Patient Experience Feedback Loop for Orthodontics Practice Managers with OrthoFi

OrthoFi Orthodontics Practice Manager Orthodontics

The Problem

Orthodontics practices learn about bad experiences from Google reviews instead of closed-loop feedback — reputation damage compounds before the practice can intervene.

What We Build in OrthoFi

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.

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

Patient Experience Feedback Loop for Orthodontics Practice Managers

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.

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