Augnito
Step-by-step implementation guide — pre-implementation checklist, onboarding, staff training, go-live runbook, and ROI tracking.
Augnito — Implementation Playbook (DSO)
Augnito AI Scribe Implementation Playbook for DSOs
A Strategic Deployment Guide for Dental Support Organizations
1. Executive Summary
What Augnito Does
Augnito is an AI-powered clinical documentation solution that converts provider speech into structured clinical notes in real-time, integrating directly with practice management systems to eliminate manual charting and reduce documentation time by up to 75%. The platform uses medical-grade speech recognition with dental-specific vocabulary to capture patient encounters accurately without requiring template navigation or keyboard input.
Why DSOs Specifically Benefit from AI Scribes
Scale Advantages:
- Documentation time savings multiply across 15–50 locations, translating into significant clinical capacity gains (estimated 2-3 additional patient visits per provider per day)
- Centralized quality control ensures consistent clinical documentation standards across all locations
- Aggregate data from standardized notes enables enterprise-level analytics on treatment patterns, provider productivity, and clinical outcomes
Standardization Benefits:
- Uniform note templates and terminology reduce compliance risk and support defensible documentation during audits
- Consistent charting practices simplify provider onboarding when staff transfer between locations
- Standardized workflows reduce training costs and enable meaningful cross-location benchmarking
Data Aggregation Value:
- AI-generated structured data feeds directly into enterprise reporting systems
- Pattern recognition across locations identifies best practices and operational inefficiencies
- Clean, consistent documentation improves insurance claim accuracy and reduces denials at scale
Expected Deployment Timeline
| Phase | Timeline | Scope |
|---|---|---|
| Pre-Implementation | Weeks 1–2 | Enterprise setup, stakeholder alignment, baseline metrics |
| Wave 1 (Pilot) | Weeks 3–5 | 2–3 pilot locations |
| Wave 2 | Weeks 6–9 | 5–8 locations |
| Wave 3+ | Weeks 10–16 | Remaining locations |
| Optimization | Weeks 17–24 | Full deployment refinement |
Total time from decision to full deployment: 4–6 months for a 25-location DSO, with variability based on IT infrastructure consistency and change management capacity.
2. Pre-Implementation Checklist (Weeks 1–2)
Technical Requirements
Hardware
☐ Verify workstation specifications at each location (minimum: Windows 10/11, 8GB RAM, i5 processor or equivalent) ☐ Assess microphone infrastructure — Augnito works with built-in mics but performs optimally with noise-canceling USB headsets or array microphones ☐ Inventory existing audio equipment; plan procurement if needed (budget: $50–150 per operatory) ☐ Confirm monitor real estate for Augnito overlay window (secondary monitors recommended for high-volume operatories)
Software
☐ Document PMS versions across all locations (Dentrix, Eaglesoft, Open Dental, or others) ☐ Verify browser versions meet requirements (Chrome/Edge recommended) ☐ Confirm operating system patch levels and update schedules ☐ Document any existing dictation or voice-to-text tools that will be retired
Network
☐ Test internet speed at each location (minimum: 10 Mbps upload/download per concurrent user) ☐ Assess network stability — AI scribes require consistent connectivity ☐ Document firewall rules and proxy configurations ☐ Verify HTTPS traffic is not inspected/blocked for Augnito endpoints
Integrations
☐ Confirm API access availability for each PMS instance ☐ Document current integration landscape (imaging, patient communication, insurance verification) ☐ Identify integration conflicts or dependencies
Vendor Onboarding Steps
| Step | Action | Owner | Timeline |
|---|---|---|---|
| 1 | 🔵 Execute enterprise MSA and BAA with Augnito | Legal/Compliance | Day 1–3 |
| 2 | 🔵 Complete enterprise onboarding questionnaire | IT Lead | Day 2–4 |
| 3 | 🔵 Schedule technical discovery call with Augnito implementation team | IT Lead + Operations | Day 3–5 |
| 4 | Establish primary and secondary vendor contacts | Project Manager | Day 5 |
| 5 | 🔵 Confirm support SLA and escalation procedures | Operations | Day 5–7 |
| 6 | 🔵 Obtain enterprise admin credentials and license keys | IT Lead | Day 7–10 |
Key Contacts to Establish
- Augnito Implementation Manager: Primary vendor contact for deployment
- Augnito Technical Support Lead: Escalation contact for integration issues
- Augnito Customer Success Manager: Ongoing relationship and optimization
- Internal Executive Sponsor: C-suite owner of the initiative
- Internal Project Manager: Day-to-day deployment coordination
Data/Access Prerequisites
☐ Create enterprise administrator account for Augnito platform ☐ Establish SSO integration requirements (SAML 2.0, OAuth 2.0) ☐ 🟣 Determine centralized vs. location-level user provisioning approach ☐ Prepare user roster with roles, locations, and NPI numbers for all providers ☐ Obtain API credentials for each PMS instance ☐ Document imaging system access protocols if Augnito will interface with imaging
Internal Stakeholder Alignment
Who Needs to Be Informed
| Stakeholder | Information Needed | Communication Method |
|---|---|---|
| Board/Investors | Strategic rationale, ROI projections, timeline | Board deck |
| C-Suite | Budget, resource requirements, success metrics | Executive briefing |
| Regional Managers | Rollout timeline, location requirements, their role | Regional leadership meeting |
| Office Managers | Operational changes, training requirements, go-live dates | All-manager webinar |
| Providers | Workflow changes, training schedule, benefits | Provider-specific communication |
| IT Team | Technical requirements, support responsibilities | Technical planning session |
Who Needs to Approve
☐ 🟣 CFO: Budget approval for licensing, hardware, implementation services ☐ 🟣 Chief Dental Officer: Clinical workflow approval and provider change management authority ☐ 🟣 VP of Operations: Timeline approval and resource allocation ☐ 🟣 Compliance Officer: HIPAA compliance verification and BAA execution ☐ 🟣 CIO/IT Director: Technical architecture and integration approach
Enterprise-Level Requirements
Network Standards Across Locations
☐ 🟣 Establish minimum network performance standards (bandwidth, latency, uptime) ☐ Document VPN or private network topology if applicable ☐ Determine whether Augnito traffic will route through central infrastructure or direct to cloud ☐ ⚠️ Verify consistent firewall rules can be applied across all locations
Centralized vs. Location-Level Hosting
☐ 🟣 Augnito is cloud-hosted — confirm cloud architecture meets enterprise security requirements ☐ Determine data residency requirements (if any) ☐ Establish enterprise-level data retention policies
SSO and Centralized Credentialing
☐ Confirm identity provider (Azure AD, Okta, etc.) ☐ 🔵 Engage Augnito on SSO integration requirements and timeline ☐ Establish user provisioning workflow (automated vs. manual) ☐ Define role-based access control structure ☐ ⚠️ Plan for SSO failover — providers must be able to work if SSO is temporarily unavailable
Baseline Metrics to Capture
Capture these metrics at EVERY location BEFORE go-live to enable accurate ROI measurement and cross-location comparison.
| Metric Category | Specific Metrics | Measurement Method | Frequency |
|---|---|---|---|
| Clinical Efficiency | Average documentation time per encounter | Time study (sample 20 encounters per provider) | Baseline + 30/60/90 days |
| Patients seen per provider per day | PMS report | 30-day average pre-launch | |
| Chair time vs. documentation time ratio | Time study | Baseline sample | |
| Documentation Quality | Chart completion rate within 24 hours | PMS audit | 30-day average |
| Documentation deficiency rate | Chart audit (sample 50 charts per location) | Baseline audit | |
| Clinical note character/word count | PMS analysis | Sample of 100 notes | |
| Revenue Cycle | Claim denial rate | Billing system report | 30-day average |
| Average days to claim submission | Billing system report | 30-day average | |
| Coding accuracy rate | Audit sample | Baseline audit | |
| Provider Experience | Documentation satisfaction (1–10 scale) | Provider survey | Pre-launch survey |
| Reported burnout indicators | Anonymous survey | Pre-launch survey | |
| After-hours documentation time | Self-reported | Pre-launch survey | |
| Operational | Staff turnover rate | HR data | Trailing 12 months |
| Training hours per new provider | Training records | Historical average |
Standardization Protocol for Metric Measurement
☐ 🟣 Establish central team responsible for baseline data collection ☐ Create standardized data collection templates ☐ ⚠️ Ensure all locations use identical measurement methodologies ☐ Set deadline for baseline capture: minimum 2 weeks before any pilot go-live ☐ Store baseline data in centralized repository for later comparison ☐ Document any location-specific anomalies that may affect baseline interpretation
3. Location Readiness Assessment
Scoring Framework
Rate each location on the following factors using a 1–5 scale. Sum the scores to produce a composite readiness score (maximum 25 points).
Factor 1: IT Infrastructure Maturity (1–5 points)
| Score | Criteria |
|---|---|
| 5 | Network consistently >50 Mbps, workstations <2 years old, current PMS version, no integration issues |
| 4 | Network >25 Mbps, workstations <3 years old, PMS within 1 version of current, minor integration gaps |
| 3 | Network >10 Mbps, workstations <4 years old, PMS within 2 versions, some integration manual workarounds |
| 2 | Network inconsistent or <10 Mbps, workstations aging, PMS significantly outdated, known integration problems |
| 1 | Network unreliable, hardware requires immediate replacement, unsupported PMS version |
Factor 2: Staff Tenure and Adaptability (1–5 points)
| Score | Criteria |
|---|---|
| 5 | Turnover <10%, team has successfully adopted 2+ new technologies in past year, strong tech comfort |
| 4 | Turnover 10–20%, 1 successful tech adoption recently, generally tech-positive attitude |
| 3 | Turnover 20–30%, mixed results with past tech changes, some resistance but manageable |
| 2 | Turnover 30–40%, history of difficult tech adoptions, significant resistance likely |
| 1 | Turnover >40%, failed tech implementations in past, active resistance to change expected |
Factor 3: Patient Volume (1–5 points)
| Score | Criteria |
|---|---|
| 5 | Medium-high volume (25–35 patients/day/provider) — high impact, manageable complexity |
| 4 | Medium volume (15–25 patients/day/provider) — solid impact, lower risk |
| 3 | High volume (>35 patients/day/provider) — high impact but also higher risk if issues arise |
| 2 | Low volume (<15 patients/day/provider) — lower impact, may not justify early prioritization |
| 1 | Volume highly variable or location in ramp-up phase — not suitable for early waves |
Factor 4: Existing Tech Stack Compatibility (1–5 points)
| Score | Criteria |
|---|---|
| 5 | PMS with documented Augnito integration, imaging system compatible, no conflicting software |
| 4 | PMS supported with standard integration, imaging integration possible, minimal conflicts |
| 3 | PMS supported but may require custom work, some integration gaps, workarounds needed |
| 2 | PMS integration uncertain, imaging system incompatible, multiple workflow workarounds needed |
| 1 | PMS not on Augnito supported list, significant tech stack conflicts, major rework required |
Factor 5: Local Champion Availability (1–5 points)
| Score | Criteria |
|---|---|
| 5 | Tech-forward provider AND office manager, both enthusiastic, track record of leading change |
| 4 | Either provider or office manager is strong champion, other is supportive |
| 3 | Potential champion identified but not yet developed, general willingness to participate |
| 2 | No clear champion, leadership neutral to skeptical, will require significant support |
| 1 | No champion, leadership actively resistant or disengaged, significant change management risk |
Readiness Assessment Template
| Location | IT Infrastructure | Staff Adaptability | Patient Volume | Tech Stack | Local Champion | Total Score | Tier |
|---|---|---|---|---|---|---|---|
| Location A | _/5 | _/5 | _/5 | _/5 | _/5 | _/25 | _ |
| Location B | _/5 | _/5 | _/5 | _/5 | _/5 | _/25 | _ |
| ... |
Tier Classification
| Score Range | Tier | Rollout Wave Recommendation |
|---|---|---|
| 21–25 | Tier 1: Excellent | Wave 1 pilot candidates |
| 16–20 | Tier 2: Good | Wave 2 candidates |
| 11–15 | Tier 3: Moderate | Wave 3 candidates with targeted remediation |
| 6–10 | Tier 4: Needs Work | Delay until remediation complete; Wave 4+ |
| 1–5 | Tier 5: Not Ready | Significant intervention required before deployment |
Recommended Rollout Sequence Methodology
Identify Wave 1 candidates: Select 2–3 locations with scores of 21+ that also represent diversity in:
- Geographic region
- Practice type (general, specialty mix)
- Provider personality types (early adopter + skeptic if possible)
Balance risk and representation: Wave 1 should be high-readiness but also generate learnings applicable to the broader portfolio
Address Tier 3–5 locations: Create remediation plans with specific milestones; do not schedule these locations until they reach Tier 2 minimum
Document exceptions: If a strategic location (e.g., flagship office) scores below Tier 1, it may still be included in Wave 1 with additional support resources
4. Rollout Strategy
Recommended Wave Structure
| Wave | Locations | Timeline | Purpose |
|---|---|---|---|
| Wave 1: Pilot | 2–3 locations | Weeks 3–5 | Validate integration, refine training, identify issues |
| Wave 2: Early Expansion | 5–8 locations | Weeks 6–9 | Scale learnings, stress-test support model |
| Wave 3: Broad Deployment | 8–15 locations | Weeks 10–14 | Parallel deployments, champion network activated |
| Wave 4+: Completion | Remaining locations | Weeks 15+ | Full deployment, remediated locations |
Wave 1 Selection Criteria
Must-have characteristics: ☐ Composite readiness score ≥21 ☐ PMS with proven Augnito integration ☐ Network stability documented for 30+ days ☐ Identified and committed local champion (provider or office manager) ☐ Office manager willing to participate in daily check-ins during pilot
Strongly preferred characteristics: ☐ Geographic proximity to central support resources (enables on-site support if needed) ☐ Mix of provider types (GP, specialist, different documentation styles) ☐ Representative of common tech stack configurations in the portfolio ☐ History of successful technology adoption ☐ Patient volume sufficient to generate meaningful usage data (20+ patients/day)
⚠️ Avoid for Wave 1:
- Locations with pending PMS migrations or major IT projects
- Locations with leadership transitions in progress
- Highest-volume locations (too much risk if issues arise)
- Locations with known staff morale or turnover issues
Timeline Per Wave with Buffer
| Phase | Wave 1 | Wave 2 | Wave 3 |
|---|---|---|---|
| Pre-wave preparation | 5 days | 3 days | 2 days |
| Configuration & testing | 5 days | 3 days | 2 days |
| Training | 3 days | 2 days | 1 day |
| Soft launch (limited usage) | 3 days | 2 days | N/A |
| Full go-live | Day 1 | Day 1 | Day 1 |
| Intensive support period | 5 days | 3 days | 3 days |
| Buffer before next wave | 7 days | 5 days | 3 days |
Buffer period activities:
- Document lessons learned
- Update training materials based on feedback
- Refine configuration templates
- Assess wave success against go/no-go criteria
- Communicate results to stakeholders
Go/No-Go Criteria
Criteria to advance from Wave 1 to Wave 2:
| Criterion | Threshold | Measurement |
|---|---|---|
| System uptime | ≥99% during pilot period | Augnito dashboard |
| Provider adoption | ≥80% of pilot providers using daily by end of Week 2 | Usage logs |
| Integration stability | Zero critical integration failures | Incident log |
| Training completion | 100% of pilot staff trained | Training tracker |
| Documentation accuracy | ≥90% provider satisfaction with note quality | Provider survey |
| Support escalation volume | <5 critical tickets per location per week | Support system |
🟣 Go/no-go decision owner: VP of Operations with input from Chief Dental Officer and IT Director
⚠️ If criteria not met: Extend Wave 1 by 1–2 weeks, implement corrective actions, reassess
Criteria to Advance from Wave 2 to Wave 3
| Criterion | Threshold | Measurement |
|---|---|---|
| System uptime | ≥99.5% across all Wave 2 locations | Augnito dashboard |
| Provider adoption | ≥85% of providers using daily | Usage logs |
| Champion readiness | Wave 3 champions trained and certified | Certification tracker |
| Support capacity | Central team can handle 2x current ticket volume | Capacity model |
| Workflow stability | No major workflow changes required in past 7 days | Change log |
Rollback Plan
Triggers for rollback consideration:
- Critical integration failure affecting patient care
25% of providers reporting they cannot complete documentation
- System downtime >4 hours during clinical hours
- Data integrity issues affecting multiple patient records
Rollback procedure:
Immediate containment (0–1 hour) ☐ Revert to manual documentation workflow ☐ Notify all affected staff via location champion ☐ Escalate to Augnito support with critical priority ☐ Document all open patient encounters for manual completion
Assessment (1–4 hours) ☐ Identify root cause with Augnito support ☐ Determine if issue is location-specific or systemic ☐ Assess impact on other waves
Decision (4–24 hours) ☐ 🟣 Executive sponsor decides: pause, rollback, or continue with workaround ☐ If rolling back: disable Augnito access at affected locations ☐ Communicate decision to all stakeholders
Recovery (24–72 hours) ☐ 🔵 Work with Augnito on root cause resolution ☐ Develop re-deployment plan with additional safeguards ☐ Update risk register and rollout plan
Isolation principle: Rollback at one location should NOT automatically trigger rollback at other locations unless the issue is systemic.
5. Configuration & Integration (Weeks 2–3)
Step-by-Step Integration with Practice Management Systems
Dentrix Integration
| Step | Action | Owner | Est. Time |
|---|---|---|---|
| 1 | 🔵 Confirm Dentrix version compatibility with Augnito | IT + Augnito | 30 min |
| 2 | Enable Dentrix API access (may require Henry Schein support) | IT | 1–2 hours |
| 3 | 🔵 Install Augnito connector application on Dentrix server | Augnito + IT | 1 hour |
| 4 | Configure API credentials in Augnito admin portal | IT | 30 min |
| 5 | Map provider profiles between Dentrix and Augnito | IT/Office Manager | 1 hour |
| 6 | ⚠️ Configure clinical note templates to align with Dentrix chart sections | IT + Clinical | 2–3 hours |
| 7 | Test connection with sample patient encounter | IT + Provider | 30 min |
| 8 | Verify note appears correctly in patient chart | IT + Provider | 30 min |
Eaglesoft Integration
| Step | Action | Owner | Est. Time |
|---|---|---|---|
| 1 | 🔵 Confirm Eaglesoft version compatibility | IT + Augnito | 30 min |
| 2 | Enable Patterson technical support access if needed | IT | As needed |
| 3 | 🔵 Install Augnito connector application | Augnito + IT | 1 hour |
| 4 | Configure database connection string (Eaglesoft uses SQL Server) | IT | 1 hour |
| 5 | Map provider and operatory IDs | IT/Office Manager | 1 hour |
| 6 | ⚠️ Configure note output format for Eaglesoft clinical notes | IT + Clinical | 2–3 hours |
| 7 | Test bidirectional data flow | IT + Provider | 1 hour |
| 8 | Verify patient demographics pull correctly into Augnito | IT | 30 min |
Open Dental Integration
| Step | Action | Owner | Est. Time |
|---|---|---|---|
| 1 | 🔵 Confirm Open Dental version and API module enabled | IT + Augnito | 30 min |
| 2 | Generate API key in Open Dental (Program Links → API) | IT | 15 min |
| 3 | Enter API key and endpoint in Augnito admin portal | IT | 15 min |
| 4 | 🔵 Configure FHIR or proprietary API connection | Augnito + IT | 1–2 hours |
| 5 | Map provider IDs and procedure codes | IT | 1 hour |
| 6 | Configure note template to populate clinical note module | IT + Clinical | 2 hours |
| 7 | Test with sample encounters across procedure types | IT + Provider | 1 hour |
| 8 | Verify procedure codes populate correctly | IT + Billing | 30 min |
Step-by-Step Integration with Imaging Systems
Note: Augnito's primary function is clinical documentation, not imaging. Integration with imaging systems typically involves pulling imaging metadata or allowing voice commands to reference images.
| Step | Action | Owner | Est. Time |
|---|---|---|---|
| 1 | Document current imaging workflow and software (Dexis, Schick, etc.) | IT | 1 hour |
| 2 | 🔵 Confirm Augnito imaging integration capabilities for your system | Augnito | 30 min |
| 3 | If supported: Configure imaging server connection | IT | 1–2 hours |
| 4 | Test voice-activated image reference in clinical notes | Provider | 30 min |
| 5 | If not supported: Document manual workflow for referencing images | Clinical | 30 min |
Test Environment Setup and Validation
☐ 🔵 Request Augnito sandbox/test environment credentials ☐ Create test patient records (do not use real PHI in testing) ☐ Assign test provider accounts to IT staff for configuration testing ☐ Develop test script covering common clinical scenarios:
- New patient exam with findings
- Hygiene visit with periodontal documentation
- Restorative procedure documentation
- Emergency visit documentation
- Treatment plan dictation
Validation Checklist: ☐ Audio capture functions correctly (test in each operatory environment) ☐ Speech-to-text accuracy meets provider expectations (>95% accuracy) ☐ Clinical terminology recognized correctly ☐ Notes populate correct patient chart ☐ Notes populate correct sections of clinical record ☐ Provider can edit AI-generated text before finalizing ☐ Notes save correctly and are visible in PMS ☐ Multiple providers can use system simultaneously without conflict ☐ ⚠️ System recovers gracefully from network interruption
Data Migration / Historical Data Ingestion
Augnito is primarily forward-looking; historical note migration is typically not required. However:
☐ 🔵 Confirm with Augnito whether historical note ingestion is available/recommended ☐ If migrating templates: Export existing note templates from PMS ☐ 🔵 Work with Augnito to configure template equivalents ☐ ⚠️ Do NOT migrate historical patient notes unless specifically required — focus on forward documentation
Security and HIPAA Compliance Verification
Enterprise-Level HIPAA Checklist
| Requirement | Verification | Owner | Status |
|---|---|---|---|
| Business Associate Agreement | BAA executed with Augnito covering all locations | Legal | ☐ |
| Data encryption in transit | Confirm TLS 1.2+ for all data transmission | IT + Augnito | ☐ |
| Data encryption at rest | Confirm AES-256 encryption for stored data | Augnito | ☐ |
| Access controls | Role-based access configured; minimum necessary standard | IT | ☐ |
| Audit logging | User access and actions logged and retained 6+ years | Augnito | ☐ |
| Unique user identification | Each user has unique credentials; no shared accounts | IT | ☐ |
| Automatic logoff | Session timeout configured per policy | IT | ☐ |
| Workforce training | Staff trained on Augnito-specific HIPAA considerations | Compliance | ☐ |
| Incident response | Augnito breach notification procedures documented | Compliance | ☐ |
| Data governance | Data ownership, retention, and deletion policies established | 🟣 Compliance | ☐ |
| Subcontractor review | Augnito's subcontractors reviewed for compliance | Legal/Compliance | ☐ |
Standardized Configuration Template
The following settings should be IDENTICAL across all locations:
| Setting | Standard Configuration | Rationale |
|---|---|---|
| Note template structure | Enterprise-approved template set | Consistency, compliance, analytics |
| Terminology/vocabulary | Enterprise dental term library | Documentation standardization |
| Auto-punctuation settings | Enabled | Consistent note formatting |
| Clinical abbreviation expansion | Enterprise-approved list | Clarity and compliance |
| Signature/attestation format | Standard attestation language | Legal consistency |
| Session timeout | 15 minutes (or per enterprise policy) | HIPAA compliance |
| Audit log retention | Minimum 6 years | Compliance requirement |
| Export format | Match PMS import requirements | Integration consistency |
Location-Specific Configuration
The following settings CAN/SHOULD vary by location:
| Setting | Variation Allowed | Decision Owner |
|---|---|---|
| Provider voice profiles | Each provider creates their own | Provider |
| Specialty-specific templates | Configured per location specialty mix | Regional Manager + Clinical |
| Microphone sensitivity | Adjusted per operatory acoustics | Local IT/Champion |
| Custom vocabulary (provider-specific) | Provider can add personal terms | Provider |
| Workflow preferences | When/how notes are reviewed and signed | Office Manager |
| Operatory assignment | Mapped per location floor plan | Office Manager |
Centralized Test Environment Approach
Recommended: Establish a single centralized test environment for configuration development, with per-location validation testing before go-live.
☐ Create central test environment mirroring production architecture ☐ Develop and validate configurations centrally before pushing to locations ☐ ⚠️ Each location conducts abbreviated validation testing before go-live (1–2 hours) ☐ Document any location-specific deviations for troubleshooting reference
6. Team Training Plan
Train-the-Trainer Model
Core principle: Identify and certify 1 champion per location who delivers training to their team. This scales efficiently and creates local ownership.
Champion Selection Criteria
| Criterion | Weight | Assessment Method |
|---|---|---|
| Technology comfort | High | Self-assessment + manager input |
| Respected by peers | High | Manager input |
| Communication skills | High | Observation |
| Willingness to participate | Critical | Direct conversation |
| Schedule availability | Medium | Manager confirmation |
| Experience with prior tech rollouts | Medium | HR/training records |
Ideal champion profiles:
- Office manager with strong tech skills
- Lead hygienist or dental assistant with training background
- Associate dentist enthusiastic about efficiency tools
Champion Responsibilities
- Complete central certification training (4–6 hours)
- Conduct role-specific training for all staff at their location
- Serve as first-line support during go-live and first 30 days
- Participate in weekly champion calls during rollout
- Communicate issues to regional/central team
- Track training completion for their location
- Collect and relay staff feedback
Champion Certification Process
| Phase | Content | Duration | Format |
|---|---|---|---|
| 1: Platform Mastery | Deep dive on Augnito functionality, configuration, troubleshooting | 3 hours | 🔵 Live virtual training |
| 2: Training Delivery | How to train each role, addressing resistance, adult learning principles | 1.5 hours | Virtual training |
| 3: Support Protocols | Escalation paths, documentation, daily check-in requirements | 1 hour | Virtual training |
| 4: Certification | Knowledge assessment + mock training delivery | 30 min | Assessment |
Standardized Training Materials
Create centrally:
- Training slide deck per role
- Video demonstrations (embed Augnito screen recordings)
- Day 1 cheat sheets (see below)
- FAQ document
- Troubleshooting guide
- Training completion tracker template
Champions customize locally:
- Location-specific workflow examples
- Provider-specific voice profile setup
- Operatory-specific microphone instructions
Role-Specific Training Outlines
**Dentists/Providers**
Estimated training time: 60–90 minutes
Recommended format: Live demonstration + hands-on practice with shadow support
Training content:
- Why Augnito: Time savings, reduced after-hours documentation, better note quality
- Workflow change overview: Voice-first documentation during/after patient encounter
- Starting a session: Opening Augnito, selecting patient, positioning microphone
- Dictation best practices: Pace, enunciation, clinical terminology
- Reviewing AI output: Reading transcription, making edits, confirming accuracy
- Finalizing notes: Signing off, pushing to PMS
- Special scenarios: Complex procedures, multiple findings, treatment planning
- When to override: Recognizing AI errors, manual corrections
- Voice commands: Shortcuts for navigation and editing
- Troubleshooting: Audio issues, connectivity, escalation
Common resistance points and responses:
| Resistance | Response |
|---|---|
| "I type faster than I talk" | "Once trained, most providers find dictation 2–3x faster. Let's try for one week and measure." |
| "The AI won't understand dental terms" | "Augnito is trained on medical/dental vocabulary. Let's test it with your common terms." |
| "I don't want to change my workflow" | "We'll customize the workflow |
AI-generated implementation guide based on public vendor information. Verify specifics directly with Augnito.