transactAR’s A to Z new patient process provides complete new patient files including medical history, HIPAA notifications, insurance verification, and responsible party information. All the data we gather updates your practice management software directly.
Partnering With Your Practice
Why We Started transactAR
TransactAR was designed by necessity after decades of serving America’s leading orthodontic practices. Time and again, doctors expressed frustration that they were overextended when trying to be their own business managers or delegate responsibility for their business’s financial health to an internal position. TransactAR was founded by bringing together an advisory board of industry professionals to identify the struggles Orthodontic offices face and to design solutions that are affordable, attainable and effective.
TransactAR’s Contract Slider tool has been instrumental in increasing our conversion rates. Our Treatment Coordinator likes to offer a side by side comparison of payment options to our patients while still maintaining control of the down payment and contract length. Our patients appreciate the ability to choose a plan that works for their unique needs. The Patient Portal’s integration with our PMS has been a time saver for our Front Desk team by eliminating the need for them to manually update patients’ information.
Partnering with TransactAR has allowed my team to focus more on our patients’ care. Our Front Desk team used to spend countless hours on hold with insurance companies to verify patients’ benefits. Now that frustrating task has been eliminated and they are noticeably more engaged with our patients—further enhancing our reputation for excellent service. Best of all, having accurate insurance benefit information PRIOR to the New Patient exam has had a positive impact on our conversion rate.