Replace the front-desk intake bottleneck. Across every location. 24/7.
Newo is the voice AI agent purpose-built for orthodontic intake – qualifying, booking, and pre-verifying every new-patient call through Dentrix Enterprise, Dolphin, or OpenDental. Customers cut consult no-shows below 12%, recovering $4–7K in revenue that would otherwise walk out the door.
Dropped Calls. Missed Starts.
Revenue on the Floor.
Every unanswered call is a missed start. Whether you run one orthodontic location or fifty, that’s revenue walking out the door. Four numbers every orthodontic operations leader should know by heart.
32%
Of new patient calls go unanswered at the average ortho location
$5–9K
Revenue lost per missed new patient start, including treatment and referrals
30–40%
Annual front-desk turnover at multi-location ortho groups, costing $8–15K per replacement
$1.2M+
Annual revenue leak from missed calls at a typical 15-location orthodontic group
200+ Integrations – Works
With Your Existing Stack
CRMs, calendars, booking tools, payment systems, POS platforms. Your AI Receptionist connects to the tools you already use
Tab32
Eaglesoft
Open Dental
DSN
Denticon
Dentrix Enterprise
Dentrix Core
OrthoTrac
Ortho2
Dental
Dentrix
Dentrix Ascend
Aspro Dental
Opus Dental
Dolphin
Why Leading Ortho Practices Love Newo
Real results from real clinics. No fluff, just ortho office answering service performance that speaks for itself
One AI agent across every practice. Built for ortho.
Newo handles 70% of new-patient calls end-to-end, so your TCs (Treatment Coordinator) focus on the 30% that convert consults to starts.
24/7 New-Patient Intake
Every call gets the same standardized qualification, no script drift across locations, no after-hours voicemail black hole.
Native Patient Management System (PMS)
Integration
Appointments land in Dentrix Enterprise, Dolphin, or OpenDental cleanly. No double-entry, no manual cleanup, no broken data fields.
Insurance Pre-Verification
Insurance is verified in 60+ languages before the consult, so your TCs aren’t fielding “is this covered?” questions live in the chair.
OrthoFi Handoff
Financing pre-qualification runs in parallel with intake. Clean handoff to your financing flow, no double-entry – fully HIPAA compliant.
Built for everyone in the room.
Three roles, one conversation. Pick the lens that matters to you.
CEO / Managing Partner
The story you take to the board.
- Consult no-show under 12% within 90 days at the pilot location
- New-patient call-to-consult conversion up 10 points
- TC team scales without proportional headcount
- Defensible operating-leverage story for the next investor or PE deck
COO / VP Operations
Make 30 locations act like one.
- Standardized intake across every site — same qualification, same booking, same insurance flow
- Centralized data: every call transcribed and reportable in one dashboard
- PE-friendly: vendor consolidation under one master SLA
- 90-day synergy proof your PE board will recognize
Practice Administrator
30-day pilot.
- One location, 30 days, full Cloud9 / Dolphin / Ortho2 integration
- Pre-built ROI deck you can take to your CEO
- TC team keeps the high-value consult-conversion calls; Newo handles the 70%
- Live in 7 days
Why Orthodontic Practices Are Choosing Newo vs Generic Voice AI Platforms.
Generic platforms route calls. Newo books starts, pre-verifies insurance, hands off to OrthoFi, and follows up on no-shows without a human in the loop.
Feature
Other Voice AI Platforms
Newo.ai
Built for
Generic-built restaurants, retail, healthcare
Purpose-built orthodontics, restaurants, retail, and healthcare
PMS integration
One generic API, or none
Native to Dentrix Enterprise, Dolphin, and OpenDental
Insurance verification
Not included
Pre-verifies before the consult
OrthoFi handoff
Custom integration project
Built-in, no double-entry
Time to live
60–90 days
7 days
Clinical guardrails
Generic healthcare safety
Ortho-specific scope-of-practice rules
Resources
Orthodontic Service Organizations are losing revenue at the front office – missed calls, overloaded TC’s, and inconsistent multi-location communication.
Download our executive whitepaper to see the data behind the crisis and the Voice AI infrastructure built to solve it.

Built within strict clinical guardrails.
Newo never gives medical advice, never suggests treatment, and never deviates from your platform’s intake script. Every conversation is structured, recorded, and exportable.
“The audit trail is the thing that made me sign off. Every conversation, recorded and exportable, and a clean guardrails framework I could share with the state board.”
CDO, 80-practice orthodontic platform
Enterprise-Grade Security
Your data is protected using the same standards trusted by Fortune 500
companies

SOC 2 Type II
Independently audited controls for security, availability, and confidentiality of customer data.
HIPAA Compliant
Healthcare-ready security for protected health information (PHI). Required for medical and dental practices.
GDPR Compliant
Full compliance with European data protection regulations, including the right to deletion and data portability.

256-bit Encryption
All data is encrypted in transit and at rest using bank-level AES-256 encryption standards.
Role-Based Access Controls
Granular permissions ensure team members only access the data they need, and nothing more.
Ready to see Newo on a call
with your PMS?
Book a 20-minute demo with our ortho lead. We’ll show you a full list of our integrations, share a success story, and scope a 30-day pilot if it’s a fit.



