Referral Management & Loop Closure for Orthodontics Practice Managers with OrthoFi
The Problem
Incoming Orthodontics referrals sit in fax queues and Dolphin Management work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.
What We Build in OrthoFi
AI triages incoming referrals by acuity, schedules them into open slots in Dolphin Management, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running OrthoFi — uses the native API or agent integration so nothing leaves the system of record.
OrthoFi Integration Approach
Audit your OrthoFi configuration
We map the specific OrthoFi objects, custom fields, and workflows the automation needs to touch for your orthodontics practice.
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.
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.