# AI Automation for Dolphin Management

> 8 workflow automations purpose-built on top of Dolphin Management — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/dolphin-management/
- **Automation count:** 8
- **Roles:** Orthodontics Practice Manager

## Automations

- [Patient Experience Feedback Loop for Orthodontics Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-orthodontics-practice-manager-with-dolphin-management/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality 
- [Daily Denial Worklist Triage for Orthodontics Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-orthodontics-practice-manager-with-dolphin-management/) — AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones do
- [Controlled Substance & PDMP Compliance for Orthodontics Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-orthodontics-practice-manager-with-dolphin-management/) — AI runs PDMP checks on every controlled-substance order, documents the check in Dolphin Management, flags concerning patterns, and generates
- [Infusion Chair & Drug Scheduling for Orthodontics Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-orthodontics-practice-manager-with-dolphin-management/) — AI schedules infusions against chair capacity in Dolphin Management, verifies drug stock and PA, and rebalances when patients reschedule — c
- [Prior Authorization Submission for Orthodontics Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-orthodontics-practice-manager-with-dolphin-management/) — AI checks payer-specific PA requirements, pulls the chart from Dolphin Management, submits the PA with clinical justification, and tracks st
- [Claim Denial Appeal for Orthodontics Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-orthodontics-practice-manager-with-dolphin-management/) — AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks 
- [New Patient Intake & Chart Prep for Orthodontics Practice Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-orthodontics-practice-manager-with-dolphin-management/) — AI sends the intake packet via Dolphin Management, ingests responses, requests records from prior providers via HIE/fax, verifies insurance,
- [Referral Management & Loop Closure for Orthodontics Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-orthodontics-practice-manager-with-dolphin-management/) — AI triages incoming referrals by acuity, schedules them into open slots in Dolphin Management, and chases outgoing referral loop closure wit

---

Book a free 30-minute consultation: https://calish.com/contact