Stop Drowning in Service Coordination
Easily coordinate orthodontic care with dental and medical providers—no more endless back-and-forth.
Every referral, update, and follow-up eats into your clinical time. Chasing records and clarifying treatment plans with other offices is a daily headache that slows down patient care and adds stress to your schedule.
The hidden cost
What this is really costing you
Coordinating orthodontic services with other dental and medical providers means juggling referrals, sharing records, and clarifying treatment plans. Manual coordination leads to missed details, repeated communication, and delays in patient care. The process is tedious and takes you away from what matters most: treating patients.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep handling coordination manually, you'll lose valuable clinic hours, increase the risk of miscommunication, and frustrate both patients and providers with avoidable delays.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Referral Tracking
You ask your agent to track the status of all orthodontic referrals sent to oral surgeons and report which need follow-up.
Record Sharing Prep
You ask your agent to prepare a summary of a patient’s orthodontic records for sharing with their general dentist.
Treatment Plan Communication
You ask your agent to draft a concise summary of a complex treatment plan for a coordinating pediatrician.
Coordination Task List
You ask your agent to list all outstanding coordination actions for your current patient caseload.
How to hire your agent
Connect your tools
Link your practice management, imaging, and scheduling systems to centralize patient coordination.
Tell your agent what you need
Type: “Summarize and prepare the latest patient records for Dr. Lee’s office and track pending responses.”
Agent gets it done
Your agent delivers ready-to-share summaries, a status report, and a checklist of next steps for seamless coordination.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Referral Management
Organizes and tracks all incoming and outgoing patient referrals between providers.
Record Sharing Preparation
Prepares and summarizes patient records for secure sharing with dental and medical offices.
Treatment Plan Summaries
Creates clear, concise treatment plan summaries for easy communication with other providers.
Follow-up Task Tracking
Keeps a checklist of outstanding coordination tasks and reminds you when action is needed.
Status Updates Compilation
Gathers and compiles updates from multiple sources into a single, easy-to-review report.
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