The moment a case is won or lost

An orthodontic case is decided in about ten minutes, when a coordinator sits with a family and turns a diagnosis into a price. Across a group, that conversation was happening differently in every office. Fees varied by region, allowables by payer, discounts by brand, and coordinators were assembling it all by hand while the patient watched. Acceptance rates looked like a personal talent because nothing about the process was consistent enough to compare.

We built the module so nobody types a price. The coordinator enters the treatment, the estimated months and the payer; the plan resolves against the patient's own region and brand and comes back as a total, a payer portion and a patient share. The patient sees it under their practice's own logo, with a payment structure already built the way an experienced coordinator would build it: a sensible initial payment and a term that clears the balance before treatment ends. Both stay adjustable while they talk.

What we delivered

A pricing engine driven by the client's own fee, payer and discount data; a branded patient view with live payment building; dashboards that let regional leaders see only their regions and head office see all of them; a direct handoff into intake forms and eSignature; and an onboarding guide that lets the client's own staff add new brands without calling us.