Enhancing the payment calculator and CRM bridge behind nearly $2M in patient revenue

Canadian Orthodontic Partners supports more than 50 orthodontic practices across Canada from a central services organization covering finance, marketing, and HR. The marketing team had a specific, urgent integration need: the consumer-facing website, the HubSpot CRM, and the clinics’ practice-management software did not talk to each other, and most of the practice-management systems had no open API. The VP of Marketing wanted it solved quickly, without bogging down the retained agencies.

Leanware came in as an ad hoc developer, with the Leanware CEO doing the work directly against the VP of Marketing’s brief. The build was an integration between the consumer website, the CRM, and the surrounding databases: HubSpot serves as the integration point, and the gaps to the closed practice-management systems were bridged through the CRM so clinics can communicate with patients more easily.

The work also covered the website payment calculator, the tool patients use to explore treatment payment options, improving the experience and the data it captures over its primitive first version. The whole engagement ran inside June and July 2020.

The payment calculator is directly tied to revenue: the client attributes just under $2M of company revenue to patients coming through that tool, and expects the figure to grow with the enhanced experience and improved data capture this engagement delivered.

The Clutch review scores 5.0 across all categories and singles out responsiveness: quick replies, problems taken on personally, and an always-connected communication style the client contrasts with other offshore developers. The engagement stayed deliberately small and fast, and Leanware remains on the client’s radar for future projects.