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COP Canadian Orthodontic Partners

Dental Custom Software Development

LEANWARE TEAM

1 x Senior Full Stack Developer, 2 x Mid Full Stack Developers, 1 x Product Designer, 1 x Product Owner

COP Canadian Orthodontic Partners

COMPANY

Canada

COUNTRY

Managed Team

engagement MODEL

CLIENT OVERVIEW

COP - Canadian Orthodontic Partners is a network of orthodontic clinics across Canada. 


The central challenge addressed by this project was the time-consuming process of generating contracts for orthodontic treatments in their network of clinics. 


They had the resources and the project idea  but couldn't find anyone reliable until they found Leanware.


The clinics faced challenges with manually inputting a wide array of patient information, managing different treatment plans, discounts, insurance details, and information about responsible parties. This not only made the contract creation process lengthy and prone to errors but also affected the overall efficiency and patient experience.


Leanware's primary goal was to simplify and expedite the treatment quoting and execution process across the clinic network.


The platform streamlines the entire process through a systematic 9-step flow, allowing for the efficient input of all necessary patient and treatment details. 


Features like digital signature flows, analytics, and customizable settings for managing clinics, users, and discounts enhance the functionality of the platform.

MySQL, Typescript, Express, Knex.js, React.js, Google Cloud Platform (GCP)

Tech Stack Involved

Our software development contributions to the COP Canadian Orthodontic Partners project included:


Full Stack App Development

Our team's full stack development expertise was crucial in creating an efficient and user-friendly application for COP Partners. 


On the front-end, our focus was on a clear, step-by-step process for inputting patient information, ensuring ease of use and accuracy. 


The back-end development included robust data management systems to handle various information types, such as treatment details, discounts, insurance, and patient data. 


This comprehensive approach ensured that the application was not only functionally efficient but also reliable and secure, catering to the needs of a vast network of orthodontic clinics.


Contract Generation Platform Development: 

We developed a web application that allows for efficient input of patient and treatment information, facilitating the creation of orthodontic treatment contracts.


Digital Signature Integration: 

The application includes a digital signature flow, enabling electronic signing of contracts, which streamlines the approval process.


Analytics Features: 

We incorporated analytics capabilities to help the clinics understand and optimize their operations based on data-driven insights.


Role-Based Backend Admin Panel:

We designed the web app with two main roles: Regular and Super Admin, with the latter having access to comprehensive settings and all clinic information.

SERVICES PROVIDED

UX & UI DESIGN

End to end flows guiding the stakeholders through the platform to deliver business agreements.

Data-driven decisions made in collaboration with clients to build dashboards and billing processes.

Before Leanware:

  • Clinics within the COP network faced challenges in efficiently generating orthodontic treatment contracts.

  • The process was heavily time-consuming, particularly for patients with varying insurance statuses.

  • The patient onboarding and contract processes weren't standardized.


After Leanware’s Solution Approach:

  • Streamlined Contract Generation: The introduction of the 9-step flow significantly reduced the time required to create and finalize contracts.

  • Enhanced Efficiency: The platform aims to reduce the time required for contract-related procedures by up to 80%.

  • Improved User Experience: The platform is user-friendly, catering to the needs of different users within the clinic network.

  • Data-Driven Decision Making: The analytics features enable clinics to make informed decisions based on real-time data and insights.

  • Administrative Control: The role-based access control, especially the Super Admin role, allows for effective management of the platform across multiple clinics.


Through these improvements, COP Canadian Orthodontic Partners has enhanced the efficiency and effectiveness of its contract generation process, significantly benefiting both the clinics and their patients.

From Blueprint to Delivery

RESULTS

FAQ

Frequently Asked Questions

What should be included in an orthodontic practice management platform?

Core modules include scheduling, treatment plans, imaging integrations, patient communication, billing, insurance claims, clinical notes, audit logs, and user-role management. Optional modules include analytics dashboards, referral tracking, mobile apps, and multi-clinic support.

What’s the typical timeline to develop orthodontic clinic management software?

A simple MVP takes 6–8 months, a full multi-clinic platform typically takes 12–18 months, and enterprise-level systems with analytics and heavy integrations often extend to 24+ months.

What communication cadence should I expect from a professional dev team building healthcare solutions?

Weekly demos, daily async updates or standups, biweekly roadmap reviews, and monthly architecture reviews. Healthcare projects require more visibility due to data security, compliance, and integration-heavy workflows.

What QA processes should a professional dev team have for healthcare software?

You should expect automated tests, HIPAA-focused security checks, regression testing, integration test suites for insurance and imaging workflows, code reviews, and documented release processes with version control.

What IP ownership clauses are non-negotiable when hiring a dev shop for healthcare software?

You should own all source code, architecture diagrams, designs, APIs, domains, and build artifacts. The contract must include full assignment of rights, protection from derivative works, and strict confidentiality around PHI-handling logic.

What technical questions should I ask to assess a dev team’s healthcare software skill level?

Ask about encryption in transit vs at rest, access logging, PHI segregation, secure backups, audit trails, and breach-response procedures. Their answers reveal whether they’ve built regulated systems before or are guessing.

What happens if the dev team misses deadlines or delivers poor-quality code for my healthcare platform?

Contracts typically include termination clauses, mediation steps, and handoff requirements. Good agencies offer code warranties, sprint-level visibility, and immediate remediation plans. Poor shops hide progress until it’s too late to pivot.

Should I hire a full team or start with one developer for MVP validation of clinic software?

A single developer works for prototypes, but anything involving PHI, scheduling logic, or clinic operations requires a team of at least 3–5 (frontend, backend, QA, architect). Starting too small leads to poor architecture and expensive rewrites.

What red flags indicate a dev shop isn’t qualified for healthcare or dental practice management projects?

Vague answers about HIPAA, no audit log strategy, no previous regulated-industry work, reliance on junior developers, fixed-budget promises for complex features, or refusal to show technical documentation from past projects.

How do I verify a development company’s claims about past healthcare projects?

Request direct client contacts, ask for demo environments, and confirm whether the team showing the work is the same team who built it. Compare Git activity, commit history, and delivery timelines if they provide repos.

What does a realistic timeline look like from contract signing to MVP launch for clinic management software?

Discovery takes 3–6 weeks, development usually takes 5–8 months, and hard integrations (imaging tools, insurance, e-signature, analytics) can extend MVP timelines to 9–12 months. Anything faster than 12 weeks is unrealistic for healthcare-grade software.

What questions should I ask during technical interviews with potential dev partners for healthcare projects?

Ask how they’ve handled HIPAA safeguards, multi-tenant clinic data isolation, insurance API integrations, patient communication features, and how they track audit logs. Also ask who makes architectural decisions and how senior engineers escalate security issues.

How do I evaluate if a dev shop has real experience with HIPAA-compliant dental software?

Ask to see past architecture diagrams, audit reports, logging strategies, and how they handle PHI segregation, RBAC, access logging, and encryption. A qualified team should explain these details clearly without vague “we follow best practices” claims.

What’s the cost difference between agency vs in-house developers for healthcare SaaS projects?

An agency is usually 20–40% cheaper for the first year because you avoid salary commitments, benefits, recruiting fees, turnover risk, and management overhead. In-house teams only become cheaper after year two once you’ve built stable processes and hired a full team.

How much does it cost to hire a development team to build orthodontic practice management software?

Most builds fall between $180,000 and $450,000 for an MVP, depending on appointment scheduling complexity, insurance integrations, imaging workflows, HIPAA infrastructure, and whether you need multi-clinic support. Platforms with advanced analytics, patient portals, and multi-tenant architectures usually land between $500,000 and $1.2M over the first 18 months.

  • Core modules include scheduling, treatment plans, imaging integrations, patient communication, billing, insurance claims, clinical notes, audit logs, and user-role management. Optional modules include analytics dashboards, referral tracking, mobile apps, and multi-clinic support.

  • MVP development typically requires a few months. Complex migrations take longer. Timeline depends on scope, integration complexity, and data migration requirements.

  • Yes, we accommodate various engagement lengths for dedicated developers. Project-based work handles shorter timelines for specific deliverables like migrations or performance optimization.

  • All code undergoes peer review, includes comprehensive tests, follows TypeScript strict mode, and meets ESLint standards. We implement CI/CD pipelines with automated testing before production deployment.

  • Yes, we regularly join ongoing projects. Initial assessment reviews architecture, identifies technical debt, and establishes development standards before beginning feature work.

  • We work with current Supabase platform including latest PostgreSQL versions, Edge Functions, Realtime, Storage API, and Auth. We stay current with platform evolution and beta features.

  • Daily async updates via Slack, weekly video calls for sprint planning, bi-weekly demos showing progress. Full code visibility through GitHub with detailed pull request documentation.

  • Yes, we execute NDAs before discovery phase. All code and intellectual property belongs to you. We maintain strict confidentiality and security protocols for proprietary systems.

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