Turn patient crises into structured, manageable workflows

When a patient calls with a broken brace in a panic, reception takes an unstructured message and the clinician makes a decision without photos or context. The triage engine changes this — patients report issues through a guided public form that captures exactly what the clinician needs, before anyone picks up the phone.

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What does the triage engine do?

When a patient calls with a broken brace in a panic, reception takes an unstructured message and the clinician makes a decision without photos or context. The triage engine changes this — patients report issues through a guided public form that captures exactly what the clinician needs, before anyone picks up the phone.

Guided public issue form
Patients report problems through a structured public form — no login required. They select the issue type, provide relevant details, and submit evidence.
Category-specific routing
A configurable triage tree categorises each issue by type and sub-type — so clinicians receive structured, comparable information rather than unstructured text.
Photo requirements per category
Each issue type defines which photos are required — patients are prompted to upload exactly the evidence the clinician needs to make a remote decision.
Instant clinician notification
The moment a submission is received, the relevant clinician or team is notified — no waiting for reception to pass on a message.
Automatic patient record creation
New submissions from unrecognised patients automatically create a patient record tagged with the issue type and origin — prospective patients become leads.
Admin-configurable categories
Practices can create, reorder, and manage triage categories, sub-categories, and photo requirements per company — no code or technical resource needed.

Why practices use it

Unstructured patient issue reporting creates clinical risk and operational chaos. The triage engine creates a consistent, structured front door for patient problems — one that collects the right information, routes it to the right person, and creates an instant, actionable record without any manual input from your reception team.

Dramatically reduce unstructured phone calls

Patients with a clear digital route to report issues are less likely to call reception in a panic — reducing interruptions to the clinical day.

Clinicians decide with context

Instead of triaging from a receptionist's handwritten note, the clinician sees photos, the issue category, and structured patient-reported information.

Consistent support across locations

All sites use the same triage categories and photo requirements — so patients get the same structured support experience regardless of which location they approached.

Turn prospective patients into leads

When someone who isn't yet in treatment submits a triage request, they're automatically routed toward assessment information and created as a lead in the system.

Faster clinical response

With structured submissions and photos arriving instantly, clinicians can triage and respond in minutes rather than waiting for a full callback appointment.

Auditable patient support records

Every triage submission is logged against the patient record — giving the practice a clear history of reported issues, responses, and resolutions.

Where it fits in practice

The triage engine is particularly valuable for practices with high active patient volumes, multi-site groups where support calls are hard to route, and practices that want to reduce the number of urgent phone calls that interrupt the clinical day — while maintaining appropriate oversight of patient welfare.

Broken brace or wire concerns

Guide patients to select the problem type, describe symptoms, and upload photos before the clinician decides whether advice, a same-day appointment, or monitoring is appropriate.

Aligner or retainer fitting problems

Collect structured context and images when patients report trays, retainers, or appliances not fitting as expected — enabling a remote decision in most cases.

Pain or discomfort reporting

Provide a safe, structured route for patients to report unexpected pain — with guided questions that help differentiate routine discomfort from clinical concerns.

Pre-treatment enquiry routing

Route people who aren't yet active patients toward the right assessment or treatment information — and create them as a lead for follow-up.

Multi-location support standardisation

Use the same issue categories and photo requirements across all branches or clinician teams for consistent patient support quality.


Related practice search terms

Teams often compare this area using terms such as orthodontic triage software, broken brace triage workflow, dental patient support ticketing, orthodontic emergency form, patient issue management software, orthodontic patient support triage, remote orthodontic issue assessment. These phrases are covered naturally here so the page stays useful for people and discoverable for search engines.

How it connects

The triage engine connects patient support directly into the clinical workflow. Submissions create structured records, trigger clinician notifications, collect photo evidence via guided intake, and route prospective patients who aren't yet in treatment toward assessment — turning support interactions into potential new cases.

Feature questions

Is the triage engine only for emergencies?
Do patients need to be logged in to submit a triage request?
Can different issue categories request different photos?
How quickly does the clinician get notified?
What happens when someone who isn't a patient submits a triage request?
Can we customise the triage categories for our practice?

Explore the triage engine in a free demo account

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