Use this planner to connect a new-patient consultation offer to the office’s actual appointment process. Treatment plans remain with the orthodontic team.
Prepare an orthodontic consultation attendance plan
Choose the consultation window and confirm the office process for preparing and confirming appointments. Build a plan the office can use without making treatment promises.
Illustrative owner inputs. These are hypothetical planning values, not client results or local benchmarks.
Illustrative worked example
Prepare the office handoff
The appointment preparation and confirmation process needs an owner.
Assign the office handoff and use approved messages before promoting more bookings.
Prepare an orthodontic consultation attendance plan
1
Consultation offer
Window: Tuesday and Thursday afternoon new-patient consultations in November. First visit: A new-patient exam and consultation, with registration instructions explained by the appointment coordinator. Available openings: 6. Use only the practice-approved consultation offer.
2
Office attendance plan
Assign responsibility for booking confirmation and the practice’s approved pre-visit instructions. Record attendance after the appointment. The orthodontic team determines the individual plan, appointments and follow-up.
Inputs used in this example
New-patient consultation openings
6
Consultation offer approved
Confirmed
Preparation and confirmation process ready
Needs review
Consultation window
Tuesday and Thursday afternoon new-patient consultations in November
Approved first-visit description
A new-patient exam and consultation, with registration instructions explained by the appointment coordinator
Put it to work locally
Apply the local service example
Thacker publishes a new-patient exam or consultation path and describes appointments, retainers and follow-up in a treatment plan. Use the distinction between the first consultation and the later clinician-led plan when describing your own appointment offer.
What local businesses publish
Thacker Orthodontics offers a free exam or consultation with a new-patient form. Its article describes a treatment plan including appointments, retainers and follow-up.
Public pages checked October 12, 2026, in a small 3-provider sample. This sample shows published scope. Availability and business results require separate checks. Naming a provider implies neither a client relationship nor an endorsement.
Service scope to use in your marketing +
Child and teen care
Explain new-patient consultation and practice services.
Adult treatment interest
Publish actual offered services and appointment information.
Marketing services
Work on the next priority.
Use your plan to choose the work that needs attention. Bring it to the consultation if you want us to review it with you.
Should adult and child consultations share the same page?+
Give each group the information needed for the first visit. They can share accurate practice proof, while your team controls assessment, treatment suitability and acceptance.
What happens in the free consultation?+
We prepare your company-specific Market Report before your free 30-minute call. We review it together and discuss the marketing that fits your business. You keep the report.
Heaviside Digital. Research and drafting used AI assistance. Page reviewed October 13, 2026. Source checks are dated above.
Your business, your market
See where your next customers can come from.
Tell us about new orthodontic consultations, treatment interests and appointment availability. We prepare your company-specific Market Report before a free 30-minute consultation. We review it together, and you keep the report.