The client is an orthodontic analytics and consulting company serving more than 2,000 practice locations. Its platform tracks more than 82 KPIs daily, providing dashboards, benchmarks, and operational insights that help practices improve performance and patient care.
The client needed to connect patient onboarding, treatment acceptance, payments, and analytics across a growing orthodontic practice network. Manual workflows and fragmented information limited efficiency and visibility.
Manual Patient Workflows
Paper forms, manual contracts, and disconnected patient tasks increased administrative effort, slowed onboarding, and created inconsistent processes.
Multi-Location Complexity
Growth across enterprise, practice, and location levels made data consistency, role-based access, and standardized operations harder to maintain.
Limited Analytics & Digital Options
Inadequate real-time reporting and limited remote treatment acceptance and payment flexibility reduced visibility and added friction.
Telliant developed integrated workflows to help orthodontic practices manage the patient journey, payments, and performance in one connected platform.
Consult Manager Dashboard
Unified consultation tasks, appointment confirmations, insurance checks, and forms into one view for better staff coordination.
Digital Forms & Contracts
Automated intake, e-signatures, contract tracking, reminders, and remote approvals to accelerate patient onboarding.
Stax Payment Integration
Enabled secure digital transactions, payment schedules, cost transparency, and streamlined reconciliation.
Hierarchical Access Controls
Added enterprise-, practice-, and location-level permissions for consistent oversight and secure local management.
Analytics & Benchmarking
Delivered real-time conversion, productivity, and operational dashboards with cross-location performance insights.
Patient Communication
Improved reminders, secure messaging, feedback collection, and ongoing platform monitoring and enhancements.
Integrated workflows and digital engagement improved practice efficiency, treatment acceptance, payment speed, and cross-location visibility.
Higher Administrative Efficiency: Automation reduced manual processing and shortened onboarding workflows.
Faster Treatment Acceptance: Remote approvals accelerated treatment decisions and supported conversions.
Faster Payment Processing: Digital payments streamlined transactions and reconciliation.
Improved Operational Visibility: Real-time KPIs strengthened data-driven management across locations.