CranioCatch
Implementation PlaybookDSO · Group Practice

CranioCatch

Step-by-step implementation guide — pre-implementation checklist, onboarding, staff training, go-live runbook, and ROI tracking.

CranioCatch — Implementation Playbook (DSO)

CranioCatch Implementation Playbook

AI-Powered Diagnostic Imaging for Dental Service Organizations

Prepared for DSO Operations Leadership Tool Category: Diagnostic Imaging AI Version 1.0


1. Executive Summary

What CranioCatch Does

CranioCatch is an AI-powered diagnostic imaging platform that automatically analyzes dental radiographs (panoramic, periapical, bitewing, and CBCT images) to detect pathologies, anatomical structures, and treatment needs with FDA-cleared accuracy. The system integrates with existing imaging workflows to provide real-time annotations, numbered tooth detection, and pathology identification—reducing diagnostic variability and supporting clinical decision-making at the point of care.

Why DSOs Specifically Benefit from Diagnostic Imaging AI

Scale Advantages:

  • Standardized diagnostic protocols across 15–50+ locations eliminate provider-dependent variability in radiograph interpretation
  • Centralized quality assurance enables comparison of diagnostic patterns across regions, identifying outliers and training opportunities
  • Bulk licensing and enterprise agreements typically reduce per-location costs by 25–40% compared to individual practice deployments

Operational Standardization:

  • Uniform AI-assisted findings documentation strengthens medical-legal positioning across the enterprise
  • Consistent pathology detection supports standardized treatment planning protocols and case acceptance frameworks
  • Reduced diagnostic time per patient (typically 2–4 minutes saved per radiograph review) compounds into significant chair time recovery at scale

Data Aggregation Value:

  • Enterprise-wide diagnostic data creates insights unavailable to single practices: prevalence patterns, treatment outcome correlation, provider performance benchmarking
  • Aggregated anonymized data positions the DSO for future value-based care contracts and population health initiatives
  • Cross-location analytics enable evidence-based resource allocation and specialty referral optimization

Expected Timeline: Decision to Full Deployment

Phase Timeline Scope
Pre-Implementation & Planning Weeks 1–2 Vendor contracts, technical assessment, baseline metrics
Wave 1 Pilot (2–3 locations) Weeks 3–6 Configuration, training, go-live, stabilization
Wave 2 Expansion (5–8 locations) Weeks 7–12 Scaled deployment with refined playbook
Wave 3 Full Rollout (remaining locations) Weeks 13–20 Enterprise-wide deployment
Optimization & Steady State Weeks 21–24 Performance tuning, ROI validation

Total Timeline: 20–24 weeks for a 30-location DSO (adjust ±4 weeks based on location count and IT infrastructure variability)


2. Pre-Implementation Checklist (Weeks 1–2)

Technical Requirements

Hardware Requirements

Workstation specifications per operatory/reading station:

  • Minimum: Intel i5 (8th gen+) or AMD Ryzen 5, 16GB RAM, 256GB SSD
  • Recommended: Intel i7/AMD Ryzen 7, 32GB RAM, 512GB SSD
  • Display: Minimum 1920x1080 resolution; diagnostic-grade monitors recommended for primary reading stations

Network infrastructure:

  • Minimum 50 Mbps download/10 Mbps upload per location (100/20 Mbps recommended)
  • Latency <100ms to CranioCatch cloud endpoints
  • ⚠️ Locations with satellite internet or cellular failover may experience degraded performance

Imaging sensor compatibility verification:

  • Document all imaging hardware models at each location
  • 🔵 Submit imaging system inventory to CranioCatch for compatibility confirmation

Software Requirements

Operating system: Windows 10/11 Pro (64-bit) or macOS 12+ ☐ Browser: Chrome 90+ or Edge 90+ (Chrome recommended for optimal performance) ☐ Practice Management System: Current supported version (see Integration section) ☐ Imaging software: Compatible versions of imaging acquisition software

Enterprise-Level Requirements

☐ 🟣 Network standards decision: Confirm minimum bandwidth requirements will be added to DSO IT standards documentation

☐ 🟣 Hosting model decision:

Model Pros Cons Recommendation
Cloud-hosted (CranioCatch standard) No local infrastructure, automatic updates, lower IT burden Dependent on internet connectivity Recommended for most DSOs
Hybrid (local cache + cloud) Faster image processing, offline fallback Higher complexity, additional hardware Consider for rural/low-connectivity locations

Single Sign-On (SSO) configuration:

  • 🔵 Provide Identity Provider (IdP) details to CranioCatch (Okta, Azure AD, Google Workspace)
  • Estimated SSO setup time: 3–5 business days
  • ⚠️ SSO delays are a common timeline risk—initiate early

Centralized credentialing setup:

  • Establish enterprise admin hierarchy: Super Admin → Regional Admin → Location Admin
  • Define role-based access control (RBAC) matrix
  • Document provider credentialing workflow for AI tool access

Vendor Onboarding Steps

Step Owner Timeline Deliverable
🔵 Execute enterprise agreement Legal/Procurement + CranioCatch Days 1–5 Signed MSA and BAA
🔵 Assign dedicated Customer Success Manager CranioCatch Day 3 Named CSM with contact info
🔵 Schedule technical kickoff call IT Director + CranioCatch Day 5 Integration requirements confirmed
🔵 Receive enterprise admin credentials CranioCatch Day 7 Admin portal access
🔵 Complete security questionnaire IT Security + CranioCatch Days 5–10 Approved security assessment

Key Vendor Contacts to Establish

☐ Customer Success Manager (primary relationship owner) ☐ Technical Implementation Specialist (integration support) ☐ Enterprise Support Escalation (Tier 2+) ☐ Account Executive (contract/commercial issues) ☐ 🔵 Request 24/7 support contact for go-live periods


Data/Access Prerequisites

Administrative access requirements:

  • Practice Management System admin credentials (or IT admin availability during integration)
  • Imaging software admin credentials
  • Network firewall access to whitelist CranioCatch endpoints

API and integration prerequisites:

  • 🔵 Request API documentation from CranioCatch
  • Generate/obtain API keys from PMS vendor if required
  • Document imaging software integration method (TWAIN, DICOM, direct API)

Imaging archive access:

  • Confirm storage location of historical radiographs (local server vs. cloud)
  • ⚠️ If historical analysis is desired, assess archive format compatibility
  • Estimate volume of historical images for ingestion planning

Firewall and security whitelist:

Required endpoints (confirm current list with CranioCatch):
- api.craniocatch.com (443)
- images.craniocatch.com (443)
- auth.craniocatch.com (443)

Internal Stakeholder Alignment

Stakeholder Alignment Map

Stakeholder Role in Implementation Communication Need Approval Required
🟣 Board/Investors Strategic oversight Quarterly AI investment update Budget approval
🟣 CEO/COO Executive sponsorship Bi-weekly rollout status Go/no-go decisions
🟣 Chief Dental Officer Clinical validation Weekly clinical outcomes review Clinical protocol approval
VP of Operations Implementation ownership Daily during rollout Operational decisions
Regional Managers Cascade execution Weekly wave status Location sequencing input
IT Director Technical execution Daily during integration Technical architecture
Compliance/Legal Risk management As-needed BAA, policy updates
Office Managers Location execution Pre-wave briefing, daily during go-live Local scheduling
Lead Providers (per location) Clinical adoption Training, daily during first week None (RACI: Informed)

Communication Cadence (Pre-Implementation)

☐ 🟣 Executive briefing: Present business case and rollout plan for approval (Week 1, Day 2) ☐ 🟣 CDO alignment: Review clinical protocols and AI override guidelines (Week 1, Day 3) ☐ Regional manager briefing: Cascade rollout plan and location selection criteria (Week 1, Day 5) ☐ IT team kickoff: Detailed technical requirements and integration planning (Week 1, Day 3) ☐ Compliance review: HIPAA implications, BAA execution, policy updates (Week 1–2)


Baseline Metrics Capture

⚠️ Critical: Baseline metrics must be captured BEFORE any AI tool exposure to enable accurate ROI measurement.

Required Baseline Metrics

Metric Definition Measurement Method Capture Window
Case acceptance rate % of diagnosed conditions accepted for treatment PMS treatment acceptance reports Last 90 days
Average diagnosis time Time from image capture to diagnosis documentation Time study (sample 50 cases/location) 1-week study
Pathology detection rate Conditions diagnosed per 100 radiographs Chart audit (sample 100 radiographs/location) Last 90 days
Claim denial rate (diagnostic) % of diagnostic-related claims denied Billing system reports Last 90 days
Radiograph retake rate % of radiographs requiring retake due to quality Imaging system logs or manual audit Last 90 days
Patient throughput Patients seen per provider per day Scheduling/PMS reports Last 90 days
Provider diagnostic variability Standard deviation in pathology detection across providers Chart audit comparison Last 90 days

Standardization Requirements for Cross-Location Comparison

☐ Create standardized metric definitions document (ensure all locations measure identically) ☐ Designate single data extraction method per metric (avoid location-specific interpretation) ☐ Establish central data repository for baseline storage (Excel template or BI tool) ☐ Assign regional managers to validate data quality before submission ☐ ⚠️ Flag locations with incomplete historical data—may need extended baseline capture or exclusion from Wave 1

Baseline Data Collection Timeline

Task Owner Days
Distribute metric collection template VP Operations Day 1
Office managers extract PMS/billing data Office Managers Days 2–5
Regional managers validate submissions Regional Managers Days 6–7
IT compiles time study protocol IT Director Day 3
Locations execute time study Office Champions Days 5–10
Central team aggregates baselines Analytics/Operations Days 11–14

3. Location Readiness Assessment

Scoring Framework

Rate each location on the following factors using a 1–5 scale:

Factor 1: IT Infrastructure Maturity (Weight: 25%)

Score Criteria
5 Fiber internet (100+ Mbps), workstations <2 years old, current PMS version, no known IT issues
4 Cable internet (50+ Mbps), workstations 2–3 years old, PMS within 1 version of current
3 Cable internet (25–50 Mbps), workstations 3–4 years old, PMS within 2 versions of current
2 DSL or inconsistent connectivity, workstations 4–5 years old, PMS requires upgrade
1 Satellite/cellular internet, workstations 5+ years old, PMS significantly outdated, frequent IT issues

Factor 2: Staff Tenure and Adaptability (Weight: 20%)

Score Criteria
5 <10% annual turnover, previous successful tech rollout, documented tech-forward culture
4 10–20% turnover, positive response to past tech changes, stable core team
3 20–30% turnover, mixed response to past tech changes, some resistance history
2 30–40% turnover, significant past tech adoption challenges, leadership changes recent
1 >40% turnover, failed past tech implementations, unstable management

Factor 3: Patient Volume (Weight: 20%)

Score Criteria Strategic Note
5 High volume (150+ patients/week) High impact, prioritize if other factors strong
4 Above average (120–149 patients/week) Good impact with manageable scale
3 Average (90–119 patients/week) Balanced risk/reward
2 Below average (60–89 patients/week) Lower immediate impact but may be good pilot
1 Low volume (<60 patients/week) Defer unless strategic reason

Factor 4: Existing Tech Stack Compatibility (Weight: 20%)

Score Criteria
5 PMS and imaging system on CranioCatch "certified compatible" list, previous API integrations successful
4 PMS on compatible list, imaging system compatible with minor configuration
3 PMS compatible, imaging system requires workaround or manual workflow
2 PMS requires upgrade or custom integration, imaging compatibility uncertain
1 PMS not on compatible list, imaging system incompatible, major technical barriers

Factor 5: Local Champion Availability (Weight: 15%)

Score Criteria
5 Identified tech-forward provider AND office manager, both enthusiastic, proven track record
4 One strong champion (provider or office manager) with executive presence
3 Potential champion identified but not confirmed, moderate enthusiasm
2 No obvious champion, would need to develop from scratch
1 Key staff resistant, leadership skeptical, no internal advocate

Composite Score Calculation

Composite Score = (IT Score × 0.25) + (Staff Score × 0.20) + (Volume Score × 0.20) 
                + (Tech Stack Score × 0.20) + (Champion Score × 0.15)

Score Interpretation and Wave Assignment

Composite Score Readiness Tier Wave Recommendation
4.5–5.0 Tier 1: Highly Ready Wave 1 (Pilot) candidates
3.5–4.4 Tier 2: Ready Wave 2 candidates
2.5–3.4 Tier 3: Conditionally Ready Wave 3 (address barriers first)
1.5–2.4 Tier 4: Not Ready Defer until barriers resolved
<1.5 Tier 5: Significant Barriers Exclude from initial rollout

Sample Location Assessment Matrix

Location IT (25%) Staff (20%) Volume (20%) Tech (20%) Champion (15%) Composite Wave
Austin Central 5 4 5 4 5 4.60 1
Dallas North 4 5 4 5 4 4.40 1
Houston West 4 3 5 4 3 3.85 2
San Antonio Main 3 4 3 4 4 3.55 2
El Paso 2 3 2 3 2 2.40 Defer

☐ 🟣 Complete readiness assessment for all locations (VP Operations + Regional Managers) ☐ Rank locations by composite score ☐ Select Wave 1 pilots: 2–3 highest-scoring locations that also represent portfolio diversity (geography, size, payer mix) ☐ ⚠️ Avoid selecting only "easy" locations—include at least one that represents common challenges ☐ 🟣 Present recommended sequence to CDO and CEO for approval ☐ Communicate wave assignments to regional managers and office managers


4. Rollout Strategy

Wave Structure Overview

Wave Locations Timeline Purpose
Wave 1: Pilot 2–3 locations Weeks 3–6 Validate integration, refine training, identify issues
Wave 2: Expansion 5–8 locations Weeks 7–12 Scale with refined playbook, stress-test support capacity
Wave 3: Full Rollout Remaining locations Weeks 13–20 Enterprise deployment using proven process

Wave 1: Pilot Locations (Weeks 3–6)

Selection Criteria for Wave 1

🟣 Select 2–3 locations meeting ALL of the following:

☐ Composite readiness score ≥4.5 ☐ Confirmed champion (provider or office manager actively engaged) ☐ Geographic accessibility for in-person support if needed ☐ Representative of broader portfolio (include at least one suburban and one urban, varied PMS if applicable) ☐ ⚠️ Avoid: locations with upcoming leadership changes, renovation, or major operational disruptions

Wave 1 Timeline

Week Activities
Week 3 Configuration and integration at pilot locations, champion training
Week 4 Staff training completion, parallel run begins (AI active but advisory only)
Week 5 Go-live: AI fully integrated into workflow, daily check-ins
Week 6 Stabilization, issue resolution, lessons learned capture

Parallel Run Period (Wave 1)

Duration: 5 business days (Week 4)

Protocol:

  • CranioCatch analyzes all radiographs and displays findings
  • Providers document their independent diagnosis BEFORE viewing AI results
  • Compare provider diagnosis vs. AI detection
  • Track agreement rate, missed findings, false positives
  • ⚠️ Do not modify treatment plans based solely on AI during parallel run

Daily/Weekly Check-In Cadence (Wave 1)

Frequency Participants Duration Focus
Daily (Week 5) Location champion + VP Operations 15 min Issues, blockers, immediate fixes
Daily (Week 5) Champion + Staff huddle 5 min Quick wins, questions, encouragement
Weekly (Weeks 5–6) All Wave 1 champions + Central team 30 min Cross-location learning, pattern identification
End of Week 6 Full pilot debrief 60 min Lessons learned, playbook refinements

Escalation Path

Tier Issue Type Response Time Contact
Tier 0 User error, quick fix Immediate Location champion
Tier 1 Configuration, workflow <2 hours DSO IT / VP Operations
Tier 2 Integration failure, data sync <4 hours DSO IT + CranioCatch CSM
Tier 3 🔵 System outage, critical bug <1 hour CranioCatch emergency support

Wave 2: Expansion (Weeks 7–12)

Go/No-Go Criteria for Wave 2

🟣 Wave 2 proceeds only when Wave 1 meets ALL criteria:

☐ System uptime ≥99% during pilot period ☐ ≥80% of staff rate training as "effective" or "very effective" ☐ No unresolved critical or high-severity bugs ☐ Provider acceptance: ≥75% report AI "helpful" or "very helpful" ☐ Integration stable: no data sync failures in final 5 days of pilot ☐ Lessons learned documented and playbook updated

⚠️ Wave 2 pause triggers (any one is sufficient):

  • System uptime <95%
  • Critical bug unresolved >48 hours
  • Provider NPS <0 (net detractors exceed promoters)
  • Champion turnover at pilot location

Wave 2 Timeline

Week Scope
Week 7 Wave 2 location confirmation, pre-deployment prep
Week 8 Configuration and integration (2–3 locations)
Week 9 Training and parallel run (2–3 locations)
Week 10 Go-live first cohort + remaining configuration (3–5 locations)
Week 11 Go-live second cohort, stabilization
Week 12 Full Wave 2 stabilization, lessons learned

Buffer Between Waves

☐ Minimum 5 business days between Wave 1 completion and Wave 2 go-live ☐ Use buffer to: update training materials, refine configuration templates, address infrastructure gaps ☐ 🟣 Conduct formal Wave 1 retrospective before Wave 2 kickoff


Wave 3: Full Rollout (Weeks 13–20)

Wave 3 Acceleration Principles

By Wave 3, the following should be proven and repeatable:

  • Configuration template deploys in <2 hours per location
  • Training completion achievable in single day per role
  • Champions can lead local implementation with minimal central support
  • Known issues have documented resolutions

Wave 3 Timeline

Week Locations Notes
Week 13–14 5–7 locations First Wave 3 cohort
Week 15–16 5–7 locations Second cohort
Week 17–18 5–7 locations Third cohort
Week 19–20 Remaining locations Final cohort + stragglers

Go/No-Go Criteria for Each Wave 3 Cohort

☐ Previous cohort stabilized (no critical issues in last 3 days) ☐ Support capacity available (<5 open tickets per support staff member) ☐ Champion confirmed and trained for each incoming location


Rollback Plan

⚠️ Rollback is a last resort but must be planned in advance.

Rollback Triggers (Any One Sufficient)

  • System outage >4 hours during business hours
  • Data integrity issue (incorrect patient/image matching)
  • HIPAA/compliance incident
  • Provider unanimously rejects tool after good-faith trial (requires CDO review)

Rollback Procedure

Step Action Owner Timeline
1 🟣 Decision to roll back (requires VP Ops + CDO approval) Executives <2 hours from trigger
2 Notify affected location champions VP Operations Immediately
3 🔵 Contact CranioCatch to disable integration IT + CranioCatch <1 hour
4 Revert to pre-CranioCatch workflow documentation Location champions <2 hours
5 Communicate to staff: temporary pause, not failure Office managers Same day
6 Root cause analysis with CranioCatch IT + CranioCatch Within 48 hours
7 Remediation plan and re-deployment timeline Central team Within 1 week

Rollback Isolation

  • Rollback can be location-specific; does not require enterprise-wide pause
  • Locations in other waves continue unless issue is systemic (platform-level)
  • 🟣 Systemic rollback requires CEO notification

5. Configuration & Integration (Weeks 2–3)

Practice Management System Integration

Dentrix Enterprise Integration

Step Action Owner Time
1 🔵 Request Dentrix API credentials from Henry Schein IT + Vendor 3–5 days
2 🔵 Provide API credentials to CranioCatch IT 1 day
3 🔵 CranioCatch configures Dentrix connector CranioCatch 2–3 days
4 Enable CranioCatch integration module in Dentrix IT (per location) 30 min/location
5 Configure patient matching rules (name, DOB, chart number) IT + CranioCatch 1 hour
6 Test patient record retrieval in sandbox IT 1 hour
7 Test diagnostic code writeback IT + Clinical 1 hour
⚠️ Verify Dentrix version compatibility—G7+ required IT Pre-step

Eaglesoft Integration

Step Action Owner Time
1 Confirm Eaglesoft version 21+ at all locations IT 1 day
2 🔵 Enable Eaglesoft FHIR API (requires Patterson support) IT + Patterson 3–5 days
3 🔵 Provide FHIR endpoint details to CranioCatch IT 1 day
4 🔵 CranioCatch configures Eaglesoft connector CranioCatch 2–3 days
5 Test bidirectional data flow IT 2 hours
⚠️ Eaglesoft on-premise vs. cloud deployment affects integration method IT Pre-step

Open Dental Integration

Step Action Owner Time
1 Enable Open Dental API in Program Properties IT (per location) 15 min/location
2 Generate API key per location IT 15 min/location
3 🔵 Provide API keys to CranioCatch (centrally or per location) IT 1 hour
4 🔵 CranioCatch configures Open Dental connector CranioCatch 1–2 days
5 Test integration in single location IT 1 hour
6 Replicate configuration across locations IT 15 min/location

Imaging System Integration

Standard DICOM Integration

Step Action Owner Time
1 Identify DICOM server/PACS details at each location IT 2 hours
2 🔵 Provide DICOM AE Title, IP, Port to CranioCatch IT 1 hour
3 Configure firewall rules to allow CranioCatch DICOM connection IT 1 hour
4 🔵 CranioCatch configures DICOM receiver CranioCatch 1–2 days
5 Test image transmission: capture → CranioCatch → analysis IT + Clinical 1 hour
⚠️ Verify DICOM compliance of all imaging sensors—some older sensors require bridge software IT Pre-step

Direct Sensor Integration (Common Brands)

Imaging Brand Integration Method Notes
Dexis TWAIN or DICOM Verify Dexis Imaging Suite version
Schick DICOM Requires CDR DICOM software
Carestream Direct API 🔵 Requires CranioCatch-Carestream partnership activation
Planmeca DICOM Romexis DICOM module required
CBCT Systems DICOM only Volume data requires specific handling

Test Environment Setup

☐ 🔵 Request CranioCatch sandbox/test tenant ☐ Connect sandbox to representative PMS and imaging system (use non-production data) ☐ Create test patient profiles with variety of pathology presentations ☐ Execute test cases:

Test Case Expected Result Pass/Fail
New image capture → AI analysis Analysis completes <30 seconds
AI findings populate in PMS Correct patient, correct tooth numbers
Provider overrides AI finding Override logged, audit trail created
Historical image import Images processed, findings available
SSO authentication User logs in via enterprise IdP
Offline/degraded network Graceful failure, no data loss

☐ Document test results and sign-off before production deployment


Data Migration / Historical Image Ingestion

Assessment Questions

☐ Do you want CranioCatch to analyze historical radiographs? (Common: last 12–24 months) ☐ Where are historical images stored? (Local server, cloud, PMS-embedded) ☐ What volume of historical images exists per location? ☐ What is the priority: speed (batch import) vs. on-demand (analyze when patient returns)?

Historical Ingestion Process (If Applicable)

Step Action Owner Time
1 Export historical images in DICOM format IT (per location) 2–4 hours/location
2 🔵 Upload to CranioCatch secure transfer IT Variable by volume
3 🔵 CranioCatch batch processes images CranioCatch 1–3 days per location
4 Verify processed images linked to correct patient Clinical + IT 2 hours
⚠️ Historical ingestion can be deferred to post-go-live for speed

Security and HIPAA Compliance Verification

Enterprise-Level HIPAA Checklist

Requirement Verification Status
🔵 Business Associate Agreement (BAA) Executed with CranioCatch covering all locations
Data encryption in transit TLS 1.2+ confirmed
Data encryption at rest AES-256 encryption of stored images
Access controls RBAC implemented, minimum necessary access
Audit logging All access logged with user ID, timestamp, action
Data retention policy Aligned with DSO retention requirements
Breach notification CranioCatch breach notification SLA documented
Subcontractor agreements CranioCatch subprocessors covered by BAAs
Employee training CranioCatch staff HIPAA trained
Data location Confirm data residency (US-based servers)

☐ 🟣 Legal/Compliance team sign-off on HIPAA compliance (required before production go-live)


Standardized vs. Location-Specific Configuration

Standardized Configuration Template (All Locations)

Setting Standard Value Rationale
Pathology sensitivity Medium Balance accuracy and false positive rate
Tooth numbering system Universal (1–32) DSO standard
Auto-annotation display Enabled Consistent provider experience
Findings categories enabled All Comprehensive screening
Audit log retention 7 years Compliance requirement
SSO enforcement Required Security standard
Provider override required Optional (logged) Clinical autonomy with accountability

Location-Specific Configuration (Can Vary)

Setting Variable By Example
Imaging sensor profiles Hardware at location Schick vs. Dexis settings
Specialty-specific modules Provider mix Pedo locations enable deciduous detection
Language/localization Patient demographics Spanish-language patient reports
Working hours for support Time zone PST vs. EST business hours

☐ Create configuration template document capturing all standard settings ☐ Define approval process for location-specific exceptions ☐ Track exceptions in central configuration registry


6. Team Training Plan

Train-the-Trainer Model

Structure

Central Training Team (CranioCatch + DSO)
           ↓
   Location Champions (1 per location)
           ↓
   All Location Staff (role-specific)

Champion Selection Criteria

Role: Provider (dentist or hygienist with diagnostic scope) OR experienced office manager ☐ Tenure: Minimum 1 year at location, not planning departure ☐ Tech comfort: Above-average proficiency with existing digital tools ☐ Influence: Respected by peers, can overcome resistance ☐ Availability: Can dedicate 4–6 hours to champion training, then 2–4 hours to train team

Champion Responsibilities

  • Complete champion certification (2-hour training + assessment)
  • Deliver role-specific training to all location staff
  • Serve as first point of contact for questions
  • Escalate unresolved issues to regional manager
  • Submit weekly adoption metrics during first month
  • Participate in cross-location champion calls

Champion Certification Process

Step Activity Duration Owner
1 🔵 Complete CranioCatch online certification 90 min Champion
2 🔵 Attend live Q&A with CranioCatch trainer 30 min Champion + CranioCatch
3 Pass certification assessment (≥85%) 15 min Champion
4 Receive training delivery kit Central team
5 Shadow training delivery at pilot location (Wave 1 only) 2 hours Champion

Role-Specific Training Outlines

Dentists/Providers

Training Time: 45–60 minutes Format: Live demo (in-person or video call) + hands-on practice Delivered By: Location champion

Content Outline:

  1. What CranioCatch does (5 min)

    • AI analysis of radiographs for pathology and anatomical detection
    • Decision support, not decision replacement
  2. How it integrates into workflow (10 min)

    • Image capture → automatic analysis → findings display
    • Where findings appear (sidebar, overlay, or integrated view)
    • Timing: analysis typically completes during image review
  3. Interpreting AI output (15 min)

    • Pathology categories detected (caries, periapical lesions, bone loss, calculus, etc.)
    • Confidence scores: what high/medium/low means
    • Annotations: bounding boxes, tooth numbers, severity indicators
    • ⚠️ AI is trained on population data; edge cases require clinical judgment
  4. When and how to override (10 min)

    • You are always the final decision-maker
    • Override logging: why it exists (audit trail, AI improvement, medicolegal)
    • When to override: clinical context AI cannot see, patient history, findings outside AI training
    • How to override: demonstrate the click/documentation process
  5. Hands-on practice (15 min)

    • Review 3–5 sample cases with AI findings
    • Practice accepting findings, overriding findings, and documenting

Common Resistance Points:

Resistance Response
"I don't need AI to do my job" "AI is a second set of eyes—studies show it catches findings providers miss and vice versa. You make the call."
"What about liability?" "You remain the clinician of record. AI is a tool like a microscope—it enhances but doesn't replace judgment."
"This will slow me down" "Initial slowdown is normal. After 1–2 weeks, most providers report no change or time savings."

Day 1 Cheat Sheet: Providers

CRANIOCATCH QUICK REFERENCE - PROVIDERS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
1. Capture image as normal
2. AI analysis runs automatically (wait for ✓)
3. Review highlighted findings in sidebar
4. Click any finding to see detail
5. ACCEPT finding: Click checkmark (auto-documents)
6. OVERRIDE finding: Click X → Select reason → Add note
7. If AI shows nothing: Review image normally; document if you find something AI missed
8. Questions? Contact: [Champion name/number]
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Hygienists

Training Time: 30 minutes Format: Live demo + shadow session Delivered By: Location champion

Content Outline:

  1. Overview (5 min)

    • What CranioCatch is and why we're using it
    • Hygienist role: capture quality images, understand AI output, do not make diagnostic determinations
  2. Image capture best practices (10 min)

    • AI accuracy depends on image quality
    • Positioning, exposure, and angulation tips
    • Common capture errors that reduce AI accuracy
  3. Understanding AI findings in your workflow (10 min)

    • What you'll see on screen after image capture
    • How to communicate findings to provider (without diagnosing)
    • Example language: "CranioCatch highlighted something on tooth #14 for Dr. [Name] to review"
  4. What NOT to do (5 min)

    • Do not tell patients they "have a cavity" based on AI
    • Do not dismiss provider findings because AI didn't detect
    • When in doubt, involve the provider

Common Resistance Points:

Resistance Response
"This isn't my job" "Your role is awareness, not diagnosis. This helps you support providers and prepare patients."
"Patients will ask me about the screen" "Great—we'll give you language to use that informs without diagnosing."

Day 1 Cheat Sheet: Hygienists

CRANIOCATCH QUICK REFERENCE - HYGIENISTS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
1. Capture image using standard protocol
2. Confirm image quality before saving
3. AI analysis runs automatically
4. If AI highlights something: "Dr. [Name] will review the AI findings on tooth [#]"
5. DO NOT say: "The AI found a cavity"
6. DO say: "The system highlighted an area for the doctor to examine"
7. Questions? Contact: [Champion name/number]
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Front Desk / Office Manager

Training Time: 30 minutes Format: Live demo + administrative walkthrough Delivered By: Location champion

Content Outline:

  1. Overview (5 min)

    • What CranioCatch is and why we're adopting it
    • Your role: administrative support, not clinical
  2. Administrative functions (10 min)

    • User management (if applicable)
    • Reporting dashboard overview
    • How to access usage statistics
  3. Patient communication changes (10 min)

    • If patients ask about "the AI": standard response language
    • No change to scheduling, check-in, or checkout workflows
    • If technical issues arise: escalation process
  4. Supporting go-live (5 min)

    • First-week responsibilities
    • Tracking staff questions and issues
    • Communicating with regional manager

Day 1 Cheat Sheet: Front Desk

CRANIOCATCH QUICK REFERENCE - FRONT DESK
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1. No change to scheduling/check-in/checkout
2. If patient asks about AI: "We use advanced technology to help our doctors provide thorough care."
3. If technical issue reported:
   - First: Contact [Champion name]
   - If urgent: Contact [Regional manager]
4. To access reports: [URL] > Reports > Usage
5. Questions? Contact: [Champion name/number]
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Billing/Insurance Staff

Training Time: 20 minutes Format: Video training + documentation review Delivered By: Location champion (or central billing team)

Content Outline:

  1. Overview (5 min)

    • CranioCatch supports diagnosis; minimal direct billing impact
    • No new CDT codes specific to AI usage (as of current guidelines)
  2. Documentation changes (10 min)

    • AI-assisted findings auto-document in patient record
    • How to locate AI findings in clinical notes
    • Verify provider sign-off before claim submission
  3. Claim denial considerations (5 min)

    • If denial references "insufficient documentation," check AI findings capture
    • No payor-specific AI restrictions identified (confirm with individual payors)
    • ⚠️ Monitor for payor policy changes regarding AI-assisted diagnosis

Day 1 Cheat Sheet: Billing

CRANIOCATCH QUICK REFERENCE - BILLING
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1. No new CDT codes for AI (bill diagnosis as normal)
2. AI findings auto-populate in clinical notes
3. Verify provider signature before claim submission
4. If denial mentions documentation: Check AI findings section
5. Questions? Contact: [Champion name/number]
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Training Completion Tracking

Tracking Mechanism

☐ Create training roster per location (all staff by role) ☐ Champion marks completion with date ☐ Regional manager verifies completion before go-live ☐ 🟣 No location goes live without 100% role-required training completion

Training Tracker Template

Location Staff Name Role Training Required Completed Date Champion Sign-off
Austin Central Jane Doe Provider Provider module
Austin Central John Smith Hygienist Hygienist module
... ... ... ... ... ... ...

Ongoing Training Cadence

New Hire Training

☐ Add CranioCatch training to new hire onboarding checklist ☐ Champion responsible for delivering within first 5 business days ☐ Training completion documented in HR system

Refresher Training

Interval Trigger Format Duration
90 days Scheduled Champion-led huddle review 15 min
Ad hoc New feature release 🔵 CranioCatch webinar or video 20–30 min
Ad hoc Identified knowledge gap Champion-led micro-training 10–15 min

7. Change Management

Executive Sponsor Communication Plan

Board/Investor Updates

🟣 Frequency: Quarterly (aligned with board meetings) Owner: CEO with VP Operations input

Content Framework:

  1. Strategic rationale (first update only): Why AI diagnostic imaging, why CranioCatch, alignment with DSO growth strategy

  2. Progress metrics:

    • Locations deployed (current wave, cumulative)
    • On-track vs. delayed (explain variances)
    • Staff adoption rates
  3. Early outcomes:

    • Diagnostic accuracy improvements (if measurable)
    • Case acceptance trends
    • Patient volume/throughput changes
  4. Investment summary:

    • Spend to date vs. budget
    • Projected ROI timeline
  5. Next quarter priorities:

    • Wave progression plan
    • Risks and mitigations

Sample Board Update Email

Subject: Q[X] AI Implementation Update: CranioCatch Diagnostic Imaging

Executive Summary:
- [X] of [Y] locations deployed (Wave [X] complete)
- On track for full deployment by [date]
- Early indicators positive: [key metric]

Detailed Report: [Link to 2-page PDF]

Key Decisions Requested: [None / Describe if any]

Regional Manager Briefing Guide

Purpose

Equip regional managers to communicate rollout plan to office managers and address questions confidently.

Briefing Cadence

Timing Format Content
Pre-Wave 1 60-min video call Full plan overview, their role, Q&A
Pre-each subsequent wave 30-min video call Wave-specific details, lessons from prior wave
Weekly during active wave 15-min check-in Status, escalations, support needs

Key Messages for Regional Managers to Cascade

  1. "This is a strategic investment in clinical quality and efficiency"

    • Frame as supporting providers, not replacing or surveilling them
  2. "Every location will be deployed, but in a sequence based on readiness"

    • No location is being punished or prioritized unfairly
  3. "Your office manager and champion will lead locally—you're the connector"

    • Regional manager role: resource allocation, escalation, cross-location learning
  4. "We expect questions and concerns—escalate them, don't suppress them"

    • Resistance is normal; early surfacing prevents late-stage problems
  5. "We're measuring results and will adjust based on data"

    • This is a learning deployment, not a mandate

FAQ for Regional Managers

Question Response
"What if a provider refuses to use it?" "Understand their concern. Engage them 1:1. Involve CDO if needed. Mandating rarely works—engagement does."
"What if the AI makes a mistake?" "The provider is always the final decision-maker. AI is a tool, not an authority. Document and escalate accuracy issues."
"Why is my location in Wave 3?" "Wave sequencing is based on readiness factors, not quality judgments. Earlier waves help us learn so later waves go smoother."

Staff Resistance Framework for Multi-Location Dynamics

Common Resistance Archetypes

Archetype Belief Engagement Strategy
The Skeptic "This is just another overhyped tech fad" Share peer-reviewed evidence; connect with adopters from Wave 1
The Threatened "They're trying to replace me" Emphasize AI as assistant, not replacement; highlight job security
The Overwhelmed "I don't have time to learn something new" Simplify training; show time-saving potential post-adoption
The Perfectionist "What if AI makes mistakes?" Explain human oversight; validate their quality commitment
The Wait-and-See "I'll see how others do first" Provide early success stories; peer influence works

Location-Level Resistance Triage

Signal Severity Action
Questions during training Normal Champion addresses
Grumbling in huddles Monitor Champion engages, notifies regional manager
Passive non-use Concerning Regional manager conversation; identify root cause
Active vocal opposition Serious Regional manager + CDO intervention
Provider threatens resignation Escalate 🟣 CDO + HR involvement

Internal Marketing

Initiative Naming

Give the implementation a name that conveys positive intent and creates identity.

Example options:

  • "ClearView Initiative" (clarity in diagnosis)
  • "Second Set of Eyes Program" (collegial support)
  • "Diagnostic Excellence Initiative" (quality framing)

🟣 Select name with executive sponsor input to ensure alignment with DSO brand voice.

Momentum-Building Tactics

Tactic Timing Owner
Launch announcement (email + video from CEO) Pre-Wave 1 CEO/COO
Champion spotlight in internal newsletter Weekly during rollout Marketing/HR
"Quick win" stories shared across regions After each wave Regional managers
Live Q&A webinar for all staff Pre-Wave 1, pre-Wave 3 VP Operations + CranioCatch
Swag for champions (polo, badge, etc.) Wave 1 training HR/Operations

Milestone Celebrations

Milestone Celebration
Wave 1 complete Shout-out in company all-hands; pilot location recognition
50% deployment Email from CEO; metric highlight
100% deployment Enterprise-wide announcement; "founding team" recognition
ROI milestone achieved Board communication; employee bonus consideration

8. Go-Live Day Runbook

Standardized Go-Live Checklist (Every Location)

48 Hours Before Go-Live

☐ Verify integration is active (test image flows to CranioCatch, findings return) ☐ Confirm all staff training marked complete ☐ Champion reviews escalation contacts with staff ☐ Test all workstations that will use CranioCatch ☐ Print and post Day 1 cheat sheets in operatories ☐ Regional manager confirms location is ready (formal sign-off)

24 Hours Before Go-Live

☐ Final integration test (capture live image, verify analysis) ☐ Champion sends reminder email to staff with go-live time ☐ Confirm on-call support availability (central IT, CranioCatch) ☐ Pre-stage troubleshooting supplies (backup login credentials, support phone numbers)


Hour-by-Hour Schedule

Go-Live Day: [Insert Date]

Time Activity Who
7:00 AM Champion arrives 30 min before office opens Champion
7:15 AM Verify all systems operational Champion + IT (remote)
7:30 AM 10-minute staff huddle: confidence check, questions Champion + All staff
8:00 AM First patient with CranioCatch-assisted imaging Provider + Hygienist
8:30 AM Champion checks in with first provider: any issues? Champion
9:00 AM Check-in call with regional manager Champion + Regional manager
10:00 AM Mid-morning pulse check: any emerging patterns? Champion
12:00 PM Champion lunch with providers: informal debrief Champion + Providers
1:00 PM Check-in call with central IT/VP Operations Champion + Central team
3:00 PM Afternoon pulse check Champion
5:00 PM End-of-day huddle: wins, challenges, questions Champion + All staff
5:30 PM Champion submits Day 1 report Champion → Regional manager

Who Needs to Be On-Site or On-Call

Role Location Contact Method
Location Champion On-site Direct availability
Office Manager On-site Direct availability
Regional Manager On-call Mobile phone, Slack
VP Operations On-call Mobile phone, Slack
DSO IT Support On-call Support hotline, Slack
🔵 CranioCatch Support On-call (Tier 2+) [Vendor support number]

Known Gotchas and Troubleshooting

Issue 1: AI Analysis Not Appearing After Image Capture

Symptoms: Image captured but no AI findings display

Troubleshooting:

  1. Check internet connectivity (run speed test)
  2. Verify image format is supported (check sensor settings)
  3. Confirm CranioCatch integration is active in system tray/status
  4. Log out and log back in
  5. If persists: Restart workstation
  6. If still persists: Escalate to IT

Escalation Trigger: Issue affects >1 workstation or >2 patients


Issue 2: Wrong Patient Matched to Images

⚠️ Severity: High

Symptoms: AI analysis displays but patient name/chart number doesn't match

Immediate Action:

  1. STOP—do not proceed with that analysis
  2. Document the error (screenshot)
  3. Notify champion immediately
  4. Champion escalates to IT + CranioCatch

Root Cause Investigation:

  • Check patient matching rules (name, DOB, chart number)
  • Verify imaging software patient selection process
  • 🔵 CranioCatch technical review required

Issue 3: Analysis Taking Too Long (>60 seconds)

Symptoms: Spinning/loading indicator persists

Troubleshooting:

  1. Check internet connectivity
  2. Check CranioCatch system status page: [status.craniocatch.com]
  3. Try different workstation
  4. If widespread: Likely server-side issue—escalate to CranioCatch

Workaround: Provider proceeds with manual interpretation; analysis will process eventually


Issue 4: Provider Disagrees Strongly with AI Finding

Symptoms: Provider believes AI finding is clearly wrong

Protocol:

  1. Provider overrides with documented reason
  2. Champion notes for end-of-day report
  3. If pattern emerges (same type of error multiple times): Escalate to CDO + CranioCatch
  4. ⚠️ Never force provider to accept AI finding

Patient Communication Script

If the tool is patient-facing or visible to patients:

Scenario: Patient asks about the AI annotations they see on screen

Response:

"Great question! We use advanced technology to help ensure we don't miss anything when reviewing your X-rays. Think of it as a second set of eyes for your dentist. Dr. [Name] reviews everything personally and makes all the decisions about your care."

If patient expresses concern:

"Your care is always guided by Dr. [Name], not a computer. The technology just helps us be as thorough as possible."

If patient asks about privacy:

"Your images are protected by the same privacy rules as all your medical information. The system is fully HIPAA compliant."


First-Week Daily Check-In Protocol

Champion → Regional Manager

Format: 15-minute call or detailed Slack/email

Daily Report Template:

LOCATION: [Name]
DATE: [Day 1/2/3/4/5]
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PATIENTS IMAGED WITH AI: [#]
ISSUES LOGGED: [#]

CRITICAL ISSUES: [None / Describe]
RESOLVED ISSUES: [Describe]
PENDING ISSUES: [Describe with ETA]

STAFF SENTIMENT: [Green / Yellow / Red]
PROVIDER FEEDBACK THEMES: [Brief summary]

SUPPORT NEEDED: [None / Describe]
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Escalation Tiers

Tier Role Handles Response Time
0 Location Champion User questions, minor workflow issues Immediate
1 Regional Manager Staffing, local escalations, morale issues <2 hours
2 Central IT / VP Operations Technical issues, integration failures <4 hours
3 🔵 CranioCatch Support Platform issues, outages, accuracy concerns Per SLA

9. Post-Launch Optimization (Weeks 4–8)

Weekly Metrics Review Cadence

Review Structure

Week Meeting Participants Duration
1 Daily check-ins (first week) Champion + Regional 15 min
2 2x weekly Champion + Regional 15 min
3–4 Weekly Regional + VP Ops 30 min
5–8 Weekly VP Ops + IT + CDO 30 min

Core Metrics to Track

Metric Target Red Flag
System uptime ≥99% <95%
AI analysis completion rate ≥98% <90%
Provider override rate 10–25% >40% or <5%
Average analysis time <30 seconds >60 seconds
Support ticket volume Decreasing weekly Increasing after Week 2
Staff satisfaction (pulse survey) ≥3.5/5 <3.0/5

30-Day Checkpoint: What "Good" Looks Like vs. Red Flags

What "Good" Looks Like

☐ AI analysis completing on ≥98% of captured images ☐ Providers report AI is "helpful" at ≥75% rate ☐ Override rate between 10–25% (indicates appropriate clinical judgment) ☐ Support tickets declining week-over-week ☐ No unresolved critical issues ☐ Staff pulse survey satisfaction ≥3.5/5

Red Flags (Trigger Investigation)

⚠️ Override rate >40% (Investigate: AI accuracy? Training gap? Provider resistance?) ⚠️ Override rate <5% (Investigate: Rubber-stamping? Over-reliance?) ⚠️ Support tickets increasing in Week 3–4 (Investigate: Emerging issue? Training gap?) ⚠️ Staff satisfaction <3.0/5 (Investigate: Workflow burden? Fear? Technical frustration?) ⚠️ Provider actively avoiding AI (Investigate: Individual concerns? Systemic problem?)


60-Day Checkpoint: ROI Assessment Framework

ROI Measurement Structure

Compare 60-day post-launch data to baseline metrics captured in Week 1–2.

Metric Baseline 60-Day Change ROI Implication
Case acceptance rate [%] [%] [+/- %] Higher = more treatment revenue
Average diagnosis time [min] [min] [+/- min] Lower = more patients seen
Pathology detection rate [per 100] [per 100] [+/- #] Higher = better clinical outcomes
Claim denial rate [%] [%] [+/- %] Lower = fewer write-offs
Patient throughput [pts/day] [pts/day] [+/- #] Higher = revenue capacity
Provider diagnostic variability [std dev] [std dev] [+/- σ] Lower = standardization benefit

ROI Calculation (Simplified)

Revenue Impact = (Δ Case Acceptance × Average Case Value × Patient Volume)
                + (Δ Throughput × Average Revenue per Patient)
                - (CranioCatch subscription cost)

60-Day Report Template

🟣 Deliver to executive leadership

CRANIOCATCH 60-DAY ROI ASSESSMENT
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Locations Assessed: [#]
Period: [Date range]

KEY FINDINGS:
• Case acceptance: [Baseline] → [60-Day] ([+/-X%])
• Diagnosis time: [Baseline] → [60-Day] ([+/-X min])
• Detection rate: [Baseline] → [60-Day] ([+/-X per 100])

ESTIMATED REVENUE IMPACT: $[X] per month across assessed locations

EXTRAPOLATED ENTERPRISE IMPACT (full deployment): $[X] per month

RECOMMENDATION: [Continue rollout / Pause for adjustments / Expand scope]
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Staff Feedback Collection: 5-Question Pulse Survey

Frequency: Weekly for first 4 weeks, then monthly Method: Anonymous, 2-minute survey (Google Forms, SurveyMonkey, or internal tool)

Survey Questions

  1. How helpful is CranioCatch in your daily work?

    • 1 (Not helpful) – 5 (Very helpful)
  2. How confident are you using CranioCatch?

    • 1 (Not confident) – 5 (Very confident)
  3. Has CranioCatch changed the amount of time you spend on diagnosis/imaging?

    • Saves significant time / Saves some time / No change / Takes more time / Takes significantly more time
  4. What is your biggest challenge with CranioCatch?

    • [Open text]
  5. What is working well?

    • [Open text]

Survey Analysis Protocol

☐ Champion reviews results weekly ☐ Aggregate by role (provider vs. hygienist vs. admin) ☐ Identify themes in open-text responses ☐ Flag scores <3.0 for follow-up ☐ Include in weekly metrics report to regional manager


Workflow Refinements: Common Adjustments After Month 1

Common Adjustment 1: Display Settings

Issue: Providers find annotations distracting Adjustment: Configure annotation display to "on hover" vs. always visible Who: Champion requests via IT; 🔵 CranioCatch confirms capability

Common Adjustment 2: Sensitivity Tuning

Issue: Too many low-confidence findings (provider fatigue) Adjustment: Increase confidence threshold for display (e.g., show only high/medium confidence) Who: 🟣 CDO approval required; IT implements

Common Adjustment 3: Integration Timing

Issue: AI analysis arrives after provider has already reviewed Adjustment: Workflow change—brief pause before provider reviews, or notification when analysis ready Who: Champion trains staff on adjusted workflow

Common Adjustment 4: Override Documentation

Issue: Providers find override documentation burdensome Adjustment: Simplify override reason dropdown; allow batch overrides for similar findings Who: 🔵 CranioCatch configuration request


Centralized Dashboard Structure (DSO)

Per-Location Metrics (Viewable by Regional Manager + VP Ops)

Metric Display Drill-Down
Daily images analyzed Line chart (7-day trend) By provider
AI uptime % and status indicator Incident log
Override rate % with trend By pathology type
Support ticket count Count with severity breakdown Ticket detail
Staff satisfaction (latest pulse) Score with trend By role

Aggregate Enterprise Metrics (Viewable by VP Ops, CDO, C-suite)

Metric Display Benchmarking
Deployment progress # deployed / # total locations Wave status
Enterprise adoption rate % of images AI-analyzed Location ranking
Enterprise case acceptance

AI-generated implementation guide based on public vendor information. Verify specifics directly with CranioCatch.