Controlled Substance & PDMP Compliance for Orthodontics Practice Managers with OrthoFi

OrthoFi Orthodontics Practice Manager Orthodontics

The Problem

Orthodontics practices prescribing controlled substances need PDMP checks, chart documentation, and pattern monitoring — missing any of it is a DEA problem.

What We Build in OrthoFi

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.

OrthoFi Integration Approach

1

Audit your OrthoFi configuration

We map the specific OrthoFi objects, custom fields, and workflows the automation needs to touch for your orthodontics practice.

2

Build on the OrthoFi API or agent

Integration happens inside OrthoFi — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in OrthoFi with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your OrthoFi instance

30-minute call. We'll look at your actual OrthoFi setup and show exactly how this workflow fits.

More About This Workflow

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.

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