Guides
Learn Mesio
Short guides written for the chair and the front desk. The tracks run in order and each one has an end. The explainers answer a single question. Everything here describes what Mesio does today, including the places it will tell you it is not sure.
Your first week
EveryoneStart here once you have an account and a signed BAA. It ends with your first finished note, back in your own system.
- What Mesio does on day one
What one visit produces, and the longer list it holds back.
- Learn it without touching your practice
Synthetic patients, a real microphone, nothing that reaches your practice.
- Twenty minutes before your first patient
At the chair, on the microphone you will really use.
- Recording a visit
Starting, stopping, and what happens if the internet drops.
- Reading and signing the note
Correcting quickly, and what signing actually does.
- Sending the patient home with something
Their tooth map, their plan, and where the numbers come from.
Perio by voice
Dentist · HygienistChart a full perio exam by speaking, with your hands where they belong.
- How voice perio actually works
It follows the chart, knows where your probe is, and stops rather than guess.
- Perio dictation: the phrases that work
The sections, the rhythm, and corrections that name their target.
- Practicing before a patient is in the chair
The Coach, the practice chart and the mic check, and what each measures.
- Your shadow week
Charting alongside your assistant while Mesio writes nothing.
- Getting your chart to Mesio
Three ways, depending on your practice system.
- Reading the agreement report
Five minutes at the end of the day, and how to judge a disagreement.
- When Mesio mishears
What catches a misheard word before it can become a wrong number.
- A second pair of hands, or a second listen
Assist mode while you chart; the rerun afterwards.
- Graduating to live
The line, the switch, and the two weeks after it.
Codes and treatment plans
DentistHow a procedure gets its code, and how a plan gets built, priced and presented to the patient.
- How Mesio picks a code
Rules first. Where a model helps, and the hard limit on it.
- Where a procedure goes, and why it changes the code
Which tooth, which surface, and why your words beat the chart.
- Why one sentence becomes three procedures
One clinical act, several billable lines.
- Editing a pill, and teaching your phrases
Why your correction outranks everything Mesio infers.
- What each tier includes
Three tiers that never differ on treating active disease.
- Presenting the plan
What the patient sees, and what the record keeps.
Insurance and what the patient owes
Office managerWhat a patient owes before they sit down, and how to make that number match your own book.
- How the estimate is built
The four sources behind it, and why it is sometimes blank.
- Turning eligibility on
Your NPI, your zip, and enough identity to find the patient.
- Which carriers you are in network with
Ten minutes that changes every out-of-network estimate.
- Reading a coverage pill
What the color means, the clock behind it, and what to do about yellow.
- Verified, Estimate, Rough
What each label lets you say to the patient.
- Teaching Mesio what your carriers pay you
What it reads, what leaves the practice, and what improves.
- Your fee schedule, and what Mesio does not do
The ten-minute upload, and where Mesio stops.
The front-desk day
Front deskThe morning huddle, the day's coverage, and the work that used to take until lunch.
- Getting today's schedule in
Three ways, in order of effort.
- Sync today
One pass down the day's book, and who it could not do.
- The prep list
Who Mesio cannot act on yet, and how the list clears itself.
- Insurance, captured as you work
Mesio reads the pages you already opened, and offers them back.
- The outbox
Every write, entered or refused, and why Entered is not Saved.
Connecting your practice system
Owner · ITGetting Mesio into the software you already use, whatever that software is.
- Will it work with mine?
Four routes in, and why the last one always works.
- Installing the Bridge
One office computer, a one-time key, a couple of minutes.
- Installing the browser extension
One click, one sign-in, and deliberately narrow permissions.
- Teaching Mesio your system
It learns the shape of the screen, never what is written on it.
- What writes back, and when
Mesio enters. A person saves. On every route.
- No integration? Start anyway
The route that needs nothing from your software.
Running a practice on it
Owner · ManagerSeats, roles, rolling it out to your team, and running more than one location.
- Who sees what
Set per person, bounded by the practice, open until you tighten it.
- Seats and billing
One seat per dentist. Everyone else is free.
- Rolling it out to the team
Who to start with, and what only the owner can do.
- More than one location
Two shapes of multi-site, and what is shared in each.
Trust, privacy and the record
Owner · ProspectWhere recordings go, what gets signed before one starts, and what happens when a patient asks.
- What happens to a recording
Where audio goes, and who decides how long it stays.
- The agreement, and what is never used for training
Enforced in the software, not just filed.
- The record holds
What signing locks, and a log that outlives the record.
- When a patient asks
Why they ask you, not Mesio.
Explainers
For when you only need the one answer.
- Mesio always has a way in
Four routes into your practice system, and why the last one needs nothing from your software.
- How the estimate is built
The four sources behind it, in the order they are tried.
- Why Mesio would rather say nothing
A carrier it will not guess at, a patient it will not pick, a number it will not invent.
- Enter, never save
Mesio types into your system; you review and sign. Why that boundary does not move.
- Where the coding rules come from
Why every coding rule can be traced back to the source it came from.
- Why perio is the hard part
Why one missed number matters more here than anywhere else in the chart.