8 workflow automations purpose-built on top of tops Ortho — no data leaves your system, no parallel tool for your team to learn.
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 tops Ortho — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running tops Ortho — uses the native API or agent integration so nothing leaves the system of record.
AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Dolphin Management, and schedules the next visit — the care plan actually happens. Purpose-built for teams running tops Ortho — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running tops Ortho — uses the native API or agent integration so nothing leaves the system of record.
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 tops Ortho — 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 tops Ortho — 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 tops Ortho — 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 tops Ortho — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of tops Ortho for any repetitive process. Tell us what you'd automate.
