From consultation to close—get new patient task management for the whole team
Guarantee pending patient conversion
Set consultation follow-up actions assigned to specific team members so there's never a question of what to do next.
- Easily track task status and completion date
- Spot areas that can be streamlined
- Test marketing campaigns and sales strategies
Stay prepared with patient info
Consult Manager stores all patient information in one dashboard. So, each task you complete in the conversion process adds details to their chart.
- Capture signed digital intake forms with Gaidge Forms
- Upload and store insurance and payment data
- See exam dates and send follow-up reminders
Drive revenue growth through efficiency
Increasing new patient rates and improving the conversion process allows orthodontic practices to increase revenue and overall profitability.
- Reduce manual tracking and reporting
- Benchmark conversion rates to measure performance
- Use remote treatment access to boost conversion
Make it easy for patients to say yes!
Keep track of patients whose insurance has been verified and new patient forms have been submitted. Check appointment confirmations to help reduce no-shows.
Review patient statuses to track conversion funnel progress and prioritize follow-up actions.
Level up your payment presentation with polished visuals, including custom text, insurance details, and fee display.
Patients can now easily customize their down payment and monthly payments using a user-friendly payment slider. And they can accept treatment at home through email.
Hear what Gaidge Consult Manager users are saying