Know where AI fits, and where it’s a risk, before you spend a dollar.
Layer 1 is a two-week review of your front desk, your tools and your patient pipeline. It ends with a written report and a ranked list: do now, do later, never do. It stands alone. You decide afterwards whether to continue.
Led by Nick Cheremeteff, Founder & Growth Strategist. Matt Phillips joins for the front-desk and privacy review. About Nick →
Book a callYour tools, your privacy setup and your patient pipeline.
- ○ Every AI tool in use, including the free ones staff found on their own
- ○ Where patient information goes, and whether each tool has a signed Business Associate Agreement
- ○ Your email, documents and phones checked against HIPAA safeguards
- ○ The Pipeline Read: one month of new patients traced from first search to kept appointment
- ○ Whether AI assistants like ChatGPT name your practice when patients ask for a dentist nearby
- ○ The repeat work at the desk: phones, insurance, recalls and notes
From the first conversation to a result you can measure.
Kickoff
45 minutes with the owner and office manager. We agree what to measure and start the Pipeline Read.
Tools & privacy review
Every tool, agreement and setting, reviewed without needing to see patient records.
Shadow & interviews
A morning at the desk and a short, anonymous survey for each role.
Readout
A written report, a ranked list with hours and owners, and a first task already running.
A written report
What we found, the risk each item carries, and how to fix it.
A ranked list
Every idea sorted into do now, do later or never, with hours and owners.
A first task
Set up and running before the readout, so the plan already has proof.
Setup & Adoption
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.
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 →