AI Workflows for Orthodontics Practice Managers

Custom AI automations designed for the daily challenges orthodontics practice managers face. Stop doing manually what AI can handle.

Orthodontics Practice Manager · Communication & Outreach

Patient Experience Feedback Loop for Orthodontics Practice Managers

AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction.

Dolphin Management tops Ortho OrthoFi Email
Orthodontics Practice Manager · Finance & Accounting

Daily Denial Worklist Triage for Orthodontics Practice Managers

AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.

Dolphin Management tops Ortho OrthoFi Weave Zapier
Orthodontics Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance for Orthodontics Practice Managers

AI runs PDMP checks on every controlled-substance order, documents the check in Dolphin Management, flags concerning patterns, and generates compliance reports — audit-ready, every prescription.

Dolphin Management tops Ortho OrthoFi Google Drive
Orthodontics Practice Manager · Operations & Workflow

Infusion Chair & Drug Scheduling for Orthodontics Practice Managers

AI schedules infusions against chair capacity in Dolphin Management, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting.

Dolphin Management tops Ortho OrthoFi Google Drive
Orthodontics Practice Manager · Operations & Workflow

Prior Authorization Submission for Orthodontics Practice Managers

AI checks payer-specific PA requirements, pulls the chart from Dolphin Management, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours.

Dolphin Management tops Ortho OrthoFi Google Drive
Orthodontics Practice Manager · Finance & Accounting

Claim Denial Appeal for Orthodontics Practice Managers

AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.

Dolphin Management tops Ortho OrthoFi Weave Slack
Orthodontics Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep for Orthodontics Practice Managers

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.

Dolphin Management tops Ortho OrthoFi Weave Zapier
Orthodontics Practice Manager · Communication & Outreach

Referral Management & Loop Closure for Orthodontics Practice Managers

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.

Dolphin Management tops Ortho OrthoFi Weave Zapier

Don't see your workflow?

These are just examples. If you're a orthodontics practice manager with a repetitive process that's eating your time, we can probably automate it.

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