EVO+ Managed services for orthodontic practices

Evolution’s EVO+ is managed marketing, financial, and coaching support for practices on Evolution—human follow-through when the platform alone isn’t enough.

EVO+ vs Evolution software

Evolution is the orthodontic practice management platform. EVO+ is an optional managed services relationship that works inside that platform—so you get dedicated people on the work that still needs follow-through, without losing visibility in the software your team already uses.

  • Evolution software: scheduling, communication, insurance, payments, imaging, analytics, and the day-to-day workflows your practice runs.
  • EVO+ services: experienced marketing, financial, and coaching support that plugs into Evolution instead of acting like a separate vendor stack.
  • How they work together: your team keeps context in the platform while EVO+ helps move priority work forward behind the scenes.

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.

EVO+ FAQ

What is EVO+?

EVO+ is Evolution’s managed services offering for orthodontic practices. It provides dedicated marketing, financial, and coaching support that works alongside the Evolution platform when your team needs human follow-through—not just software features.

Is EVO+ separate from the Evolution software subscription?

Yes. Evolution is the orthodontic practice management platform. EVO+ is an optional managed services relationship that plugs into Evolution so experienced people can help move marketing, revenue-cycle, and coaching work forward while your team keeps visibility in the software.

What’s included in EVO+?

EVO+ includes three coordinated service lines: Marketing (patient communication and trackable campaigns), Financial (revenue-cycle support from eligibility through collections), and Coaching (KPI visibility and coaching grounded in your Evolution workflows).

Who is EVO+ for?

EVO+ is for orthodontic practices using Evolution that want managed marketing, financial, or coaching support without bolting on separate vendors or losing context in the platform they already use.

Discuss EVO+ See automation

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