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Every Confident Smile Starts With An Initial Evaluation

Your initial evaluation will give you the opportunity to meet our team, learn more about orthodontics, receive a complete initial exam, and find out which treatment options will best meet your needs. Your first evaluation is 100% complimentary.

During Your Initial Evaluation

Review Your Dental and Medical History Forms

Your first visit to Success Orthodontics begins by reviewing your dental and medical history forms. This step is essential for providing personalized care and ensuring your safety. We gather information on your previous dental treatments, allergies, medications, and overall health. An understanding of your unique background helps our team prevent potential complications and tailor our approach specifically to you. Missing details can delay your treatment plan, so please bring any necessary documentation or prior dental records. With this comprehensive background, you’ll gain peace of mind knowing your care is safe, customized, and coordinated with any other health needs.

Provide a Complete Oral Exam, With X‑Rays and Digital Images, to Determine If Treatment Is Necessary

Next, Dr. Gen and our clinical team perform a thorough oral exam to evaluate your dental alignment, jaw structure, bite, and overall oral health. We use advanced diagnostic tools like panoramic x-rays, cephalometric images, and high-resolution intraoral scans. These technologies allow us to accurately assess tooth roots, jaw joints, and airway structure—elements you won’t see during a standard dental check-up. A digital impression ensures a precise model of your mouth while minimizing discomfort. The combination of exam, imaging, and scans equips us to determine whether orthodontic treatment is needed, and to what extent, while also spotting any hidden issues—such as impacted teeth or bite abnormalities—that may influence your treatment plan.

Help You Create a Customized Treatment Plan

Once we’ve gathered all diagnostic data, it’s time to design your individualized treatment path. Dr. Gen takes time to explain your diagnosis, treatment goals, and step-by-step plan. Whether it’s braces, Invisalign, or a hybrid approach, each option is discussed with clear expectations around timeline, stages, and outcomes. You’ll learn how long your estimated treatment will take, what milestones to expect, and how your lifestyle may influence plan selection. We focus on aligning your smile with your facial features and bite function, resulting in a healthy, balanced look. There’s no rush—we answer every question and ensure you’re confident in your path forward.

Discuss All Financial Information, Insurance Options, and Payment Plans

During your consultation, we’ll also walk you through financial expectations in an upfront, easy-to-understand manner. Our team explains treatment costs, including any diagnostic or imaging fees, brackets, aligners, and retainers. We’ll help you explore your insurance coverage and submit claims on your behalf. If your plan has coverage limitations, we’ll detail how much you’ll owe out-of-pocket. We offer flexible, interest-free payment plans designed to fit your budget—because orthodontic care should be accessible to everyone. Transparency matters to us; there are no hidden fees or surprises. From insurance coordination to savings options, our goal is removing financial barriers so your family can confidently begin treatment.

What to Expect After Your First Visit

By the end of your first appointment, you’ll leave with clarity and reassurance. You’ll know exactly why treatment is recommended, how it works, when it will likely finish, and what it will cost. If you’re ready to proceed, we’ll schedule your bonding or aligner delivery appointment right away—no long delays. If you’d prefer time to think, that’s totally fine too—take your time, and reach out anytime with questions. We’re here to support you throughout your treatment journey, offering guidance, encouragement, and expertise every step of the way.

Our team will be glad to answer any questions you may have, and we will provide all the information that you need to determine which treatment is right for you. Please contact us today to schedule your initial evaluation.