks and 5 weeks after appliance insert, and on completionCA patients may experience less pain than FA during the initial stages of treatment. Tray deformation must be closely monitored with CA to avoid pain and discomfort for patients.
Gao et al 2021 [51]Prospective
N= 110
(55 CA, 55FA)
Pre-treatment and 2 weeks after commencing treatmentCA patients experienced less pain, less anxiety and higher OHRQOL than FA patients.
Hakami 2023 [43]Cross-sectional

N = 69
(33 CA, 36 FA)
Patients at different stages of treatmentNo statistically significant differences were found in sleep quality with different orthodontic appliances.
Jaber et al 2022 [40]Prospective randomised controlled trialN= 36
(18 CA, 18 FA)
Pre-treatment, 1 week, 2 weeks, 1 month, 6 months, 12 months post appliance insertOHRQOL was less affected in CA patients than FA patients during the first year of treatment.
Johal et al 2024 [32]Cross-sectional
N = 22
(8 CA, 8 FA, 6 LFA)
2–6 months and >6 months into treatment then post-treatmentFA, CA and LFA appliances affect adults’ quality of life, particularly in relation to functional and psychosocial aspects.
Kumari et al 2024 [56]ProspectiveN = 500
(125 CA, 125 FA, 125 ceramic FA, 125 LFA)
6–9 weeks after appliance insertMore LFA patients switched to CA, followed by the FA and ceramic FA groups. CA patients reported fewer issues compared to patients in other groups.
Lee 2020 [53]Cross-sectional
N = 30
(10 CA, 10 FA, 10 DTC aligners)
Patients who had completed treatment within the last 12 monthsMost patients had positive experiences with orthodontic treatment, leading to increased self-confidence and dental health awareness.
Miller et al 2007 [46]Prospective
N = 60
(33 CA, 27 FA)
Pre-treatment, then daily for 1 weekAdults treated with CA experienced less pain and fewer disruptions to their lives in the first week compared to FA patients.
Pachecho-Pereira et al 2018 [47]ProspectiveN = 81
(CA only)
Survey open for 22 months
Improvements in appearance and eating were linked to patient satisfaction, the doctor-patient relationship correlated more with overall satisfaction.
Saccomanno et al 2022 [33]Cross-sectional
N = 257
(67.7% CA, 13% FA, 11.6% ceramic FA, 1.6% LFA)
Patients at various stages of treatmentRelapse after orthodontic treatment increases the need for re-treatment. Oral hygiene habits significantly improve during orthodontic treatment, particularly with CA.
Saccomanno et al 2022 [34]Cross-sectional
N = 175
(CA only)
Previous CA patientsCA offers adults better aesthetics, comfort and satisfaction compared to FA.
Schaefer et al 2010 [35]Prospective
N= 31
(CA only)
At 1st, 3rd, 4th, 6th and 8th visits (3–5 week intervals)Invisalign® treatment causes only minimal disturbances to overall oral health and quality of life.
Shalish et al 2012 [41]Prospective
N = 68
(21 CA, 28 FA, 19 LFA)
Daily for 1st week and day 14Invisalign® patients experienced higher pain levels in the first day after appliance insertion but had fewer oral symptoms, disturbances to daily activities and oral dysfunction compared to the FA group.
Wang et al 2023 [54]Cross-sectional
N = 40
(Number of CA and FA patients not specified)
Pre-treatment and immediately after appliance insertCA and FA immediately affected perioral soft tissues and speech.
Xu et al 2022 [6]Prospective
N = 102
(62 CA in initial treatment, 40 in refinement)
Pre-treatment then every day for the first week of wearing the initial set of alignersPain, anxiety and quality of life were at their lowest during the first first 2 days of CA, but improved over the first week. Factors such as optimised attachments, the number of aligner sets, ICON, and the need for elastics influenced these outcomes.
Wexler et al 2020 [49]Cross-sectional
N = 470
(DTC only)
Patients at different stages of treatmentWhile many survey respondents would have preferred treatment from a dentist or orthodontist, DTC aligners were chosen for cost and convenience.
White et al 2017 [50]Prospective randomised clinical trial
N = 40
(22 CA, 18 FA)
Immediately after commencing, daily for 1 week, then 4 days after two adjustment visitsFA patients reported more discomfort and used more analgesics compared to those treated with CA.
Zamora-Martinez et al 2021 [26]Prospective longitudinalN = 120
(30 CA, 30 FA, 30 ceramic FA, 30 LFA)
Pre-treatment, 6 months after commencing and on completionPatients experienced a significant drop in quality of life during treatment but saw significant improvements by the end of treatment.
Author(s) yearStudy designSampleTime-point of analysisConclusion
Alajmi et al 2020 [36]Cross-sectionalN = 60
(30 CA, 30 FA)
1 week after routine appointment
Alcon et al 2021 [27]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsIn the first month, labial FA patients reported more pain than CA patients. From the second month onward, CA patients reported more pain.
Alfawal et al 2022 [42]Prospective randomised clinical trial
N = 44
(22 CA, 22 FA)
Pre- treatment, 1 week, 1 month, 3 months, then 6 months after appliance insertCA patients reported better OHRQOL and shorter treatment duration than FA patients.
Alfawzan 2024 [37]Prospective randomised clinical trialN = 100
(50 CA, 50 LFA)
Over 12 monthsCA showed better patient acceptance and compliance, making them a preferable option for comfort, though the difference was not significant.
Almasoud 2018 [38]Prospective
N = 64
(32 CA, 32 FA)
4h, 24h, 3 days and 7 days post appliance insertIn the first week of treatment, Invisalign patients reported less pain than those with passive self-ligating FA.
AlSeraidi et al 2021 [57]Prospective
N = 117
(39 CA, 41 FA, 37 LFA)
6–9 weeks after appliance insertCA patients reported the highest OHRQOL scores, followed by LFA then FA appliance patients.
Alvarado-Lorenzo et al 2023 [28]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsDifferences in the degree, location and type of pain occur based on the type of orthodontic technique used. No statistically significant differences in quality of life between CA and FA patients were found.
Angelopoulous et al 2021 [29]
Prospective longitudinal
N = 47
(21 CA, 26 LFA)
Pre-treatment, day 1 and 3 months after appliance insertBoth CA and LFA patients reported quality of life disturbances. LFA patients experienced disturbances that persisted beyond 3 months, while CA patients had greater speech issues that resolved after 3 months.
Antonio-Zancajo et al 2020 [23]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
MPQ at 4h, 8h, 24h, 2–7 days after appliance insert. OHIP-14 after first month of treatment.CA patients demonstrated significantly higher quality of life compared to LFA and ‘low-friction’ FA groups, while these differences were only slightly higher when compared to lingual FA patients.
Antonio-Zancajo et al 2021 [24]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
At 4h, 8h, 24h, 2–7 days after starting treatmentPain was most common in both anterior arches, especially the anterior maxilla, followed by the mandible. FA patients reported mild to moderate pain while CA, LFA and ‘low-friction’ FA groups reported mild pain in the first 24 hours.
Basseer et al 2021 [39]Cross-sectional
N= 150
(32 CA, 118 FA)
Mid-treatment, 1 week after orthodontic reviewFA caused more severe pain, sleeping difficulty, sores, and food impaction compared to CA.
Bräscher et al 2016 [30]Cross-sectional
N = 72
(CA only)
17 ± 9.3 months into treatmentCA patients reported significant reductions in pain intensity, duration, pressure on insertion, improved comfort and reduced impairment with the SmartTrack® material.
Caldas et al 2024 [58]
Cross-sectional
N= 94
(CA only)
1–3 months, 3–6 months and >6 months into treatmentPain severity significantly affected OHRQOL in adults using CA, however patient satisfaction remained high regardless of this.
Chan et al 2024 [48]Prospective longitudinal
N = 87
(59 CA, 28 FA)
Pre-treatment, 2 days and 7 days after appliance insert over 6 monthsBoth CA and FA patients experienced similar levels of pain 2 days after commencing treatment. Pain remained minimal in CA patients however pain peaked 2 days after the appointment with each new orthodontic stimulus in FA patients.
Correa et al 2024 [25]Prospective
N= 80
(40 CA, 40 FA)
Pre-treatment and 1 month after starting treatmentBracket treatment negatively affected OHRQOL one month after starting treatment while CA had no impact on OHRQOL. Anxiety levels were not affected by the orthodontic system used during the first month of treatment.
Diddge et al 2020 [55]Prospective randomised clinical trialN= 36
(12 CA, 12 FA, 12 self-ligating FA)
4h, 24h, day 3 and day 4 post-appliance insertCA patients reported less pain than FA and LFA patients in the first week of treatment.
Falconi et al 2020 [31]Prospective
N= 30
(CA only)
Immediately after CA insert and 24h laterSignificant phonetic changes were not seen with F22 aligners.
Flores-Mir et al 2018 [44]Cross-sectional
N= 122
(Number of CA and FA patients not specified)
Immediately after de-bandingBoth bracket-based and CA patients experienced similar satisfaction, however CA scored higher for eating and chewing.
Fraundorf et al 2022 [45]Prospective
N= 44
(24 CA, 20 FA)
Pre-treatment, immediately after starting, and at 2 months laterCA significantly affects speech and does not return to normal after 2 months despite some adaptation.
Fujiyama et al 2014 [52]Prospective
N = 145
(38 CA, 55 FA, 52 EIG)
60s, 6h, 12h, 1–7 days, 3 weeks and 5 weeks after appliance insert, and on completionCA patients may experience less pain than FA during the initial stages of treatment. Tray deformation must be closely monitored with CA to avoid pain and discomfort for patients.
Gao et al 2021 [51]Prospective
N= 110
(55 CA, 55FA)
Pre-treatment and 2 weeks after commencing treatmentCA patients experienced less pain, less anxiety and higher OHRQOL than FA patients.
Hakami 2023 [43]Cross-sectional

N = 69
(33 CA, 36 FA)
Patients at different stages of treatmentNo statistically significant differences were found in sleep quality with different orthodontic appliances.
Jaber et al 2022 [40]Prospective randomised controlled trialN= 36
(18 CA, 18 FA)
Pre-treatment, 1 week, 2 weeks, 1 month, 6 months, 12 months post appliance insertOHRQOL was less affected in CA patients than FA patients during the first year of treatment.
Johal et al 2024 [32]Cross-sectional
N = 22
(8 CA, 8 FA, 6 LFA)
2–6 months and >6 months into treatment then post-treatmentFA, CA and LFA appliances affect adults’ quality of life, particularly in relation to functional and psychosocial aspects.
Kumari et al 2024 [56]ProspectiveN = 500
(125 CA, 125 FA, 125 ceramic FA, 125 LFA)
6–9 weeks after appliance insertMore LFA patients switched to CA, followed by the FA and ceramic FA groups. CA patients reported fewer issues compared to patients in other groups.
Lee 2020 [53]Cross-sectional
N = 30
(10 CA, 10 FA, 10 DTC aligners)
Patients who had completed treatment within the last 12 monthsMost patients had positive experiences with orthodontic treatment, leading to increased self-confidence and dental health awareness.
Miller et al 2007 [46]Prospective
N = 60
(33 CA, 27 FA)
Pre-treatment, then daily for 1 weekAdults treated with CA experienced less pain and fewer disruptions to their lives in the first week compared to FA patients.
Pachecho-Pereira et al 2018 [47]ProspectiveN = 81
(CA only)
Survey open for 22 months
Improvements in appearance and eating were linked to patient satisfaction, the doctor-patient relationship correlated more with overall satisfaction.
Saccomanno et al 2022 [33]Cross-sectional
N = 257
(67.7% CA, 13% FA, 11.6% ceramic FA, 1.6% LFA)
Patients at various stages of treatmentRelapse after orthodontic treatment increases the need for re-treatment. Oral hygiene habits significantly improve during orthodontic treatment, particularly with CA.
Saccomanno et al 2022 [34]Cross-sectional
N = 175
(CA only)
Previous CA patientsCA offers adults better aesthetics, comfort and satisfaction compared to FA.
Schaefer et al 2010 [35]Prospective
N= 31
(CA only)
At 1st, 3rd, 4th, 6th and 8th visits (3–5 week intervals)Invisalign® treatment causes only minimal disturbances to overall oral health and quality of life.
Shalish et al 2012 [41]Prospective
N = 68
(21 CA, 28 FA, 19 LFA)
Daily for 1st week and day 14Invisalign® patients experienced higher pain levels in the first day after appliance insertion but had fewer oral symptoms, disturbances to daily activities and oral dysfunction compared to the FA group.
Wang et al 2023 [54]Cross-sectional
N = 40
(Number of CA and FA patients not specified)
Pre-treatment and immediately after appliance insertCA and FA immediately affected perioral soft tissues and speech.
Xu et al 2022 [6]Prospective
N = 102
(62 CA in initial treatment, 40 in refinement)
Pre-treatment then every day for the first week of wearing the initial set of alignersPain, anxiety and quality of life were at their lowest during the first first 2 days of CA, but improved over the first week. Factors such as optimised attachments, the number of aligner sets, ICON, and the need for elastics influenced these outcomes.
Wexler et al 2020 [49]Cross-sectional
N = 470
(DTC only)
Patients at different stages of treatmentWhile many survey respondents would have preferred treatment from a dentist or orthodontist, DTC aligners were chosen for cost and convenience.
White et al 2017 [50]Prospective randomised clinical trial
N = 40
(22 CA, 18 FA)
Immediately after commencing, daily for 1 week, then 4 days after two adjustment visitsFA patients reported more discomfort and used more analgesics compared to those treated with CA.
Zamora-Martinez et al 2021 [26]Prospective longitudinalN = 120
(30 CA, 30 FA, 30 ceramic FA, 30 LFA)
Pre-treatment, 6 months after commencing and on completionPatients experienced a significant drop in quality of life during treatment but saw significant improvements by the end of treatment.

Key: FA = Fixed appliances, CA = Clear aligners, LFA = Lingual fixed appliances, EIG = Edgewise and Invisalign Group, DTC = Direct-to-consumer aligners

Table 5.

Overview of studies included in this scoping review.

Author(s) yearStudy designSampleTime-point of analysisConclusion
Alajmi et al 2020 [36]Cross-sectionalN = 60
(30 CA, 30 FA)
1 week after routine appointment
Alcon et al 2021 [27]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsIn the first month, labial FA patients reported more pain than CA patients. From the second month onward, CA patients reported more pain.
Alfawal et al 2022 [42]Prospective randomised clinical trial
N = 44
(22 CA, 22 FA)
Pre- treatment, 1 week, 1 month, 3 months, then 6 months after appliance insertCA patients reported better OHRQOL and shorter treatment duration than FA patients.
Alfawzan 2024 [37]Prospective randomised clinical trialN = 100
(50 CA, 50 LFA)
Over 12 monthsCA showed better patient acceptance and compliance, making them a preferable option for comfort, though the difference was not significant.
Almasoud 2018 [38]Prospective
N = 64
(32 CA, 32 FA)
4h, 24h, 3 days and 7 days post appliance insertIn the first week of treatment, Invisalign patients reported less pain than those with passive self-ligating FA.
AlSeraidi et al 2021 [57]Prospective
N = 117
(39 CA, 41 FA, 37 LFA)
6–9 weeks after appliance insertCA patients reported the highest OHRQOL scores, followed by LFA then FA appliance patients.
Alvarado-Lorenzo et al 2023 [28]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsDifferences in the degree, location and type of pain occur based on the type of orthodontic technique used. No statistically significant differences in quality of life between CA and FA patients were found.
Angelopoulous et al 2021 [29]
Prospective longitudinal
N = 47
(21 CA, 26 LFA)
Pre-treatment, day 1 and 3 months after appliance insertBoth CA and LFA patients reported quality of life disturbances. LFA patients experienced disturbances that persisted beyond 3 months, while CA patients had greater speech issues that resolved after 3 months.
Antonio-Zancajo et al 2020 [23]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
MPQ at 4h, 8h, 24h, 2–7 days after appliance insert. OHIP-14 after first month of treatment.CA patients demonstrated significantly higher quality of life compared to LFA and ‘low-friction’ FA groups, while these differences were only slightly higher when compared to lingual FA patients.
Antonio-Zancajo et al 2021 [24]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
At 4h, 8h, 24h, 2–7 days after starting treatmentPain was most common in both anterior arches, especially the anterior maxilla, followed by the mandible. FA patients reported mild to moderate pain while CA, LFA and ‘low-friction’ FA groups reported mild pain in the first 24 hours.
Basseer et al 2021 [39]Cross-sectional
N= 150
(32 CA, 118 FA)
Mid-treatment, 1 week after orthodontic reviewFA caused more severe pain, sleeping difficulty, sores, and food impaction compared to CA.
Bräscher et al 2016 [30]Cross-sectional
N = 72
(CA only)
17 ± 9.3 months into treatmentCA patients reported significant reductions in pain intensity, duration, pressure on insertion, improved comfort and reduced impairment with the SmartTrack® material.
Caldas et al 2024 [58]
Cross-sectional
N= 94
(CA only)
1–3 months, 3–6 months and >6 months into treatmentPain severity significantly affected OHRQOL in adults using CA, however patient satisfaction remained high regardless of this.
Chan et al 2024 [48]Prospective longitudinal
N = 87
(59 CA, 28 FA)
Pre-treatment, 2 days and 7 days after appliance insert over 6 monthsBoth CA and FA patients experienced similar levels of pain 2 days after commencing treatment. Pain remained minimal in CA patients however pain peaked 2 days after the appointment with each new orthodontic stimulus in FA patients.
Correa et al 2024 [25]Prospective
N= 80
(40 CA, 40 FA)
Pre-treatment and 1 month after starting treatmentBracket treatment negatively affected OHRQOL one month after starting treatment while CA had no impact on OHRQOL. Anxiety levels were not affected by the orthodontic system used during the first month of treatment.
Diddge et al 2020 [55]Prospective randomised clinical trialN= 36
(12 CA, 12 FA, 12 self-ligating FA)
4h, 24h, day 3 and day 4 post-appliance insertCA patients reported less pain than FA and LFA patients in the first week of treatment.
Falconi et al 2020 [31]Prospective
N= 30
(CA only)
Immediately after CA insert and 24h laterSignificant phonetic changes were not seen with F22 aligners.
Flores-Mir et al 2018 [44]Cross-sectional
N= 122
(Number of CA and FA patients not specified)
Immediately after de-bandingBoth bracket-based and CA patients experienced similar satisfaction, however CA scored higher for eating and chewing.
Fraundorf et al 2022 [45]Prospective
N= 44
(24 CA, 20 FA)
Pre-treatment, immediately after starting, and at 2 months laterCA significantly affects speech and does not return to normal after 2 months despite some adaptation.
Fujiyama et al 2014 [52]Prospective
N = 145
(38 CA, 55 FA, 52 EIG)
60s, 6h, 12h, 1–7 days, 3 weeks and 5 weeks after appliance insert, and on completionCA patients may experience less pain than FA during the initial stages of treatment. Tray deformation must be closely monitored with CA to avoid pain and discomfort for patients.
Gao et al 2021 [51]Prospective
N= 110
(55 CA, 55FA)
Pre-treatment and 2 weeks after commencing treatmentCA patients experienced less pain, less anxiety and higher OHRQOL than FA patients.
Hakami 2023 [43]Cross-sectional

N = 69
(33 CA, 36 FA)
Patients at different stages of treatmentNo statistically significant differences were found in sleep quality with different orthodontic appliances.
Jaber et al 2022 [40]Prospective randomised controlled trialN= 36
(18 CA, 18 FA)
Pre-treatment, 1 week, 2 weeks, 1 month, 6 months, 12 months post appliance insertOHRQOL was less affected in CA patients than FA patients during the first year of treatment.
Johal et al 2024 [32]Cross-sectional
N = 22
(8 CA, 8 FA, 6 LFA)
2–6 months and >6 months into treatment then post-treatmentFA, CA and LFA appliances affect adults’ quality of life, particularly in relation to functional and psychosocial aspects.
Kumari et al 2024 [56]ProspectiveN = 500
(125 CA, 125 FA, 125 ceramic FA, 125 LFA)
6–9 weeks after appliance insertMore LFA patients switched to CA, followed by the FA and ceramic FA groups. CA patients reported fewer issues compared to patients in other groups.
Lee 2020 [53]Cross-sectional
N = 30
(10 CA, 10 FA, 10 DTC aligners)
Patients who had completed treatment within the last 12 monthsMost patients had positive experiences with orthodontic treatment, leading to increased self-confidence and dental health awareness.
Miller et al 2007 [46]Prospective
N = 60
(33 CA, 27 FA)
Pre-treatment, then daily for 1 weekAdults treated with CA experienced less pain and fewer disruptions to their lives in the first week compared to FA patients.
Pachecho-Pereira et al 2018 [47]ProspectiveN = 81
(CA only)
Survey open for 22 months
Improvements in appearance and eating were linked to patient satisfaction, the doctor-patient relationship correlated more with overall satisfaction.
Saccomanno et al 2022 [33]Cross-sectional
N = 257
(67.7% CA, 13% FA, 11.6% ceramic FA, 1.6% LFA)
Patients at various stages of treatmentRelapse after orthodontic treatment increases the need for re-treatment. Oral hygiene habits significantly improve during orthodontic treatment, particularly with CA.
Saccomanno et al 2022 [34]Cross-sectional
N = 175
(CA only)
Previous CA patientsCA offers adults better aesthetics, comfort and satisfaction compared to FA.
Schaefer et al 2010 [35]Prospective
N= 31
(CA only)
At 1st, 3rd, 4th, 6th and 8th visits (3–5 week intervals)Invisalign® treatment causes only minimal disturbances to overall oral health and quality of life.
Shalish et al 2012 [41]Prospective
N = 68
(21 CA, 28 FA, 19 LFA)
Daily for 1st week and day 14Invisalign® patients experienced higher pain levels in the first day after appliance insertion but had fewer oral symptoms, disturbances to daily activities and oral dysfunction compared to the FA group.
Wang et al 2023 [54]Cross-sectional
N = 40
(Number of CA and FA patients not specified)
Pre-treatment and immediately after appliance insertCA and FA immediately affected perioral soft tissues and speech.
Xu et al 2022 [6]Prospective
N = 102
(62 CA in initial treatment, 40 in refinement)
Pre-treatment then every day for the first week of wearing the initial set of alignersPain, anxiety and quality of life were at their lowest during the first first 2 days of CA, but improved over the first week. Factors such as optimised attachments, the number of aligner sets, ICON, and the need for elastics influenced these outcomes.
Wexler et al 2020 [49]Cross-sectional
N = 470
(DTC only)
Patients at different stages of treatmentWhile many survey respondents would have preferred treatment from a dentist or orthodontist, DTC aligners were chosen for cost and convenience.
White et al 2017 [50]Prospective randomised clinical trial
N = 40
(22 CA, 18 FA)
Immediately after commencing, daily for 1 week, then 4 days after two adjustment visitsFA patients reported more discomfort and used more analgesics compared to those treated with CA.
Zamora-Martinez et al 2021 [26]Prospective longitudinalN = 120
(30 CA, 30 FA, 30 ceramic FA, 30 LFA)
Pre-treatment, 6 months after commencing and on completionPatients experienced a significant drop in quality of life during treatment but saw significant improvements by the end of treatment.
Author(s) yearStudy designSampleTime-point of analysisConclusion
Alajmi et al 2020 [36]Cross-sectionalN = 60
(30 CA, 30 FA)
1 week after routine appointment
Alcon et al 2021 [27]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsIn the first month, labial FA patients reported more pain than CA patients. From the second month onward, CA patients reported more pain.
Alfawal et al 2022 [42]Prospective randomised clinical trial
N = 44
(22 CA, 22 FA)
Pre- treatment, 1 week, 1 month, 3 months, then 6 months after appliance insertCA patients reported better OHRQOL and shorter treatment duration than FA patients.
Alfawzan 2024 [37]Prospective randomised clinical trialN = 100
(50 CA, 50 LFA)
Over 12 monthsCA showed better patient acceptance and compliance, making them a preferable option for comfort, though the difference was not significant.
Almasoud 2018 [38]Prospective
N = 64
(32 CA, 32 FA)
4h, 24h, 3 days and 7 days post appliance insertIn the first week of treatment, Invisalign patients reported less pain than those with passive self-ligating FA.
AlSeraidi et al 2021 [57]Prospective
N = 117
(39 CA, 41 FA, 37 LFA)
6–9 weeks after appliance insertCA patients reported the highest OHRQOL scores, followed by LFA then FA appliance patients.
Alvarado-Lorenzo et al 2023 [28]Prospective longitudinal
N = 140
(70 CA, 70 FA)
Over 12 monthsDifferences in the degree, location and type of pain occur based on the type of orthodontic technique used. No statistically significant differences in quality of life between CA and FA patients were found.
Angelopoulous et al 2021 [29]
Prospective longitudinal
N = 47
(21 CA, 26 LFA)
Pre-treatment, day 1 and 3 months after appliance insertBoth CA and LFA patients reported quality of life disturbances. LFA patients experienced disturbances that persisted beyond 3 months, while CA patients had greater speech issues that resolved after 3 months.
Antonio-Zancajo et al 2020 [23]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
MPQ at 4h, 8h, 24h, 2–7 days after appliance insert. OHIP-14 after first month of treatment.CA patients demonstrated significantly higher quality of life compared to LFA and ‘low-friction’ FA groups, while these differences were only slightly higher when compared to lingual FA patients.
Antonio-Zancajo et al 2021 [24]Prospective
N= 120
(30 CA, 30 FA, 30 ‘low-friction’ FA, 30 LFA)
At 4h, 8h, 24h, 2–7 days after starting treatmentPain was most common in both anterior arches, especially the anterior maxilla, followed by the mandible. FA patients reported mild to moderate pain while CA, LFA and ‘low-friction’ FA groups reported mild pain in the first 24 hours.
Basseer et al 2021 [39]Cross-sectional
N= 150
(32 CA, 118 FA)
Mid-treatment, 1 week after orthodontic reviewFA caused more severe pain, sleeping difficulty, sores, and food impaction compared to CA.
Bräscher et al 2016 [30]Cross-sectional
N = 72
(CA only)
17 ± 9.3 months into treatmentCA patients reported significant reductions in pain intensity, duration, pressure on insertion, improved comfort and reduced impairment with the SmartTrack® material.
Caldas et al 2024 [58]
Cross-sectional
N= 94
(CA only)
1–3 months, 3–6 months and >6 months into treatmentPain severity significantly affected OHRQOL in adults using CA, however patient satisfaction remained high regardless of this.
Chan et al 2024 [48]Prospective longitudinal
N = 87
(59 CA, 28 FA)
Pre-treatment, 2 days and 7 days after appliance insert over 6 monthsBoth CA and FA patients experienced similar levels of pain 2 days after commencing treatment. Pain remained minimal in CA patients however pain peaked 2 days after the appointment with each new orthodontic stimulus in FA patients.
Correa et al 2024 [25]Prospective
N= 80
(40 CA, 40 FA)
Pre-treatment and 1 month after starting treatmentBracket treatment negatively affected OHRQOL one month after starting treatment while CA had no impact on OHRQOL. Anxiety levels were not affected by the orthodontic system used during the first month of treatment.
Diddge et al 2020 [55]Prospective randomised clinical trialN= 36
(12 CA, 12 FA, 12 self-ligating FA)
4h, 24h, day 3 and day 4 post-appliance insertCA patients reported less pain than FA and LFA patients in the first week of treatment.
Falconi et al 2020 [31]Prospective
N= 30
(CA only)
Immediately after CA insert and 24h laterSignificant phonetic changes were not seen with F22 aligners.
Flores-Mir et al 2018 [44]Cross-sectional
N= 122
(Number of CA and FA patients not specified)
Immediately after de-bandingBoth bracket-based and CA patients experienced similar satisfaction, however CA scored higher for eating and chewing.
Fraundorf et al 2022 [45]Prospective
N= 44
(24 CA, 20 FA)
Pre-treatment, immediately after starting, and at 2 months laterCA significantly affects speech and does not return to normal after 2 months despite some adaptation.
Fujiyama et al 2014 [52]Prospective
N = 145
(38 CA, 55 FA, 52 EIG)
60s, 6h, 12h, 1–7 days, 3 weeks and 5 weeks after appliance insert, and on completionCA patients may experience less pain than FA during the initial stages of treatment. Tray deformation must be closely monitored with CA to avoid pain and discomfort for patients.
Gao et al 2021 [51]Prospective
N= 110
(55 CA, 55FA)
Pre-treatment and 2 weeks after commencing treatmentCA patients experienced less pain, less anxiety and higher OHRQOL than FA patients.
Hakami 2023 [43]Cross-sectional

N = 69
(33 CA, 36 FA)
Patients at different stages of treatmentNo statistically significant differences were found in sleep quality with different orthodontic appliances.
Jaber et al 2022 [40]Prospective randomised controlled trialN= 36
(18 CA, 18 FA)
Pre-treatment, 1 week, 2 weeks, 1 month, 6 months, 12 months post appliance insertOHRQOL was less affected in CA patients than FA patients during the first year of treatment.
Johal et al 2024 [32]Cross-sectional
N = 22
(8 CA, 8 FA, 6 LFA)
2–6 months and >6 months into treatment then post-treatmentFA, CA and LFA appliances affect adults’ quality of life, particularly in relation to functional and psychosocial aspects.
Kumari et al 2024 [56]ProspectiveN = 500
(125 CA, 125 FA, 125 ceramic FA, 125 LFA)
6–9 weeks after appliance insertMore LFA patients switched to CA, followed by the FA and ceramic FA groups. CA patients reported fewer issues compared to patients in other groups.
Lee 2020 [53]Cross-sectional
N = 30
(10 CA, 10 FA, 10 DTC aligners)
Patients who had completed treatment within the last 12 monthsMost patients had positive experiences with orthodontic treatment, leading to increased self-confidence and dental health awareness.
Miller et al 2007 [46]Prospective
N = 60
(33 CA, 27 FA)
Pre-treatment, then daily for 1 weekAdults treated with CA experienced less pain and fewer disruptions to their lives in the first week compared to FA patients.
Pachecho-Pereira et al 2018 [47]ProspectiveN = 81
(CA only)
Survey open for 22 months
Improvements in appearance and eating were linked to patient satisfaction, the doctor-patient relationship correlated more with overall satisfaction.
Saccomanno et al 2022 [33]Cross-sectional
N = 257
(67.7% CA, 13% FA, 11.6% ceramic FA, 1.6% LFA)
Patients at various stages of treatmentRelapse after orthodontic treatment increases the need for re-treatment. Oral hygiene habits significantly improve during orthodontic treatment, particularly with CA.
Saccomanno et al 2022 [34]Cross-sectional
N = 175
(CA only)
Previous CA patientsCA offers adults better aesthetics, comfort and satisfaction compared to FA.
Schaefer et al 2010 [35]Prospective
N= 31
(CA only)
At 1st, 3rd, 4th, 6th and 8th visits (3–5 week intervals)Invisalign® treatment causes only minimal disturbances to overall oral health and quality of life.
Shalish et al 2012 [41]Prospective
N = 68
(21 CA, 28 FA, 19 LFA)
Daily for 1st week and day 14Invisalign® patients experienced higher pain levels in the first day after appliance insertion but had fewer oral symptoms, disturbances to daily activities and oral dysfunction compared to the FA group.
Wang et al 2023 [54]Cross-sectional
N = 40
(Number of CA and FA patients not specified)
Pre-treatment and immediately after appliance insertCA and FA immediately affected perioral soft tissues and speech.
Xu et al 2022 [6]Prospective
N = 102
(62 CA in initial treatment, 40 in refinement)
Pre-treatment then every day for the first week of wearing the initial set of alignersPain, anxiety and quality of life were at their lowest during the first first 2 days of CA, but improved over the first week. Factors such as optimised attachments, the number of aligner sets, ICON, and the need for elastics influenced these outcomes.
Wexler et al 2020 [49]Cross-sectional
N = 470
(DTC only)
Patients at different stages of treatmentWhile many survey respondents would have preferred treatment from a dentist or orthodontist, DTC aligners were chosen for cost and convenience.
White et al 2017 [50]Prospective randomised clinical trial
N = 40
(22 CA, 18 FA)
Immediately after commencing, daily for 1 week, then 4 days after two adjustment visitsFA patients reported more discomfort and used more analgesics compared to those treated with CA.
Zamora-Martinez et al 2021 [26]Prospective longitudinalN = 120
(30 CA, 30 FA, 30 ceramic FA, 30 LFA)
Pre-treatment, 6 months after commencing and on completionPatients experienced a significant drop in quality of life during treatment but saw significant improvements by the end of treatment.

Key: FA = Fixed appliances, CA = Clear aligners, LFA = Lingual fixed appliances, EIG = Edgewise and Invisalign Group, DTC = Direct-to-consumer aligners

Word cloud of patient experiences reported in studies included in this review. Words that were mentioned more frequently across the studies appear in a larger font size (created using Python WordCloud).
Figure 3.

Word cloud of patient experiences reported in studies included in this review. Words that were mentioned more frequently across the studies appear in a larger font size (created using Python WordCloud).

OHRQOL

Pain

OHRQOL encompasses how oral health can influence an individual’s overall physical and psychosocial well-being [59]. It is the outcome of complex interrelationships between oral health conditions, social factors, contextual factors and systematic health [60]. Sixteen studies [25, 26, 28, 31, 33, 34, 36, 39, 42, 46, 47, 49, 53, 55–57] in the present review evaluated OHRQOL in relation to CAT. The consensus from the findings from these studies was that the most significant decline in OHRQOL was observed in the first 2 days of treatment, which correlated with pain levels peaking in the first 24 hours following appliance insertion [6, 23, 42, 47, 56]. Pain was found to reduce by the end of the first week of treatment according to six studies [6, 33, 38, 42, 56, 57]. Overall, pain and analgesic use was reportedly lower in patients undergoing CAT compared with FA [27, 28, 32, 34, 42, 43, 45, 46, 55, 56]. CAT patients utilised the terms ‘dull pain’ or ‘pressure-like pain’ to describe their pain experience [53]. Most pain was reportedly localised to the anterior maxillary and mandibular dento-alveolar regions [24, 28]. Various reasons have been posed to explain why patients experience pain with CAT. Some of these reported reasons for pain included gingival pressure, tongue irritation, tray deformation and gingival swelling related to third molars or poor oral hygiene [43, 47].

Anxiety and psychosocial factors

Studies [6, 42] evaluating anxiety in CAT and FA patients found that anxiety levels closely mirrored pain levels, peaking in the first 1–2 days from commencing treatment. At 2 weeks, anxiety levels decreased in both CAT and FA patients. However, less anxiety was reported in CAT patients [42]. However, at 1 month following the start of treatment, there were no significant differences between the two groups [25, 42]. The number of additional aligner trays needed during the refinement phase was also correlated with higher levels of anxiety [6]. Minimal negative psychological impacts with CAT were observed in seven investigations [26, 30, 31, 36, 46, 55, 57]. Four studies [26, 46, 55, 57] reported significantly more positive psychological impacts in patients undergoing CAT treatment compared with FA. Another study [30] that assessed patients’ experiences with CAT, FA, and LFA treatment found that CAT and LFA patients experienced minimal impact on their social interactions, while FA patients felt restricted in their social interactions. However, on completion of treatment, one study [36] reported comparable levels of psychosocial improvements in both FA and CAT patients. Overall, the OHRQOL was found to improve by the end of treatment regardless of the appliance used [26].

Speech

Speech is a complex interplay of motor and sensory functions. CAT can disrupt tongue positioning and airflow, commonly resulting in misarticulation [16]. Speech impediments with CAT alone was the primary focus of two studies [37, 50]. Another study [44] compared the effects of both CAT and FA on speech. Six additional studies reported on the effects of CAT on speech as a secondary focus with CAT alone [31], in comparison with FA [53, 56, 57], or both FA and LFA [33, 45, 49]. Seven of the studies [31, 33, 44, 45, 53, 56, 57] investigating the effects of CAT on speech used questionnaires to gather data while three [37, 49, 50] utilised a mixed methods approach. Upon commencing CAT, patients noted immediate speech alterations that improved over time [31, 37, 50]. The reported time taken for patients to adapt to speech disturbances with CAT ranged from 4 days [33] and 1 week [57], to 3 months [49]. One study [37] reported that speech alterations did not return to pre-treatment levels at 2 months from commencing treatment. Furthermore, studies [33, 45, 49] comparing CAT, FA and LFA observed that LFA patients experience the most significant speech disturbances and extended adaptation time. However, studies [37, 44, 53] comparing speech with CAT and FA demonstrated that more CAT patients experienced greater limitations with speech. One study [56] found that FA patients experienced more difficulties with pronunciation compared to CAT patients. However, patients in the FA group were prescribed transpalatal arch and Nance appliances which may have influenced the findings.

Eating

Eating disturbances have been reported to varying extents with orthodontic appliances during treatment [30, 31, 33, 36, 39, 45, 49, 51, 53, 56, 57]. This was evaluated with CAT alone [31, 39], in comparison with FA [36, 53, 56, 57], LFA [49], or FA and LFA [30, 33, 45, 51]. One study [30] reported that all patients undergoing treatment with either CAT, FA or LFA experienced the need to modify dietary habits on commencing treatment. CAT patients in this study [30] reported a reduced tendency to snack due to the need to remove the appliance when eating. However, six studies [36, 45, 49, 53, 56, 57] reported that FA patients were found to experience more pronounced disturbances whilst eating compared to CAT patients. FA patients in one study [30] reported needing to restrict the types and amount of food they were consuming compared to CAT patients due to concerns of food trapping and staining of their appliance. Patients in this study also reported taking longer to finish their meals with FA and LFA [30]. Two studies [33, 49], evaluating CAT, FA and LFA patients, observed that LFA patients experienced greater disturbances when eating. Reported disturbances to eating included reduced chewing ability, food enjoyment and taste compared to FA and CAT patients [33]. However, the findings from one study [49] observed that at 3 months into treatment, the differences in eating disturbances were found to be negligible between patients with different appliances.

Sleep

Sleep was the primary focus of one study [35], and was further reported in four additional investigations [33, 41, 49, 57]. Any sleep disturbances experienced by patients were found to improve within the first week of treatment [41]. No significant differences in sleep disturbances were found between CAT and FA patients in three studies [35, 41, 57]. However, LFA patients were found to experience comparatively greater sleep disturbances [33, 49].

Satisfaction

Questionnaires [31, 36, 39, 47, 52–54, 57] and semi-structured interviews [30, 58] were used in ten studies to evaluate patient satisfaction with CAT. Greater satisfaction with the aesthetics of aligners compared to FA was frequently expressed by patients [30, 47, 53, 54, 57]. One study [47] reported that 90.7% of patients who had previously undergone treatment with FA reported greater satisfaction with CAT. The authors speculated that this was associated with reduced intensity and shorter duration of pain with the appliance [47]. A cross-sectional survey [51] of 175 patients reported that 82.9% rated their satisfaction with treatment as ‘eight out of ten’. These findings corresponded with those of another study [31] that utilised a questionnaire across eight appointments, which found that 84% of patients were ‘very satisfied’ with the results achieved thus far. Two studies [36, 39] reported that the ‘doctor-patient’ relationship demonstrated a strong positive correlation with satisfaction while pain and discomfort, most commonly food packing between teeth, were major sources of negative sentiments. Despite these associations, no single factor was found to have any statistically significant correlation with satisfaction levels, indicating the multi-factorial nature of patient satisfaction [36, 39].

Direct-to-consumer aligners

Patient experiences related to DTC aligners were the primary focus of one study [48], while patient experiences with DTC aligners were compared to CAT and FA in another investigation [58]. One study [48] surveyed the experiences of individuals undergoing treatment with DTC aligners and found that 87.5% of respondents were satisfied with their treatment while 6.6% reported experiencing complications severe enough to warrant seeking a dentist. Most respondents noted that cost and convenience were their major reasons for seeking DTC aligners over in-office CAT. Patients who were seeking treatment for the correction of ‘bite issues’ were reportedly less satisfied with their treatment [48]. Lower expectations of treatment outcome were also reported by patients electing to undergo treatment with DTC aligners [58]. However, the inability to reach a dental professional, difficulties with aligner fit, insertion, and quality were additional concerns raised by patients undergoing treatment with DTC aligners [58].

Discussion

This scoping review was conducted to map and synthesise the existing evidence surrounding patient experiences with CAT. The increasing global use of CAT as a treatment modality to manage malocclusions highlights the relevance of this review. A survey of orthodontists in North America reported that orthodontists in the younger generations felt that CAT would overtake FA as the primary treatment modality used to manage malocclusions in the future [61]. Patients are also reportedly willing to pay more for aesthetic appliances [62]. The increasing uptake of CA usage worldwide is further reflected in the projected rise in the market size of CA, valued at USD 2.9 billion in 2020, with an expected increase to USD 11.6 billion by 2027 [63]. The findings from this review highlighted a range of study types utilising different qualitative tools to evaluate patient-reported experiences with CAT including OHRQOL, specifically in relation to pain, psychosocial factors, speech, eating, sleep and overall satisfaction. The upward trend of studies reporting on this area in recent years is similarly reflected in a previous bibliometric study [64] of CAT publications between 2002–22. Given the increasing body of evidence and the breadth of the available studies on this topic, a scoping review methodology was considered most appropriate to answer the objectives of this review as it would enable the inclusion of a broad range of studies.

Key patient experiences evaluated with CAT in this review included OHRQOL and satisfaction. Overall, OHRQOL with CAT was found to decline in the early phase of treatment for patients, which was found to correlate with pain that tended to peak in the first day following initial aligner insert [6, 23, 24, 38, 42, 43, 57]. These findings aligned with the outcomes of studies [65–67] that have identified the impact of pain on OHRQOL during the initial phase of treatment with FA. Another finding was that FA patients experienced greater pain and consumed more analgesics during the first week of treatment compared to CAT patients [32, 41]. Reduced pain levels with CAT are purportedly the result of more intermittent forces provided by removable appliances in comparison to FA. This enables the re-organisation of tissues before re-application of compressive forces [41, 68]. The findings of the review also observed that anxiety paralleled pain levels [6, 42] and that CAT patients reported less psychosocial impacts compared to FA patients [26, 30, 46, 55, 57]. In correspondence with these findings, a 2013 study also recognised that anxious patients tended to favour CAT and LFA over labial FA due to their ‘concealed’ nature [69].

Issues regarding speech and eating disturbances with CAT were additional findings of this review. Speech alterations were considered transitory during the early stages of treatment with CAT while eating difficulties were minimal [36, 37, 41]. LFA patients experienced more negative impacts on speech, eating and sleep when compared to CAT and FA [33, 49]. This was perhaps unsurprising as LFA results in significant reduction of intra-oral space and restriction of tongue movement, both of which contribute to sound and speech distortion. However, regardless of the appliance used, all patients undergoing treatment experienced temporary speech alterations on commencing treatment [37, 44, 45]. This agrees with findings from a study [70] not included in this review which indicated that by the end of the first month of treatment, patient-reported speech disturbances improved to baseline levels in both CAT and FA groups. With regards to eating, the minimal impact of CAT on eating disturbances is expected, as aligners can be removed before meals.

Satisfaction with CAT has been reported in terms of the aesthetics of the appliance itself and treatment progress [30, 31, 53]. The importance of appliance aesthetics on patient satisfaction has been previously highlighted in studies [71, 72] not included in this review. Patients who expressed minimal concern with their appearance in social settings showed a strong correlation with appliance acceptance and compliance [72]. The importance of appliance aesthetics, especially among adult patients, is further highlighted by the perception that metal FA are typically associated with children and adolescents [71]. This is particularly relevant to CAT as it is predominantly undertaken in adult populations. The finding that doctor-patient relationships play a key role in patient satisfaction [36, 39] is also in line with previous studies that have highlighted this association [73–77].

Studies [48, 58] reporting on patient experiences with DTC aligners are limited. DTC aligners are favoured by some patients because of cost and convenience [48]. These findings corresponded with the findings of two studies [78, 79] not included in this review that surveyed the demographics and motivating factors for individuals that would be interested in undergoing treatment with DTC aligners. However, the lack of oversight by a dental professional with DTC aligners raises significant concerns regarding its safety and effectiveness.

Overall, the findings from this scoping review highlight that while CAT typically causes less discomfort than FA, temporary disturbances in speech and eating can be expected early in treatment. These findings emphasise the importance of educating patients and managing their expectations, particularly during the early phases of treatment.

Limitations

This scoping review is not without its limitations. The exclusion of studies published in languages other than English may have restricted the comprehensiveness of the results. Moreover, the exclusion of patients under 18 years old limit the relevance of the findings to adult populations. However, CAT is primarily favoured by adult populations as they demonstrate a preference for aesthetic appliances such as CAT and LFA rather than labial FA [80, 81]. While studies published prior to the year 2000 were also excluded, this was not thought to limit the comprehensiveness of the search given that publications related to contemporary CAT would have only emerged after the commercial release of Invisalign in 1999. Furthermore, despite efforts to ensure the search terms for this scoping review comprehensively covered the available relevant literature, variations in the terminology utilised may have also limited the ability to capture further relevant studies in this review. Moreover, in accordance with the PRISMA-ScR guidelines [22], a critical appraisal of the studies included in this scoping review was not conducted. As such, the findings from this study should be interpreted with caution. A further consideration is that CAT can be used in conjunction with auxiliaries such as elastics and temporary anchorage devices, or as part of a hybrid approach with FA, or in combination with orthognathic surgery. Whilst the inclusion of these approaches were outside the scope of this review, this may be an area for future investigation given that these factors may also influence the patient’s comfort, aesthetic perception and satisfaction with treatment as indicated by studies outside of this review [82, 83].

Conclusion

CAT patients may experience transitory effects on OHRQOL, in relation to pain, anxiety, mastication and speech during the initial phase of treatment. Overall, patients report satisfaction with the aesthetics of clear aligners and treatment outcomes with CAT. Findings from this review highlight the responsibility of clinicians in informing patients about the potential for temporary pain and disturbances to speech and eating, particularly during the initial stages of treatment with CAT. Overall, the heterogenous nature of the studies included in this scoping review, involving the evaluation of patients with varying malocclusions at different stages of treatment and over varying time periods, underscores the need for further research to establish more robust conclusions. Furthermore, the short-term nature of most studies involving patients at the early phases of treatment reinforces the need for more longitudinal studies. Formal critiquing of the studies is also outside the scope of this review. However, the breadth of studies included in this review indicates the need for further research to better guide clinicians in providing patient-centred care. More studies using validated qualitative tools to evaluate patient experiences with CAT in isolation rather than in comparison with other orthodontic appliances could also allow for further in-depth studies to be conducted in this area in the future.

Conflict of interest

The authors declare that they have no known competing financial interests or personal relationships that could have appeared to influence the work reported in this paper.

Funding

Supported by the Australian Society of Orthodontists Foundation for Research and Education.

Data availability

The data underlying this article will be shared on reasonable request to the corresponding author.

References

1.

Kesling
HD.
The philosophy of the tooth positioning appliance
.
Am J Orthod Dentofacial Orthop
1945
;
31
:
297
304
. http://doi.org/

2.

Meade
MJ
,
Weir
T.
A survey of orthodontic clear aligner practices among orthodontists
.
Am J Orthod Dentofacial Orthop
2022
;
162
:
e302
11
. http://doi.org/

3.

Meade
MJ
,
Weir
T
,
Seehra
J
, et al.
Clear aligner therapy practice among orthodontists in the United Kingdom and the Republic of Ireland: A cross-sectional survey of the British Orthodontic Society membership
.
J Orthod
2023
;
51
:
120
9
. http://doi.org/

4.

Abu-Arqub
S
,
Ahmida
A
,
Da Cunha Godoy
L
, et al.
Insight into clear aligner therapy protocols and preferences among members of the American Association of Orthodontists in the United States and Canada
.
Angle Orthod
2023
;
93
:
417
26
. http://doi.org/

5.

Shi
C
,
Feng
Y
,
Hsiao
Y-C
, et al.
Clear aligners brands and marketing claims: An overview of available information on the web
.
Aust Orthod J
2022
;
38
:
252
62
. http://doi.org/

6.

Xu
L
,
Li
H
,
Mei
L
, et al.
Aligner treatment: Patient experience and influencing factors
.
Aust Orthod J
2022
;
38
:
88
95
. http://doi.org/

7.

Timm
LH
,
Farrag
G
,
Baxmann
M
, et al.
Factors influencing patient compliance during clear aligner therapy: A retrospective cohort study
.
J Clin Med.
2021
;
10
:
3103
. http://doi.org/

8.

Wolf
JA
,
Niederhauser
V
,
Marshburn
D
, et al.
Reexamining ‘Defining Patient Experience’: the human experience in healthcare
.
Patient Exp. J.
2021
;
8
:
16
29
. http://doi.org/

9.

Larson
E
,
Sharma
J
,
Bohren
MA
, et al.
When the patient is the expert: measuring patient experience and satisfaction with care
.
Bull World Health Organ
2019
;
97
:
563
9
. http://doi.org/

10.

Tsichlaki
A
,
O’Brien
K.
Do orthodontic research outcomes reflect patient values? A systematic review of randomized controlled trials involving children
.
Am J Orthod Dentofacial Orthop
2014
;
146
:
279
85
. http://doi.org/

11.

Newton
T.
Qualitative research and evidence-based dentistry: linking evidence to practice
.
Evid Based Dent
2000
;
2
:
104
5
. http://doi.org/

12.

Almeida
ABD
,
Leite
ICG
,
Silva
GAD.
Evidence in Orthodontics related to qualitative research
.
Dental Press J Orthod
2018
;
23
:
64
71
. http://doi.org/

13.

Cardoso
PC
,
Espinosa
DG
,
Mecenas
P
, et al.
Pain level between clear aligners and fixed appliances: a systematic review
.
Prog Orthod
2020
;
21
:
3
. http://doi.org/

14.

Pereira
D
,
Machado
V
,
Botelho
J
, et al.
Comparison of pain perception between clear aligners and fixed appliances: a systematic review and meta-analysis
.
Appl Sci.
2020
;
10
:
4276
. http://doi.org/

15.

Li
Q
,
Du
Y
,
Yang
K.
Comparison of pain intensity and impacts on oral health-related quality of life between orthodontic patients treated with clear aligners and fixed appliances: a systematic review and meta-analysis
.
BMC Oral Health
2023
;
23
:
920
. http://doi.org/

16.

Ali Baeshen
H
,
El-Bialy
T
,
Alshehri
A
, et al.
The effect of clear aligners on speech: a systematic review
.
Eur J Orthod
2023
;
45
:
11
9
. http://doi.org/

17.

Zhang
B
,
Huang
X
,
Huo
S
, et al.
Effect of clear aligners on oral health-related quality of life: a systematic review
.
Orthod Craniofac Res
2020
;
23
:
363
70
. http://doi.org/

18.

Kaklamanos
EG
,
Makrygiannakis
MA
,
Athanasiou
AE.
Oral health-related quality of life throughout treatment with clear aligners in comparison to conventional metal fixed orthodontic appliances: a systematic review
.
Int J Environ Res Public Health
2023
;
20
:
3537
11
. http://doi.org/

19.

Munn
Z
,
Peters
MD
,
Stern
C
, et al.
Systematic review or scoping review? Guidance for authors when choosing between a systematic or scoping review approach
.
BMC Med Res Methodol
2018
;
18
:
1
7
. http://doi.org/

20.

Pollock
D
,
Alexander
L
,
Munn
Z
, et al.
Moving from consultation to co-creation with knowledge users in scoping reviews: guidance from the JBI Scoping Review Methodology Group
.
JBI Evidence Synthesis
2022
;
20
:
969
79
. http://doi.org/

21.

Aromataris
ELC
,
Porritt
K
,
Pilla
B
,
Jordan
Z
, editors. JBI Manual for Evidence Synthesis. https://synthesismanual.jbi.global. (
27 August 2024
, date last accessed).

22.

Tricco
AC
,
Lillie
E
,
Zarin
W
, et al.
PRISMA extension for scoping reviews (PRISMA-ScR): checklist and explanation
.
Ann Intern Med
2018
;
169
:
467
73
. http://doi.org/

23.

Antonio-Zancajo
L
,
Montero
J
,
Albaladejo
A
, et al.
Pain and Oral-Health-Related Quality of Life in Orthodontic Patients During Initial Therapy with Conventional, Low-Friction, and Lingual Brackets and Aligners (Invisalign): A Prospective Clinical Study
.
J Clin Med.
2020
;
9
:
2088
. http://doi.org/

24.

Antonio-Zancajo
L
,
Montero
J
,
Garcovich
D
, et al.
Comparative analysis of Periodontal Pain according to the type of Precision Orthodontic Appliances: vestibular, Lingual and aligners. A prospective clinical study
.
Biology
2021
;
10
:
379
. http://doi.org/

25.

Correa
L
,
Albaladejo
A
,
Curto
A.
A longitudinal pilot study examining the influence of the orthodontic system chosen in adult patients (brackets versus aligners) on oral health-related quality of life and anxiety
.
BMC Oral Health
2024
;
24
:
1
8
. https://doi.org/

26.

Zamora-Martínez
N
,
Paredes-Gallardo
V
,
García-Sanz
V
, et al.
Comparative study of oral health-related quality of life (OHRQL) between different types of orthodontic treatment
.
Medicina (Kaunas, Lithuania)
2021
;
57
:
683
. http://doi.org/

27.

Alcón
S
,
Curto
A
,
Alvarado
M
, et al.
Comparative analysis of periodontal pain using two different orthodontic techniques, fixed multibrackets and removable aligners: A longitudinal clinical study with monthly follow-ups for 12 months
.
Appl. Sci.
2021
;
11
:
12013
. http://doi.org/

28.

Alvarado-Lorenzo
A
,
Antonio-Zancajo
L
,
Baptista
H
, et al.
Comparative analysis of periodontal pain and quality of life in patients with fixed multibracket appliances and aligners (Invisalign®): longitudinal clinical study
.
BMC Oral Health
2023
;
23
:
1
11
. http://doi.org/

29.

Bräscher
A-K
,
Zuran
D
,
Feldmann
RE
, et al.
Patient survey on Invisalign® treatment comparing the SmartTrack® material to the previous aligner material
.
J Orofac Orthop / Fortschritte der Kieferorthopädie
2016
;
77
:
432
38
. https://doi.org/

30.

Johal
A
,
Damanhuri
SH
,
Colonio-Salazar
F.
Adult orthodontics, motivations for treatment, choice, and impact of appliances: a qualitative study
.
Am J Orthod Dentofacial Orthop
2024
;
166
:
36
49
. http://doi.org/

31.

Schaefer
I
,
Braumann
B.
Halitosis, oral health and quality of life during treatment with invisalign and the effect of a low-dose chlorhexidine solution
.
J Orofac Orthop /Fortschritte der Kieferorthopädie
2010
;
71
:
430
41
. http://doi.org/

32.

Almasoud
NN.
Pain perception among patients treated with passive self-ligating fixed appliances and Invisalign® aligners during the first week of orthodontic treatment
.
Korean J Orthod.
2018
;
48
:
326
32
. http://doi.org/

33.

Shalish
M
,
Cooper-Kazaz
R
,
Ivgi
I
, et al.
Adult patients’ adjustability to orthodontic appliances. Part I: a comparison between Labial, Lingual, and Invisalign™
.
Eur J Orthod
2012
;
34
:
724
30
. http://doi.org/

34.

Alfawal
AMH
,
Burhan
AS
,
Mahmoud
G
, et al.
The impact of non-extraction orthodontic treatment on oral health-related quality of life: clear aligners versus fixed appliances—a randomized controlled trial
.
Eur J Orthod
2022
;
44
:
595
602
. http://doi.org/

35.

Hakami
Z.
Comparison of sleep quality between clear aligner and fixed appliance orthodontic therapies
.
J World Fed Orthod.
2023
;
12
:
245
50
. http://doi.org/

36.

Flores-Mir
C
,
Brandelli
J
,
Pacheco-Pereira
C.
Patient satisfaction and quality of life status after 2 treatment modalities: Invisalign and conventional fixed appliances
.
Am J Orthod Dentofacial Orthop
2018
;
154
:
639
44
. http://doi.org/

37.

Fraundorf
EC
,
Araújo
E
,
Ueno
H
, et al.
Speech performance in adult patients undergoing Invisalign treatment: A prospective clinical study
.
Angle Orthod
2022
;
92
:
80
6
. http://doi.org/

38.

Miller
KB
,
McGorray
SP
,
Womack
R
, et al.
A comparison of treatment impacts between Invisalign aligner and fixed appliance therapy during the first week of treatment
.
Am J Orthod Dentofacial Orthop
2007
;
131
:
302.e1
9
. http://doi.org/

39.

Pacheco-Pereira
C
,
Brandelli
J
,
Flores-Mir
C.
Patient satisfaction and quality of life changes after Invisalign treatment
.
Am J Orthod Dentofacial Orthop
2018
;
153
:
834
41
. http://doi.org/

40.

Chan
V
,
Shroff
B
,
Kravitz
ND
, et al.
Orthodontic pain with fixed appliances and clear aligners: A 6-month comparison
.
Am J Orthod Dentofacial Orthop
2024
;
166
:
469
79
. http://doi.org/

41.

White
DW
,
Julien
KC
,
Jacob
H
, et al.
Discomfort associated with Invisalign and traditional brackets: A randomized, prospective trial
.
Angle Orthod
2017
;
87
:
801
8
. http://doi.org/

42.

Gao
M
,
Yan
X
,
Zhao
R
, et al.
Comparison of pain perception, anxiety, and impacts on oral health-related quality of life between patients receiving clear aligners and fixed appliances during the initial stage of orthodontic treatment
.
Eur J Orthod
2021
;
43
:
353
9
. http://doi.org/

43.

Fujiyama
K
,
Honjo
T
,
Suzuki
M
, et al.
Analysis of pain level in cases treated with Invisalign aligner: comparison with fixed edgewise appliance therapy
.
Prog Orthod
2014
;
15
:
64
. http://doi.org/

44.

Wang
D
,
Firth
F
,
Bennani
F
, et al.
Immediate effect of clear aligners and fixed appliances on perioral soft tissues and speech
.
Orthod Craniofac Res
2023
;
26
:
425
32
. http://doi.org/

45.

Kumari
S
,
Goyal
M
,
Kumar
M
, et al.
Percentage of patients shifting to another treatment modality: an experience-guided decision
.
Dental Press J Orthod
2024
;
29
:
e2423133
. http://doi.org/

46.

AlSeraidi
M
,
Hansa
I
,
Dhaval
F
, et al.
The effect of vestibular, lingual, and aligner appliances on the quality of life of adult patients during the initial stages of orthodontic treatment
.
Prog Orthod
2021
;
22
:
3
. http://doi.org/

47.

Caldas
W
,
Bonin
FA
,
Vianna
CP
, et al.
Influence of pain duration and severity on oral health-related quality of life and patient satisfaction during adult treatment with clear aligners
.
Prog Orthod
2024
;
25
:
18
. http://doi.org/

48.

Wexler
A
,
Nagappan
A
,
Beswerchij
A
, et al.
Direct-to-consumer orthodontics: surveying the user experience
.
J Am Dent Assoc
2020
;
151
:
625
36.e4
. http://doi.org/

49.

Angelopoulos
GG
,
Kanarelis
P
,
Vagdouti
G
, et al.
Oral impacts of aligners versus fixed self-ligating lingual orthodontic appliances
.
Appl. Sci.
2021
;
11
:
10074
14
. http://doi.org/

50.

Falconi
V
,
Borgia
L
,
Beretta
A
, et al.
Evaluation of phonetic alterations in patients treated with F22 aligners
.
Eur J Musculoskel Dis
2020
;
9
:
79
84
.

51.

Saccomanno
S
,
Saran
S
,
Laganà
D
, et al.
Motivation, perception, and behavior of the adult orthodontic patient: a survey analysis
.
Biomed Res Int
2022
;
2022
:
2754051
. http://doi.org/

52.

Saccomanno
S
,
Saran
S
,
Salerno
M
, et al.
Clear aligners technique: patient’s expectations and perceptions
.
J Biol Regul Homeost Agents
2022
;
36
:
129
38
. https://doi.org/

53.

Alajmi
S
,
Shaban
A
,
Al-Azemi
R.
Comparison of short-term oral impacts experienced by patients treated with Invisalign or conventional fixed orthodontic appliances
.
Med Princ Pract
2020
;
29
:
382
8
. http://doi.org/

54.

Alfawzan
AA.
Evaluation of patient acceptance and compliance with clear aligners vs. lingual braces: a randomized trial
.
J. Pharm. Bioallied Sci.
2024
;
16
:
S546
8
. http://doi.org/

55.

Baseer
MA
,
Almayah
NA
,
Alqahtani
KM
, et al.
Oral impacts experienced by orthodontic patients undergoing fixed or removable appliances therapy in Saudi Arabia: A cross-sectional study
.
Patient Prefer Adherence
2021
;
15
:
2683
91
. http://doi.org/

56.

Jaber
ST
,
Hajeer
MY
,
Burhan
AS
, et al.
The effect of treatment with clear aligners versus fixed appliances on oral health-related quality of life in patients with severe crowding: a one-year follow-up randomized controlled clinical trial
.
Cureus
2022
;
14
:
e25472
. http://doi.org/

57.

Diddige
R
,
Negi
G
,
Kiran
K
, et al.
Comparison of pain levels in patients treated with 3 different orthodontic appliances - a randomized trial
.
Med Pharm Rep
2020
;
93
:
81
8
.

58.

Lee
S.
Direct-to-consumer orthodontics: surveying the user experience, Discipline of Orthodontics
.
Dunedin, Otago, New Zealand
Department of Oral Sciences, University of Otago
,
2022
.

59.

Cunningham
SJ
,
O’Brien
C.
Quality of life and orthodontics
.
Semin Orthod.
2007
;
13
:
96
103
. http://doi.org/

60.

Cunningham
SJ
,
Hunt
NP.
Quality of life and its importance in orthodontics
.
J Orthod
2001
;
28
:
152
8
. http://doi.org/

61.

Hussain
SR
,
Jiang
SS
,
Bosio
JA.
Generational perspectives of orthodontists in the US and Canada: A survey study
.
Am J Orthod Dentofacial Orthop
2022
;
162
:
824
38
. http://doi.org/

62.

Rosvall
MD
,
Fields
HW
,
Ziuchkovski
J
, et al.
Attractiveness, acceptability, and value of orthodontic appliances
.
Am J Orthod Dentofacial Orthop
2009
;
135
:
276.e1
12; discussion 276
. http://doi.org/

63.

Lee
R.
Invisible orthodontics market: North American market remains solid, Chinese market grows rapidly, 3D Printing
.
Int. J. Implant Dent.
2022
;
2
:
46
7
.

64.

Gong
B
,
Liu
Z
,
Yang
L
, et al.
Twenty years of clear aligner therapy: a bibliometric analysis (2002-2022)
.
Aust. Orthod. J.
2023
;
39
:
15
31
. http://doi.org/

65.

Banerjee
S
,
Banerjee
R
,
Shenoy
U
, et al.
Effect of orthodontic pain on quality of life of patients undergoing orthodontic treatment
.
Indian J Dent Res
2018
;
29
:
4
9
. http://doi.org/

66.

Krukemeyer
AM
,
Arruda
AO
,
Inglehart
MR.
Pain and orthodontic treatment: patient experiences and provider assessments
.
Angle Orthod
2009
;
79
:
1175
81
. http://doi.org/

67.

Ertan Erdinç
AM
,
Dinçer
B.
Perception of pain during orthodontic treatment with fixed appliances
.
Eur J Orthod
2004
;
26
:
79
85
. https://doi.org/

68.

Graber
L
,
Vanarsdall
RL
,
Vig
KW
,
Huang
GJ.
Orthodontics: Current Principles and Techniques
, 7th ed.
Philadelphia
:
Elsevier
,
2017
.

69.

Cooper-Kazaz
R
,
Ivgi
I
,
Canetti
L
, et al.
The impact of personality on adult patients’ adjustability to orthodontic appliances
.
Angle Orthod
2013
;
83
:
76
82
. http://doi.org/

70.

Damasceno Melo
PE
,
Bocato
JR
,
de Castro Ferreira Conti
AC
, et al.
Effects of orthodontic treatment with aligners and fixed appliances on speech: A randomized clinical trial
.
Angle Orthod
2021
;
91
:
711
7
. http://doi.org/

71.

Wong
L
,
Ryan
FS
,
Christensen
LR
, et al.
Factors influencing satisfaction with the process of orthodontic treatment in adult patients
.
Am J Orthod Dentofacial Orthop
2018
;
153
:
362
70
. http://doi.org/

72.

Sergl
HG
,
Klages
U
,
Zentner
A.
Functional and social discomfort during orthodontic treatment - effects on compliance and prediction of patients’ adaptation by personality variables
.
Eur J Orthod
2000
;
22
:
307
15
. http://doi.org/

73.

Sinha
PK
,
Nanda
RS
,
McNeil
DW.
Perceived orthodontist behaviors that predict patient satisfaction, orthodontist-patient relationship, and patient adherence in orthodontic treatment
.
Am J Orthod Dentofacial Orthop
1996
;
110
:
370
7
. http://doi.org/

74.

Nanda
RS
,
Kierl
MJ.
Prediction of cooperation in orthodontic treatment
.
Am J Orthod Dentofacial Orthop
1992
;
102
:
15
21
. http://doi.org/

75.

Keles
F
,
Bos
A.
Satisfaction with orthodontic treatment
.
Angle Orthod
2013
;
83
:
507
11
. http://doi.org/

76.

Bos
A
,
Vosselman
N
,
Hoogstraten
J
, et al.
Patient compliance: a determinant of patient satisfaction
?
Angle Orthod
2005
;
75
:
526
31
. http://doi.org/

77.

Oliveira
PG
,
Tavares
RR
,
Freitas
JC.
Assessment of motivation, expectations and satisfaction of adult patients submitted to orthodontic treatment
.
Dental Press J Orthod
2013
;
18
:
81
7
. http://doi.org/

78.

Okuda
BC
,
Tabbaa
S
,
Edmonds
M
, et al.
Direct to consumer orthodontics: exploring patient demographic trends and preferences
.
Am J Orthod Dentofacial Orthop
2021
;
159
:
210
6.e2
. http://doi.org/

79.

Olson
JC
,
Shroff
B
,
Carrico
C
, et al.
Comparison of patient factors influencing the selection of an orthodontist, general dentist, or direct-to-consumer aligners
.
Am J Orthod Dentofacial Orthop
2020
;
157
:
526
32.e2
. http://doi.org/

80.

Liao
TH
,
Fang
JC
,
Wang
IK
, et al.
Characteristics and dental indices of orthodontic patients using aligners or brackets
.
Int J Environ Res Public Health
2022
;
19
:
6569
. http://doi.org/

81.

Alansari
RA
,
Faydhi
DA
,
Ashour
BS
, et al.
Adult perceptions of different orthodontic appliances
.
Patient Prefer Adherence
2019
;
13
:
2119
28
. http://doi.org/

82.

Thai
JK
,
Araujo
E
,
McCray
J
, et al.
Esthetic perception of clear aligner therapy attachments using eye-tracking technology
.
Am J Orthod Dentofacial Orthop
2020
;
158
:
400
9
. http://doi.org/

83.

Castilhos
JS
,
Gasparello
GG
,
Mota-Júnior
SL
, et al.
Accessories in clear aligner therapy: laypeople’s expectations for comfort and satisfaction
.
J. Dent. Res. Dent. Clin. Dent. Prospects
2024
;
18
:
102
9
. http://doi.org/

This is an Open Access article distributed under the terms of the Creative Commons Attribution-NonCommercial License (https://creativecommons.org/licenses/by-nc/4.0/), which permits non-commercial re-use, distribution, and reproduction in any medium, provided the original work is properly cited. For commercial re-use, please contact [email protected] for reprints and translation rights for reprints. All other permissions can be obtained through our RightsLink service via the Permissions link on the article page on our site—for further information please contact [email protected].