Built for the long ortho timeline
Orthodontics is a long game. A consult today might become a started case next month — or next year. Between the free exam and the first adjustment is a window where most practices lose patients simply because nobody followed up. And once a case starts, 18 to 24 months of adjustment visits have to stay booked and confirmed.
The Orthodontics snapshot installs into your GoHighLevel account and manages that entire arc: capturing the consult inquiry, nurturing the undecided, and keeping active patients on schedule through the full course of treatment. It ships pre-built for the ortho workflow, branded to your practice, live in 24 hours.
What’s included
- Consult intake and routing — inquiries for braces or clear aligners funnel into one pipeline, tagged by interest and referral source, with full attribution.
- Speed-to-lead text-back — every new-consult request gets a friendly automated text within seconds, so the parent who’s comparing two practices hears from you first.
- Online consult booking — families self-schedule a free exam from your real availability, with confirmations and reminders.
- Treatment-plan follow-up — patients who consult but don’t start enter a structured nurture that addresses cost, financing, and timing until they’re ready.
- Adjustment-visit reminders — every active case gets reminders for each scheduled visit, with reschedule recovery for the ones who miss.
- Review automation — debanding and case-completion are the high points of treatment, and the system asks for a review right when the smile is brand new.
Closing the consult-to-start gap
The hardest dollar in orthodontics isn’t getting the consult — it’s converting it. Cost and timing are real objections, and they rarely resolve in the room. The snapshot keeps the conversation going after the family leaves: a follow-up sequence that surfaces treatment financing options, answers the common questions, and gives the front desk a clean task list of warm cases to call.
For families who say “not right now,” spaced touches keep your practice in mind so that when the timing is finally right, you’re the call they make.
Keeping active cases on track
A started case is months of production that depends on the patient showing up. Missed adjustment visits stretch treatment time, frustrate the patient, and crowd the schedule. Automated reminders for every visit, plus reschedule recovery for the no-shows, keep cases moving on the planned timeline. For younger patients in observation, periodic recall touches make sure a growing child returns at the right developmental window instead of vanishing until they’re a teenager.
Compliance built in
Patient texting is treated as non-PHI by design — messages reference appointment times and reminders, never clinical detail. Consent is captured before any automated text fires, STOP keywords suppress a contact instantly, and quiet hours are respected. This is the marketing and automation layer; it does not provide orthodontic care or adjudicate insurance.
Simple pricing, fast deploy
The Orthodontics snapshot is a one-time $997. No monthly fee from us — it runs inside your existing GoHighLevel subscription. Deployment includes up to 10 configuration hours, a 30-day guarantee, and a live system within 24 hours.
Ready to convert more consults into started cases? Book a walkthrough or grab the snapshot now.