One platform for orthodontic operations

Evolution brings patient records, scheduling, treatment coordination, financials, communication, imaging, and reporting into one connected system so every team works from the same source of truth.

Organized by the areas your team relies on

Explore the core platform capabilities that support front desk, clinical, financial, and operational work across the practice.

Patient Management

Centralized patient records with demographics, relationships, contacts, alerts, and care context in one place.

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Scheduling

Appointment scheduling, calendar management, check-in, chair flow, rescheduling, and no-show visibility for the daily schedule.

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Treatment Cards

A patient-centered workspace for treatment history, progress, appointment history, notes, alerts, and status tracking.

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Patient Financials and Insurance

Ledgers, payments, plans, contracts, receipts, statements, and insurance workflows in one financial view.

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Patient Communication

Email, SMS, secure messaging, internal communication, templates, and send-later workflows tied to the patient record.

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Reporting and Analytics

Financial, scheduling, recall, treatment, and patient-status reporting for better operational decisions.

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Tasks and Team Accountability

Manual and triggered tasks with assignments, due dates, approvals, reassignment, and completion tracking.

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Forms, Documents, and Files

Patient forms, contracts, templates, stationery, file organization, and document workflows in one accessible system.

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Imaging and Clinical Media

Imaging storage, upload, viewing, comparison, cephalometrics, and scanner-connected media workflows.

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Practice Operations

Users, locations, providers, schedules, referrals, time clock, marketing support tools, and operational settings.

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Patient Management

Evolution gives your team a centralized patient record that brings together demographics, relationships, contacts, alerts, and care context. Instead of piecing together information across screens or systems, staff can work from one place that tells the patient story.

Centralized patient records for everyday access
Demographics, relationships, contacts, and alerts in one profile
Care context that travels with the patient across the practice
One record that supports front desk, clinical, and operational workflows

Scheduling

Evolution supports appointment scheduling and day-to-day calendar management with the operational visibility teams need to keep the schedule moving. Front desk and clinical staff can stay on top of check-in, chair flow, on-deck visibility, rescheduling, and no-show risk throughout the day.

Appointment scheduling and shared calendar management
Check-in and real-time chair flow visibility
On-deck awareness for smoother patient movement
Rescheduling and no-show visibility for stronger daily control

Treatment Cards

Treatment Cards give teams a patient-centered workspace that goes beyond a traditional chart. Treatment history, progress, appointment history, notes, alerts, and status tracking all come together so clinical and operational teams can coordinate from the same view.

Treatment history and progress in a single workspace
Appointment history, notes, alerts, and patient status together
A clearer handoff point between clinical and operational teams
More than a chart: a real treatment coordination hub

Patient Financials and Insurance

Evolution gives practices and patients better financial visibility with ledgers, payments, payment plans, contracts, receipts, and statements connected to the same system as insurance work. Eligibility, claims, remittance, and correspondence workflows stay tied to the patient record instead of living in separate back-office processes.

Ledgers, payments, plans, contracts, receipts, and statements
Insurance eligibility and claims workflows connected to patient financials
Remittance and correspondence support in the same operational flow
Better visibility for staff and patients into what has happened and what is next

Patient Communication

Communication in Evolution stays connected to the patient record, making it easier for teams to follow through and give patients a better experience. Email, SMS, secure messaging, internal communication, templates, message history, and send-later workflows help teams stay consistent without losing context.

Email, SMS, and secure messaging from the same platform
Internal communication and message history tied to patient context
Templates and send-later workflows for more consistent outreach
Better patient experience with stronger team follow-through

Reporting and Analytics

Evolution gives owners and managers the reporting visibility they need to make better decisions across the practice. Financial reporting, scheduling and recall reporting, and treatment or patient-status reporting help teams see performance, spot issues earlier, and manage growth more confidently.

Financial reporting for production and collections visibility
Scheduling and recall reporting to monitor schedule performance
Treatment and patient-status reporting for operational insight
Decision support for practice owners and managers

Tasks and Team Accountability

Evolution helps teams stay aligned and accountable with both manual and triggered tasks. Assignments, due dates, follow-up, approvals, reassignment, and completion tracking give teams a more reliable way to move work forward and keep responsibilities visible.

Manual and triggered tasks tied to real operational work
Assignments, due dates, and follow-up tracking
Approvals and reassignment support for changing priorities
Completion tracking that helps teams stay aligned

Forms, Documents, and Files

Evolution makes paperwork and patient-facing documentation easier to manage by keeping forms, files, and document workflows inside the platform. Teams get easier access to patient forms, contracts, templates, stationery, and organized files without scattered information across disconnected tools.

Patient forms, documents, contracts, and templates in one place
Stationery and document workflows that support office consistency
File organization built for easier retrieval and less searching
Reduced fragmentation around paperwork and patient-facing documents

Imaging and Clinical Media

Evolution keeps visual records connected to treatment and patient history so imaging is part of the workflow, not a disconnected archive. Imaging storage, upload, viewing, comparison, gallery tools, cephalometrics, and scanner integration support both clinical review and patient communication.

Imaging storage, upload, and viewing in a connected patient context
Comparison and gallery tools for clinical review and patient conversations
Cephalometrics and scanner integration support
Visual records linked directly to treatment history and progress

Practice Operations

Evolution helps practices standardize operations across teams and locations with the tools needed to run day-to-day business. Users, locations, providers, work schedules, time clock, referrals, marketing support tools, and operational settings all help support both single-site practices and growing organizations.

Users, locations, providers, and work schedules managed in one system
Time clock, referrals, and operational settings for day-to-day administration
Marketing support tools that connect operational and growth workflows
Built to support both single-site practices and multi-location growth

A connected platform for every team in the practice

Evolution gives front desk, clinical, financial, and leadership teams one connected operating system. Patient records, scheduling, treatment coordination, communication, paperwork, imaging, and reporting stay tied together so people spend less time hunting for context and more time moving care forward.

One source of truth: patient context, operational activity, and financial history stay connected instead of being spread across point tools.
Stronger coordination: scheduling, treatment, messaging, tasks, and documentation all support clearer team handoffs.
Better visibility: practices can see what is happening with patients, appointments, collections, and operations without stitching reports together manually.
Ready to scale: as teams, providers, or locations grow, the platform gives practices a more standardized way to work.

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