Referral Management & Loop Closure for Orthodontics Practice Managers with tops Ortho
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 tops Ortho
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 tops Ortho — uses the native API or agent integration so nothing leaves the system of record.
tops Ortho Integration Approach
Audit your tops Ortho configuration
We map the specific tops Ortho objects, custom fields, and workflows the automation needs to touch for your orthodontics practice.
Build on the tops Ortho API or agent
Integration happens inside tops Ortho — 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 tops Ortho with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your tops Ortho instance
30-minute call. We'll look at your actual tops Ortho setup and show exactly how this workflow fits.