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Dolphin integration

Built on DAPI, not on copy and paste.

HoYS talks to Dolphin Management through DAPI from the server side. The patient's browser never calls Dolphin directly, and Dolphin remains the system of record.

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Data flow

What HoYS reads and what it writes

Reads from Dolphin

  1. 01Scheduled appointments and appointment type codes
  2. 02Patient demographics and billing parties
  3. 03Insurance carrier lists
  4. 04Doctor and provider lists
  5. 05Real availability for the scheduling widget

Writes into Dolphin

  1. 01Mapped intake answers on the patient record
  2. 02Signed consent PDFs
  3. 03Photo ID and insurance card images
  4. 04Patient alerts and calendar icons
  5. 05The New Patient Call Sheet PDF
  6. 06New appointments created by online scheduling
  7. 07Optional payment postings to the ledger
A new patient, start to finish

Where Dolphin comes in at each step

The same patient moves through HoYS and Dolphin without anyone retyping a field.

  1. 01

    Book

    The family picks a time on your website. HoYS checks real Dolphin availability and creates the appointment.

  2. 02

    Invite

    An upcoming appointment triggers a secure intake link by text or email, or staff can send one by hand.

  3. 03

    Complete

    The family fills in forms on any device, signs consents, and uploads ID and insurance cards.

  4. 04

    Review

    Staff can check the submission in the workspace before anything is written to the chart.

  5. 05

    Write back

    Answers, signed PDFs, images, alerts, calendar icons, and the New Patient Call Sheet land in Dolphin.

  6. 06

    Follow up

    Reminders, two-way texts, portal access, and payments carry on, with postings back to the ledger when enabled.

Boundaries

What stays where

Dolphin stays your system of record. HoYS is the layer families and staff work in, and everything it collects is filed back into the Dolphin chart.

Dolphin owns

  1. 01The patient chart, clinical records, and imaging
  2. 02Treatment plans and clinical history
  3. 03The schedule of record and appointment status
  4. 04Ledger balances, billing parties, and insurance
  5. 05Anything clinical a doctor has to sign off on

HoYS owns

  1. 01Online scheduling and the availability the patient sees
  2. 02Intake forms, form versions, and the answers collected
  3. 03Treatment agreements and consents until they're signed and filed (beta with select practices)
  4. 04Reminders, alerts, and two-way SMS conversations
  5. 05Family portal access and payment collection, tokens only, never card numbers

Every item on the right ends up as a record on the left. HoYS collects it; Dolphin keeps it.

Getting connected

What it takes to go live

Setup is mostly mapping your existing paperwork to the Dolphin fields you already use.

What we need from you

  1. 01DAPI access enabled on your Dolphin Management system
  2. 02Your current intake packets, consents, and financial forms
  3. 03Which offices, providers, and appointment types to include
  4. 04Who on your team should review submissions and manage forms

What we handle

  1. 01Rebuilding your packets as branded digital forms
  2. 02Mapping every field to its Dolphin destination
  3. 03Setting up alerts, calendar icons, and the call sheet
  4. 04Onboarding and training for front desk, coordinators, and billing
Book a demo

See it running against your Dolphin data.

A demo covers intake, the Dolphin write-back, messaging, online scheduling, and payments, mapped to how your offices actually work.

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