Fixes the new-patient flow
The gap Dolphin's own users name most often is the front end.
Dolphin Management
Answer Every Dolphin Practice Call, Including the 8pm Ones
Yes, but the connection works differently from a cloud PMS. Dolphin Management is a Windows client-server product and Dolphin does not publish a public REST API — documented third-party integrations run through a local bridge configured per workstation and are typically one-way pushes out of Dolphin.
Dolphin Management is a Windows client-server system — outstanding at cephalometrics and treatment cards, and completely silent once the last workstation is logged off. GetHelpdesk.AI answers around the clock, qualifies the call, and hands your coordinator a confirmed, ready-to-enter booking.
- HIPAA compliant & BAA-backed
- Live in about a week
- No new phone system
- 24/7 Answering that does not depend on your server
- Zero Software installed on your Dolphin workstations
- Under 1s Answer time, with no hold queue and no IVR menu
About Dolphin
Dolphin Imaging & Management Solutions is a Patterson Dental brand serving orthodontists, oral surgeons and ortho-pedo practitioners.
- Vendor
- Dolphin Imaging & Management Solutions (a Patterson Dental brand)
- Deployment
- Windows client/server on-premise; Dolphin Cloud is hosted remote-desktop access, not a browser app
- Best for
- Imaging-led orthodontic and oral surgery practices, multi-doctor and academic-lineage offices
- How we connect
- Configured per practice against your Dolphin environment and version during onboarding
Key benefits
Why Dolphin practices add GetHelpdesk.AI
Dolphin is excellent from the first appointment onwards. This covers everything that has to happen before it.
Independent of your server
Reviewers report Dolphin going down office-wide or on single workstations.
Nothing installed on your workstations
Call forwarding is a change your phone admin makes in minutes.
Not competing for your bandwidth
Dolphin's own guidance warns that office VoIP contends with Dolphin for the same connection.
Knows orthodontic appointment types
A bonding, a wire change, a debond and a retainer check need different chair time and often different providers.
Covers oral surgery too
Dolphin serves OMS as well as orthodontics.
Setup
How we set up alongside Dolphin
The phone side is quick. The schedule side is scoped honestly against your version.
Start setup- 01
Forward the line
Your carrier or phone admin points the number at us — overflow, after-hours or the full line.
- 02
Capture your booking rules
Your real appointment types, durations, provider templates, emergency protocol and the questions your coordinator always asks a new consult.
- 03
Establish what your version supports
We check your Dolphin Management version and hosting setup and tell you plainly what schedule read and write-back is achievable — rather than implying an API that does not exist.
- 04
Review transcripts, then widen
Start narrow, read the first weeks of real calls together, tune the triage and the consult questions, then hand over more of the line.
Support matrix
What the AI can do inside Dolphin
Exactly what is read, written and escalated. Anything marked partial is confirmed during setup against your own Dolphin configuration.
| Action | Supported | Notes |
|---|---|---|
| Answer every call 24/7 | Yes | Entirely independent of Dolphin, so it works when Dolphin does not. |
| Qualify a new-patient consult | Yes | Your own intake questions, asked consistently, captured in writing. |
| Triage a broken bracket or post-op question | Yes | Prioritised and escalated on your protocol. The AI never assesses clinically. |
| Capture a confirmed, ready-to-enter booking | Yes | Complete with type, provider preference and timing, so entry is seconds rather than a callback. |
| Read live schedule availability | Scoped at setup | Depends on your Dolphin version and hosting. Confirmed before you commit. |
| Write an appointment into Dolphin | Scoped at setup | Dolphin publishes no open API. We will not promise write-back we have not established for your environment. |
| Install software on Dolphin workstations | No | Deliberately not. Nothing touches the machines running your Dolphin clients. |
| Imaging, tracing or clinical records | No | Out of scope. That is what Dolphin is for. |
Core features
Built for Dolphin front desks
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Runs when Dolphin does not
Outages office-wide or per workstation stop taking your phone line down with them.
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Consistent consult intake
The same qualifying questions on every enquiry, captured in writing rather than remembered.
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Orthodontic and OMS call types
Consults, adjustments, debonds, retainer checks, referrals and post-operative questions.
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Ready-to-enter bookings
Where write-back is not available, your coordinator gets a complete booking to key in — not a callback list.
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Transcript and summary on every call
Written record of what the caller wanted and what was promised.
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25+ languages, detected automatically
No menu, no transfer, no waiting for a bilingual colleague.
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Server-independent
Answering continues through a Dolphin outage.
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New-patient flow, fixed
The gap Dolphin users name most often.
-
No invented API
We tell you what your version actually supports.
In practice
Calls Dolphin practices stop losing
01
A Dolphin outage on a Tuesday morning
When the server is the single point of failure
Dolphin goes down office-wide. Nobody can see the book, so nobody can confidently answer the phone, so the calls stop being answered at all.
When Dolphin is down we do not just lose the schedule. We lose the whole day's phone.
02
The consult enquiry that arrived at 8pm
The new-patient flow gap
A parent researching treatment calls three practices after putting the children to bed. Dolphin is closed with the office.
We were losing consults to whoever answered first, not to whoever was better.
03
A coordinator tethered to a workstation
Dolphin Cloud is a remote desktop
A parent asks when their son can next be seen.
Remote desktop is not the same as being able to check the book from anywhere.
FAQ
Dolphin questions, answered
Still not sure how it would work on your schedule? We will walk through your own Dolphin setup on the call.
Ask us directlyDoes Dolphin Management have an API?
Not a public one. Dolphin publishes no developer portal or open API reference.
Do I need an IT team to install an AI receptionist with Dolphin?
No. The phone side is a call-forwarding change your carrier or phone admin can make in minutes, and nothing is installed on the workstations your Dolphin clients run on.
Can the AI handle different orthodontic appointment types?
Yes, and in orthodontics it has to. A bonding, a wire change, a debond, a retainer check and a new-patient exam need different chair time, different providers and often different days.
Is Dolphin Cloud the same as a cloud practice management system?
No, and the difference matters here. Dolphin Cloud is hosted remote-desktop access to Dolphin's infrastructure, reached through an RDP session rather than a browser, so your team still needs a proper workstation session to check the book.
What happens when Dolphin is down but the phone still rings?
That is exactly when it earns its place. Dolphin reviewers report the software going down office-wide or on individual workstations, and Dolphin Cloud depends on a healthy remote-desktop session.
Does this work for an oral surgery practice on Dolphin?
Yes. Dolphin serves oral and maxillofacial surgery alongside orthodontics, and the call mix is different — referral calls from general dentists, consult enquiries, pre-operative questions and post-operative concerns.
Cover the calls Dolphin cannot
Hear the AI answer a call on your own Dolphin schedule. Fifteen minutes, no phone-system change, no commitment.