Implementation Playbooks

How to actually implement
the tools you buy.

Every vendor in the Avized directory has a step-by-step implementation playbook — written for both DSO groups and solo practices. Free to download.

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What's in every playbook

Two versions per vendor — one for DSOs and one for solo or small group practices.

Pre-implementation checklist — technical requirements, stakeholder alignment, baseline metrics

Phased rollout timeline with milestones and go/no-go criteria

Staff training structure and change management guidance

Integration requirements by PMS platform

ROI tracking framework and key metrics to measure

Common failure modes and how to avoid them

Two versions. One for each context.

DSO / Group Practice

• Phased multi-location rollout strategy
• Centralized vs. distributed training models
• Stakeholder alignment across ops, clinical, and IT
• Change management at scale
• Aggregate ROI tracking across the portfolio

Solo / Small Practice

• Lean implementation with minimal disruption
• Team-of-one or small team training approach
• Realistic timelines for a working practice
• Cost-benefit framing for owner-operators
• Quick-win milestones to validate the investment

Popular playbooks

Most-viewed implementation guides this month.

Diagnostic Imaging

Pearl

Pearl's AI detects dental pathologies in radiographs in real time, helping practices identify conditions that might otherwise be missed and improve case acceptance.

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Diagnostic Imaging

Overjet

Overjet uses FDA-cleared AI to analyze dental radiographs for clinical and insurance workflows, helping practices and payors reduce disputes and improve care quality.

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AI Scribes

Abridge

Abridge is an AI clinical documentation platform primarily for hospital and health system clinicians, generating structured notes from patient-provider conversations.

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Patient Communication

Weave

Weave is an all-in-one patient communication platform for dental and healthcare practices, offering phone, text, email, reviews, and scheduling tools.

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Patient Communication

NexHealth

NexHealth is a patient experience platform for dental and medical practices offering online booking, reminders, digital forms, and patient communication tools.

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Practice Management

Curve Dental

Curve Dental is a fully cloud-based dental PMS offering scheduling, charting, billing, and imaging for modern dental practices.

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Revenue Cycle

Zentist

Cloud-based dental RCM automation — Remit AI for EOB processing, payment posting, denial management, AR pre-funding

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Credentialing

Medallion

Automated provider credentialing and network management platform