Getting Ready for Gaidge Consult Manager

There are several things to think about and decide on prior setting up the Gaidge Consult Manager. Of course, these can be updated at any time, but setup time is greatly reduced if you have these ready.

We will need to update your Gaidge profile with your logo, a practice email and for each location, a phone number.

We find that most practices will need to add staff members to Gaidge. You may want to use a role that is already available, or one that limits these new users to just the Gaidge Consult Manager, and/or Gaidge Forms.

• Doctors – all doctors that may be assigned patients
• Treatment Coordinators – all tc’s that may be assigned patients.
• Other Staff – front desk/new patient coordinator, insurance coordinator, observation coordinator – any staff that may need to update the patient exams check list items: insurance verification, sending new patient forms, confirming appointments and follow-up phone calls.

For those practices with integrated practice management systems (currently cloud9 and Dolphin, plus topsOrtho coming soon) we will need to map your New Patient Exams, Observations and Between Phases check appointments. We'll send you a worksheet to complete, so we are sure to map your practice correctly.

We suggest adding your top insurance carriers, plus a generic “No Orthodontic Benefit”.  As this information is just used for presenting treatment/contracts (no claims) - keep it simple!

Various treatment options will be added during setup, for example Full Child Braces, Full Adult Braces, Aligners – Adult, Aligners – Teen, Phase I… Each treatment has options for fee, months in treatment, default initial and monthly fees. Be sure to have a list ready.

Do you have additional items that you add to the contract to be rolled into the monthly fees?  Retainers for Life, Ceramic or Clear Brackets, TADs...

We add all discounts to the setup screen: Paid in Full (Cash and/or Credit), Family, Military, professional...  these can be a fixed amount or a percentage of the fee.

Standard contracts are included in the consult manager for financing with or without insurance and paid-In-full. We can easily make minor changes. Please send us samples of your contracts if you feel you need more than that.