Workflow · Part of Dentist Zone

Things to say, things to get ready.
Checklists you use every time.

Workflow keeps the steps you want to cover and the items to get ready as checklists beside AI Notes. Share a set-up list with your nurse by QR code and see every tick as it happens.

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See it working

See Workflow in under two minutes.

Open a checklist beside AI Notes, share it with your nurse, and start again for the next patient.

Workflow2 min · English captionsRead the transcript

What you get

The same steps, every patient.

Shared with your nurse

Share a set-up list by QR code and your nurse ticks each item on a phone, with no login. Every tick shows on your screen as it happens.

Steps in the chair

Open the steps you want to cover, like an extraction consent discussion, and tick as you go. Important steps stand out.

Beside AI Notes

Your checklists sit beside AI Notes, the ones you used last at the top. The Workflow button shows how many steps are left.

Start again

When every step is ticked, press Start again for the next patient. It shows when you last completed it.

One way for the whole team

Share a workflow with colleagues by email. Each accepts their own copy, so everyone follows the same steps.

Drafted from your list

Describe a checklist or paste the list you already use, and AI drafts it with headings for you to check before you save.

How it works

Make it once. Use it every time.

  1. Describe a checklist, paste your own list, or start from a ready-made one.

  2. Check the draft, split long lists into stages with headings, and save.

  3. Open it beside AI Notes in the chair, or share it with your nurse by QR code.

  4. Tick as you go, then press Start again for the next patient.

Questions dentists ask.

Does my nurse need an account?

No. Share the checklist by QR code and your nurse ticks items from a phone with no login. You can stop sharing at any time.

Can I use checklists I already have?

Yes. Paste the list you already use, or describe it, and AI drafts the checklist with headings for you to check. You can also write your own or start from a ready-made one.

Can the whole practice use the same checklist?

Yes. Share a workflow with colleagues by email, and each one accepts their own copy.

Where do I find my checklists?

Beside AI Notes, with the ones you used last at the top. In AI Notes, the Workflow button shows how many steps are left.

Get ready faster, and cover every step.

Workflow is part of Dentist Zone, alongside AI Notes, patient education, referrals and your finances.

14-day free trial of Dentist Zone, which includes AI Notes.