# New Patient Intake & Chart Prep for Orthodontics Practice Managers with OrthoFi

> 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 OrthoFi — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [OrthoFi](https://calish.com/workflows/tool/orthofi/)
- **Role:** [Orthodontics Practice Manager](https://calish.com/workflows/for/orthodontics-practice-manager/)
- **Specialty:** Orthodontics
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-orthodontics-practice-manager-with-orthofi/

## 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New Orthodontics patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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 OrthoFi

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 OrthoFi — uses the native API or agent integration so nothing leaves the system of record.

## OrthoFi Integration Approach

1. **Audit your OrthoFi configuration.** We map the specific OrthoFi objects, custom fields, and workflows the automation needs to touch for your orthodontics practice.
2. **Build on the OrthoFi API or agent.** Integration happens inside OrthoFi — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in OrthoFi with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Patient Intake & Chart Prep for Orthodontics Practice Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-orthodontics-practice-manager/)
- 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.

## Other OrthoFi Automations

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

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