Before the visit
Patient concern summary
Smile goals, crowding concerns, age bracket, prior treatment, insurance notes, and referral source.
Consultation page
Consult pages should make families feel guided, not rushed.
A premium ortho consultation page can explain what to expect, collect concerns, handle referral notes, and let Codee Intelligence support intake, reminders, and post-consult follow-up.
Visit flow
Digital evaluation
Records, treatment discussion, timeline, financing conversation, and family questions.
Clarity
What happens next
Take-home summary, treatment path, next appointment, and education links for families.
Support
Follow-up lane
Reminders, plan recap, and re-contact support if the family needs more time to decide.