SmileOS™ × Smile Gallery Orthodontics — Clinical Operating System

Tx Pending (Awaiting Decision)

7 $35,000 in pipeline

Evaluated patients in follow-up sequence

Recovered Starts (This Month)

4 +$20,400 USD

Closed via RingCentral automated follow-up

Doctor Time Saved

18.5 hrs /month

Automated insurance math & follow-up texts

Conversion Multiplier

9.2x Practice Yield

Attributed to RingCentral active re-engagement

HIPAA CERTIFIED ENCLAVE Sovereign Practice Infrastructure • AES-256 Vault

Private Vision OCR & Patient Communication Security Architecture

All insurance breakdowns and RingCentral text dispatches operate in an isolated enclave with zero data retention. Patient Identifiers (Member IDs, DOB, Names) are tokenized before analysis, ensuring full federal regulatory compliance.

Zero PHI Retention Log: Clean

Patient Treatment Pipeline & Follow-Up Board

Real-time status tracking integrated with RingCentral SMS gateway

1. Consultations This Week

2. Tx Pending (Unclosed)

3. RingCentral Active Touch

4. Started Cases ($$$ Won)

HIPAA Sovereign OCR Scanner

Automated benefit extraction • 100% private practice enclave

AES-256 VAULT

Select Dental Policy Sample:

Drag & drop insurance card photo or portal screenshot here

Supports Delta Dental, MetLife, Cigna, Guardian, Aetna, BCBS & UnitedHealthcare

👆 Click any sample button above to simulate instantaneous AI extraction.

Clinical Breakdown & HFD Monthly Quote

Extraction time: 1.2 sec

Identified Dental Policy: Delta Dental Premier PPO

Orthodontic Coverage 50% Coverage

Lifetime Maximum Benefit $1,500.00

Age Limitation No age limit (Adult Ortho Covered)

Waiting Period 0 Months (Immediate)

Healthcare Finance Direct (HFD) Integration: 0% Hard Credit Impact

Full Case Fee (Invisalign Comp): $4,800.00

Insurance Lifetime Contribution: -$1,500.00

Patient Out-of-Pocket Responsibility: $3,300.00

Suggested Monthly Payment (24 mos)

$138 / mo

Flexible Down Payment

$250 down

Auto-inserts Dr. Alena's prequalification link: prequal.gohfd.com/SmileGallery

RingCentral Live SMS Hub (Automated Engine)

Official SMS Line: (773) 571-0554 • Direct API integration

Webhook Connected

Recent Patient Conversations:

Sophia Martinez 12:48 PM

"Hi! I got approved on HFD! Can I book Tuesday?"

Delta Dental • $138/mo

Marcus Vance Yesterday

Touch 1 dispatched with HFD link

Tx Pending • $162/mo

Elena Rostova 2d ago

Touch 2 scheduled • Link clicked 2x

Private Pay • $175/mo

Follow-Up Cadence:

• Touch 1 (Day 2-3): Friendly follow-up + HFD Financing Link

• Touch 2 (Day 5-7): Check-in on questions / start decision

• Touch 3 (Day 10-14): Warm closing note & chart hold

Sophia Martinez

RingCentral SMS Gateway: (773) 571-0554

Active Thread

Simulate Patient Inbound Response:

Practice Analytics & Conversion Intelligence

Real-time revenue attribution and follow-up efficiency metrics

OCTOBER 2026 LIVE REPORT

Simulated Recovered Cases / Month:

2 patients

Out of the 7 unclosed cases in Tx Pending

New Monthly Revenue Attributed:

+$10,000 USD

Calculated at average case fee of $5,000

Annualized Practice Lift:

+$120,000 USD

Net incremental revenue across 12 months

Conversion Channel Breakdown — Smile Gallery Orthodontics

Channel / Stage	Automated Trigger	Conversion Rate
Touch 1 (Day 2-3)	RingCentral SMS + Custom HFD Prequalification Link	42.8% response
Touch 2 (Day 5-7)	Follow-up on patient questions or financing hurdles	28.6% response
Total Consultation Conversion	Initial consult to treatment contract signed	68.2% Start Rate
Average Time-to-Start	Reduced from 18 days to 5 days with automated financing	5.4 Days Avg