Our onboarding is hands-on and personalized. We handle the heavy lifting so your team never has to learn a single line of code, wrestle with settings, or figure anything out on their own.
Every system is custom-built around how your practice already operates. Here's exactly what the process looks like.
We start by understanding how your office already runs — then we build around it.
A quick walkthrough of the tools your office uses today. We integrate with all of them — no overlap, no switching costs.
Your patients know your voice. Your AI should too.
We feed your real clinical notes and patient summary letters into the AI so it learns exactly how you write — your tone, your phrasing, your style.
Once your AI is trained, this is how it works in practice. Hit record during any consultation — Treatment Plan transcribes the conversation, generates a patient-ready summary, and sends it alongside the treatment plan in one click.
Tap record during the consultation
AI transcribes every word in real time
AI drafts a patient-ready summary
Delivered with the treatment plan via SMS
Hi Emily! Here's a summary of what we discussed today. Dr. Smith recommended Invisalign Comprehensive for crowding and a slight overbite. Treatment takes 14-18 months at $299/mo — well before your wedding!
We're excited about what Invisalign can do for your smile, Emily. No rush — we're here whenever you're ready!
We build your treatment plan platform from the ground up and connect it to everything you already use.
This is where the magic happens. We build your branded system and integrate it seamlessly with your current tech stack — zero overlap, zero disruption.
We identify your most common patient objections and write follow-ups that sound like your team — warm, helpful, and personal. Not salesy.
Every practice hears the same objections. We write the responses that bring patients back — using your voice, not a template.
Select a patient's hesitations and Treatment Plan generates a personalized follow-up sequence — automatically nurturing them back to your chair.
Before you go live, we run everything through a full verification process. Your patients' data is protected. Period.
We don't cut corners. Every piece of patient data is encrypted, every integration is tested, and everything is verified before you send your first plan.
Five phases. We handle the heavy lifting. You barely have to lift a finger.
This isn't a DIY platform. This is a done-for-you system built around your practice.
A real human walks you through every step. You're never left figuring things out on your own.
We don't make you change your process. We optimize the one you already have — tighter, faster, more effective.
Patient data is encrypted, access is controlled, and everything is verified before you ever go live.
Book a call. We'll show you exactly how it works with your current setup.
Book Your Onboarding Call →