Orthodontics

Orthodontics automation templates

13 ready-made workflows for Orthodontics. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Cloud9 Ortho.

Orthodontics
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Automated Orthodontic Consultation Follow-Up
After an orthodontic consultation, WebRun drafts a personalized follow-up message for the prospective patient or guardian and queues it for treatment coordinator review before any outreach is sent.
Cloud9 OrthoGmailSlack
Automated Orthodontic Review Request After Debond
After a patient's braces are removed, WebRun drafts a review request for the patient or guardian at the peak of their satisfaction and queues it for staff review before any outreach is sent.
Cloud9 OrthoGmailSlack
Automated Orthodontic Retainer Check Recall
WebRun finds patients who completed orthodontic treatment and are due for a retainer check, drafts a recall message for each, and queues them for staff review so retention patients stay engaged and relapse is caught early.
Cloud9 OrthoGmailSlack
Automated Orthodontic Referring Dentist Thank-You
When a new patient is linked to a referring dentist, WebRun drafts a thank-you message for the referring practice and queues it for doctor review before sending, so every referral relationship gets acknowledged without extra admin work.
Cloud9 OrthoGmailSlack
Automated Orthodontic Production vs Goal Report
Every morning, WebRun pulls the practice's production figures from your management system, compares them to the monthly goal, and posts a progress report to Slack and Google Sheets so the team always knows where they stand.
Dolphin ImagingGoogle SheetsSlack
Automated Orthodontic Adjustment Recall
WebRun finds patients who have missed or not yet scheduled their next adjustment visit, drafts a recall message for each, and queues them for staff review so no one falls through the cracks.
Cloud9 OrthoGmailSlack
Automated Orthodontic No-Show Recovery
After a missed orthodontic appointment, WebRun drafts a recovery message for the patient or guardian and queues it for staff review, so no-shows are followed up the same day before the chair time is lost for good.
Cloud9 OrthoGmailSlack
Automated Orthodontic New Patient Records Collection
When a new patient is added to your system, WebRun drafts a records collection message asking the patient or guardian to submit required forms and documents, and queues it for staff review before sending.
Dolphin ImagingGmailSlack
Automated Orthodontic Insurance Claim Status Tracker
WebRun checks your practice management system for insurance claims that have been outstanding too long, compiles a worklist, and posts it to Slack so the billing team can follow up before claims are denied or expired.
topsOrthoGoogle SheetsSlack
Automated Orthodontic Morning Huddle Digest
Every morning before the clinic opens, WebRun pulls the day's schedule from your practice management system and posts a structured huddle digest to Slack so the team starts the day informed and aligned.
topsOrthoGoogle SheetsSlack
Automated Orthodontic Contract Balance Reminders
WebRun finds patients with outstanding contract balances, drafts a polite payment reminder for each account, and queues the messages for staff review before any financial communication goes out.
topsOrthoGmailSlack
Automated Orthodontic Autopay Failure Recovery
When an autopay transaction fails for an orthodontic contract, WebRun drafts a payment recovery message for the responsible party and queues it for billing staff review before any financial communication goes out.
topsOrthoGmailSlack
Automated Orthodontic Appointment Reminders
Before each adjustment appointment, WebRun drafts a reminder for the patient or guardian, pulls the visit details from your practice management system, and queues each message for staff review before sending.
Cloud9 OrthoGmailSlack

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