Journal

Dolphin Management Integrations: How an AI Receptionist Books Into Dolphin

Dolphin Management is the practice management system built for orthodontists and oral surgeons. What an AI receptionist has to handle differently in a specialty practice, what a real Dolphin integration does on a call, and how Telvana connects to Dolphin through Kolla.

3 min readTelvana Team
Flat isometric vector illustration on a solid navy field. A low wooden display stand holds a horseshoe-shaped orthodontic arch model with brackets and an archwire, a desk phone with a keypad stands beside it, and a short stack of appointment cards in blue and grey sits in front with the top card lifted at one corner.

Dolphin Management integrations connect outside software to Dolphin's practice management system for orthodontic and oral surgery practices, so a tool can read the schedule and write appointments into it. Specialty practices have a different phone day than a general dentist: consult requests, referral coordination, long treatment sequences, and families booking several patients at once. An AI receptionist with a real Dolphin integration can find the patient, check the right chair and appointment type, and book while the caller is on the line. Telvana connects to Dolphin through Kolla, the practice-data platform that integrates with every major dental practice management system.

What Dolphin is

Dolphin is a global provider of imaging and practice management software for dental specialists, including orthodontists, oral and maxillofacial surgeons, and ortho-pedo practices. Dolphin Management is the practice management side, designed around specialty workflows such as treatment phases and multi-visit plans rather than the general-practice recall cycle. Many specialty offices run Dolphin alongside Dolphin Imaging, which is why phone tools that name only general-practice systems leave orthodontists and surgeons out.

What is different about a specialty practice's phones

  • Referral calls. A general dentist's office calls to refer a patient, and the details have to land in the right place, not in a message queue.
  • Consult scheduling. New-patient consults have specific lengths and often specific providers, and the schedule template is stricter than a hygiene column.
  • Families. Orthodontic callers frequently book siblings back to back. The integration has to find each patient and book each appointment.
  • Long treatment sequences. Reschedules are common and have to move the right visit without breaking the treatment cadence.
  • Post-op calls. Oral surgery practices get after-hours calls that are clinical, not administrative, and the receptionist has to know which calls to hand to a person.

What a real Dolphin integration does on a call

Step on the callWhat the integration does in Dolphin ManagementWhat a message-only service does instead
Caller identifies the patient, or two siblingsFinds each existing patient recordWrites names in a message
Caller asks for a consult or adjustment visitReads open slots for the right provider, chair, and appointment typePromises a callback
Caller confirmsCreates the appointment in Dolphin with the correct type and lengthEmails the front desk
Caller reschedules a visit in a treatment sequenceFinds and moves the existing appointmentTakes a note
Call endsWrites the call summary to the patient recordSends a transcript

Questions to ask any vendor claiming Dolphin integration

  1. How does the connection work, and is it supported by Dolphin?
  2. Does it write appointments into Dolphin Management, or send messages for staff to enter?
  3. Does it handle multiple patients on one call, such as siblings?
  4. Does it respect your appointment types, lengths, and provider and chair rules?
  5. How does it handle a referral call from another office?
  6. Is the integration included in the monthly price?

Ask for a test consult booked into a test copy of your Dolphin during the demo, then open the schedule. What write-back involves applies here too.

How Telvana connects to Dolphin

Telvana connects to Dolphin through Kolla, a practice-data platform that integrates with every major dental practice management system, specialty systems included. The AI receptionist answers every call, follows your consult, referral, and scheduling scripts, and books straight into your PMS. Pricing is $399 per practice per month with 2,000 minutes included and no contract, and the PMS connection is included.

Frequently asked questions

Does an AI receptionist work with Dolphin Management?

Yes, when the vendor maintains a real connection into Dolphin. Confirm that it books appointments and reads patient records rather than sending messages, and ask how it handles families and referrals.

Is an AI receptionist a fit for an orthodontic or oral surgery practice?

It is a fit for the administrative calls: consults, adjustments, reschedules, and families. Clinical after-hours calls should route to a person, and the vendor should show you that rule working.

Does Dolphin integration cost extra with an AI receptionist?

It depends on the vendor. Telvana includes PMS booking in the $399 plan. Our dental answering service cost guide lists the line items to check.

If your practice runs Dolphin, send us your specialty and monthly call volume and we will set up a demo that books a consult into your schedule from a live call.

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