New Patient Intake & Chart Prep for Orthodontics Practice Managers with tops Ortho
Run new patient intake & chart prep on autopilot inside tops Ortho.
The Problem
New Orthodontics patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.
What We Build in tops Ortho
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.
tops Ortho Integration Approach
Audit your tops Ortho configuration
We map the specific tops Ortho objects, custom fields, and workflows the automation needs to touch for your orthodontics practice.
Build on the tops Ortho API or agent
Integration happens inside tops Ortho — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in tops Ortho with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this new patient intake & chart prep automation work natively in tops Ortho?+
Yes — we build directly on tops Ortho's API or agent integration. Your data stays in tops Ortho, your orthodontics practice managers keep the same login and UI, and there's no parallel system for the team to learn.
What tops Ortho configuration do we need before deployment?+
We work with your existing tops Ortho setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for orthodontics teams.
Can tops Ortho handle new patient intake & chart prep on its own?+
tops Ortho handles configuration; AI handles judgment. Native tops Ortho workflows route deterministic tasks; our automation layer adds the AI judgment tops Ortho doesn't ship out of the box — document classification, exception triage, drafting.
Is tops Ortho the right tool for new patient intake & chart prep for orthodontics practice managers?+
tops Ortho is widely used among orthodontics teams precisely because of its data model around new patient intake & chart prep. We've deployed this workflow on tops Ortho for similar firms and the integration is well-trodden.
What's the typical ROI of new patient intake & chart prep automation in tops Ortho?+
For orthodontics firms running tops Ortho, automation typically pays back inside the first quarter — measured against the loaded cost of the orthodontics practice manager hours absorbed. Higher volumes deploy faster.
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See this running in your tops Ortho instance
30-minute call. We'll look at your actual tops Ortho setup and show exactly how this workflow fits.