Managing the Complete Oral Appliance Therapy Journey in One Platform

A unified OAT lifecycle platform tracking all 16 clinical steps — from patient screening to annual re-evaluation — improving treatment completion rates from 40% to 88% and reducing average case duration from 6 months to 8 weeks.

Build Your OAT Lifecycle Platform

About the Project

A comprehensive case workflow platform purpose-built for Oral Appliance Therapy, managing the complete patient journey across 16 discrete clinical steps — from initial screening and sleep testing through appliance fabrication, titration, efficacy verification, and long-term compliance monitoring.

The platform replaces the 4–5 disconnected systems practices typically use, ensuring zero patients fall through the cracks between steps and every case progresses automatically through the clinical workflow.

Industry
Healthcare & Dental Sleep Medicine
Business Type
Sleep dentistry practices treating obstructive sleep apnea
Core Offering
End-to-end OAT lifecycle management with automated case progression
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The Problem: Patients Lost Between Steps in a 16-Step Process

Oral Appliance Therapy for sleep apnea involves 15–20 discrete clinical steps across multiple providers, labs, and insurance touchpoints. No generic dental software handles this niche workflow, and practices cobble together spreadsheets, fax machines, and 4–5 different software systems to manage it.

A doctor in Michigan had been treating sleep apnea for 10 years using this patchwork approach. Patients routinely fell through the cracks — a sleep test would come back but nobody would follow up, or an appliance would be ordered but the titration visits were never scheduled. Treatment completion was only 40%.

The goal was to build a purpose-built OAT workflow engine that tracked every case through all 16 steps, automated task progression, and ensured zero patients were lost between clinical milestones.

From spreadsheets and fax machines
to a unified workflow engine
for every OAT case

Unify Your OAT Workflow

Our Solution

Patient Intake & Screening (Steps 1–4)
  • Digital screening questionnaires (Epworth, STOP-BANG) with auto-scoring
  • Medical and sleep history forms with pre-populated fields
  • Real-time insurance eligibility verification
  • Lab referral generation for Home Sleep Testing
Diagnosis & Authorization (Steps 5–7)
  • Sleep study results review with OCR auto-extraction of AHI/RDI values
  • Diagnosis and treatment planning tools with clinical decision support
  • Prior authorization submission with auto-populated insurance forms
Appliance Fabrication & Delivery (Steps 8–11)
  • Digital impression workflow with built-in 3D scan viewer
  • Appliance order submission to manufacturing labs
  • Fabrication status tracking with estimated delivery dates
  • Appliance delivery and initial fitting documentation
Treatment & Long-Term Monitoring (Steps 12–16)
  • Titration visit scheduling with progressive adjustment tracking
  • Follow-up sleep test ordering and efficacy verification
  • Pre/post treatment comparison with visual reporting
  • Annual re-evaluation scheduling and insurance re-authorization

Challenges: A Complex Workflow No Generic Software Could Handle

Patients Lost Between Clinical Steps

With 16 discrete steps across multiple providers and labs, patients routinely fell through the cracks — sleep tests went unfollowed, appliances were ordered but titration visits never scheduled.

Fragmented Across 4–5 Software Systems

Practices used separate tools for scheduling, imaging, billing, lab orders, and patient communication — none of which talked to each other or understood the OAT workflow.

Low Treatment Completion Rates

Only 40% of patients completed the full OAT workflow, with most dropping off between sleep test results and appliance delivery due to manual follow-up failures.

No Visibility Into Case Pipeline

Practice owners had no way to see how many cases were at each stage, identify bottlenecks, or forecast revenue from cases in progress.

Why This Platform Transforms Sleep Dentistry Operations

We built a purpose-designed OAT workflow engine that manages the complete patient journey — from screening to long-term compliance — with automated case progression, task assignment, and zero-drop-off tracking.

Every OAT step — from screening questionnaires to annual re-evaluation — tracked and managed in one unified system.

The Impact: Every Case Completes, Every Patient Is Tracked

100%
OAT Steps Tracked
In One System vs. 4–5 Typically
88%
Treatment Completion
Up from 40%
8 Wks
Avg Case Duration
Down from 6 Months
Zero
Patients Lost
Between Clinical Steps

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