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Dolphin Management

by Nevantis · Since 1988
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ActiveAvailable globallyCloud
Quick facts
VendorNevantis
Year launched1988
StatusActive
Location9200 Oakdale Ave. Suite 700 Chatsworth, CA 91311 U.S.A.
Countries servedGlobal
Languages10
Integrations3+
Free tier
Free trial
Contact salesYES

About Dolphin Management

Dolphin Management is a practice management software from Nevantis that provides solutions for dental specialists, including orthodontists and oral and maxillofacial surgeons. It combines Dolphin Research, social media integrations with Facebook, Instagram, and LinkedIn, and a dedicated user portal so practices can effectively manage patient interactions and marketing efforts. This software allows for efficient patient data management, marketing outreach through social platforms, and research capabilities tailored to the dental field. Key capabilities: patient management social media integration research tools user portal marketing analytics Best for: dental specialists that need comprehensive practice management and marketing solutions.

Dolphin Imaging is an advanced and intuitive software platform designed specifically for dental specialists, including orthodontists, oral surgeons, and general dentists. From the moment you log in through its streamlined user interface, Dolphin conveys a sense of sophistication while remaining accessible to clinicians of varying technical backgrounds. The main dashboard organizes 2D and 3D imaging data alongside patient charts, measurement tools, and treatment plans. Customizable shortcuts, modular panels, and docking windows allow users to tailor the workspace, reducing clutter and speeding up daily routines. Real-time synchronization between imaging modalities and case files guarantees that every clinician accesses the most current records, minimizing errors and miscommunications. In its 2D module, Dolphin Imaging excels at handling intraoral and extraoral photographs, radiographs, and slides. With TWAIN support, connecting cameras, scanners, and DICOM X-ray suites is seamless. Original images are preserved while users apply non-destructive edits, including cropping, rotating, annotation, and color correction. A suite of analysis tools supports cephalometric tracing, superimposition, and linear or angular measurements.

Pros & Cons

What users like
  • +Efficient communication and collaboration: Facilitates seamless interaction between dentists, specialists, and multiple office sites.
What users flag
  • Customer service wait times can be long (though Fridays tend to be faster).
  • No formal manual or structured learning materials, which means many features go unnoticed.
  • Requires integration with multiple third-party tools to fill gaps in functionality.
  • Lacks efficient new patient flow management tools.
  • Cannot undo actions once executed, leading to accidental errors and a messy ledger.
  • Reports of poor customer support and frequent, sudden technical issues that disrupt workflows.

Features

Key features

Enterprise Architecture
built on Microsoft’s .NET framework and SQL Server database, supporting multiple monitors and unlimited capacity.
Flexibility
install only the modules and options your practice needs, with customizable reports, treatment cards, and scheduling templates.
Multiple-Office Remote Connectivity
compatible with Windows Terminal Services and Citrix MetaFrame for seamless multi-location access.
Cloud Sessions
host Dolphin Management in the cloud with automatic backups, software updates, and no on-premises server requirement.
Intuitive Graphical User Interface
centralized icon bar and Windows-style navigation to minimize training time.
Data Conversion
full transfer of demographics, referrals, calendars, financials, insurance, and treatment card entries from legacy systems.
Automatic Updates
secure, Internet-delivered software updates keep you on the latest version without manual intervention.
Deep Integrations
native connectors to Dolphin Imaging modules and third-party solutions (T.LINK, OrthoSesame, SureSmile, Emdeon, X-Charge).
24/7 Support
Dolphin Service Club access via live chat, webinars, email, and phone, with emergency backup outside business hours.

Additional features

Appointment Scheduler
color-coded, drag-and-drop calendar with day/week/month views, block scheduling, waitlists, automated SMS/email/postcard confirmations and reminders, plus online booking integration.
Patient Records & Charting
centralized EHR capturing demographics, medical/social history, allergies, medications, SOAP-style clinical notes, digital consent forms with e-signatures, document management for PDFs/images/lab results, 2D/3D dental and anatomical overlays, and growth/development tracking.
Treatment Planning
customizable treatment cards listing procedures, fees, and statuses; case presentation tools with 3D simulation and patient education visuals; integrated approval workflows with electronic acceptance.
Insurance & Billing
fee schedule management; multi-plan benefits tracking; ANSI X12 electronic claims submission; real-time eligibility verification; claim status tracking; batch resubmissions; ERA/EOB posting; patient statements; payment plans; and adjustments.
Financial Management
integrated credit-card processing (X-Charge™), mobile wallets, and e-checks; trust accounting for retainers and deposits; production, aging, collection, and adjustment reports; built-in fee estimator for case presentations.
Imaging Integration
in-program display of radiographs (panoramic, ceph), CBCT scans, and photos; DICOM compatibility; digital cephalometric tracing, analysis, and superimposition.
Third-Party & Industry Connectors
native interfaces with T.LINK™ for secure fax/document exchange, SureSmile®, OrthoSesame™, Tele-A-Patient™, HouseCalls™, OrthoBanc™, Vanco™, ZACC™, Emdeon Insurance Claims & Statements, X-Charge™, and more.
Multi-Office & Cloud Access
support for Windows Terminal Services and Citrix MetaFrame; Dolphin Cloud Sessions hosted deployment with automatic backups and updates; real-time, secure data sharing across unlimited locations.
Role-Based Access & Audit Trails
granular user permissions with complete activity logging to track every change.
HIPAA-Compliant Encryption
data encrypted at rest and in transit to ensure patient privacy and regulatory compliance.
Automatic Updates & Backups
secure internet-delivered software updates and Dolphin-managed off-site backups to keep the system current and protected.
Dolphin Service Club
24/7 technical and administrative support via live chat, email, phone, webinar archives; emergency backup outside standard hours; on-site implementation; and remote training.
Legacy Data Conversion
full migration of patient demographics, referrals, past and future calendar entries, financials, insurance data, and treatment cards from UNIX, MS-DOS, or Windows systems.
Pre-Built Reports
ready-made analytics for appointment utilization, provider production, insurance performance, patient recall/reactivation, and referral source analysis.
Custom Report Builder
drag-and-drop field selection, filters, and drill-down capabilities for tailored insights.
Dashboards & KPIs
real-time visual summaries of production, collections, schedules, and other key performance indicators.
Task Management & To-Do Lists
built-in task tracker for staff assignments and follow-ups.
Recall Scheduling & Automated Recalls
customizable recall workflows with automated reminders.
Referral Source Tracking & ROI Analysis
monitor referral origins and calculate marketing return on investment.
Secure Patient Portal
online access for patients to complete forms, view balances, and communicate securely.
Telehealth & Virtual Consultation Integration
support for virtual visits and telehealth workflows.
Marketing Tools
email newsletter creation, campaign management, and performance metrics.
Inventory & Lab Case Management
track supplies, lab orders, and case progress from start to finish.
Customizable User-Defined Fields & Templates
add bespoke fields and templates to capture unique practice data.
Multi-Monitor Support
optimize workflow with simultaneous use of multiple displays.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
10
Interface languages
15
Billing currencies

Interface languages

EnglishSpanishFrenchGermanChinesePortugueseItalianRussianJapaneseDutch.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇳🇿NZD🇸🇬SGD🇭🇰HKD🇸🇪SEK🇳🇴NOK🇩🇰DKK🇰🇷KRW🇮🇳INR

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