One accepted version
The terms presented to the patient flow directly into the signing experience.
Built inside a real orthodontic practice
The orthodontic proposal process, without the duct tape.
OrthoEngage connects everything from new-patient exam to polished proposal, accepted terms, signed contract, and start tracking in one clean orthodontic-specific workflow.
Built for the way real orthodontic teams actually work.
Video-ready hero frame
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Proposal Pipeline
June performance
84%Conversion rate
12Awaiting signature
7Signed, not started
Proposal outcomesExam to start
✓
Awaiting Signature4 families need follow-up
✓
Recall Pipeline9 active recall conversations
✓
Start Tracking3 starts ready for FC review
84%Conversion Rate
12Awaiting Signature
7Signed, Not Started
Built inside Engage Orthodontics
Designed for TC/FC workflows
Proposal-to-start visibility
HIPAA-conscious workflow design
Great consults should not end in administrative gymnastics.
The patient is ready. The TC builds the proposal. The PDF gets created. The signing packet goes out. Notes live somewhere, follow-up lives somewhere else, and the team hopes every step gets remembered.
The duct tape workflow
ExcelPDFDocuSignEmailFolderSpreadsheetFollow-up list
One clean path
OrthoEngageProposalSignatureContractStart
The business breakthrough
The proposal becomes the contract.
Accepted termsConnected
Payment optionSelected
Responsible partySigned
Contract PDFGenerated
The proposal becomes the contract.
Once a patient says yes, the next step should not be a paperwork relay race. The polished proposal becomes the signable agreement with the accepted financial terms, authorizations, signature, signed PDF, and start-tracking workflow tied together.
Signature from any device
Responsible parties can review, choose terms, and sign from phone, tablet, or desktop.
Signed PDF generated automatically
The signed agreement is generated, stored, emailed, and available for staff review.
Terms stay connected
The selected option, signature, contract, notes, and start status remain tied to the proposal.
01ProposalFinancial terms presented
02Accepted TermsFamily chooses the path
03SignatureResponsible party signs
04Signed ContractPDF generated and stored
05Start TrackingFC handoff stays visible
Everyone sees what they need. Nobody has to chase it.
TCs, FCs, doctors, managers, owners, and patients each get the right view of the same connected journey.
Treatment Coordinators
Create proposals faster, present treatment beautifully, and see what needs follow-up.
Financial Coordinators
Track accepted terms, signed contracts, start readiness, and signed-but-not-started patients.
Doctors & Managers
See proposal volume, conversion, starts, recall pipeline, and workflow bottlenecks.
Patients
Review the proposal, understand payment options, choose terms, and sign from any device.
One clean path from exam to start.
OrthoEngage keeps the proposal journey connected from the first clinical recommendation through the operational follow-through.
01Exam
02Proposal
03Acceptance
04Signature
05Contract
06Start
Exam
Capture the recommendation, responsible party, and proposal context.
Proposal
Present treatment, fees, insurance, courtesies, and payment options clearly.
Acceptance
Move the family from interested to ready without rebuilding the work.
Signature
Send a secure link so terms can be selected and signed from any device.
Contract
Generate a signed agreement tied to the accepted terms.
Start
Track the FC handoff, recall activity, notes, and start status.
The dashboard tells the story your spreadsheet never could.
OrthoEngage gives practice leaders and team members a live view of the proposal pipeline, not just what was created, but what happened next.
Dashboard spotlight
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12Awaiting Signature
7Signed, Not Started
84%Conversion Rate
9Recall Pipeline
18Patients Started
Everything your proposal process was trying to be.
Purpose-built around the moments that make orthodontic proposal work feel scattered today.
Polished patient presentation
The financial proposal feels like part of a modern orthodontic experience.
Cleaner team workflow
No more bouncing between spreadsheets, PDFs, signing packets, folders, and notes.
Connected signing
Patients can review the proposal, choose payment terms, and sign from phone, tablet, or desktop.
Better start visibility
Signed does not always mean started. OrthoEngage helps your team see the gap.
Communication in context
Notes, dentist letters, signed contracts, and follow-up activity stay tied to the record.
Leadership clarity
Owners and managers get a clearer view of conversion, recalls, pending signatures, and bottlenecks.
Staff dashboard
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Pipeline visibility, conversion metrics, and handoff follow-through.
Patient-facing proposal
/assets/screenshots/proposal-view.png
A polished financial presentation patients can actually understand.
Mobile signing screen
/assets/screenshots/mobile-signing.png
Responsible-party signing from any device, without portal friction.
Not another generic form tool wearing orthodontic scrubs.
OrthoEngage is purpose-built for orthodontic treatment presentation, financial proposals, responsible-party signing, and start tracking.
- Built specifically for orthodontic proposal workflows
- Designed for TCs, FCs, doctors, practice managers, and owners
- Turns the proposal into the signable agreement
- Replaces spreadsheet, PDF, signing, and tracking handoffs
- Gives leadership visibility without manual reporting gymnastics
Simple on the surface. Serious underneath.
OrthoEngage is built to support HIPAA-compliant orthodontic workflows, with Microsoft work-account login, role-based permissions, server-side authorization, secure signing links, session controls, audit logging, signed-contract integrity, and production-ready deployment safeguards.
Microsoft login
Staff access uses Microsoft work accounts instead of app-managed passwords.
Role-based access
Users see and do what their role allows.
Secure signing links
Responsible parties can sign without a patient portal login.
Signed-contract integrity
Accepted terms remain tied to the signed agreement.
Auditability
Important workflow activity is logged for operational visibility.
Stop duct-taping the proposal process together.
Create the proposal. Present it beautifully. Let the patient choose terms. Capture the signature. Track the start. See the pipeline.