Treatment Plan Automation for Orthodontics
Let your AI agent handle patient proposals, cost breakdowns, and treatment comparisons—so you can focus on clinical care and patient outcomes.
As an orthodontist or treatment coordinator, you spend hours each week building plans and calculating estimates in Excel, updating patient files in Dolphin Imaging, and emailing revisions back and forth. The manual process is tedious, error-prone, and keeps you stuck at your desk instead of with patients. Every insurance update or new treatment option means another round of paperwork—leaving you frustrated and behind.
An AI agent that drafts, updates, and shares orthodontic treatment plans and cost estimates, reducing manual work for clinicians.
What this replaces
The hidden cost
What this is really costing you
In private orthodontic practices, treatment coordinators and clinicians waste valuable time creating and revising patient plans. Pulling data from Dolphin Imaging, updating cost estimates in Excel, and emailing proposals to patients eats up hours each week. Every change—like new insurance details or treatment alternatives—requires manual recalculation and document editing. This repetitive work slows patient communication and increases the risk of mistakes.
Time wasted
2 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$10,400/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Ignoring this issue leads to delayed patient onboarding, billing errors that can trigger insurance disputes, and frustrated staff who spend more time on paperwork than patient care.
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
2 hrs/week
of manual work
With your AI agent
15 min/week
agent-handled
You save
$9,620/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.
First Consultation Prep
You ask your agent to generate a treatment plan and estimate for a new patient’s malocclusion case.
Insurance Update
You ask your agent to revise an existing proposal after new insurance details are provided.
Comparing Treatment Options
You ask your agent to summarize the costs and benefits of aligners versus braces for a patient.
Quick Estimate for Walk-Ins
You ask your agent to instantly draft a plan and estimate for an unscheduled patient evaluation.
How to hire your agent
Connect your tools
Link your imaging, practice management, and document systems to streamline information access.
Tell your agent what you need
Type: 'Create a treatment plan and cost estimate for John Doe’s Class II correction with insurance X.'
Agent gets it done
Your agent returns a formatted treatment plan and detailed cost estimate, ready to share with your patient.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Personalized Treatment Plans
Pulls patient data from Dolphin Imaging and generates ready-to-share orthodontic plans based on clinical notes.
Calculate Cost Estimates
Analyzes procedure codes, insurance details from Carestream, and payment options to output accurate cost breakdowns.
Update Proposals Instantly
Revises treatment plans and estimates when new insurance or treatment information is added to the patient file.
Compare Treatment Alternatives
Summarizes differences between aligners and braces, including costs and benefits, for patient consultations.
Format Patient Documents
Creates professional, easy-to-understand proposals in PDF format for sharing with patients and insurance providers.
AI Agent FAQ
The AI agent incorporates insurance data from Carestream and other dental management systems. For unusual coverage or exceptions, you can manually review and adjust the estimate. Routine cases are handled automatically, but edge cases may require extra oversight.
The agent can import patient records from Dolphin Imaging and insurance details from Carestream via export/import or API, depending on your setup. Direct integration is available for most standard workflows, but custom setups may need manual data transfer.
All patient information is encrypted in transit using TLS 1.3 and deleted after processing. The agent follows HIPAA guidelines for data privacy—be sure to maintain your clinic’s protocols for confidentiality.
You can modify proposal templates and instructions so the agent matches your clinic’s branding and clinical protocols. Customization ensures documents reflect your preferred style and language.
No, your AI agent generates documentation and estimates based on your input, but all clinical decisions remain with you. Use the agent to automate repetitive paperwork, not to make treatment choices.
Currently, the agent handles English-language documents. Multi-language support is planned for future releases—contact us for updates if your practice needs additional languages.
Related tasks
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