AI Treatment Planning for Orthodontics

Let an AI agent handle diagnostics, plan creation, and patient follow-ups—so you can focus on patient care instead of paperwork.

You’re spending hours each week in Excel, Outlook, and Dolphin Imaging—sorting X-rays, updating patient files, and chasing down treatment approvals. As an orthodontist, admin tasks eat into your evenings and weekends. The backlog never ends, and you’re left sacrificing time with patients or family just to keep up.

An AI agent that reviews dental records, generates treatment plans, and drafts patient communications for orthodontists.

What this replaces

Sort CBCT scans in Dolphin Imaging by hand
Draft treatment plans in Microsoft Word for each patient
Send manual follow-up emails to patients via Outlook
Prepare step-by-step guides for assistants in Google Docs
Coordinate referrals with other providers using phone and email

The hidden cost

What this is really costing you

In orthodontic practices, doctors and clinical coordinators spend 7-8 hours per week manually reviewing CBCT scans in Dolphin Imaging, drafting treatment plans in Word, and sending reminders through Outlook. This repetitive admin work means less time for new consults and more late nights catching up. The constant task-switching drains focus and delays patient care.

Time wasted

7.5-8.5 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$32,000/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you ignore this, treatment plans pile up, patients wait longer for answers, and errors slip through. Delays can lead to unhappy families, negative reviews, and lost referrals.

Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.

Return on investment

The math speaks for itself

Today — without agent

8 hrs/week

of manual work

$32,000/year/ year

With your AI agent

1.5 hrs/week

agent-handled

$6,000/year/ year

You save

$26,000/year

every year, reinvested into growing your business

Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Drafting a Comprehensive Treatment Plan

You ask your agent to review a new patient's diagnostic records and generate a detailed treatment plan with cost estimates.

Patient Follow-Up Reminders

You ask your agent to draft personalized follow-up messages reminding patients to comply with their treatment plans.

Organizing Diagnostic Records

You ask your agent to organize and summarize all diagnostic records for a patient ahead of a consultation.

Creating Training Materials for Staff

You ask your agent to generate a step-by-step guide on a specific orthodontic procedure for your dental assistants.

How to hire your agent

1

Connect your tools

Link your practice management, imaging, and scheduling software for seamless data access.

2

Tell your agent what you need

Type: 'Review these X-rays and patient history, then draft a treatment plan for case #1024.'

3

Agent gets it done

Your agent returns a complete, organized treatment plan with diagnostic notes and cost estimates, ready to share with the patient.

You doing it vs. your agent doing it

Manually sort through X-rays, photos, and histories to identify issues.
Agent analyzes and summarizes all records, highlighting abnormalities.
2 hrs/week
Compile data and write plans from scratch for each patient.
Agent drafts personalized plans using diagnostic data.
3 hrs/week
Write and send reminders and compliance messages individually.
Agent generates and personalizes all patient communications.
1.5 hrs/week
Create training guides and instructions for assistants by hand.
Agent drafts clear, step-by-step procedure guides automatically.
1 hr/week

Agent skill set

What this agent knows how to do

Diagnostic Record Analysis

Pulls X-rays and CBCT scans from Dolphin Imaging, reviews for abnormalities, and generates a flagged summary for your review.

Personalized Treatment Plan Creation

Compiles clinical notes and imaging data to draft a complete, patient-specific orthodontic plan with cost estimates.

Patient Communication Drafting

Writes custom follow-up messages and compliance reminders, ready to send from Outlook or your practice portal.

Record Summarization

Organizes patient histories and diagnostic data into a single, easy-to-review PDF for consultations.

Staff Training Guide Generation

Creates step-by-step procedure instructions for dental assistants, tailored to your practice’s protocols.

Provider Coordination Support

Drafts referral notes and status updates for other dental or medical providers, tracking communication in your EHR.

AI Agent FAQ

Your agent links directly to Dolphin Imaging, Ortho2, and Outlook using secure API connections. This enables automatic retrieval of records and seamless communication with your existing workflow.

All patient information is encrypted in transit using TLS 1.3. The agent never stores data after processing and requires explicit approval before sending any messages or documents.

No. The AI agent only prepares draft plans and summaries—you always review and approve final recommendations. Complex cases are flagged for your attention, and you remain in full control.

Absolutely. You can edit any treatment plan, message, or staff instruction before sharing. The agent adapts to your preferred language and workflow.

The agent handles standard orthodontic cases and recognizes common diagnostic patterns. For rare or highly complex cases, it flags them for manual review. Multi-language support is coming soon.

See how much your team could save with AI

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