Pilot Program: Q1 2026

Stop Staring at Dashboards.
Start Closing Cases.

For orthodontic owners who want their TCs to close more cases without more meetings.Add 2–4 starts/month with a 5-minute weekly email.

No Training Required

Seamless Integration With

OrthoFiOrtho2Cloud9Dolphin
Subject: Monday Brief: 5 Opportunities to Hit Goal
S

SmileCare Assistant

To: Sarah (Treatment Coordinator)

Hi Sarah,

Last week your conversion rate was 62%. We can lift that to 68% this week by focusing on high-value pending exams.

Weekly Goal

You need 4 more Starts to hit the monthly bonus.

Your 5 High-Leverage Actions

  • Close 3 'Verified' patients in Pending Start
    $16.5k Value
  • Contact 4 patients stalled on price (Use Script B)
    Objection: Cost
  • Fill 3 empty slots this Thu w/ Urgent Waitlist
    Schedule Gap
  • Call 5 Pending Patients who have a sibling in tx
    Family Match
  • Contact 3 patients whose benefits expire Dec 31
    Insurance Trigger

Target ROI

10x Cost

Stop Asking Your TCs to Be Data Analysts

Traditional practice management forces your team to dig for answers. We don't. We just tell them what to do.

The Old Way: Interpretation

  • Requires Guesswork"Here is a chart of pending exams. Good luck figuring out who to call."
  • Reactive Management"Why did our starts drop last month?" (Too late to fix it).
  • High FrictionRequires logging in, filtering, and interpreting complex reports.
The SmileCare Way

The New Way: Instruction

  • Direct Action"Call these 5 people. Here is the script."
  • Proactive Revenue"Michael S. is ready to buy. Call him before he goes cold."
  • Zero FrictionIt arrives in the inbox. No thinking required.
The AI Advantage

How we offer Enterprise Consulting for just $299

Traditionally, mining your patient data for specific conversion opportunities required a human analyst costing $80k/year. This made high-level analytics too expensive for individual practices.

We changed the math. We utilize autonomous AI agents to perform the heavy data lifting 24/7. This keeps our operational costs low and our team small, allowing us to pass the savings directly to you.

Traditional Consultant$2,000/mo
In-House Analyst$5,500/mo
SmileCare AIAI Powered
$299/mo
Collective Intelligence

Powered by the Wisdom of 500+ Top Practices

We analyzed millions of patient interactions from the industry's most successful treatment coordinators to understand what actually drives conversion.

Automated Mining

We scan your PMS 24/7 to find specific patients most likely to convert this week based on insurance and engagement signals.

Smart Scripting

We provide exact talking points based on the patient's specific objection (Cost, Time, Spouse) so your TC is never lost.

Accountability

Track adherence without micromanaging. Know if calls were made via a simple Friday 'Wins' report sent to management.

Zero Friction

Delivered entirely via email. No apps to install, no passwords to remember, and absolutely no staff training required.

The Workflow

A Consistent Operating Rhythm

We turn "busy work" into revenue by installing a predictable weekly habit for your Treatment Coordinator.

Monday 8:00 AM: The Brief

Your TC receives the weekly "Game Plan." It includes a snapshot of their KPIs (Starts vs Goal) and the specific "Hit List" of 5-7 patients to call.
Value: Clarity before the morning huddle.

1

Clarity & Focus

Eliminates the "what should I do now?" gap.

Tue - Thu: Execution Mode

The TC works the list. Because we provide the exact scripts for each patient's objection (Cost, Time, etc.), the calls are faster and less stressful.
Value: High-leverage activity replaces passive waiting.

2

Action & Conversion

Removing the friction of follow-up.

End of Month: ROI Snapshot

Management receives an executive summary of platform performance. We track every start generated by the system and show you the exact ROI and trending data.
Value: Proof of value without digging through charts.

3

Monthly Executive Review

See your ROI at a glance.

The Dashboard Trap vs. The Growth Engine

Why leading DSOs are moving away from passive reporting.

The Dashboard Trap

  • Passive Data: You have to log in and find the problems yourself.
  • No Accountability: You don't know if staff actually followed up.
  • Training Heavy: Requires hours of staff training to understand.
  • Costly Setup: Takes weeks to integrate and customize.

The Growth Engine

  • Active Push: We email you exactly what to do every Monday.
  • Total Visibility: Monthly ROI reports show exactly what was closed.
  • Zero Training: If your staff can read email, they can use this.
  • Instant Setup: 15-minute onboarding call. Live in 24 hours.

Built by Ortho Insiders, Not Just Developers

We aren't a generic software company guessing at what you need. We are a specialized team of data architects who spent the last decade building the growth engines for the industry's top DSOs.

Direct Access to Experts

No call centers. No "customer success managers." Because our AI handles the heavy lifting, our human team is free to support you. When you email us, you talk directly to the architects who built the system.

Privately Backed & Stable

We answer to our doctors, not private equity. Our private backing ensures we have the resources for enterprise-grade security and long-term stability without the pressure to sell out.

Enterprise-Grade Compliance

We understand that patient data is your most critical asset. Our platform is architected to meet the strictest security standards.

HIPAA Compliant BAA Signed AES-256 Encryption

Read-Only Access

We connect to your PMS with strictly limited read-only permissions. We cannot delete, modify, or overwrite your patient records.

Secure Cloud Infrastructure

Hosted on HIPAA-compliant Azure/AWS healthcare stacks with 24/7 intrusion detection.

Simple, High-ROI Pricing

No long-term contracts. We earn your business every 30 days.

Most Popular

SmileCare Core

Everything a single practice needs to grow.

$299/month
Weekly "Game Plan" Emails
Automated Scorecards
"At-Risk" Patient Detection
Concierge Setup Included (15 min)

Cancel anytime. No setup fees.

DSO & Enterprise

For groups with 5+ locations.

Custom
Regional Manager Roll-up Reports
Standardized Operating Cadence
Multi-location Benchmarking
Volume Discounts

Frequently Asked Questions

Absolutely not. We believe "Dashboard Fatigue" is one of the biggest problems in orthodontics today.

SmileCare AI is a "Push" system. We push insights directly to your TC's email every Monday. No logins, no passwords.

Security is our baseline. We connect to your PMS (OrthoFi, Ortho2, etc.) using strict Read-Only permissions. We cannot change or delete your data.

We are fully HIPAA compliant, use bank-grade encryption, and sign a Business Associate Agreement (BAA) with every practice.

About 15 minutes. No software to install. We schedule a brief 'Concierge Onboarding' call to help you connect your data securely.
No. All subscriptions are month-to-month. If the system doesn't pay for itself in the first month by closing an extra start, you can cancel immediately.

Still have questions?

We're happy to walk you through the entire process.

Email the Founder Directly →

Ready to Automate Your TC Management?

Join the pilot program today. No credit card required to secure your spot.