8 workflow automations purpose-built on top of OrthoFi — no data leaves your system, no parallel tool for your team to learn.
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. Purpose-built for teams running OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
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.
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 OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of OrthoFi for any repetitive process. Tell us what you'd automate.
