One platform for orthodontic practices

The operating system for orthodontic practices

Manage scheduling, communication, insurance, payments, imaging, and practice visibility in one connected system. Built for teams that need fewer handoffs and stronger operational control.

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Patient Focused
Saves Time
Saves Money
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EVO+

EVO+ AI

Intelligent automation that reduces manual review across imaging, documents, communications, and operations—so staff stay in control while moving faster.

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Front to back Scheduling through payments in one system
Less context switching Fewer disconnected tools for your team
Operational visibility Reporting leadership can act on

Connected automation. Less friction.

Explore the automation Evolution supports from scheduling and communication to payments, intake, and operations.

Scheduling

Automate reminders, recalls, no-show follow-up, pending treatment outreach, and schedule-related communication.

Patient communication

Support timely email and text outreach with scheduled reminders, trigger-based campaigns, and sequence-based follow-up.

Revenue cycle management

Keep Auto-Pay, payment reminders, failed-payment recovery, and card update outreach moving with less manual effort.

Insurance and claims

Streamline submissions, attachments, eligibility-related workflows, payment handling, and related back-office insurance work.

Forms and digital intake

Collect patient information through streamlined self-service forms tied to cleaner onboarding and follow-up workflows.

Imaging and treatment workflows

Automate image handling, organization, and processing so teams spend less time managing treatment media files.

Tasks and workflows

Move work forward with triggered actions, background processing, workflow routing, and operational follow-up.

Patient self-service

Reduce front-desk effort with digital onboarding, check-in, scheduling, confirmations, and rescheduling experiences.

Practice operations and AI

Extend automation across departments with AI-enabled workflows, event-driven support, and practice-specific operational tools.

Explore automation

Built for how your practice runs

Clear outcomes for owners, treatment teams, and operations.

Practice owners

See performance and financial flow with fewer systems to reconcile. Align the team around one operational picture.

Treatment teams

Keep treatment progression and patient communication visible. Reduce administrative drag on chairside time.

Operations

Standardize scheduling, insurance touchpoints, and collections. Give staff clear tasks and handoffs.

More focus. More value.

The business of orthodontics runs on clarity and connection.

Patient-Centric

Give patients and parents flexible ways to engage through your mobile app and online tools.

Stronger engagement without additional solutions.

Efficient Operations

Automate repetitive work, tighten communication loops, and reduce unnecessary phone calls.

Your team spends time on work that needs a human.

One Platform

Reduce reliance on add-on tools where Evolution supports automation end to end, including competitive payment processing options.

One vendor relationship for core practice operations.

Financial Clarity

Keep payment activity, recovery workflows, and insurance-related work easier to track across the practice.

More predictable revenue with less administrative friction.

EVO+

When an automated process still needs expert follow-through, our team can augment yours without losing visibility in Evolution.

Learn about EVO+

EVO+ AI

Built into Evolution automation to help teams move faster across imaging, communications, payments, and operational work.

Learn about EVO+ AI

Automation depth, one platform

Explore the 10 automation areas Evolution supports across the patient journey and practice operations.

Scheduling Automation

Evolution automates scheduling workflows to help practices stay connected with patients before, during, and after the appointment lifecycle.

Appointment reminders and confirmation workflows
Recall workflows tied to the patient lifecycle
No-show and pending treatment follow-up
Event-based scheduling outreach plus rescheduling support

Patient Communication Automation

Evolution automates patient communications across email and text so teams can stay responsive and consistent at scale.

Automated email and SMS outreach
Scheduled patient reminders and follow-up
Sequence-based messaging for ongoing communication
Trigger-based communication campaigns
Faster patient response workflows with more consistent follow-up

Revenue Cycle and Payment Recovery Automation

Evolution automates payment workflows from scheduled Auto-Pay to failed-payment recovery so revenue keeps moving.

Scheduled payment workflows and Auto-Pay support
Pre-payment reminders before due dates
Failed Auto-Pay follow-up and retry workflows
Expiring payment method outreach
Reduced missed collections with proactive recovery communication

Insurance and Claims Automation

Evolution helps automate insurance operations by streamlining submissions, attachments, payment handling, and related back-office work.

Claim submission workflows
Attachment handling tied to claim processing
Remittance-related processing support
Eligibility-related workflows and insurance payment handling
Reduced manual insurance administration across the revenue cycle

Document and Payment Analysis Automation

Evolution supports faster document-driven workflows by helping teams analyze payment-related documents and surface important details more efficiently.

Analysis of payment and EOB documents
Extraction of payment details to reduce manual review
Faster billing and insurance workflows
Less time spent reviewing payment-related paperwork
Improved back-office efficiency through more streamlined document handling

Forms and Digital Intake Automation

Evolution automates digital intake and form workflows so practices can collect patient information more efficiently and reduce front-desk friction.

Digital forms with self-service completion
Secure and tokenized form access
Automated follow-up tied to submitted forms
Faster onboarding and intake workflows
Less front-desk overhead with cleaner, more consistent intake data

Imaging and Treatment Workflow Automation

Evolution automates imaging workflows to simplify how practices capture, process, and organize treatment media.

Image processing, orientation, and resizing support
Streamlined upload workflows for the treatment team
Treatment image organization across the patient record
Improved treatment efficiency in photo management with less manual handling
Reduced time spent organizing visual records so teams can use them faster

Task and Workflow Automation

Evolution automates routine operational tasks behind the scenes so practices can move work forward without constant manual follow-up.

Automated task creation tied to practice events
Triggered workflow actions and operational follow-up
Background processing for routine operational work
Workflow routing that reduces reliance on manual handoffs
More consistent execution across the team as work moves automatically

Patient Self-Service Automation

Evolution extends automation to the patient experience through self-service workflows that reduce staff workload and improve convenience.

New patient workflows and check-in automation
Scheduling and rescheduling options patients can manage digitally
Confirmation workflows that reduce front-desk phone work
Mobile or portal-based patient actions tied to the same system
A more convenient digital experience without adding disconnected tools

Practice Operations and AI-Enabled Automation

Evolution supports broader practice automation through configurable workflow tools and AI-enabled operational experiences.

AI agents for practice operations
Event-driven workflow support across departments
Practice-specific automation built around how your team works
Operational intelligence that helps teams automate more complex processes
Flexible automation that extends beyond isolated point features
Evolution

Evolution

Evolution brings scheduling, communication, insurance, payments, imaging, and analytics into one orthodontic practice management platform—so your team works from a single operational picture.

Patients get consistent digital touchpoints; staff get clearer handoffs; owners get reporting they can use for decisions.

EVO+

EVO+

EVO+ is an optional service layer for work that still needs dedicated follow-through—such as payer-specific insurance follow-up—while your team stays focused on patients.

It extends your operational capacity without replacing the control you have inside Evolution.

Learn about EVO+

What Our Customers Say

What practices share about working in Evolution

Evolution software is exactly what it sounds like. In the orthodontic software space it is a comprehensive orthodontic practice management solution. It simplifies core aspects of patient management—from scheduling and communication to payments—and allows the office to engage our patients and referral base efficiently. Through consistent feedback to the team, Evolution continues to improve.

Dr. Steven Cohen Orthodontist Philadelphia, PA

We made the conversion over a year ago. We have had a very positive experience with Evolution. As with any change it took some time to get used to. Evolution has so many outstanding features. It's easy to navigate and customer support is amazing. I often speak with James, Joretta and Robin and they take care of any issue immediately. If I experience a negative issue, the matter is addressed promptly. They are always looking to upgrade and send updates frequently. The insurance module is outstanding.

Trish King, Office Manager Dr. Blaine Langberg Orthodontics Ridgefield, CT

Market Comparison

See what Evolution includes that others charge extra for

Appointment Reminders
NP Online Scheduling
Compliant 2 way SMS/Email
Patient Driven Appt Reschedule
Patient Follow-Up
Patient Appt Management
Digital Forms
Digital Signature
Case Presentation Sliders
Patient App
24/7 Payment Acceptance
Posted Payments
Insurance Eligibility
Failed Payment Alerts
Team Notifications
Team Task Assignment
Included
Extra Cost
3rd Party Add-on
Not Available

See Evolution in action

Book a demo tailored to your practice: scheduling, communication, insurance, payments, and reporting.

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