Automate Orthodontic Records Preparation
Let your AI agent handle the tedious work of compiling, formatting, and reviewing orthodontic records—so you can focus on patient care, not paperwork.
You’re tired of toggling between Dolphin Imaging, Ortho2, and Excel just to assemble a single patient file. As an orthodontist or treatment coordinator, you spend hours each week downloading images, hunting for missing notes, and double-checking insurance requirements. Manual record prep isn’t just exhausting—it eats into your evenings and increases the risk of costly mistakes.
An AI agent that prepares, organizes, and checks orthodontic diagnostic and treatment records, so you spend less time in Dolphin Imaging, Ortho2, and Excel.
What this replaces
The hidden cost
What this is really costing you
In orthodontic practices, doctors and coordinators lose 8-10 hours every week preparing diagnostic and treatment records. Each case means pulling photos from Dolphin Imaging, extracting notes from Ortho2, and organizing everything into a compliant document for insurance and internal review. This manual process leads to frequent errors, missing information, and delays in case approvals.
Time wasted
8-10 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$40,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing records by hand, you risk insurance denials, delayed treatment starts, and frustrated staff. Compliance gaps can trigger audit headaches and lost revenue from rejected claims.
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
9 hrs/week
of manual work
With your AI agent
1.5 hrs/week
agent-handled
You save
$33,500/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.
New Patient Intake
You ask your agent to gather and organize all diagnostic images, notes, and measurements for a new patient record.
Case Review Preparation
You ask your agent to compile a summary of diagnostic findings and proposed treatment steps for an upcoming consult.
Insurance Submission
You ask your agent to format and check a treatment record for completeness before submitting to insurance.
Record Audit
You ask your agent to review a set of patient records and flag any missing or inconsistent information.
How to hire your agent
Connect your tools
Link your imaging software, practice management system, and digital documentation tools.
Tell your agent what you need
Type: 'Prepare a complete diagnostic and treatment record for patient #1042, including all images and notes from this week.'
Agent gets it done
Your agent organizes, compiles, and formats a ready-to-review diagnostic and treatment record, flagging any missing elements.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Aggregate Patient Data
Pulls images from Dolphin Imaging and notes from Ortho2, then compiles them into a single digital record.
Summarize Diagnostic Details
Extracts key findings from radiographs and clinical notes, presenting a concise summary for case review.
Assemble Treatment Documentation
Drafts treatment plans, timelines, and supporting evidence into a unified PDF ready for insurance or internal approval.
Identify Missing Information
Flags absent x-rays, incomplete forms, or missing signatures before you submit records.
Format for Regulatory Compliance
Ensures all documents meet AAO and HIPAA requirements, reducing the risk of audit issues.
AI Agent FAQ
Yes, your agent can import files and notes directly from Dolphin Imaging and Ortho2 via export or API, and supports manual uploads if needed. It does not access your systems autonomously—you control every task.
All patient files are encrypted in transit using TLS 1.3 and never stored after your record is prepared. The agent follows HIPAA guidelines for every step.
Absolutely. The agent prepares a draft for you to review and edit before finalizing. You keep full control over clinical decisions and final documentation.
Currently, the agent handles English-language records. Support for Spanish and French is planned for future updates.
Instead of spending hours gathering files and checking for missing data, your agent compiles, organizes, and reviews everything in minutes. This reduces errors and frees up your team for patient care.
Related tasks
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