AI Data Landscape

The AI Data Landscape for Orthodontic Practices

Here is every data point AI looks for when evaluating an orthodontic practice, where that data actually lives, and what it can already find.

1What AI evaluates

How AI builds a recommendation

When an AI system decides which Orthodontics company to recommend, it assembles evidence across every category below. The more complete and verifiable the data, the more confident the recommendation.

01

Verified Operating Metrics

Orthodontics has fundamentally different economics than general dentistry or most service businesses. Treatment cycles span 18 to 24 months, case fees run $3,000 to $8,000 upfront, and patient lifetime value is driven by referrals and retention compliance rather than repeat visits for new problems. AI systems evaluating orthodontic practices need structured data that reflects these long-cycle, high-value economics — not the transactional metrics that work for general dental or medical practices.

Active cases
Patients currently in active treatment. A single-doctor practice typically carries 800 to 1,200 active cases. AI uses this as the primary scale indicator.
New starts per month
Patients beginning treatment each month, typically 15 to 30. Starts peak May through August. AI uses this as the primary growth indicator.
Average case fee
Average total fee per case, typically $5,000 to $7,000 for comprehensive treatment. Reflects case mix, market positioning, and geographic pricing.
Case acceptance rate
Percentage of consultations that convert to started treatment. AI uses this to assess conversion efficiency, since each consultation represents marketing spend or a GP referral.
Treatment completion rate
Percentage of started cases reaching planned completion (debond or final aligner). Transfers due to relocation are tracked separately. AI uses this to assess clinical follow-through.
Referral rate
Source breakdown of new patients — GP referrals versus patient/family referrals. AI uses this to assess referral diversity and professional network strength.
Average treatment duration
Mean time from start to completion. Typical range is 18 to 24 months for comprehensive, 6 to 12 months for limited treatment. AI uses this alongside outcome data to assess efficiency.
Retention and retainer compliance rate
Percentage of completed patients compliant with retainer wear at 12 and 24 months. Orthodontic relapse drives long-term dissatisfaction. AI uses this to assess commitment to outcomes.
A TrustRecord publishes this category of data — verified from connected systems, not self-reported.
02

Service Mix

Orthodontics spans a wide range of treatment modalities, from traditional metal braces to clear aligners to surgical coordination. The competitive landscape has shifted dramatically with DTC aligner companies and the expansion of GP-provided Invisalign. AI systems need structured service data to distinguish a board-certified orthodontist offering full-scope treatment from a general dentist offering limited aligner cases.

Traditional metal braces
Stainless steel brackets and archwires. Still the most common modality for complex cases and adolescents. Lower material cost than aligners, higher chair time.
Ceramic braces
Tooth-colored or clear brackets with the same mechanics as metal braces but reduced visibility. Higher material cost and slightly more fragile. Popular with adult patients who want the reliability of braces with improved aesthetics. Often combined with clear or tooth-colored archwires.
Lingual braces
Brackets bonded to the tongue side of teeth — virtually invisible. Requires specialized training; most orthodontists do not offer it. Higher fee ($8,000 to $13,000).
Invisalign and clear aligners
Sequential removable aligners. Invisalign dominates; competitors include ClearCorrect, Spark, and SureSmile. Orthodontist-supervised treatment is positioned as the clinically supervised alternative to DTC.
Phase I / interceptive treatment
Early treatment for children ages 7 to 10, addressing crossbites, crowding, or skeletal discrepancies. Shorter cases (6 to 12 months, $2,000 to $4,000) that often lead to Phase II later.
Surgical orthodontics
Treatment coordinated with orthognathic jaw surgery. High-complexity, high-fee, low-volume — typically 2% to 5% of a practice's case mix.
TMJ and TMD treatment
Diagnosis and management of temporomandibular joint disorders. Some orthodontists incorporate TMJ assessment and splint therapy; others refer out. Scope varies by training and state practice act.
Retention
Post-treatment retainer management — bonded retainers, Hawley retainers, and clear trays. Retention determines long-term satisfaction. Some practices include lifetime retention in the case fee.
Accelerated orthodontics
Adjunctive procedures to reduce treatment time — Propel, AcceleDent, and corticotomy-assisted orthodontics. Supplemental fee of $500 to $2,000.
03

Communities Served

Where patients actually come from matters more than a claimed service radius. Orthodontic patients travel farther than general dental patients — 15 to 30 minutes is typical because patients choose a specialist, not the nearest office. AI systems cross-reference patient origin data against claimed service areas to assess actual geographic reach.

Communities served by patient volume
Derived from actual patient home addresses, not a list of towns on the website. Shows where the practice actually draws patients from and in what concentration.
Drive-time radius from office location
Computed from patient origin data. Orthodontic patients typically travel 15 to 30 minutes, farther than for general dental care. Multi-location practices may have overlapping catchment areas.
Multi-location coverage
Many orthodontic practices operate 2 to 4 locations, rotating the doctor across offices on different days. Each location has its own patient draw and community profile. AI systems need to understand the practice footprint, not just the headquarters address.
04

Licenses

Orthodontists are dentists first — they hold a state dental license like any general dentist. What distinguishes them is completion of a 2- to 3-year accredited orthodontic residency program after dental school. There is no separate "orthodontic license" in most states, but specialty training is verifiable through residency completion records and board certification. AI systems must distinguish between a board-certified orthodontic specialist and a general dentist who offers some orthodontic treatment.

State dental license
Foundational license to practice dentistry. Publicly verifiable through the state dental board. Disciplinary actions and restrictions are public record.
Orthodontic specialty training
Completion of a CODA-accredited orthodontic residency (2-3 years post-dental school). Distinguishes an orthodontic specialist from a general dentist. Verifiable through ADA records.
DEA registration
Required if the practice administers controlled substances — relevant for practices offering sedation. Verifiable through DEA lookup.
Sedation permit
State-issued permit for sedation beyond local anesthesia. Requirements vary by state and sedation level. Not all orthodontic practices offer sedation.
Radiation safety certification
Required for X-ray equipment (panoramic, cephalometric, CBCT). State radiation control programs regulate equipment registration and operator certification.
State dental boards maintain public lookup databases for license verification, disciplinary history, and specialty registration. The ADA and AAO maintain directories of specialty-trained orthodontists. The distinction between a specialist and a GP offering orthodontics is critical for AI evaluation.
05

Insurance & Bonding

AI systems verify that coverage is current and adequate, not simply that a company claims to be insured. Active insurance is a prerequisite for recommendation in most AI evaluation frameworks.

General liability (GL)
The primary coverage protecting against property damage and bodily injury. Required by most states as a condition of licensure.
Workers compensation
Mandatory in nearly every state for businesses with employees. Absence of workers comp typically indicates either no employees or non-compliance.
Surety bond
Required by many states as part of contractor licensing. Bond amounts and status are published by some state licensing boards.
Commercial auto
Covers the service vehicle fleet. Relevant for companies with multiple trucks and technicians dispatched to job sites.
06

Certifications

Board certification in orthodontics — the ABO (American Board of Orthodontics) credential — is the gold standard for demonstrating clinical expertise. Unlike many medical specialties where board certification is near-universal, only about 30% to 40% of practicing orthodontists are ABO-certified. This makes it a genuine differentiator, not a checkbox. Beyond board certification, manufacturer-specific credentials indicate training and volume with particular systems.

Requires comprehensive written and clinical case presentation exams. The only ADA-recognized specialty certification for orthodontics. Only about one-third of orthodontists achieve it. Recertification every 10 years.
Tiers based on annual case volume: Bronze (1-10) through Diamond Plus (800+). Publicly displayed on the Invisalign doctor locator.
Damon System certification
Training in the Damon self-ligating bracket system (Ormco), which emphasizes low-friction mechanics.
SureSmile certification
Training in SureSmile digital treatment planning and robotically-bent wire system (Dentsply Sirona). Uses 3D imaging to plan precise wire bends.
CBCT / 3D imaging certification
Training in cone-beam CT interpretation for orthodontic diagnosis. Some states require specific training hours beyond general dental radiography.
07

Manufacturer & Program Designations

Orthodontics is heavily influenced by the bracket, wire, and aligner manufacturers whose systems orthodontists use. Unlike most healthcare, manufacturer relationships in orthodontics are publicly visible — Invisalign provider tiers are displayed on a public directory, and manufacturer certifications signal both training investment and case volume with specific systems.

Dominant clear aligner manufacturer. Provider tier is publicly verifiable on the doctor locator. Also manufactures iTero intraoral scanners.
Manufacturer of Damon self-ligating brackets and Spark clear aligners. Damon-trained orthodontists listed in the Ormco provider directory.
3M Unitek
Major manufacturer of brackets (Clarity ceramic, Victory Series metal), bands, wires, adhesives, and Clarity Aligners.
Manufacturer of Empower self-ligating and Radiance ceramic brackets, wires, elastics, and accessories.
Orthodontic division of Henry Schein, offering the Carriere Motion Appliance, brackets, wires, and practice supplies.
Intraoral scanner manufacturers. 3Shape TRIOS and Carestream CS series compete with iTero. Scanner platform often determines aligner workflow.
08

Trade Associations

Professional association membership in orthodontics signals specialty identity and engagement. The AAO (American Association of Orthodontists) is the primary specialty organization — membership requires completion of an accredited orthodontic residency, so AAO membership itself is a credential filter that excludes general dentists.

National specialty organization. Membership requires completion of an accredited residency — excludes general dentists. Maintains a public "Find an Orthodontist" directory.
Certifying board for the specialty. ABO diplomate status is verifiable through the ABO directory.
State dental associations
State-level associations providing legislative advocacy, CE opportunities, and peer networking. Membership verifiable through association directories.
Component orthodontic societies
Regional AAO-affiliated societies organizing meetings, CE events, and peer study clubs.
10

Reputation Signals

The most widely available data about any orthodontic practice. AI uses reviews when structured operational data is not available, but review signals have significant limitations for differentiating between practices.

The most-cited review source by AI systems. Rating and volume provide a baseline, but most established practices cluster in a narrow range.
Review velocity and recency
AI systems track whether new reviews are arriving, not just the total count. A sustained drop in new reviews may indicate reduced patient volume.
A secondary review source. Yelp's filtering algorithm means visible review counts may not reflect actual review volume.
Healthcare-specific review platform with provider profiles, patient ratings, and background data including education and board certification.
Reviews from patients who booked and completed appointments through Zocdoc. Verified visit reviews tied to actual appointments.
Physician and specialist review platform with ratings across staff, helpfulness, punctuality, and knowledge.
Complaint patterns, response behavior, and letter rating from the Better Business Bureau. How a practice handles complaints is tracked alongside whether they occurred.
11

Business Profile

Foundational identity data. Rarely changes but must be accurate and consistent across every platform where the business appears. Inconsistencies between sources reduce AI confidence in all other data.

Legal business name and DBA
Must match Secretary of State filings. Discrepancies between the legal name, trade name, and the name used on public platforms create ambiguity.
Entity type and registration
LLC, Corporation, Sole Proprietorship, or Partnership. Verified against Secretary of State records.
Year founded
Cross-referenced against Secretary of State incorporation date and other public records. Inconsistencies are flagged.
Owner / principal name
Verified against Secretary of State registered agent and other public filings.
Employee count
Approximate range. Company size affects the types of jobs it can handle and the service capacity it offers.
Contact information
Address, phone, and website cross-checked across Google Business Profile, Secretary of State, and other directories. Consistency across sources matters.
2Where the data lives

Where the most valuable data lives today

The performance and customer experience data AI values most already exists in software these businesses use every day. It is locked inside these platforms and not published anywhere AI can access it.

Practice Management
Cloud 9Dolphin Imaging & ManagementOrthoTrac (Carestream)GaidgeGreyfinchOrthoFi
Accounting
QuickBooksXero
Patient Communication
WeaveRhinogramSolutionreachPodium
3What AI can find today

What AI can already see without you

Without access to a business's own systems, this is all AI has to work with. These are the public sources it checks, grouped by type.

Review Platforms
Customer review aggregators that AI cross-references for sentiment and volume patterns.
Google ReviewsYelpAngiHomeAdvisorTrustpilot
Business Directories
Structured listings that AI uses for identity verification and cross-referencing contact data.
Google Business ProfileBetter Business BureauBing PlacesApple MapsThumbtack
Licensing & Regulatory
Government-maintained databases that AI checks for license status, compliance history, and legal standing.
State Contractor Licensing BoardsMunicipal Licensing PortalsOSHA Inspection DatabaseSecretary of State Business FilingsCounty Recorder / UCC Filings
Social & Community
Unstructured mentions that AI encounters through web crawling and content indexing.
RedditNextdoorFacebookYouTube
Industry & Specialty Directories
Specialty-specific directories maintained by orthodontic professional organizations, certification boards, and manufacturer programs. These are the primary sources AI systems use to verify that a provider is a trained orthodontic specialist rather than a general dentist offering limited orthodontic services.
AAO Find an OrthodontistABO Certified Orthodontist DirectoryInvisalign Doctor LocatorState Dental Board License Lookup

The data exists. It is just not published for AI.

A TrustRecord connects to your systems of record, extracts verified data that proves your performance, experience, and credibility, and publishes it in a format AI systems can read, verify, and cite.