Running a practice on it · 3 of 4
Rolling it out to the team
Who to start with, what each person has to do themselves, and the part only the owner can do.
Rolling this out has two halves that people conflate, and separating them is most of the trick.
The learning is per person. The wiring is per practice.
Every individual does their own twenty minutes: watch the demo, take the tour, practice voice charting, try it on a test patient. None of it touches your practice, none of it needs anything installed, and nobody is waiting on anybody.
Only the owner does the wiring: the agreement, the practice system, the insurance setup. It can take days and it can involve outside parties.
Staff see the wiring as a status line rather than as their own to-do list, because a hygienist cannot sign your agreement and should not be looking at a task that says so.
Do not make the learning wait on the wiring. This is where trials stall. The practice system install is the slowest step and the least rewarding, and a team that has already charted a practice patient will push through it. A team still waiting to see the product will not.
Who to start with
Whoever charts perio. It is the habit that takes longest to form, it is the thing that saves the most time per day, and it is the part that needs a person to practice rather than a setting to configure.
It is also the only part with a real learning curve. Notes work the first time.
The setup list checks itself
The wiring steps are worked out from the actual state of your practice rather than from boxes anyone ticked. Your practice system counts as connected when it has genuinely been used, not when a key was generated. Your fee schedule counts when you have loaded a real one, not the sample.
So the list can never tell you that you are further along than you are. The one exception is the personal learning steps, which are remembered on the device you used, and will unticked themselves if you clear your browser.
Standardize two things, leave the rest
Agree on your note templates and on the phrases your practice uses for its common procedures. Teaching Mesio a phrase once fixes it for everybody, so that work compounds.
Everything else can be per person, and should be. Charting rhythm is personal.