Practice Onboarding Experience
We are glad you chose 1DentalAI.
Start with our guided onboarding wizard and launch your practice operations end-to-end: scheduling, patient communications, insurance intake, billing connectors, reviews, and AI assistance in one secure flow.
What the onboarding covers
- No guessing work and no duplicate data entry
- Role-based setup mapped to existing practice structure
- Ready for AI voice calls, portal messaging, scheduling, and billing
- Clear completion percentage so teams know exactly what remains
Everything your practice needs to onboard successfully
Practice foundation
Practice name, locations, NPI, tax details, licenses, and core contact numbers.
Team + provider profile
Add doctors, assistants, hygienists, admins, roles, responsibilities, shift windows, and specialties.
Calendar and operations
Set working hours, appointment templates, break policies, holidays, and closure days.
Patient communication stack
Provision a Twilio number for incoming/outgoing calls, SMS, and AI voice channels.
AI voice and call UX
Set AI voice policy, escalation matrix, voicemail routing, and custom hold music.
Insurance and billing readiness
Capture payer credentials for RCM and insurance workflows, and align coding defaults.
Payment collection setup
Connect gateway credentials and set payment preferences for invoices, co-pays, and statements.
Marketing and reviews
Link review and marketing accounts to manage reputation, campaigns, and patient outreach.
Compliance and SOPs
Store SOPs, policies, escalation scripts, and permissions so every department is aligned.
Go-live checklist
Run a final validation pass and launch production-ready workflows immediately.
Ready to start?
If you are ready to run patient communication, insurance, billing, and workflow automations, begin now and complete the guided steps in sequence.
Start 10-step onboarding