Background
The group runs General Practice and Orthodontics across several locations. Each function had its own tools and its own definition of success, so no one owned the patient's path end to end.
The operating challenge
Growth broke at the handoffs. Leads arrived but did not convert to booked appointments; booked appointments did not convert to treatment starts; started treatment stalled in insurance and payment. Optimizing any single department moved nothing.
What Necodex operates
A two-week workshop mapped the full process, department risks, and implementation steps. We then built five specialized teams operating as one system: Marketing and New Patient Generation, Scheduling Agents, Phone Specialists, Insurance, and Collections. An enabling layer of process design, tooling, AI, and reporting sits underneath so the operation keeps improving after execution is stable.
Outcome
The group now measures treatment starts rather than lead volume, with one operating cadence across locations and a reporting line that covers the whole patient path.
Team operating with us
- Marketing and New Patient Generation
- Scheduling Agents
- Phone Specialists
- Insurance Verification
- Collections
Results reported by the client for 2025
20,000+
New patients started treatment
+160%
Insurance income
+80%
Doctors in the insurance network
+50%
Patient satisfaction improvement
Client-reported results for 2025, reflecting the combined effect of the client's business and the Necodex-operated functions. Past performance does not guarantee future results.