Referral Management & Loop Closure for Orthodontics Practice Managers with Dolphin Management
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 in Dolphin Management
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. 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.