AI-Powered TC Workflows and Conversion Tools with BracketOS
The Treatment Coordinator (TC) plays a critical role in the success of every orthodontic practice. From guiding patients through treatment options to managing financial discussions and driving case acceptance, TCs are at the center of patient conversion. BracketOS Treatment Coordinator iPad Tools are designed specifically to support TC-specific workflows with AI-powered insights, mobile-first tools, and seamless integration into your orthodontic practice management software (PMS).
Built as part of the BracketOS AI-powered orthodontic PMS, these iPad tools empower TCs to work more efficiently, communicate more clearly, and convert more consultations into accepted treatment plans—whether at the front desk, in a consult room, or chairside.
The Role of the Treatment Coordinator in Modern Orthodontics
Treatment Coordinators bridge the gap between clinical diagnosis and patient decision-making. Their responsibilities often include:
- Presenting treatment plans
- Explaining timelines and appliances
- Discussing financial options
- Answering patient and parent questions
- Securing treatment acceptance
BracketOS recognizes that TCs need tools designed specifically for these responsibilities—not generic administrative software.
What Are BracketOS Treatment Coordinator iPad Tools?
Treatment Coordinator iPad Tools are a suite of TC-focused features within BracketOS that allow coordinators to manage consultations, present treatment options, and guide patients toward informed decisions—all from an iPad.
These tools are designed to be:
- Mobile and easy to use
- Visually engaging for patients
- Fully integrated with clinical and financial data
- Enhanced with AI-driven guidance
The result is a smoother, more confident consultation experience.
TC-Specific Workflows Built for iPad
Orthodontic consultations are most effective when they are structured, consistent, and patient-friendly. BracketOS provides TC-specific workflows optimized for iPad use.
Key TC Workflow Features
- Step-by-step consultation flow
- Guided treatment presentation
- Seamless transition from diagnosis to discussion
- Clear documentation of consultation outcomes
These workflows help ensure every consultation follows best practices—regardless of who conducts it.
AI-Powered Support for Better Case Acceptance
BracketOS uses AI-powered intelligence to assist TCs during consultations, helping them focus on communication instead of navigation.
How AI Enhances TC Workflows
- Highlights relevant treatment details
- Identifies missing consultation steps
- Supports consistent presentation across TCs
- Helps reduce overlooked follow-ups
AI acts as a silent assistant, improving consistency without interrupting the human connection.
Visual Treatment Presentations That Build Confidence
Patients are more likely to accept treatment when they understand it. BracketOS iPad tools make treatment presentations more visual and engaging.
Patient-Facing Presentation Benefits
- Clear visual summaries of treatment plans
- Easy-to-understand timelines
- Visual references from exams and photos
- Side-by-side option comparisons
Using an iPad during consultations creates a more collaborative and educational experience.
Integrated Financial Discussion Tools
Financial conversations can be one of the most challenging parts of orthodontic consultations. BracketOS simplifies these discussions by integrating financial tools directly into the TC workflow.
Financial Tools for TCs
- Clear presentation of payment options
- Support for subscriptions and payment plans
- Real-time visibility into costs and schedules
- Seamless transition to agreement and payment setup
By reducing friction during financial discussions, TCs can focus on building trust and confidence.
Conversion-Focused Tools That Drive Results
BracketOS Treatment Coordinator iPad Tools are designed with one goal in mind: improving case acceptance.
Conversion Advantages
- Structured consultation flow reduces confusion
- Visual tools improve patient understanding
- Faster movement from consult to decision
- Clear documentation of accepted and pending cases
These tools help turn consultations into commitments more consistently.
Seamless Integration with BracketOS PMS
Treatment Coordinator iPad Tools are fully integrated into the BracketOS orthodontic PMS, ensuring a single source of truth.
Integrated Workflow Benefits
- Treatment plans linked directly to patient records
- Automatic updates across Mac and iPad
- No duplicate data entry
- Clear visibility for doctors and staff
This integration ensures everyone stays aligned throughout the patient journey.
Built for iPad Mobility and Mac Reliability
BracketOS is built for orthodontic practices that rely on Apple devices. TC iPad tools work seamlessly alongside BracketOS on macOS.
Apple-Native Experience
- Optimized performance on iPad hardware
- Familiar Apple user interface
- Secure syncing across devices
- Reliable platform stability
TCs can conduct consultations on an iPad and review details later on a Mac without disruption.
Improved Patient Experience from First Consult to Acceptance
A well-run consultation sets the tone for the entire orthodontic experience. BracketOS helps TCs deliver professional, confident, and engaging consultations.
Patient-Centered Benefits
- Clear explanations and visuals
- Reduced confusion and hesitation
- Faster decisions
- Increased trust in the practice
Parents and patients appreciate clarity, transparency, and efficiency.
Ideal Use Cases for Treatment Coordinator iPad Tools
BracketOS Treatment Coordinator iPad Tools are ideal for:
- New patient consultations
- Treatment plan presentations
- Financial discussions
- Multi-location orthodontic practices
- Practices focused on improving conversion rates
No matter the size of your practice, these tools support consistent, high-quality consultations.
Why BracketOS TC Tools Are Different
Many PMS platforms treat TC workflows as an afterthought. BracketOS builds TC tools intentionally, with orthodontic-specific design and AI-powered intelligence.
What Sets BracketOS Apart
- TC-specific workflows
- AI-assisted consultation guidance
- Native iPad experience
- Full Mac compatibility
- Orthodontic-focused PMS integration
This modern approach empowers TCs to perform at their best.
Empower Your Treatment Coordinators with BracketOS
The future of orthodontic consultations is mobile, intelligent, and patient-focused. BracketOS Treatment Coordinator iPad Tools give your TCs the confidence, structure, and AI-powered support they need to convert more consultations into accepted treatment plans.
If your orthodontic practice is ready to elevate TC workflows with an AI-powered PMS built for Mac and iPad, BracketOS provides the tools to move forward with confidence.