EVO+ Operational support for your practice

EVO+ extends your team when automation still needs dedicated follow-through, alongside the Evolution orthodontic practice management platform.

Three ways we help practices: Marketing, Financial, and Coaching support built to plug into Evolution so your team gets experienced help without losing visibility in the software you already use.

EVO+ Marketing

New starts are the goal. Only new leads will provide that opportunity. Partnering with the EVO+ team provides professionally built communication and sets Evo's delivery structure to encourage your prospects to start treatment.

The better the experience, the more likely patients and parents are to start treatment and talk with others about their positive experiences with you.

Optimize the built-in power of Evolution to elevate and encourage patient communication
Customize and automate patient forms to your branding
Create compelling automated messaging sequences
Provide fully trackable digital and print marketing services

Channels can include

Google Ads
Facebook marketing
YouTube marketing
Trackable postcards
Unique and trackable referral cards

Set up an electronic referral link for each professional referral

EVO+ Financial

Getting paid is the goal. Understanding the revenue cycle is key. Partnering with the EVO+ team means you have people dedicated to revenue-cycle management, from first engagement through collection on insurance and private pay.

Your practice gets dedicated follow-through while protecting the experience your team has built with patients and parents.

Insurance eligibility before the patient's examination
Done-for-you insurance claim filing
Adjudication support when needed
Done-for-you creation of financial contracts
Financial arrangement guidance for treatment coordinators
Collections support

EVO+ Coaching

Great teams use talented coaches. Whether you are competing in a tough market or simply competing with yesterday's version of your practice, partnering with EVO+ means your coach is using Evolution and working with your people toward shared goals.

Coaching stays grounded in the workflows, KPIs, and operational reality your team already manages inside Evolution.

Weekly practice KPI email highlighting high performance and improvement areas
Monthly 30-minute private coaching calls
Access to the orthodontic experience training portal
Reduced fees for on-site training
Reduced fees for doctor and team offsite experiences

Programs and experiences can include

Vision Quest
Immersion Experience
Team Leadership Academy
Culture Creation Year

Value that stays aligned with your practice

Evolution was built so practices can take full advantage of the software's power with an experienced administrative team partnering alongside you. The value comes from coordinated support inside the system you already use, not from bolted-on extras that create more handoffs.

Coordinated service lines: marketing, financial support, and coaching work from the same operational picture instead of acting like separate vendors.
Visibility inside Evolution: your team keeps context in the platform while EVO+ helps move work forward behind the scenes.
Better return on support: any one of these service areas could cost as much elsewhere as receiving all three in a coordinated EVO+ relationship.
Experience built in: decades of orthodontic and operational expertise shape the people, processes, and tools behind each engagement.

Discuss EVO+ See automation