Orthodontists — Automation for orthodontic offices
Phones ring during the after-school rush, parents wait on consult times, and monthly payment reminders get chased by hand. These are the parts software can take over, with the doctor and treatment coordinator still deciding on treatment plans, fees and anything clinical. 40 automations fit, each with an example and workflow written for orthodontists.
What orthodontists automate
Showing 40 use cases for orthodontists
- Calls & leadsPlanned for a clientAI receptionistDuring the after-school rush, an AI assistant answers, books consults and puts poking wires on the repair list.OrthodontistsHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen a call rings out, the parent gets a text with a consult link or a way to report a loose bracket.OrthodontistsHow it works
- Calls & leadsBuilt for a clientInstant lead responseFree consult requests from ads and your site get a text within a minute with times to pick from.OrthodontistsHow it works
- Calls & leadsBuilt for a clientLead qualification & routingSorts consult requests into child, teen and adult, braces or aligners, and dentist referrals, and routes each one.OrthodontistsHow it works
- Calls & leadsLead nurture sequencesFamilies who had a consult but haven't started get a few helpful follow-ups until they reply or decide.OrthodontistsHow it works
- Calls & leadsIn build for a clientWebsite chat assistantAnswers braces, aligner and payment plan questions from your site, books free consults and hands off clinical ones.OrthodontistsHow it works
- Calls & leadsPlanned for a clientQuote follow-upAfter a consult, follows up on the payment options a family was sent and alerts the coordinator when they pick one.OrthodontistsHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderDrafts the treatment fee and payment options from the doctor's plan and your fee schedule for the coordinator.OrthodontistsHow it works
- SchedulingBuilt for a clientOnline self-bookingParents book free consults and retainer checks online, into the right columns and lengths you set.OrthodontistsHow it works
- SchedulingAppointment remindersParents get adjustment and bonding day reminders and confirm or reschedule by text.OrthodontistsHow it works
- SchedulingWaitlist & cancellation fillWhen an after-school slot opens, families on the waitlist get a text and the first to accept is booked.OrthodontistsHow it works
- SchedulingRecall remindersObservation patients and retainer checks get reminders to book when they're due, sent to the parent.OrthodontistsHow it works
- Intake & documentsBuilt for a clientDigital intake formsParents fill in new patient forms online before the consult, filed straight into the patient record.OrthodontistsHow it works
- Intake & documentsClient onboardingAfter a family says yes, it runs the steps to bonding day: contract, down payment, records and scheduling.OrthodontistsHow it works
- Intake & documentsDocument collectionAsks families for insurance cards, financing forms and the dentist's x-rays before the start, and tracks what's missing.OrthodontistsHow it works
- Intake & documentsBuilt for a clientDocument data extractionReads insurance cards and ortho benefit breakdowns and fills the lifetime maximum and plan fields for staff to check.OrthodontistsHow it works
- Intake & documentsBuilt for a clientDocument generationDrafts consult, start and debond letters to the referring dentist from the patient record, for the doctor to sign.OrthodontistsHow it works
- Intake & documentsDocument classificationSorts incoming referral slips, x-rays, dentist letters and insurance mail, and files each to the right patient.OrthodontistsHow it works
- Customer communicationCustomer status updatesPatients and parents get a text when new aligner trays or a replacement retainer arrive from the lab.OrthodontistsHow it works
- Customer communicationInbox triageSorts the practice inbox into parent questions, dentist messages, insurance, vendors and job applicants.OrthodontistsHow it works
- Customer communicationAI reply draftingDrafts replies to parent emails about schedules, payments and lost retainers from your policies, for staff to send.OrthodontistsHow it works
- Customer communicationReview requestsThe day after braces come off, the family gets a review request, and new reviews are flagged for a reply.OrthodontistsHow it works
- Customer communicationWin-back campaignsFinds past patients whose retainer checks lapsed and invites them back for a retainer check or replacement.OrthodontistsHow it works
- Customer communicationMeeting notes & follow-upsTurns the consult conversation into a summary and a draft follow-up email to the parent, for the coordinator.OrthodontistsHow it works
- Billing & paymentsPayment remindersFamilies on monthly contracts get a reminder with a payment link before and after the due date.OrthodontistsHow it works
- Billing & paymentsFailed payment recoveryWhen a monthly autopay is declined, the parent gets a link to update the card before the account falls behind.OrthodontistsHow it works
- Billing & paymentsSupplier invoice processingReads bracket, wire, aligner and lab invoices from email, matches them to orders and cases, and drafts bills.OrthodontistsHow it works
- Billing & paymentsBank and payment reconciliationMatches autopay payouts, insurance deposits and down payments to the ledger, and flags what doesn't line up.OrthodontistsHow it works
- Billing & paymentsInsurance eligibility and prior authorizationChecks ortho benefits, age limits and lifetime maximums before the consult and drafts approval requests for staff.OrthodontistsHow it works
- Billing & paymentsBooking deposits & no-show feesThe down payment holds the long bonding visit, and the office manager decides on any missed-visit fee.OrthodontistsHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA board of every retainer, appliance and aligner case in the lab, matched to the patient's delivery appointment.OrthodontistsHow it works
- Inventory & operationsBuilt for a clientApproval workflowsSends fee discounts, contract changes and refunds to the doctor for a yes or no, and records each decision.OrthodontistsHow it works
- Inventory & operationsCompliance trackingTracks the doctor's licenses, staff x-ray certificates, CPR cards and OSHA training, and reminds before they lapse.OrthodontistsHow it works
- Inventory & operationsRecurring task coordinationAssigns sterilization checks, lab cleaning, open-bay setup and end-of-day duties on schedule, and follows up.OrthodontistsHow it works
- Team & HREmployee onboardingRuns a new orthodontic assistant's first weeks: radiography certificate, CPR, logins, chairside training.OrthodontistsHow it works
- Team & HRTimesheets & payroll prepCollects hours for assistants and front desk staff, flags missed punches and overtime, and sends totals to payroll.OrthodontistsHow it works
- Team & HRStaff schedulingDrafts the assistant schedule around the doctor's clinic days and busy after-school blocks, and fills open shifts.OrthodontistsHow it works
- Data & reportingBuilt for a clientSystem syncKeeps patients, contracts and payments in step between the practice software, the payment portal and accounting.OrthodontistsHow it works
- Data & reportingAutomated reportingA weekly report of consults, starts, pending starts and referral sources with a short plain-English note.OrthodontistsHow it works
- Data & reportingData cleanup and alertsFinds active patients with no next visit, missing responsible parties and duplicate families, and alerts staff.OrthodontistsHow it works
Run a business like this?
Pick the step that suits you. Every path starts with how the work runs today, and we'll say honestly what is worth automating.
- Right now · any hour
Ask Lorryn AI
Describe your process and get a first answer in a minute: what to automate, what it connects to, and a rough estimate.
- Free · 15 or 30 minutes
Talk to our team
Bring one process to a video call. Leave knowing whether it’s worth automating and how.
- Free · 6 of 15 spots left
Get a free written plan
Free for businesses with 3 or more employees, while spots last (normally $250).
Claim a free audit9 of 15 claimed