Software Implementation
Our in-depth knowledge of OrthoTrac, Dolphin, Ortho 2 Viewpoint, and Cloud 9 software allows us to offer comprehensive software training, implementation and practical solutions to maximize efficiency and productivity. In addition, our close working relationship with practice management software companies gives you the strength of an advocate who is in touch with software enhancements, design and emerging technology.









Software Implementation
Our experienced team can handle software deployment projects from the smallest to the most complex.
Operations / Organization
- Orthotrac’s bucksheet is the “roadmap” of your practice data. We’ll design procedure code lists that organize data flow, create statistical information, initiate automatic processes and generate performance counts
- Organize systems to reconcile data and keep statistical information current and trustworthy
- Create daily, weekly and monthly routines that foster action and accountability
- Integrate paperless solutions to replace forms, charts and filing
- Eliminate valuable staff time spent searching for information
Financial Systems & Methods
- Enhance understanding and application of financial features
- Organize financial methods with daily, weekly and monthly checklists
- Clarify the complexity of financial transactions, adjustments and reports
- Customize meaning management reports and financial monitors for measuring practice performance
Scheduling & Recall Systems
- Design a schedule that meets your financial goals, maintains availability to your patients, reduces the stress of overbooking and creates a better work environment
- Develop a strong observation and between phases recall system to stay connected to younger patients and maximize conversion
Delivering Treatment
- Facilitate the transition to electronic charting
- Establish methods that focus on completing treatment on time
- Implement oral hygiene and non-compliance systems
- Launch a treatment planning system to direct each visit, maximize each appointment and enhance treatment result
Software Features Coaching
- Charting
- Communications
- Imaging
- Treatment Planning
- Patient Tracking
- Contact Expert Reporting System
- Insurance Processing and Organization
Communications & Imaging
- Develop Communication System questionnaires and associated documents
- Maximize implementation of digital imaging to communicate, motivate and increase case acceptance
- Streamline communications to referring doctors and parents
- Maximize email and non-paper communication