AI Automation for Orthodontics

Custom AI workflows built specifically for orthodontics: deep integrations with the Dolphin Management stack, healthcare-grade privacy, and workflows that pay back in weeks, not years.

Workflows for Orthodontics

Orthodontics Practice Manager · Communication & Outreach

Patient Experience Feedback Loop for Orthodontics Practice Managers

AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction.

Dolphin Management tops Ortho OrthoFi Email
Orthodontics Practice Manager · Finance & Accounting

Daily Denial Worklist Triage for Orthodontics Practice Managers

AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.

Dolphin Management tops Ortho OrthoFi Weave Zapier
Orthodontics Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance for Orthodontics Practice Managers

AI runs PDMP checks on every controlled-substance order, documents the check in Dolphin Management, flags concerning patterns, and generates compliance reports — audit-ready, every prescription.

Dolphin Management tops Ortho OrthoFi Google Drive
Orthodontics Practice Manager · Operations & Workflow

Infusion Chair & Drug Scheduling for Orthodontics Practice Managers

AI schedules infusions against chair capacity in Dolphin Management, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting.

Dolphin Management tops Ortho OrthoFi Google Drive
Orthodontics Practice Manager · Operations & Workflow

Prior Authorization Submission for Orthodontics Practice Managers

AI checks payer-specific PA requirements, pulls the chart from Dolphin Management, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours.

Dolphin Management tops Ortho OrthoFi Google Drive
Orthodontics Practice Manager · Finance & Accounting

Claim Denial Appeal for Orthodontics Practice Managers

AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.

Dolphin Management tops Ortho OrthoFi Weave Slack
Orthodontics Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep for Orthodontics Practice Managers

AI sends the intake packet via Dolphin Management, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

Dolphin Management tops Ortho OrthoFi Weave Zapier
Orthodontics Practice Manager · Communication & Outreach

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.

Dolphin Management tops Ortho OrthoFi Weave Zapier

Compare the tools

Custom AI for your orthodontics practice

The workflows above are starting points. Every orthodontics operation runs differently — we build what you actually need.