The client, a national Dental Service Organization (DSO), realized issues with orthodontic operational management and reporting due to a lack of standardization across its practices post-affiliation. This included standardized appointment classes and types, transaction types, patient statuses and referrals. The objective was to design and integrate standards of practices that align with revenue cycle management and marketing best practices in the existing Planet DDS Cloud 9 URL to increase new patient consultations, conversions to case starts, enterprise – affiliated practice integration and overall reporting capabilities.