Nothing! We simply review your account every 6 months to ensure you are in the best sized plan for your practice volume. Plan size changes are discussed with you prior to the change taking place.

As you know, orthodontic new patient volume is seasonal. That's why unused documents roll over. For those months where you are seeing fewer patients, you can "store up" the extra documents you didn't use so that you have them if you do exceed the quota during the busier months.

• Intake forms* - those New Patient Packets that you send to folks before they come in for their initial exam (e.g. welcome letter, health history, HIPAA acknowledgment, media release, etc.)
• Payment Options - present patients with their financial options before deciding to start treatment
• Treatment Start docs* - the packet of forms signed with the financial agreement when they are starting treatment (e.g. contract, consent form(s), auto-pay form, and/or additional forms like insurance authorization or communication consent)
• Anytime forms* - things a patient needs to sign at any other point during their orthodontic journey (e.g. updated health history, deband consent form, early release form, etc.)

*These forms can be completed online, from the patient's device or the office's. Once finished, the forms are emailed to the office & to the patient for their records.