Dolphin Management Integration
Connect to Patterson Dental's orthodontic practice management system. Access treatment tracking, imaging references, and patient workflow data through a unified API.
About Dolphin Management
Dolphin Management, developed by Patterson Dental, is the practice management component of the Dolphin product suite built specifically for orthodontic practices. Unlike general-purpose dental PMS platforms, Dolphin Management is designed around the orthodontic workflow: multi-visit treatment tracking, appliance management, contract-based billing, and tight integration with Dolphin Imaging for 3D cephalometric analysis, treatment simulation, and patient presentation tools. It is one of the most widely adopted systems among orthodontic specialists in North America.
Integration with CRMBridge
CRMBridge normalizes Dolphin Management's orthodontic-specific data structures into a consistent API format. Treatment phases, appliance records, contract payment schedules, and imaging metadata are all accessible through standard REST endpoints. This allows developers to build applications that work with orthodontic treatment data without needing to understand Dolphin's proprietary data model or manage direct database connections to the Dolphin system.
What You Can Access
Orthodontic Patient Records
Patient demographics, referral sources, responsible party details, orthodontic history, and treatment status across all active and completed cases.
Treatment Phases & Tracking
Multi-phase treatment plans, appliance types (braces, aligners, retainers), adjustment visit history, and treatment milestone progression.
Imaging Metadata
References to Dolphin Imaging records including cephalometric analyses, 3D scans, panoramic images, and treatment simulation data.
Contracts & Payments
Orthodontic treatment contracts, payment schedules, down payments, monthly installments, insurance portions, and account balances.
Scheduling & Workflow
Orthodontic appointment types (adjustments, emergencies, debands), chair time allocation, provider schedules, and recall intervals.
Referral Management
Referring dentist records, referral tracking, thank-you letter automation data, and referral source analytics for practice growth.
API Code Example
1. Authenticate with your Dolphin Management location
POST https://api.crmbridge.ai/v1/Auth
{
"ApplicationId": "your-app-id",
"BusinessId": "your-business-id",
"ApplicationKey": "your-app-key",
"LocationId": "dolphin-ortho-practice"
}2. Retrieve active orthodontic treatment data
GET https://api.crmbridge.ai/v1/Patients?include=treatments,contracts
Authorization: Bearer {token}
// Response
{
"patients": [
{
"id": "pat-3392",
"firstName": "Madison",
"lastName": "Chen",
"dateOfBirth": "2009-07-22",
"responsibleParty": "Linda Chen",
"treatment": {
"status": "Active",
"phase": "Phase I - Comprehensive",
"appliance": "Ceramic Braces - Upper/Lower",
"startDate": "2025-06-15",
"estimatedCompletion": "2027-02-15",
"lastAdjustment": "2026-02-28",
"nextVisit": "2026-03-28"
},
"contract": {
"totalFee": 6200.00,
"insurancePortion": 2000.00,
"downPayment": 500.00,
"monthlyPayment": 185.00,
"remainingBalance": 1920.00
}
}
],
"totalCount": 847,
"pageSize": 50
}What You Can Build
Treatment Progress Dashboards
Build visual dashboards that show orthodontic treatment progression across all active cases. Track appliance changes, phase transitions, estimated completion dates, and identify cases that are running behind schedule or approaching deband dates.
Orthodontic Imaging Workflow Automation
Integrate Dolphin Management's treatment data with imaging metadata to automate record-taking workflows. Trigger cephalometric analysis requests, queue panoramic imaging at treatment milestones, and correlate imaging data with treatment plan progress.
Contract & Payment Analytics
Analyze orthodontic contract data to forecast revenue, track collection rates, identify overdue accounts, and optimize payment plan structures. Build financial models based on treatment mix, average case fees, and insurance reimbursement patterns.
Referral Network Intelligence
Map referring dentist networks, track referral volume trends, and calculate lifetime referral value. Build automated communication tools that strengthen referral relationships with case updates and thank-you workflows.
Ready to Integrate with Dolphin Management?
Start building with orthodontic practice data in minutes. Free tier includes 100,000 API calls for sandbox and testing use, with no credit card required.