OrthoFi | Industry Leading Patient Acquisition, Insurance Management, & Collections Solution

Introducing

Industry Leading Patient Acquisition, Insurance Management, & Collections Solution

OrthoFi is the only all-in-one solution that blends cutting-edge technology with dedicated human expertise to drive growth, balance cash flow, and simplify operations, freeing your team to deliver exceptional patient experiences that fuel word-of-mouth growth.

For more than a decade, we have partnered with 700+ practices, driving more than 1.5 million treatment starts and managing over $7 billion in production.

Patient Acquisition

Get More ‘YES’ Today.

80^% +

early form completion

94^%

of eligibility checks
delivered pre-exam

Be Ready for a ‘YES’
Before Patients Arrive

Mobile-friendly forms and text reminders guarantee that you have all the information you need before the exam.

Full-service eligibility and benefits verification, including same-day checks, enables your treatment coordinators to present plans confidently and with accurate patient responsibility at every consult.

2.25X

higher same-day conversion
rate vs industry average

60^%

same-day contraction
average for top practices

Tailored Consult Gets
More ‘YES’ Today

Understand your patient’s specific needs and goals with our ‘Cheat Sheet’ with key intake information such as interests, treatment preferences, financial preferences, and health history.

From the company that pioneered Open Choice, our slider’s data-driven algorithms not only present fees but also effectively balance growth, cash flow, and risk with Intelligent Flexibility.

18^%

higher conversion rate
for pending patients

28^%

of patients start
treatment from home

Ensure No Pending Patient
Falls Through the Cracks

Sign@Home helps you capitalize on every pending opportunity without relentless follow-up by allowing patients to review their options, accept treatment, sign their contracts, and even make their down payment from anywhere.

Simplify pending management with automated multichannel follow-up nurture flows that leverage proven, data-driven cadencing.

"Trust the data behind OrthoFi’s Intelligent Flexibility! After learning more about the data built into the slider’s algorithm at Nexus, we stopped overriding the system and have had 30% more same-day starts compared to the same time last year!"

Michelle Heitland

Treatment Coordinator

Level Up Orthodontics

"OrthoFi frees up our team to step up to the next level and to focus on what matters most - giving patients the best care and service. It easily pays for itself with the tremendous growth it's adding to our office."

Dr. Bill Dischinger

Dischinger Orthodontics

"I have been an OrthoFi customer for more than five years. Having the system has really helped to automate a lot of functions in our practice. It's allowed my team to concentrate more on other important areas such as customer service and marketing. And it's made it very easy for patients to begin treatment. What they do behind the scenes is amazing. I like leaving that to the experts."

Dr. Doug Depew

Depew Orthodontics

"OrthoFi gives me the freedom to focus on treating every patient to the very best clinical result. With OrthoFi, we're investing in the patient experience, in making treatment more affordable. Our return on that investment is unmatched."

Dr. Michael Lanzetta, DDS, PC

Revenue Cycle Management

Shift to Offense. Focus On Growth, not Collecting Patient and Insurance Payments.

>98^%

net collection rates

1.15^%

of patient AR reaches
day 10 of delinquency

Full-Service Patient
Billing & Collections

OrthoFi partners with your practice to process payments, post, and collect on past-due accounts for both new and existing patients.

Our comprehensive 180-day protocol sets the gold standard for delinquency management so you can be more flexible without compromising your collection rate.

76^%

lower insurance
delinquency vs the
industry average

^$70K

annual production
increase potential

Full-Service Insurance
Claims Management

Unlock maximum in-network case revenue with iMaxX™—the new powerful solution that combines Tina Byrne’s expertise and OrthoFi’s performance data, designed to maximize allowable fees and optimize treatment coverage for your practice.

Our dedicated team follows up with carriers daily to deliver exceptional insurance receivables performance, including secondary filing, coverage changes, underpay processing, overpay reimbursement, and re-verification.

Secure Payment
Processing

Electronic remittance and funds-transfer enrollment for faster payment turnaround and enhanced audit traceability.
Cloud-based, HIPAA-compliant lockbox service eliminates paperwork and minimizes exposure to theft or embezzlement.
Fully PCI-compliant wireless terminals with the NEW option to pass credit card fees to patients, which can save the average practice more than $20K.

Infinite Scalability

Set a consistent cost for revenue cycle management vs the spike and ebb of insourcing.
Minimize disruptions, streamline new staff onboarding, and support seamless location expansion with scalable processes designed to grow alongside your business.
Gain peace of mind and improve controls, eliminating the challenges of turnover, training, and manual oversight.

How Much More Can You Collect on In-Network Insurance Cases?
Calculate Your Revenue Potential With iMaxX

"When I was a TC, it made presenting contracts and payment options easier than ever, not only did I appreciate the ease of it, but the patients appreciated the flexibility offered. Now I am working on the insurance and finance side of things and am SO thankful to have the whole OrthoFi team in my corner!"

Trina Harris

Financial Coordinator

ABQ Orthodontics

"It's nice to have it all in one package. The insurance is being billed by them, the patient payments are being taken by them. If there's a problem with the credit card, they're following up with it. It's like your own little mini practice management software where you can run reports, you can see day to day what's happening. It's really incredible and I always say you should look at it. It's been the best thing that's happened to our practice."

Dr. Donna Galante

Cater Galante Orthodontics

"Forming a partnership with OrthoFi helped streamline how patient and insurance payments flow into our office. Since day 1 we've used the most flexible model possible for all of our patient payment plans. And since day 1, OrthoFi's collection rate for our office has been over 99.7% current. Being the most financially flexible practice in my area has been great for attracting new patients as well."

Dr. Jeremy Smith

Smith & Davis Orthodontics

Data & Analytics

Confidently manage your practice performance.

Comprehensive Insights

Access detailed financial reports with patient-level transparency and a customizable KPI dashboard to track progress toward your goals.

Smarter Allocation

Leverage referral reporting with financial ROI analysis to optimize marketing efforts and allocate resources effectively.

Expert Guidance

Dedicated OrthoFi Success Managers provide ongoing 1-on-1 guidance to help you reach your goals. Review leading indicators and key performance metrics monthly to see insightful correlations to help you manage your business with confidence.

"For those docs that are into metrics, you will be blown away. I am now tracking my individual TC conversion rates and which docs perform better with different TCs. I also know where I am compared to other OrthoFi practices so I can concentrate on the areas I need to work on. OrthoFi gives me the competitive edge when it comes to commonplace multiple opinions."

Dr. Terry Giangreco

Get It Straight Orthodontics

“I love seeing the numbers because the numbers don't lie. Before TCs would say, ‘They're going home to think about it, but they're going to start.’ And how many times they didn't? Now the number is the number, and it's very transparent, and it's easy to communicate with team members.”

Dr. Tara Gostovich

TG Orthodontics

“OrthoFi costs less than a staff member, yet you have an entire team. So I don’t look at OrthoFi as too expensive. It’s too expensive not to have OrthoFi.”

– Dr. Tara Gostovich

Schedule a Discovery Call

Want to know if OrthoFi’s products are right for your practice?
Click here to schedule a discovery call with one of our practice experts.