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

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

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

1

Connect your tools

Link your practice management, imaging, and scheduling systems to centralize patient coordination.

2

Tell your agent what you need

Type: “Summarize and prepare the latest patient records for Dr. Lee’s office and track pending responses.”

3

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

Manually check records, emails, and call offices for status.
Agent compiles referral statuses and alerts you to pending items.
30 min/week
Gather files, redact sensitive info, and summarize by hand.
Agent prepares and summarizes records in one step.
20 min/week
Draft emails or letters summarizing plans for each provider.
Agent generates clear summaries for you to send.
15 min/week
Keep a manual checklist and set reminders yourself.
Agent tracks tasks and reminds you automatically.
15 min/week

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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