Visit type picker
Consults, records appointments, adjustments and retainer checks, each with its own length and preparation.
An orthodontic booking and intake website lets a patient in active treatment move an adjustment visit in two taps, and lets a new family finish intake before the first consult. We build that flow for the office manager who wants fewer missed visits and a front desk that spends its day on people rather than on the phone.
An orthodontic patient is seen on a rhythm set by the treatment plan. A teen in braces returns for wire changes on a steady cycle, and an aligner patient books check-ins months ahead. Each missed adjustment delays the finish date, so the booking system matters more here than in a practice where most visits are one-off cleanings.
Intake is heavier too. A new orthodontic family may need the child's health history, a guardian's consent, prior records from the general dentist and a photo of the bite. Collecting those items before the first visit lets the team start the records appointment on time instead of waiting for paperwork in the reception area.
Parents usually compare two or three orthodontists by reading how each one explains treatment, how long the office has served the area and whether the booking page makes a first visit look simple. Adult patients weigh different things. They want to know whether clear aligners are an option, how monthly visits fit around work and whether evening times exist.
The booking page should answer those questions before the patient reaches for the phone. Name the visit types plainly, show the first-visit steps and list the hours, including evening or Saturday slots if they exist. A patient who can see how long a consult takes, and whether a parent must attend, is far more likely to request a slot.
Start with three things: a request form for each visit type, covering consults, records appointments and adjustments; a new patient intake that a parent or adult can finish on a phone; and a reminder that sends a confirmation and a reschedule link. Those cover most of the calls an orthodontic front desk takes each day and make the chair plan easier to predict.
Adjustment visits deserve their own route. An existing patient verifies with a phone number, sees the next adjustment that is due and moves it within the limits you set. Anything outside those limits should land with the coordinator rather than on the calendar by itself.
Consults, records appointments, adjustments and retainer checks, each with its own length and preparation.
Separate paths for a parent booking a child and an adult booking for themselves, with the right consent for each.
A place for prior X-rays and general dentist notes, uploaded from a phone with a clear file guide.
Patients in treatment move a visit inside the interval you set, and anything else goes to the coordinator.
A confirmation, a day-before reminder with what to bring and a reschedule link in every message.
A parent receives a reminder text the evening before a records appointment for a daughter. The message names the time, lists what to bring and offers a link to finish intake. The parent taps the link, confirms the child's name and date of birth, answers the health history in four short screens and uploads a photo of the child's last panoramic X-ray.
The coordinator's list shows the intake as complete, with the upload flagged for review. Before the appointment the assistant already has the health history and the signed consent. The records visit starts on time, and the parent leaves knowing when the next adjustment is due and how to move it if the school calendar changes.
Orthodontic demand clusters around the school calendar. Many families start treatment after the summer break, when a teen has a clear run of months ahead of exams, and some book consults in late summer so the start lines up with the new term. December tends to be busy too, because families use leftover insurance benefits before the year turns.
Give approval of the forms to one named clinician, schedule rules to the coordinator and the admin login to the office manager alone. When a patient finishes treatment, the account should close, and any retained records should follow the office's retention policy.
The practice supplies the visit types and how long each one takes, the rhythm of visits for each kind of appliance, the consent forms for guardians and adult patients, and the hours the front desk answers. The lead orthodontist should confirm the intake questions that matter clinically, since those shape the first records visit.
Access needs an owner. Name one person to approve the forms, one to manage the schedule rules and one to keep the admin login for the booking tool. When a patient finishes treatment, the account should close, and any retained records should follow the office's retention policy.
Expect a range from $300 to $2,200, with the final figure set by visit types, intake length, the records upload and any link to scheduling software. You receive a written scope and price first, so the number is known before the build begins.
Yes, within the limits you set. The patient verifies with a phone number, sees the next due adjustment and picks a new slot. Requests that break the interval go to the coordinator, so the treatment schedule stays intact.
Not necessarily. Families upload prior X-rays and notes during intake, and the coordinator reviews them before the records visit. If your team prefers to request records directly, the form simply tells families what to send.
It should. Adult patients get their own intake path, with questions about work schedules, prior treatment and goals, plus a booking option for evening or Saturday slots if your office offers them. We set those options with you during scoping.
Reminders help families remember, and a reschedule link lets them move a visit instead of simply not arriving. If your policy charges a fee for missed consultations, the family sees it before confirming. Waitlist offers fill the slot when a visit does not happen.
Share your visit types, the adjustment rhythm you keep and how your coordinator handles requests now, and we will plan the first release around those facts.