# Referral Management & Loop Closure for Orthodontics Practice Managers

> AI triages incoming referrals by acuity, schedules them into open slots in Dolphin Management, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

- **Role:** [Orthodontics Practice Manager](https://calish.com/workflows/for/orthodontics-practice-manager/)
- **Category:** [Communication & Outreach](https://calish.com/workflows/category/communication-and-outreach/)
- **Specialty:** [Orthodontics](https://calish.com/workflows/specialty/orthodontics/)
- **Action:** Referral Management & Loop Closure
- **Canonical URL:** https://calish.com/workflows/referral-management-and-loop-closure-for-orthodontics-practice-manager/

## The Problem

Incoming Orthodontics referrals sit in fax queues and Dolphin Management work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.

## What We Build

AI triages incoming referrals by acuity, schedules them into open slots in Dolphin Management, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

## Tools & Integrations

- Dolphin Management
- tops Ortho
- OrthoFi
- Weave
- Zapier

## How It Works

1. **Discovery call.** We map your current referral management & loop closure process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Dolphin Management](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthodontics-practice-manager-with-dolphin-management/) — Referral Management & Loop Closure built natively in Dolphin Management
- [tops Ortho](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthodontics-practice-manager-with-tops-ortho/) — Referral Management & Loop Closure built natively in tops Ortho
- [OrthoFi](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthodontics-practice-manager-with-orthofi/) — Referral Management & Loop Closure built natively in OrthoFi
- [Weave](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthodontics-practice-manager-with-weave/) — Referral Management & Loop Closure built natively in Weave

## Related Workflows

- [Patient Experience Feedback Loop for Orthodontics Practice Managers](https://calish.com/workflows/patient-experience-feedback-loop-for-orthodontics-practice-manager/)
- [Daily Denial Worklist Triage for Orthodontics Practice Managers](https://calish.com/workflows/daily-denial-worklist-triage-for-orthodontics-practice-manager/)
- [Controlled Substance & PDMP Compliance for Orthodontics Practice Managers](https://calish.com/workflows/controlled-substance-and-pdmp-compliance-for-orthodontics-practice-manager/)
- [Infusion Chair & Drug Scheduling for Orthodontics Practice Managers](https://calish.com/workflows/infusion-chair-and-drug-scheduling-for-orthodontics-practice-manager/)
- [Prior Authorization Submission for Orthodontics Practice Managers](https://calish.com/workflows/prior-authorization-submission-for-orthodontics-practice-manager/)
- [Claim Denial Appeal for Orthodontics Practice Managers](https://calish.com/workflows/claim-denial-appeal-for-orthodontics-practice-manager/)

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