Gaidge New Patient Tracker

Gaidge Consult Manager

The ultimate conversion tracking tool for your new patient process from start to finish.

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From call to close- new patient task management for the entire team.

Is your Treatment Coordinator running daily reports in your practice management system to figure out which patients to follow up with? Is your Scheduling Coordinator toggling back and forth between systems to send out new patient forms? Are your patients using an antiquated method to sign their contract and start treatment?

With the Consult Manager tool, your admin team can stay organized and become more efficient with all patient information in one dashboard. Everything needed from insurance info, new patient forms, appointment confirmations, follow up reminders and a payment presentation tool will arm your team to seamlessly close your new patient and obs exams.

Organize Your Admin Team Workflow

Organize Your Admin Team Workflow

with New Patient Task Management

Create More Efficient NP Exams

Create More Efficient NP Exams

by Capturing Info in One Dashboard

Make Conversion Seamless

Make Conversion Seamless

with Remote Treatment Acceptance

Ensure Pending Patients Convert

Ensure Pending Patients Convert

with Cadenced Follow Up Actions

Uncover Process Improvements

Uncover Process Improvements

with Detailed Conversion Reporting

Patient Dashboard

Patient Dashboard


  • Track which patients have had their insurance verified and have submitted their new patient forms.

  • See appointment confirmations to help reduce no shows.

  • Know which patients need follow up action taken.

  • Easily review statuses and know where patients are in the conversion funnel.
Payment Presentation

Payment Presentation


  • Allow patients to accept treatment at home via email.

  • Provide patients with a user friendly payment slider to allow them to tweak their down payment and monthly payments.

  • Level up your payment presentation with polished visuals including custom text, insurance details and fee display.
Reporting + Metrics

Reporting + Metrics


  • Exam Outcomes Displayed by Scheduled, Pending and Obs

  • Case Acceptance Separated By Treatment Coordinator

  • Starts vs. Follow Ups

  • Average Days from Exam to Contract

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