Set it up properly once. Then make it stick.
Layer 2 puts the assessment into practice: a secure, HIPAA-ready setup, training for the people who do the work, and your top three tasks running and measured. By day 90 your team runs it without us.
Led by Matt Phillips, Operations & Systems Lead, former COO of a dental growth technology company. About Matt →
Book a callA setup you can explain to anyone who asks how patient data is protected.
- ○ Email, documents and AI on a business plan with a signed Business Associate Agreement
- ○ Two-step sign-in, data-loss rules and audit logs switched on, and unused services switched off
- ○ Connections to your practice software and phones, only through vendors that sign a BAA
- ○ A written AI policy and staff guide: what’s allowed, what never goes in, and who checks
- ○ The Front Desk AI Day: hands-on training for the people who answer the phones
- ○ An AI champion for every task: one person at the desk who owns it, teaches it and flags problems
From the first conversation to a result you can measure.
Secure setup
Agreements signed, settings configured and documented. First task live with its owner. Baseline hours measured.
Train & build
The Front Desk AI Day, then the second and third tasks, with templates and checklists anyone can follow.
Widen the circle
The rest of the team trained by the task owners, not by us.
Hand-off
Numbers reviewed with the owner. Documentation package delivered. We step back.
A documented setup
Every agreement and setting written down, ready if anyone asks. Everything we build is yours.
Three tasks running
Owned by your people, on your tools, measured before and after.
A team that carries on
A written playbook and trained owners. No dependency on us.
Front Desk Assessment
A two-week review of your AI tools, privacy setup and patient pipeline. It ends with a written report and a ranked list: do now, do later, never do.
Learn more →Layer 3 · Optional, monthlyOngoing Advisory
Monthly reporting, privacy checks as tools and rules change, new-tool advice and a quarterly strategy review. Cancel any month.
Learn more →Part of Layer 2 · 1 dayFront Desk AI Day
One day, on site or remote, with the people who answer the phones. Included in Layer 2, and available on its own.
Learn more →