Daily Denial Worklist Triage for Orthodontics Practice Managers with OrthoFi

OrthoFi Orthodontics Practice Manager Orthodontics

The Problem

For Orthodontics practices, the denial worklist in Dolphin Management grows faster than the team can work it — and the oldest denials quietly age past appeal windows.

What We Build in OrthoFi

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.

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

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.

Other OrthoFi Automations