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# OrthoFi: Achieve your practice’s goals with our portfolio of proven products designed to grow your practice, streamline your operations, and provide exceptional patient care.

## Sitemaps
[XML Sitemap](https://orthofi.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [From Patient Starts to Lifetime Value with Retainer Club](https://orthofi.com/upcoming-events-and-webinars/from-patient-starts-to-lifetime-value-with-retainer-club/): As patient acquisition gets harder and more expensive, growth can't always come from generating more leads. The opportunity is to create more value from every patient relationship, from the initial exam through treatment, retention, referrals, and the broader household.
- [3 Strategies to Optimize Patient Affordability in 2026](https://orthofi.com/blog/3-strategies-to-optimize-patient-affordability-in-2026/): Patient affordability isn't just a patient experience issue. For Orthodontic Service Organizations and Dental Service Organizations, it's a growth and profitability issue.
- [5 Orthodontic Practice Growth Strategies](https://orthofi.com/blog/5-orthodontic-practice-growth-strategies/): For years, the traditional orthodontic growth playbook was simply generate more new patient exams. Need to increase starts? Scale up marketing, optimize doctor referrals, and drive phone calls.
- [Five to Thrive with Brian Wright](https://orthofi.com/webinar/five-to-thrive-gate/): In this exclusive webinar, OrthoFi's Marla Merritt sits down with Brian Wright, Founder and CEO of New Patient Group, to explore the Five to Thrive framework, a practical approach that has helped orthodontic practices improve production, strengthen patient experiences, and build healthier businesses by focusing on the fundamentals that drive long-term success.
- [The Orthodontic Market Isn’t Rebounding. It’s Evolving.](https://orthofi.com/blog/the-orthodontic-market-isnt-rebounding-its-evolving/): At first glance, the orthodontic market’s financial health appears encouraging. According to Gaidge's mid-year benchmarking data, production is up slightly year over year, collections have increased 3.6%, and collection ratio has improved. Practices have remained financially disciplined despite a challenging operating environment.
- [Build Orthodontic Practice Management Systems that Scale](https://orthofi.com/blog/build-orthodontic-practice-management-systems-that-scale/): Every orthodontist wants a practice that runs smoothly. That's the goal of effective orthodontic practice management, creating an environment where patients have a great experience, team members feel confident in their roles, growth doesn't create chaos, and success isn't dependent on a handful of people carrying the entire operation. But as practices become more complex, achieving that level of consistency can feel increasingly difficult.
- [Metrics That Matter: Q3 2026](https://orthofi.com/webinar/metrics-that-matter-q3-2026/): Join industry leaders from OrthoFi and Bentson Copple Patterson & Associates as they break down the latest data from this episode of Metrics That Matter.
- [Ortho at Scale: Patient Affordability](https://orthofi.com/webinar/ortho-at-scale-patient-affordability-gate/): Consumer affordability has fundamentally changed, and so has the way orthodontic organizations need to think about growth. In this first installment of the Ortho at Scale: Growth Series, OrthoFi CEO & Co-Founder, Dave Ternan, and Senior Director of Solutions Engineering, Alex Moreno, explore the economic forces reshaping patient decision-making and what they mean for orthodontic groups, OSOs, and DSOs.
- [Five to Thrive with Brian Wright](https://orthofi.com/upcoming-events-and-webinars/five-to-thrive-with-brian-wright/): Most orthodontists spend $5,000+ a month on Google Ads, SEO, and Facebook agencies just to combat open chairs, all while battling rising overhead and team burnout.
- [Michigan Orthodontic Benchmarks: What the First Five Months of 2026 Revealed](https://orthofi.com/blog/michigan-orthodontic-benchmarks-what-the-first-five-months-of-2026-revealed/): To help answer that question, we analyzed performance across OrthoFi-powered, Michigan orthodontic practices from January through May 2026. The results provide an early look at how practices are performing and where growth opportunities may exist.
- [Insurance Carriers Are Moving to EFT and ERAs. Here’s How to Prepare.](https://orthofi.com/blog/insurance-carriers-are-moving-to-eft-and-eras/): Insurance carriers and third-party administrators (TPAs) are increasingly requiring providers to enroll in Electronic Funds Transfer (EFT) and Electronic Remittance Advice (ERA) programs. What was once optional is quickly becoming the preferred—or required—way to receive insurance payments.
- [How Joosse Orthodontics Improves Conversion, Capacity, and Patient Experience](https://orthofi.com/webinar/how-joosse-orthodontics-improves-conversion-capacity-and-patient-experience-2/): Originally aired June 5th, 12pm EST
- [Fast Track to Peak Performance](https://orthofi.com/upcoming-events-and-webinars/fast-track-to-peak-performance/): June 5th, 12pm EST
- [What If Staffing Isn’t the Problem in Your Orthodontic Practice?](https://orthofi.com/blog/what-if-staffing-isnt-the-problem-in-your-orthodontic-practice/): Staffing is one of the most common topics in orthodontics right now. But in a recent conversation with Dr. Jeremy Lustig, orthodontist and co-founder of Lustig and Young Orthodontics, a multi-location practice in Texas, the discussion shifted to something deeper.
- [Beyond the Hype: How AI Will Transform Orthodontic Practice Performance](https://orthofi.com/webinar/beyond-the-hype-how-ai-will-transform-orthodontic-practice-performance-2/): Originally aired May 29th, 12pm EST
- [What AAO 2026 Told Us: 5 Shifts Reshaping Orthodontics](https://orthofi.com/blog/what-aao-2026-told-us-5-shifts-reshaping-orthodontics/): During a recent conversation with Shannon Patterson, Bentson, Copple, Patterson & Associates, we unpacked key themes and observations from AAO 2026 after spending days in conversations with practices, partners, and industry leaders across the show floor.
- [That’s a Wrap: What’s Hot, What’s Emerging, and What’s Accelerating After AAO 2026](https://orthofi.com/webinar/thats-a-wrap-whats-hot-whats-emerging-and-whats-accelerating-after-aao-2026-2/): AAO 2026 is more than a meeting; it is a temperature check on the orthodontic industry. From packed booths and standing-room conversations to strategic side meetings and leadership discussions, certain themes clearly generated energy, curiosity, and momentum.
- [Orthodontic Insurance Has Changed: How to Evolve](https://orthofi.com/blog/orthodontic-insurance-has-changed-how-to-evolve/): That creates operational fragility. When an orthodontic insurance coordinator goes on vacation or patient volumes peak, most practices feel the pressure immediately.
- [What a 68% Case Acceptance Rate Actually Looks Like Behind the Scenes](https://orthofi.com/blog/what-a-68-case-acceptance-rate-actually-looks-like-behind-the-scenes/): Most orthodontic practices don't struggle with case acceptance because of a lack of effort, they struggle because the process around the team isn't built to convert consistently.
- [Metrics That Matter: The Hidden Leak in Your Funnel](https://orthofi.com/blog/metrics-that-matter-orthodontic-patient-no-shows/): If you want to understand where orthodontics is actually heading, you don’t start with opinions. You start with data.
- [The Top 8 Things Every Orthodontist Should Do at AAO 2026](https://orthofi.com/blog/the-top-8-things-every-orthodontist-should-do-aao/): AAO 2026 in Orlando offers a high-impact opportunity to move your practice forward, especially when you arrive with clear goals.
- [Metrics That Matter: Q2 2026](https://orthofi.com/webinar/metrics-that-matter-q2-2026-2/): Metrics That Matter: Q2 2026
- [OrthoFi Demo Day: An Inside Look at a Top Performing OrthoFi Practice](https://orthofi.com/webinar/orthofi-demo-day-an-inside-look-at-a-top-performing-orthofi-practice-2/): Originally Aired: Friday, April 10th, 1PM EST
- [Performance Series: The Business of Orthodontics | Staffing & Practice Metrics](https://orthofi.com/webinar/performance-series-the-business-of-orthodontics-staffing-practice-metrics-2/): Originally Aired: March 31st, 8-9 PM EST
- [OrthoFi Demo Day: A Look at the Insurance Engine Powering Today’s Top Orthodontic Practices](https://orthofi.com/webinar/orthofi-demo-day-a-look-at-the-insurance-engine-powering-todays-top-orthodontic-practices/): View this on-demand Demo Day webinar for a behind-the-scenes look at how leading practices - with OrthoFi’s help - are running smarter insurance programs that protect the patient experience and save valuable team time … while making smart decisions about network participation and maximizing in-network treatment fees.   
- [Metrics That Matter LIVE](https://orthofi.com/webinar/metrics-that-matter-live-2/): Originally Aired: January 30th, 12PM EST
- [How Visionary Practices Are Winning the Staffing Crisis](https://orthofi.com/webinar/how-visionary-practices-are-winning-the-staffing-crisis-2/): The staffing crisis is real—and it’s not going away. But what if the solution isn’t hiring more people, it’s hiring differently? Success today comes from building lean, efficient teams, working smarter, and designing a model built to scale.
- [OrthoFi Demo Day: A Live Look at the Patient Acquisition Workflow](https://orthofi.com/webinar/orthofi-demo-day-a-live-look-at-the-patient-acquisition-workflow/): Originally aired: December 12th, 2025 at 12:00PM ET
- [Human-First Marketing in a Digital World: Strategies to Drive Predictable Growth in 2026](https://orthofi.com/webinar/human-first-marketing-in-a-digital-world-strategies-to-drive-predictable-growth-in-2026-2/): Originally Aired: December 2nd, 2025 at 8:00PM ET
- [How a High-Performing Practice Reached the Next Level](https://orthofi.com/success-stories/how-a-high-performing-practice-reached-the-next-level/)
- [The #1 Reason Patients Don’t Start—and How to Fix It](https://orthofi.com/ebook/the-1-reason-patients-dont-start-and-how-to-fix-it-2/): And the proven way to fix it.
- [2025 Metrics That Matter Q4](https://orthofi.com/podcast/2025-metrics-that-matter-q4-2/): Join host Marla Merritt and industry experts Chris Bentson, Shannon Patterson, and Oliver Gelles (CMO, OrthoFi) as they unpack the latest orthodontic data from OrthoFi and Gaidge — and what it means for your practice heading into 2026.
- [Optimizing AR Management: The Roles of the Orthodontist and Financial Coordinator](https://orthofi.com/webinar/optimizing-ar-management-the-roles-of-the-orthodontist-and-financial-coordinator/): Watch now:

## Pages
- [Protected: Gated](https://orthofi.com/gated/): Gated
- [FPT10](https://orthofi.com/fpt-10/): Say goodbye to traditional payment hassles and hello to a more patient-friendly and profitable practice.
- [About Us](https://orthofi.com/about-us/): At OrthoFi, you won't find executives with personal assistants in swanky corner offices. You won't see people managing from the sidelines. We don't work that way. Our leaders are invested in our success and committed to our people; they're mixed right in with everyone else. The way we see it, that's better for our team and the hundreds of thousands of patients who use our platform to get the smiles they've always wanted. We're all in this together, and that's how we like it.
- [Events](https://orthofi.com/events/): Whether you're looking to increase starts, control financing options, or improve collections, we have a solution for you!
- [Compare Solutions](https://orthofi.com/compare-solutions/): Compare Solutions CRITICAL FEATURES ORTHODONTIC DENTAL & ORTHODONTIC ORTHODONTIC Patient Intake Forms ✓ Insurance Eligibility Verification ✓ Financial Presentation ✓ ✓ Soft Credit Check ✓ ✓ Third-Party Financing ✓ Pending Treatment Management ✓ ✓ Observation Patient Management ✓ Insurance Claim Maximization ✓ Insurance Revenue Management ✓ Full-Service Patient Accounts Receivable Management ✓ ✓ ✓ Enterprise Level Reporting ✓ ✓ PMS System Integration ✓ ✓ ✓
- [Home](https://orthofi.com/): Drive growth, balance cash flow, and streamline operations with OrthoFi’s comprehensive solution for patient acquisition, insurance management, and collections. Effortlessly increase case acceptance, eliminate tedious insurance and patient AR tasks, and optimize reimbursements with real-time claims processing. Gain actionable insights with advanced real-time analytics to manage performance like never before.
- [eBooks & White Papers](https://orthofi.com/ebooks-white-papers/): Deep-dive into industry research, best practices, and strategic insights.
- [Orthofi](https://orthofi.com/orthofi/): OrthoFi is the only all-in-one solution that blends cutting-edge technology with dedicated human expertise to drive growth, balance cash flow, and simplify operations, freeing your team to deliver exceptional patient experiences that fuel word-of-mouth growth. 
- [OrthoBanc](https://orthofi.com/orthobanc/): Experience higher collections, significant time savings for staff, and an improved patient experience. Backed by 25 years of specialized expertise supporting over 1,600 practices and managing over $1 billion in patient AR, OrthoBanc expertly blends advanced automation with personalized human support to help practices of all sizes achieve financial stability and operational efficiency, enabling teams to focus on prioritizing patient care.
- [Accept Care](https://orthofi.com/acceptcare/): AcceptCare helps practices to remove cost as a barrier to orthodontic treatment. By providing every patient a clear path to affordable care and removing administrative burdens from your team, AcceptCare effortlessly increases case acceptance, optimizes cash flow, and enhances financial predictability, ensuring confident growth.
- [Careers](https://orthofi.com/careers/): Join the team that’s transforming the orthodontic industry! We’re a mission-driven company dedicated to making high-quality elective care more accessible for patients.
- [Reimagine Patient Financing](https://orthofi.com/reimagine-patient-financing/): By combining our proven Open Choice model with an innovative multiple lender marketplace approach to integrate patient financing in a tailored approach that fits the orthodontic practice, our flexible payment plans enhance conversion rates and reduce financial risk so patients can access the care they need.
- [Optimize In-Network Insurance Management](https://orthofi.com/optimize-in-network-insurance-management/): Managing insurance has become increasingly complex, requiring significant time and expertise. It’s estimated that teams spend 60% of their time managing what is less than 15% of collections. In addition to the time-consuming processes of verifying benefits and managing claims, many practices are leaving money on the table due to ever-changing and confusing carrier rules.
- [Elevate Patient Accounts Receivable](https://orthofi.com/elevate-patient-accounts-receivable/): Managing patient accounts receivable is one of the most persistent challenges for orthodontic practices, especially as traditional, manual processes struggle to keep pace with rising delinquency rates.
- [Case Acceptance](https://orthofi.com/case-acceptance/): As the industry leader in same-day starts for over a decade, OrthoFi delivers proven solutions that optimize patient onboarding, expand treatment affordability, and boost case acceptance—driving transformative growth for your practice.
- [Resources](https://orthofi.com/resources/): Register for live events & webinars featuring expert-led discussions, interactive Q&A sessions, and opportunities to earn CE credits.
- [Book a Discovery Call](https://orthofi.com/book-a-discovery-call/): Please fill out the form to schedule a personalized discovery call with our experts.
- [OrthoFi Sitemap](https://orthofi.com/orthofi-sitemap/): HOME
- [Cookie Policy](https://orthofi.com/cookie-policy/): OrthoFi uses cookies and similar tracking technologies to enhance your experience on our website. This Cookie Policy explains what cookies are, how we use them, and your options for managing them.
- [Accessibility](https://orthofi.com/accessibility/): At OrthoFi, we are committed to ensuring digital accessibility for all users, including individuals with disabilities. We strive to improve everyone’s user experience continually and apply the relevant accessibility standards.
- [Terms of Use](https://orthofi.com/terms-of-use/): Welcome to the website of OrthoFi Inc (“Company”, “we” or “us”). The following terms and conditions, together with any documents they expressly incorporate by reference (collectively, these “Terms of Use”), govern your access to and use of www.orthofi.com, including any content, functionality and services offered on or through www.orthofi.com (the “Website”), whether as a guest or a registered user.
- [Privacy Policy](https://orthofi.com/privacy-policy/): OrthoFi Inc. (“Company”, “we”, or “us”) recognizes the importance of protecting all information that you, our online visitor, may choose to provide to us. To further this commitment, we have adopted this Online Privacy Policy to tell you how we collect, store, and use the information you provide to us online.
- [Contact Us](https://orthofi.com/contact-us/): For treatment or scheduling inquiries, please contact your orthodontic practice directly.