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iPad Consult Mode: A Modern Consultation Experience for Orthodontic Treatment Coordinators

In today’s orthodontic landscape, the new patient consultation is one of the most important moments in the patient journey. It’s where trust is built, expectations are shaped, and treatment acceptance begins. For treatment coordinators (TCs), delivering a clear, engaging, and organized presentation is essential—not only to educate patients and parents, but also to confidently guide them toward beginning treatment.

BracketOS transforms the consultation process with iPad Consult Mode, a fully mobile, AI-enhanced workflow designed specifically for orthodontic treatment coordinators. With access to exam data, photos, financial options, and presentation tools—all in one sleek iPad interface—TCs can provide a polished, high-impact experience that boosts case acceptance and streamlines practice operations.

Built for iPad and perfectly compatible with Mac, BracketOS Consult Mode helps orthodontic teams deliver consistent, insight-driven consultations with the flexibility and mobility modern practices need.

Why Orthodontic Practices Need a Modern iPad-Based Consultation Workflow

A consult is no longer just a conversation—it’s a digital experience. Patients expect clarity, visuals, transparency, and confidence. Treatment coordinators need tools that help them:

  • Access the orthodontist’s findings instantly
  • Show photos, exams, and recommended treatment plans
  • Present cost options with clarity
  • Collect digital signatures
  • Build trust and answer questions with confidence
  • Start treatment the same day when possible

Traditional PMS systems are clunky, desktop-bound, and slow to navigate. BracketOS solves these challenges with a clean, intuitive iPad interface that gives TCs everything they need in one place.

Chairside Exams Flow Directly Into Consult Mode

Consult Mode is designed to work hand-in-hand with the clinical exam workflow. As the orthodontist completes the new patient exam using the BracketOS iPad clinical tools, all findings are instantly synced into the TC’s consult dashboard.

Treatment coordinators can immediately view:

  • Patient photos
  • Ceph or intraoral images (if uploaded)
  • Dental and skeletal findings
  • Recommended treatment plan
  • Estimated treatment length
  • Appliance type (braces, aligners, appliances, Phase I, etc.)
  • Compliance considerations
  • Notes from the orthodontist

This real-time syncing eliminates the delays and miscommunication that often occur between clinical teams and TCs, ensuring every consult begins with accurate, complete information.

Visual Treatment Presentations That Improve Case Acceptance

One of the strongest features of BracketOS Consult Mode is its visual presentation system. Patients and parents understand their needs best when they can see what’s going on.

Consult Mode includes:

• A visual exam summary

TCs can walk through findings in a clean, simple layout that patients can understand.

• High-resolution photo viewer

Instantly display photos taken chairside, with zoom, swipe, and side-by-side comparison features.

• Growth and skeletal visualization

Show crowding, spacing, bite issues, and more in easy-to-digest visuals.

• Treatment plan overview

Present recommended appliances, expected movements, and treatment goals.

• Animated explanations (optional integration)

Explain common orthodontic issues or appliance functions.

By using visuals rather than verbal explanations alone, treatment coordinators can enhance clarity and increase patient confidence—leading to stronger case acceptance rates.

AI-Powered Presentation Support for Treatment Coordinators

BracketOS integrates powerful AI features directly into the TCs workflow to make consultations smoother, more accurate, and more persuasive.

AI tools include:

• Automatically generated treatment summaries

Based on the exam findings, BracketOS produces a clean treatment explanation in patient-friendly language.

• Suggested talking points

AI recommends key points the TC should cover based on clinical findings, treatment goals, and patient age.

• Customized appliance explanations

Braces and aligner patients receive targeted explanations specific to their treatment type.

• Cost and payment scenario recommendations

AI helps TCs prepare customized financial options based on common patient preferences.

• Parent engagement prompts

AI suggests language for guiding parents through concerns like compliance, expectations, and timelines.

This intelligent support helps new TCs get up to speed quickly, and it enhances the professionalism and consistency of every consultation.

Seamless Financial Presentation Tools

A successful consultation depends on more than just explaining treatment—it requires a clear financial presentation. BracketOS simplifies this with iPad-friendly payment tools designed for transparency and ease.

Key financial presentation features:

  • Multiple fee options (braces, aligners, Phase I, etc.)
  • Down payment sliders and customizable terms
  • Real-time monthly payment calculations
  • Discounts, promotions, and insurance integration
  • Payment plan comparison views
  • Automatic generation of financial documents
  • Digital signature capture for immediate start

With clear visual breakdowns, parents can choose the financial plan that fits their needs without stress or confusion.

Instant Enrollment: Start Treatment the Same Day

One of the biggest advantages of iPad Consult Mode is the ability to turn consults into same-day starts. With everything accessible in one seamless workflow, TCs can:

  • Generate financial contracts
  • Collect signatures directly on the iPad
  • Confirm insurance benefits
  • Submit forms instantly
  • Add the patient to the schedule
  • Update the treatment card
  • Sync everything to the orthodontist’s dashboard

This eliminates friction points and dramatically increases case acceptance.

A Fully Mobile Consultation Experience

Because Consult Mode is iPad-based, TCs are no longer tied to a single office or consult room. The presentation can go wherever the patient is—treatment bay, consult office, waiting area, or even a VIP presentation space.

Mobility improves:

  • Flexibility
  • Efficiency
  • Personalization
  • Same-day flow
  • Space utilization

BracketOS turns the iPad into a powerful, portable consultation workstation.

Integrated Communication & Follow-Up Tools

Not every patient begins treatment immediately. For follow-up consultations, BracketOS simplifies communication and tracking.

Tools include:

  • Customized follow-up reminders
  • Automated AI-generated follow-up messages
  • Visual comparison tools for patients “on the fence”
  • Stored financial scenarios for future reference
  • Compliance and readiness notes
  • Pre-consult preparation alerts for TCs

With clearer organization, fewer patients fall through the cracks.

Why BracketOS iPad Consult Mode Stands Out

BracketOS is not repurposed dental software—it is built specifically for orthodontic consultation workflows. This makes it uniquely powerful for treatment coordinators and orthodontic teams.

BracketOS Consult Mode offers:

  • A clean, intuitive iPad interface
  • AI-driven presentation enhancements
  • Real-time exam syncing
  • Visual photo and treatment displays
  • Transparent financial tools
  • Mobile, flexible consultation flow
  • Complete Mac compatibility
  • Digital forms and signatures
  • A polished experience that elevates case acceptance

No desktop-bound PMS comes close to this level of mobility or intelligence.

Elevate Your Orthodontic Consultations With BracketOS

The new patient consult sets the stage for the entire treatment experience. With iPad Consult Mode, BracketOS empowers treatment coordinators with modern tools that simplify communication, enhance patient understanding, and increase start rates.

By combining AI insights, real-time clinical syncing, visual presentations, and financial clarity, BracketOS delivers the most advanced consultation workflow in orthodontics today.

If your practice wants higher conversion, smoother consult flow, and a truly modern patient experience, BracketOS brings it all together—beautifully, efficiently, and intelligently.