Know which search, ad or referral sent the consult, and which consult became a start.
Built for an orthodontic practice that treats children, teens and adults from the towns around its offices, whoever runs the marketing. TruLata reads your Google accounts, your Business Profile reviews and the consultation requests from your own site's forms, runs the watching and the drafting on a schedule whether anyone is at the front desk, and shows you what each consult became.

Is this built for an orthodontic practice?
Yes. TruLata is built for an orthodontic practice that treats patients across a catchment, and a practice with several offices fits the same way, office by office. The marketing usually sits with the treatment coordinator between consults, or with the orthodontist after the last adjustment of the day; a group with a marketing manager gets the same screen to report from. The search, the ads, the content and the counting run on a schedule whether anyone had time this week, every consultation request is counted from your own site, and one screen shows what happened and what it cost.
Two kinds of people fill in your consultation form, and they decide differently. A parent is booking for a child: the family dentist mentioned an overbite, a school friend just got braces, or the child is seven and due for a first orthodontic check. They compare practices on the rating, the reviews from other parents, the office hours and whether the first visit is free. An adult is booking for themselves, usually about clear aligners, and reads the same reviews plus whatever the practice says about the time a case takes and the payment plan. Either request, when it comes through your own site's form, is yours alone, written to your lead sheet the moment it lands.
The third source is the general dentists who refer to you, and the year has its own rhythm. Summer and the weeks before school fill with teen starts, January brings the families whose benefits reset, and the last weeks of the year bring adults with flexible spending to use. So the screen puts each consultation request in front of your treatment coordinator the day it lands, with the page it came from one click away, and asks one question when the consult is done: what did it become.
Who fills in your consultation form
A parent, for a child
- The family dentist mentioned an overbite
- A school friend just got braces
- The child is seven and due for a first check
An adult, for themselves
- Usually about clear aligners
- Reads the same reviews
- Then the time a case takes and the payment plan
A referring dentist
- The third source
- Sourced weekly on Command
- Named on the submission where your form asks
What does the screen read for an orthodontic practice?
It leads with consultation requests. When a parent or an adult submits the consultation form on your site, the form handler appends the row to a lead sheet server-side and emails your team, and the Leads view reads that sheet newest first, with the consult type and the office on each row. Where the form asks how they heard about you, the answer is written to the sheet with the rest of the submission, so a consult sent by a referring dentist reads as one. Mark each request from the screen, contacted, quoted, won or lost, or not a lead with the reason, an existing patient, spam, a wrong number or out of area. Won is the start: treatment accepted and on the schedule. The mark stays on the row, so you can set ad spend against starts rather than against clicks.
Google Business Profile gives reviews, rating and listing performance through a manager invitation you can revoke, and the reviews card sits on the search view, because a parent reads what other parents wrote before booking. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind; for a practice those queries are the treatment and the town, braces, clear aligners, an orthodontist near me, and the positions are Search Console's own averages, not a rank tracker. GA4 adds sessions, sources, pages and key events, hours behind intraday, so you can see whether the clear aligner page or the first visit page is the one being read. Google Ads shows spend, conversions and cost per conversion by campaign, and a watch reads the account's change history every morning at 7:05 Eastern.
Where your practice runs on a CRM or booking platform, the Jobs view reads what it records live, and shows a coming-soon card rather than a number until the data is trustworthy. Where you take payment plans through Stripe, the Revenue view reads payments and subscriptions live, read only, and never creates a charge or a refund. Every source here is a marketing, lead or revenue record. Patient charts, records and treatment plans stay in your practice-management software; where that software has an API, what it connects for marketing is scoped with you during setup. Card data is never read, your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them, and a phone call to the front desk counts as a consult request when your CRM or booking platform records it.


Won is the start: treatment accepted and on the schedule.
What runs while you are chairside, and what waits for a person?
Your Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads your account's change history and its user list, sets our own writes and routine noise aside, and raises a material change made by anyone else the same morning, including a recommendation Google applied on its own. A setting switched on under a front-desk login, or a new address given access to the account, reaches the team the next morning rather than at the end of the month. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in your account's own change history, so the summer push on teen consults and the January push on benefits are decisions with a record behind them.
On Command, the outbound engine sources prospects weekly to the target profile set with you, which for an orthodontic practice is usually the general dentists in your area who could refer. It finds a deliverable address for each office or routes it to a contact-form path, and drafts an opener into a review-first queue; a person releases each send, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends.
On Launch, Growth and Command, the content engine researches and drafts, on your cadence, the articles a parent or an adult reads before booking a consult: what happens at a first orthodontic visit, braces or clear aligners for a teen, what a payment plan usually covers. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional, which matters when the orthodontist reads every clinical sentence first. On Growth and Command, Meta ads run alongside search. Every day at 7:20 Eastern, where your forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or a stalled form is flagged the next day. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up.
What stays with a person is the judgement: the limits on spend, and anything that answers a family. A budget or bid change is made within the limits set for your engagement. A content piece with auto-publish off waits as a draft until someone approves it. Appointment reminders and observation recall messages stay with your practice software today. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each lands with the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history.
While you are chairside
- Ads change watchReads your account's change history and user list, and raises material changes the same morning
- Lead watchFive checks across your form sheet, GA4 and Ads
- Referring dentists sourcedOpeners drafted into a review-first queue, on Command
- Content draftsFamily guides filed in your Drive, on Launch, Growth and Command
- Fallback snapshotBaked nightly, so a failed pull leaves the previous page up
Can I see it before anyone contacts the practice?
Yes. Open the demo at demo.trulata.com. It opens with your name and email, and the follow-up is an email, not a call. It runs on a fictional company called Meridian, every number in it is illustrative, and it is the same engine code every client dashboard runs. Open the Leads view, the Google Ads view and the search view, and you are looking at the screen an orthodontic practice gets, with your sources in place of Meridian's.
Then read it against your own practice. You treat children, teens and adults from the towns around your offices, and your consults come from search, from parents talking to parents and from the dentists who refer. Whoever carries the marketing, the treatment coordinator, the orthodontist or a marketer, that is the practice the product is built for. Part of it runs on your own numbers during setup: the first pull, the answer-engine baseline and the ads watch run on your accounts in the first two weeks, before most of the engines are switched on. If you want the work done as a service rather than run as a system, the services side is the other door.
Read the search view the way it is built. Ranking is not earning, and a position there is Search Console's average for that query rather than a rank tracker's guess. A position is not a consult, and a consult is not a start. That is why the screen counts the requests your own forms took and the outcome your coordinator set on each one, and why proving which dollar made the phone ring starts from your own records.

A position is not a consult, and a consult is not a start.
Which tier fits an orthodontic practice?
Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine runs on Launch, Growth and Command. Meta ads run on Growth and Command. The outbound engine, the one that sources referring dentists, runs on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on, is scoped per engagement and carries no number on this site.
Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, so the orthodontist and the treatment coordinator each sign in with their own seat. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and an annual commitment takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures.
- Starterthe TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets
- Content engineOn Launch, Growth and Command
- Meta adsOn Growth and Command
- Outbound engineSources referring dentists, on Command
- CommandAdds the outbound engine, ad creatives and your full marketing team, always on, scoped per engagement
Can your team run it for my practice?
Yes. Command adds the outbound engine, ad creatives and your full marketing team, always on, scoped per engagement, and the managed strategy retainer sits on top of any tier with strategy, optimization and the approvals on our side, scoped with you. Every change we make lands in your account's own change history, which the same 7:05 Eastern watch reads and sorts as ours. The managed page covers both.
TruLata is also a marketing services firm, and the software sits beside that work. If you want the work done as a service rather than run as a system, local services marketing is the hub, with search and paid search underneath it. The other trades the product is built for are on the industries page.

What an orthodontic practice's screen reads, and how fresh it is.
| What | Where it comes from | How fresh |
|---|---|---|
| Consultation requests | Your site's forms, appended to a lead sheet server-side and emailed to your team; the Leads view reads it newest first | Live |
| Jobs and job pipeline | Your CRM or booking platform, where the practice runs on it | Live; a coming-soon card until the data is trustworthy |
| Reviews, rating, listing performance | Google Business Profile, with our Google account as a manager you can revoke | Refreshed on its own schedule, separate from the Ads and GA4 lag |
| Spend, conversions, cost per conversion | Google Ads, by campaign | Intraday lags hours; change history read daily at 7:05am ET |
| Payments and payment plans | Stripe, read only | Live |
| Sessions, sources, pages, key events | Google Analytics 4 | Hours behind intraday |
| Queries, impressions, clicks, average position | Search Console; its own average positions, not a rank tracker | 2 to 3 days behind |
A phone call to the front desk counts as a consult request when your CRM or booking platform records it. Patient charts, records and treatment plans stay in your practice software, card data is never read, and your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them. Positions are Search Console's own averages. A start on the screen is the outcome your coordinator set on a request your forms or your CRM recorded.
Questions, answered.
Do you count calls to the front desk?
A phone call counts as a consult request when your CRM or booking platform records it, or through a call-tracking platform connected for your instance during setup. The requests the screen counts are consultation requests from your own website forms, written to a sheet server-side as they land and read newest first, plus what your CRM or booking platform records.
Can I tell a consult from a start?
Yes. Your coordinator marks each request from the screen: contacted, quoted, won or lost, or not a lead with the reason, and won is the start. The mark is written to the lead record and stays on the row, so the Leads view shows consults and starts side by side and Google Ads shows what each campaign spent.
Can it help with referrals from general dentists?
On Command, the outbound engine sources prospects weekly to the target profile set with you, which can be the general dentists in your area. Each opener lands in a review-first queue; a person releases it, or the queue releases on the schedule set for the engagement, and every send is logged. Where your form asks how a family heard about you, the referring office is written to the sheet with the rest of the submission.
Does it read patient records?
The sources are the ones on this page: your Google accounts, your Business Profile, your website forms, Stripe, and your CRM or booking platform where the practice runs on one. Patient charts, records and treatment plans stay in your practice-management software; where that software has an API, what it connects for marketing is scoped with you during setup. Card data is never read.
What does my treatment coordinator have to connect?
Manager invitations on your Google Analytics property, your Search Console site, your Google Ads account and your Business Profile listing, each one revocable in your own console. Our team connects your CRM or booking platform, Stripe, your email platform and your website forms from the inside with the access you grant during setup, and we never hold your passwords.
What does it cost for an orthodontic practice?
Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Every tier is month to month with nothing metered, and a managed strategy retainer sits on top of any tier, scoped with you rather than priced on this site; <a href="/product/managed">the managed page</a> says what our team takes on.
See it running
before you decide.
The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.
Open the live demo See pricing
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.

