New patient exam booking
#1Trigger Inquiry
- Asks patient age and concerns
- Offers exam slots
- Sends forms
Outcome More exams booked
Typical stack: Practice management, SMS
Dental practices · Orthodontics
AI automation for orthodontic practices
Turn free-consult inquiries into exams, follow up with families who have not started treatment, and keep aligner patients and payment plans on track.
Where time leaks
Where the hours go in orthodontics
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
01
Many families consult with several orthodontists before deciding.
02
Pending treatment starts sit without follow-up.
03
Aligner patients need check-ins and new trays on time.
04
Payment plans need reminders.
Common tools in orthodontics:Dolphin ManagementOrthoTracOrtho2 EdgeCloud 9InvisalignGaidge
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
4 automations built for orthodontics
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Pending start follow-up
#2Trigger Exam completed, no start
- Sends a recap and financing options
- Answers common questions
- Offers a call with the treatment coordinator
Outcome More treatment starts
Typical stack: CRM, SMS
Aligner tray check-ins
#3Trigger Scheduled tray change date
- Reminds the patient to switch trays and confirms they have the next set
- Collects progress photos if your practice uses remote monitoring
- Alerts staff when a patient reports fit problems
Outcome Better aligner compliance between visits
Typical stack: Practice software, SMS
Payment plan reminders
#4Trigger Monthly payment due on an in-house plan
- Sends a reminder 3 days before the due date with the amount
- Includes a secure payment link
- Routes missed payments to your financial coordinator, not to collections automatically
Outcome Fewer late payments without awkward calls
Typical stack: Practice software, payment link
Interactive
Build your automation
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning preview- Trigger
-
Add at least one step on the left.
Demo
Try a missed-call text-back
Tap "Start a missed call" and reply as the customer. Runs in your browser.
MessagesDEMO
No messages yet
Incoming call…
Nobody can answer right now
Missed-lead revenue estimate
EstimateMove the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automation
Demo
Watch the workflow run
Step through "New patient exam booking" one stage at a time. Click any step.
ROI estimate
A starting ROI estimate for orthodontics
Preset for a small team. Change the numbers to match your business.
How we implement
Built around how work actually runs in orthodontics
We start with your new-patient funnel: calls, exams and starts. We review how your treatment coordinator follows up today, then automate the steps they repeat, using wording your doctors approve.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
Limitations & compliance notes
- Messages are kept to scheduling and administrative content; clinical questions go to your team. We sign a BAA where required.
- Payment plan reminders follow your financial policy and fair debt collection practices.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
Part of Dental practices
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Dental practices →Services behind these automations
FAQ
Common questions
We do not claim that. We sign BAAs where required and configure safeguards; your practice remains responsible for its HIPAA program.
These systems differ in integration options; we confirm what your version allows and use exports or forms where there is no API.
It answers process questions such as appointment length or what to bring. Treatment questions go to your clinical team.
Yes. Pending starts get a recap, your payment options and a call offer at intervals you choose.
More Dental practices specialties
Pediatric dentistry
Book visits around school schedules, coordinate siblings into back-to-back appointments, and keep six-month recall reminders going out to parents.
Dental implants
Respond to implant inquiries the same hour, prepare each consult with imaging and insurance details, and follow up on large treatment plans with patience and care.
Cosmetic dentistry
Turn veneer, bonding and whitening inquiries into smile consults, collect smile photos ahead of time, and follow up on elective plans without being pushy.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Tell us how your orthodontics work flows today
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
- 1
We read it personally
A person reviews your note. No automated sales sequence.
- 2
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
- 3
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.