Capture Every $6,000 Case with 24/7 AI Phone Automation
Automate consultation scheduling, broken bracket triage, and retainer checks with a HIPAA-compliant AI agent that integrates directly with your Practice Management Software.
Orthodontic practices operate on long-term treatment cycles where the cost of a missed lead is exceptionally high—often between $5,000 and $7,000 per case. Your Treatment Coordinator (TC) is most valuable when they are closing starts in the office, not answering routine questions about poking wires or rescheduling retainer checks. The friction of manual scheduling often leads to 'leaky buckets' in the sales funnel, where prospective parents call a competitor if they don't get an immediate answer after school hours.
Furthermore, managing the high volume of 'broken bracket' calls and payment plan inquiries puts a massive administrative burden on the front desk. By implementing an AI agent, practices can move these low-value, high-frequency interactions to an automated system, ensuring the phones are answered on the first ring 24/7, while critical clinical time is preserved for patient care and high-conversion consultations.
Problems We Solve
After-Hours Lead Loss
Most parents search for orthodontists after work. If your office is closed at 6:00 PM, you're losing $6k cases to the practice down the street that answers. Our AI books consultations 24/7.
Emergency Triage Bottlenecks
Differentiate between a true orthodontic emergency and a simple poking wire. The AI uses clinical logic to triage calls, saving the doctor from unnecessary after-hours interruptions.
Payment Plan Friction
Stop chasing monthly installments manually. The AI agent can handle billing inquiries and payment reminders, integrating with your financial ledger to update accounts in real-time.
Retainer Check Congestion
Routine 6-month retainer checks often clog the morning phone lines. Our AI identifies these low-complexity appointments and schedules them into specific blocks without human intervention.
What You Get
Direct PMS Integration
Native integration with Dolphin Management, Cloud 9, and OrthoTrac to read real-time availability and write appointments directly to the schedule.
HIPAA-Compliant Architecture
Full BAA execution and encrypted data handling to ensure all patient Protected Health Information (PHI) remains secure and compliant.
Automated Consultation Prep
The AI collects insurance information and chief complaints (e.g., crowding, overbite) during the call, pushing the data to Gaidge for analytics.
Multi-Lingual Support
Instantly switch between English and Spanish to serve a broader patient demographic without hiring additional bilingual staff.
Intelligent Call Routing
Smart logic that knows when to handle a task autonomously and when to warm-transfer a high-value 'New Patient' lead to your TC.
What It Costs
Setup
$2,500 - $3,500
Monthly
$400 - $800
ROI Example
Converting just two additional $6,000 cases per month via after-hours booking generates $144,000 in additional annual production.
Frequently Asked Questions
Does this work with Dolphin Management or Cloud 9?
Yes. We use a combination of API integrations and secure RPA (Robotic Process Automation) to ensure the AI can see your actual chair-time availability and book appointments without double-booking.
How does the AI handle 'broken bracket' emergencies?
The AI follows a specific clinical script. It asks if the patient is in pain or if there is trauma. For simple issues, it provides care instructions; for true emergencies, it alerts the on-call doctor immediately.
Is the AI's voice natural enough for a high-end practice?
Absolutely. We use advanced low-latency neural voices that sound indistinguishable from a professional receptionist, ensuring your practice maintains its premium brand image.
Can it collect insurance information?
Yes, the AI can prompt for carrier and member ID details, which are then transcribed and attached to the patient record for your team to verify before the consultation.
How long does it take to go live?
Most orthodontic practices are fully live within 3-4 weeks, which includes the time needed to customize the 'voice' and logic of your specific practice workflows.
Can it handle payment plan questions?
Yes, the AI can be trained on your specific financing options (e.g., OrthoFi or internal plans) to answer questions about down payments and monthly installments.
Optimize Your Practice Production Today
Schedule a free 30-minute AI workflow audit to see how much revenue your practice is leaving on the table.
Serving Orthodontic Practices businesses nationwide. Based in Westlake Village, CA.