The world of orthodontics is quickly changing and improving, and you can [...]
Three Payment Plan Strategies to Unlock More Clear Aligner Cases
December 19 | 2023
SMART FOLLOW-UP & PATIENT NURTURING
We Don’t Just Answer. We Follow Through.
The moment the call ends is when most practices lose momentum. Our system makes sure you never do.
HOW IT WORKS
Our proprietary follow-up engine combines real-time patient tracking, automated outreach, and trained agent coordination to turn unfinished business into booked treatment.
Whether it's:
- A patient who missed their consult
- A lead that went cold after pricing questions
- A family “thinking about it” after the treatment plan…
We stay in touch, send the right message, and bring them back—without your team lifting a finger.
WHAT’S INCLUDED
Lead Categorization
Tracks leads by status (pending, no-show, recall, etc.) and routes them into custom follow-up flows.
Automated Messaging
Sends intelligent text and email sequences based on behavior, dates, and conversion likelihood.
Agent Alerts & Coordination
Our agents are notified when a live touchpoint is needed and jump in prepared with context.
Conversion Reporting |
See who scheduled, who’s still in play, and where to optimize—no spreadsheet required.
WHY IT WORKS
We know your treatment pipeline better than your CRM does. Why? Because we built this system for conversion—not just communication.
- Patients are never stranded
- No one slips through the cracks
- And your front desk isn’t buried in callbacks
Latest Blog Posts
Why your Receptionist is your New Treatment Coordinator
At your orthodontic or dental practice, your receptionist is often the first [...]
November 8 | 2023
The Most Ironic Thing About Your Non-Compliant Patients
Most of you have probably dealt with a non-compliant patient at least [...]
October 17 | 2023