New Patient Intake & Chart Prep for Orthodontics Practice Managers with Dolphin Management
The Problem
New Orthodontics patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.
What We Build in Dolphin Management
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. Purpose-built for teams running Dolphin Management — uses the native API or agent integration so nothing leaves the system of record.
Dolphin Management Integration Approach
Audit your Dolphin Management configuration
We map the specific Dolphin Management objects, custom fields, and workflows the automation needs to touch for your orthodontics practice.
Build on the Dolphin Management API or agent
Integration happens inside Dolphin Management — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Dolphin Management with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Dolphin Management instance
30-minute call. We'll look at your actual Dolphin Management setup and show exactly how this workflow fits.