Staff shares the contract link or opens it on an iPad.
Simplified client update
Digital signature to PDF. Staff still uploads into Edge.
Smile With Style does not need a new operating system right now. The offer is smaller and cleaner: remove printing, hand signing, scanning, and email chasing from the contract step.
Current scope
Codee sends a contract link, captures the signature, creates a signed PDF, keeps a private cloud copy for the bridge record, and prepares an email/download handoff. Staff can then upload the finished PDF into Edge the same way they already upload documents today.
Personalized for Smile With Style Orthodontics
Light blue, white, chocolate accents, black text, and the existing office brand assets. Edge stays in place; Codee adds cleaner handoffs around daily paperwork.
What changes
The manual part gets smaller.
The office keeps Edge. Codee only improves the contract handoff before the document enters Edge.
Patient or guardian reviews and signs digitally.
Codee prepares the signed PDF and private cloud bridge copy.
Staff downloads the PDF and uploads it into Edge manually.
Client update
The first signed client document should be the BAA/vendor approval. After that, the office can review the pre-worded orthodontic contract templates, verify the wording at the bottom of the template page, and choose which agreement types should move into the digital signing flow.
Mock test only
We can show the flow without turning on production records.
The client can review the experience as a mock demo. The page can simulate the email/download result while real PHI, real email delivery, and production permissions stay off until approved.
Use sample names and demo contract wording only.
Keep the private bucket and PDF handoff structure ready behind the scenes.
Show what staff would receive; turn real email on after approval.
Staff still controls the final upload into Edge.
Client links
Only the links they need right now.
The longer bundle still exists for our internal map, but the client-facing summary should point them to the simple contract bridge first.
Activation7-day activation readiness
Open activation roomGPT-readable package link with marketing, admin, back-office, dental consultation, orthodontic treatment, and invoice-after-trial scope.
BetaBeta contract signing
Open beta signingReal beta submit path: required checkboxes, signature at the bottom, signed PDF, email/storage handoff, and thank-you download page.
MockMock contract flow
Open mock flowShows the contract link, digital signature, signed PDF handoff, and Edge upload message without posting records.
FormsNew patient form bridge
Open form bridgeCustomer completes a form packet; staff receives a PDF/email handoff for the existing system.
ReferralReferral packet bridge
Open referral bridgePartner office sends a referral request; staff receives a clean review packet.
MarketingPromo approval bridge
Open promo bridgeCampaign, flyer, QR, or review-request copy can be approved before posting or emailing.
CarePatient instructions bridge
Open care bridgeAfter a visit, staff can send a branded instruction page and receive confirmation.
MapMore workflow bridges
Open bridge mapOne overview page that explains where Codee adds efficiency without replacing current systems.
StaffStaff beta homepage
Open staff homepageRole-based homepage for sender, reviewer, uploader, approver, and Codee support responsibilities.
BAABAA/vendor approval signature
Open BAA approvalFirst signed client document: vendor approval, private bridge storage approval, and PHI launch boundaries.
TemplatesContract template library
Open templatesPre-worded orthodontic agreement categories with office verification before real patient use.
What we need later
Only a few normal office items.
None of this is heavy technical work for the client. It is the same information they already use to run the contract process.
The office sends the real treatment agreement PDF or Word file when they want to move past the mock.
Tell us who should receive the signed PDF download notice.
Approve privacy, storage, email wording, and PHI readiness before real patient use.
Bottom line
This is a contract bridge, not a new office system.
The immediate pitch is simple: keep the office systems, add cleaner digital handoffs, produce staff-ready PDFs or email summaries, and reduce repeat manual steps.