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For Orthodontics

AI agents that capture every consult. And keep every patient on schedule.

Aqurio's agentic AI workforce answers every new-consult inquiry the moment it arrives, keeps observation and adjustment schedules full, and works responsible-party balances across every contract — across one location or one hundred.

HIPAA · HITECH · SOC 2 · HITRUST CSF
Trusted by leading orthodontic groups — including Smile Doctors.
Built for orthodontics

Three problems every orthodontic group fights. One platform that ends them.

Orthodontic growth lives or dies on consult conversion, chair-time discipline, and contract collections. Aqurio runs all three across every location — without pulling your treatment coordinators off the floor.

1

The consult call that rings while your TC is chairside.

Families shopping for braces or aligners call two or three practices — and book with the one that answers. SmartAgent answers every inquiry 24/7 across voice, SMS, MMS, email, fax, and digital channels, handles the scheduling conversation, and books the consult and records appointment before the family moves on.

Every consult inquiry answered, 24/7 — on every channel
2

The observation list and broken brackets that unravel the schedule.

Observation-recall patients go quiet between visits, and every missed adjustment stretches treatment time and ties up a chair. SmartEngage runs personalized recall and reschedule campaigns across outbound voice, SMS, MMS, and digital — and books patients straight into open chair time.

Outbound recall run on every overdue patient — automatically
3

The contract A/R your team never gets to.

Monthly responsible-party payments slip, and stalled payment plans quietly become write-offs. SmartEngage works every aging bucket, conducts the collections conversation, negotiates the payment plan in-call, and records it in your system — aware of the family's last inbound billing inquiry before it ever reaches out.

Payment plans negotiated in-call — TCPA compliance embedded

From the first consult inquiry to the retention check. One connected platform.

Six stages of the orthodontic patient lifecycle — each handled, measured, and grown by Aqurio.

1

Shopper

Consult inquiries by phone, text, email, and web form — captured 24/7 across every location.

2

Consult

SmartAgent books the consult and records appointment and sends intake forms ahead of the visit.

3

Start

Bonding-day confirmations, financial-arrangement reminders, and same-week reschedules handled automatically.

4

Adjust

Adjustment-visit reminders and broken-appointment refills keep active treatment on schedule.

5

Debond & Retain

Debond scheduling and retention-check reminders — nothing falls off after the braces come off.

6

Reactivate

Observation-recall and Phase II follow-up outreach — fed by SmartAnalytics.

Across these six stages, Aqurio's AI agents handle the work end to end. Smile Doctors eliminated 15 offshore agents and captured $1.5M in operational savings — and across the platform, Aqurio's agents have automated 1B+ patient interactions for 65+ enterprise customers across 70+ native EHR/PMS integrations, with measurable ROI in under 90 days.

Three workflows that move orthodontic margin. Automated end to end.

Use case 1

Consult calls that never go to voicemail.

Every inquiry — evening texts, lunchtime calls, web-form leads — answered the moment it arrives. SmartAgent handles the scheduling conversation, gathers insurance details for the visit, and books the consult and records appointment directly into your practice system.

  • Every channel covered — voice, SMS, MMS, email, fax, and digital.
  • Multi-location routing to the nearest open consult slot.
  • Intake forms and confirmation sent by SMS before the family hangs up.
See new-consult intake
Parent texts at 8:12pm — "braces consult for my daughter"
SmartAgent replies instantly, gathers insurance and availability
Consult + records appointment booked · written to the practice system
Confirmation SMS with intake forms sent
Use case 2

Observation recall without the call list.

SmartEngage segments observation, retention, and broken-appointment patients by due date, location, and outreach history — then runs personalized cadences across outbound voice, SMS, MMS, and digital that book directly into open chairs. Stateful by design: the agent knows the family's last inbound interaction before it reaches out.

  • Observation-recall campaigns segmented by due date and location.
  • Broken-appointment refill outreach the same day a chair opens.
  • Dormant-patient and Phase II follow-up — informed by SmartAnalytics.
See recall automation
Observation patient is past due for a growth check
SmartEngage sends a personalized SMS, then follows with a voice call
Family books an open slot — written straight to the schedule
SmartAnalytics logs the outcome to sharpen the next campaign
Use case 3

Contract balances worked every day. Not every quarter.

SmartEngage works aging responsible-party balances across every bucket — conducting the conversation, negotiating the payment plan in-call, and recording it in your system. Shared state with SmartAgent means the outbound call already knows about last week's inbound billing question — no duplicate outreach, no compliance risk.

  • Every aging bucket worked — consistently and compliantly.
  • Payment plans negotiated and recorded in-call.
  • TCPA compliance embedded in every outbound campaign.
See revenue recovery
A responsible party misses a monthly contract payment
SmartEngage reaches out — aware of last week's billing inquiry
Payment plan adjusted and confirmed in the call
Plan recorded in the system · audit-ready log attached
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Frequently asked questions

Common questions from orthodontic buyers.

Will Aqurio integrate with our orthodontic practice management system?
Aqurio maintains 70+ native EHR/PMS integrations and writes back to the system of record — appointments booked, payment plans recorded, notes attached. It is native, bidirectional integration, not screen-scraping. Our team maps coverage for your specific system during scoping.
Does the AI answer clinical or treatment questions?
No — by design. Aqurio's agents do operational, administrative, and revenue-cycle work: scheduling, eligibility and benefits, reminders, recall, and collections. They never diagnose, make treatment recommendations, or give medical advice. Clinical questions are routed to your clinical team.
How does Aqurio handle observation and retention recall?
SmartEngage runs recall campaigns across outbound voice, SMS, MMS, and digital — segmented by due date, location, and outreach history — and books patients directly into open chair time, writing every appointment back to your schedule.
Can it work our contract A/R and responsible-party payment plans?
Yes. SmartEngage works every aging bucket, conducts the collections conversation, negotiates the payment plan in-call, and records it in your system. The Revenue Recovery suite is offered with success-based pricing — Aqurio's fee tied to collected dollars.
Is the platform compliant for patient data and outbound outreach?
Yes — HIPAA, HITECH, SOC 2, PCI, HITRUST CSF, ISO 27001, CCPA, and GDPR are built into the architecture. Patient data stays in your own system of record, every interaction is logged, transcribed, and audit-ready, and TCPA compliance is embedded in every outbound campaign.
What ROI should an orthodontic group expect?
Aqurio customers see measurable ROI in under 90 days, with every outcome visible, auditable, and documented. Across the customer base, Aqurio holds 121% Net Revenue Retention — customers stay and expand because the results are defensible.

Smarter healthcare starts with us, together.

Schedule a demo to explore our platform, or talk with an AI expert about solutions custom-tailored to your orthodontic group.