Smarter Practice AI
Dental AI Implementation Starter Kit

Purpose
Turn one repeated dental practice problem into a reviewed AI workflow the team can actually use.

Use this when
- The team is curious about ChatGPT but unsure what belongs in personal accounts.
- The owner wants one practical first use case before a broad AI rollout.
- A repeated claim, patient message, SOP, follow-up, scheduling, or office-manager question keeps coming back.

Step 1: Pick one workflow
Choose one repeated problem:
- Claim denial or EOB review
- Patient balance explanation
- Case acceptance follow-up
- Office manager SOP
- Staff onboarding answer
- AI safety rule
- PPO or payer review

Step 2: Define the safe context
Gather only what is needed for the task.

Allowed examples:
- Generic policy language
- Fictional training scenario
- Aggregated payer pattern
- Minimum-necessary claim summary inside an approved workflow
- Practice-approved script or SOP draft

Keep out of personal or unapproved AI accounts:
- Patient names
- Appointment dates
- Screenshots and EOB images
- Subscriber IDs
- Claim numbers
- Balances tied to a patient
- Rare procedure/date/payer combinations that can point back to a patient

Step 3: Name the reviewer
Choose the person who must approve the result before use:
- Billing lead
- Office manager
- Owner
- Privacy lead
- Dentist or trained clinical reviewer

Step 4: Create one reusable output
Pick the output the team will keep:
- Script
- Checklist
- SOP
- Huddle note
- Patient-message draft
- Vendor question list
- Review-owner map

Step 5: Save the approved version
The output should become practice-owned guidance, not a private prompt or one-off answer.

Completion record
This packet is an internal training and workflow planning resource. It is not legal advice, a HIPAA certification, or a complete compliance program.