Starter kit
Staff may already be experimenting with AI in personal accounts. The owner needs clear rules before patient or practice information spreads into unmanaged tools.
The first AI decision is not which tool to try; it is where patient and practice work is allowed to happen.
Start a 15-day trial with one AI safety workflowYour team may already be using AI. The next ownership decision is whether patient information, sensitive practice context, reusable workflows, and the voice of the practice stay scattered in personal accounts or move into a safer practice-owned structure.
Open resourceChanging a patient name to a fake name is not the same as making a prompt safe for a personal, public, or otherwise unapproved AI account. A prompt can still describe a real patient through treatment details, appointment timing, symptoms, payer context, balances, images, or a rare mix of facts.
Open resourceUse this owner-ready checklist to decide what belongs in personal ChatGPT, what belongs in a practice workspace, and what the team should standardize first.
Open resourceUse this starter kit to give the team clear rules before AI use becomes informal, scattered, or unsafe for patient and practice information.
Open resourceTurn the vendor demo into a launch decision packet: the workflow, data involved, BAA status, model-training answer, retention rule, access boundary, gaps, owner, and review date before patient data reaches the tool.
Open resourceWhen patient information may have entered the wrong AI tool, the safest response is not panic or deletion. The practice needs a calm escalation path: stop use, preserve facts, notify the right owner, document what happened, and follow the practice's incident process.
Open resourceA practical starting point for building the team's first AI safety workflow.
Dental AI Safety Starter Kit | Smarter Practice AI
Create one practice-owned AI policy and team-use workflow.
Start a 15-day trial with one AI safety workflow