80% Faster Document Setup for SmileUp

Clinical consent was a bottleneck. 

Before Titan, SmileUp relied on paper-based consent forms. Patients signed physical documents, while staff managed printing, scanning, storage, and manual follow-ups. This created unnecessary administrative workload, higher operational costs, and frequent inefficiencies. 

SmileUp attempted to improve the process by introducing a digital signature solution. While it enabled digital consents, the system was difficult to maintain: 

• Configuration changes were slow 
• Updates required coordination across multiple teams 
• Small adjustments caused delays and frustration 

At the same time, SmileUp operated across legacy systems and databases. Without a centralized system or single integration, data consistency was harder to maintain, increasing the risk of errors as the organization scaled.

SmileUp transitioned to Titan to modernize document generation and eSignature workflows, fully replacing paper-based clinical consent processes. 

Using Titan’s Document Studio and Salesforce, SmileUp built a fully digital consent process. Documents are generated, signed, and stored directly in Salesforce, removing paper handling and eliminating disconnected tools.

All consent documents and related data are now centralized in Salesforce as a single system of record. Titan also enabled mobile-first workflows, allowing staff to manage documents across desktop and mobile devices.

In addition, SmileUp uses Titan’s Experience Studio to run survey forms that support structured data collection and operational feedback across clinics.

80%+ Faster Document Setup: Consent configuration dropped from up to two days to just two to three hours, dramatically reducing administrative workload.

Lower Operating Costs: Paper, printing, ink, and document storage were eliminated. Titan also proved more cost-effective than SmileUp’s previous digital signature solution at scale.

Cleaner Data and Stronger Compliance: All consent documents now live in Salesforce, reducing the risk of lost paperwork, improving data consistency, and strengthening compliance oversight across clinics. 

Faster Patient Throughput: Patients sign consents digitally on phones or tablets, speeding up clinic visits and improving the experience, especially for international patients. 

Built to Scale, Owned by the Team: SmileUp onboarded quickly, manages workflows internally, and supports growing document volumes without added system complexity.