Ortho Cases Have the Longest 'Not Yet' Window in Dentistry
A patient who says yes to Invisalign or braces still might not start for months. CaseFollow keeps every diagnosed ortho case in a working queue until the start date is actually on the schedule.
No credit card required.
Why ortho starts stall
Long gap between 'yes' and start date
Patients agree, then wait for the 'right time' — school breaks, travel, budget — and the case quietly slips.
Monthly payment plans need setup
In-house financing takes a conversation and paperwork — without follow-up, that step just doesn't happen.
Multiple decision-makers
Ortho cases — especially for kids — often involve two parents or a co-signer, adding delay points a follow-up system needs to track.
Built for long-consideration ortho cases
Long-cadence follow-up scheduling
Set monthly or quarterly follow-up for cases with a longer natural decision timeline.
Financing links
Send the in-house payment plan link right when a family needs it to move forward.
Case-specific templates
Outreach built around what typically holds up an ortho start, not generic messaging.