See exactly where patients convert — and where they don't

The funnel tracks seven stages in sequence: patients created, assessment submissions received, assessments reviewed, quotes sent, quotes accepted, orders created and treatment starts. Together these cover the full commercial journey from a first enquiry arriving to the point where treatment actually begins. Because each stage is counted separately, the drop between any two consecutive stages is visible on its own rather than being hidden inside a single overall conversion figure, which is what makes it possible to tell a marketing problem from a follow-up problem.

Yes. Date range filtering is built in, with presets for common periods as well as a custom range, so you can compare month on month, quarter on quarter, or any two arbitrary periods. This matters when judging whether a change actually worked: comparing the four weeks after a process change with the four weeks before it is the only reliable way to separate a genuine improvement from ordinary seasonal variation in orthodontic enquiry volume.

Yes. Company filtering scopes the funnel to a single site, so each location can be reviewed on its own as well as within the group total. For multi-site orthodontic groups this is usually the most valuable view, because it shows which site converts quotes best and which loses patients at a particular stage. Those differences are almost always process differences between teams rather than differences in the patients themselves, which makes them fixable.

Automation health signals show whether the platform's automated workflows are actually running as configured: whether reminders are firing at the intended times, whether follow-up sequences are completing rather than stalling part-way, and whether cases are moving between stages on the expected schedule. They exist because a silently broken automation looks identical to a quiet month in the raw numbers. Surfacing them separately means a stalled sequence is spotted as a configuration problem rather than misread as falling demand.

The two views answer different questions. The patient journey board shows individual case status in real time and is an operational tool for the coordinator working through today's list, so it is organised around named patients. The funnel aggregates conversion rates across the whole pipeline and is an analytical tool for practice managers and owners, so it is organised around stages and percentages. Most practices use the board daily and the funnel monthly.

Yes. The funnel reflects the current state of the platform rather than a nightly snapshot, so it updates as assessments are submitted, quotes are accepted and cases progress through the stages. In practical terms this means the figure you see in a Monday management meeting includes everything that happened over the weekend, and there is no reporting lag to allow for when interpreting a sudden movement in any stage.