From consultation to close—get new patient task management for the whole team

New Patient Task Management

Connect and organize your admin team

Be better prepared for your new patient exams with everything you need to prepare for new patients, all in one place. View all pre- and post-appointment tasks along with completion status in a single, comprehensive dashboard.

Increase task visibility

Keep track of patients whose insurance has been verified and new patient forms have been submitted. Check appointment confirmations to help reduce no-shows.

View patient progress

Efficiently manage your patients' journey with real-time tracking of their progress through the conversion funnel. Prioritize timely follow-ups to boost engagement whether the patient is new, in observation, pending, or ready to start.

Patient dashboard UI example
Digital Intake Forms

Streamline your patient intake process

Prepare thoroughly for new patient exams with Gaidge’s advanced digital forms. Capture all essential information electronically and access it from one comprehensive dashboard.

Automate and secure patient information

Send and receive unlimited, customizable digital intake forms. Track follow-ups and e-signatures to ensure everything is complete before the patient’s visit. Utilize HIPAA-compliant forms that can be sent via text or email, all with unlimited users for seamless access.

Optimize patient engagement and operational efficiency

Seamlessly integrate your intake forms with your website and existing systems to improve operational workflows. Customize your forms with branding and use automated reminders to enhance patient engagement.

Simple Form UI Illustration
Treatment Presentation

Elevate treatment and payment presentations

Improve patient understanding and decision-making with tailored treatment recommendations and flexible payment options, all delivered with clear and engaging visuals.

Custom treatment recommendations

Facilitate better decision-making and convert starts with unlimited, custom treatment options. Allow patients to toggle between different costs, showcasing various treatment scenarios. Automatically calculate out-of-pocket fees based on detailed patient information to present accurate financial expectations.

Dynamic payment presentation

Provide patients with an easy-to-read cost summary that includes fees, additional costs, out-of-pocket investments, and insurance coverage details. Utilize polished visuals and customizable text to make payment details clear and engaging.

Interactive payment slider tool

Empower your patients with our user-friendly payment slider. Allow them to adjust down payments, monthly payments, and payment durations to fit their needs.

Simple treatment presentation UI Illustration
Contract Acceptance + Fee Collection

Facilitate seamless contract and payment processes

Digitize your contract and payment processes to streamline operations and boost patient satisfaction. Enable patients to review, accept, and complete their treatment agreements effortlessly from anywhere.

Remote treatment acceptance

Allow patients to remotely accept treatment plans via email for a smoother acceptance process. Digital contracts auto-populate with details as soon as patients decide to move forward. Keep a close watch on contract statuses to ensure timely exchanges and manage patient compliance efficiently.

Efficient fee collection via Gaidge Pay

Boost your practice’s cash flow by collecting payments at the point of presentation. Offer secure, flexible digital payment options, including one-time debit/credit card transactions and text-based payment links. Keep your finances in check with an accessible transaction history and easily manage payment adjustments with the ability to void transactions.

Simple fee collection UI Illustration
Pending + Observation Follow-Up

Never lose a new patient lead again

Streamline how you handle Pending and Obs patients to ensure no one slips through the cracks. Customize follow-up cadences and monitor all Obs patient tasks in one place to maximize your team's efficiency and focus.

Targeted follow-up notifications

Empower your Treatment or Obs Coordinator with precise follow-up notifications via phone, text, and email. Stay on top of patient follow-ups with targeted alerts that tell you exactly who needs attention and when, increasing start rates and regular conversions.

Advanced patient tracking and organization

Streamline follow-ups by organizing Obs patients by type—Pre-Tx, Between Phases, Obs Ready—and age. Access all patient data with a single click on a unified dashboard for easy task management. Plus, use this data to strategically schedule more appointments to fill your calendar and increase starts. Assign follow-up tasks to your team directly from the dashboard to keep everyone on track.

Follow-up UI
Conversion Reporting

Monitor performance and outcomes

Quickly see how your Treatment Coordinators and doctors are performing with easy-to-use filters by patient, doctor, or TC. Gain actionable insights to increase efficiency and improve patient outcomes.

Detailed Conversion Insights

Empower your practice with precise data on treatment acceptance. Track which TCs are achieving the highest conversion rates and which doctors are excelling in patient sign-ups. Easily access data on the origin of patient conversions, whether they're coming from new patient exams, pending statuses, or observation.

Strategic Contract and Treatment Management

Improve your strategy with insights into contract completions and treatment types. Compare signed contracts against those sent but unsigned to identify gaps in the process. Categorize treatment starts by type like Full Treatment, Aligner Full Tx, Phase I/II, and more for targeted analysis. Plus, monitor add-ons like Ceramic Braces and Dental Monitoring to gauge their impact on your practice's success.

Report UI example

Hear what Gaidge Consult Manager users are saying

“I like having the necessary info at my fingertips so I don't have to jump around from so many screens.  I'm able to keep up on my follow up calls and see where I'm at in the process.”

Amy Markham

Cordoba Orthodontics

“Gaidge Consult Manager is easy to use and digital intake forms save a ton of time.”

Steven Guelff

Guelff Orthodontics

Ready to run a better orthodontic business?