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E4.01 | Greyfinch 2024 Feature Updates

Jake Gulick, Head of Product at Greyfinch, unveils the orthodontic practice management software's latest innovative features. He highlights groundbreaking new capabilities like customizable treatment cards, automated patient communication workflows, and open API integrations.

Featured Guest

Jake Gulick | President of Greyfinch


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Gulick provided an in-depth look at the major new features and enhancements Greyfinch has made to their orthodontic practice management software over the past year. A key focus has been modernizing their technical stack and giving core components like the treatment card a refreshed user interface along with added functionality and customization options.

One of the biggest new additions is the Case Closer technology, which allows patients to review treatment plans and digitally sign contracts from home, streamlining the sign-up process. Greyfinch is also pushing hard into automation with their upcoming Automation Hub for triggering customized communication workflows based on patient actions and status.

Other major developments include opening their APIs to enable seamless third-party integrations, enhancements to appointment scheduling and online booking capabilities, and improved marketing ROI reporting tied to Google Analytics data. Gulick also highlighted new text-to-pay functions to reduce declined payments and auto-updaters for patient credit cards.

Overall, the updates demonstrate Greyfinch's commitment to continuous innovation aimed at boosting practice efficiency and the patient experience. By investing in technology modernization, automation, open integration, and data-driven marketing insights, they are empowering orthodontists with cutting-edge tools to streamline operations and drive growth.

Key Takeaways

  • Greyfinch updated UI and added new features across core software
  • Case Closer tech allows patients to review/sign contracts remotely
  • Automation Hub enables custom communication workflows
  • New open APIs for seamless third-party integrations
  • Appointment scheduling enhancements and online booking
  • Marketing ROI reporting to track campaign effectiveness
  • Text-to-pay capabilities to reduce declined payments
  • Auto-updater for credit cards to prevent lapses
  • Focus on streamlining workflows and boosting patient engagement


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