Medit
Step-by-step implementation guide — pre-implementation checklist, onboarding, staff training, go-live runbook, and ROI tracking.
Medit — Implementation Playbook (DSO)
Medit Implementation Playbook for DSOs
3D Printing & Digital Workflow Solutions
1. Executive Summary
What Medit Does
Medit provides an integrated digital workflow ecosystem centered on intraoral scanning, 3D printing, and CAD/CAM solutions that enable dental organizations to capture digital impressions, design restorations, and produce same-day appliances in-house. Their platform includes the i-series intraoral scanners, Medit Design software suite, and integrations with major 3D printers and milling units—creating a closed-loop digital production workflow from scan to final restoration.
Why DSOs Specifically Benefit from Digital Workflow AI
At scale, digital workflow technology delivers compounding advantages that single practices cannot replicate:
- Standardization of Clinical Quality: Uniform scan protocols and design parameters ensure consistent restoration fit and patient outcomes across 15–50+ locations, reducing remakes and provider variability
- Data Aggregation for Operational Intelligence: Centralized scan libraries, production metrics, and case tracking enable pattern recognition—identifying top-performing providers, problematic labs, and workflow bottlenecks across your entire portfolio
- Economies of Scale in Production: Centralized or regional 3D printing hubs can serve multiple locations, reducing per-unit costs and capital expenditure while maintaining same-day delivery capabilities
- Reduced Lab Dependency: In-house production of nightguards, surgical guides, temporaries, and clear aligners reduces external lab spend by 40–60% at scale
- Talent Leverage: Digital workflows reduce reliance on impression-taking skill variance—a standardized scan protocol delivers consistent results regardless of assistant experience level
Expected Timeline: Decision to Full Deployment
| Phase | Timeline | Scope |
|---|---|---|
| Pre-Implementation | Weeks 1–2 | Readiness assessment, stakeholder alignment, baseline metrics |
| Wave 1 Pilot | Weeks 3–6 | 2–3 locations fully deployed |
| Wave 2 Expansion | Weeks 7–12 | 5–8 additional locations |
| Wave 3 Scale | Weeks 13–20 | Remaining locations |
| Optimization | Weeks 21–24 | Full portfolio stabilization |
Total Timeline: 5–6 months for 15–50 locations
2. Pre-Implementation Checklist (Weeks 1–2)
Technical Requirements
Hardware
☐ Intraoral Scanner Units: Medit i700 or i900 per operatory (determine ratio based on provider scheduling)
- Minimum 1 scanner per 2 operatories recommended
- Estimate: 3–5 scanners per location depending on chair count
☐ Workstation Specifications per Location:
- Windows 10/11 Pro (64-bit)
- Intel Core i5 (10th gen) or higher / AMD Ryzen 5 or higher
- 16GB RAM minimum (32GB recommended for design software)
- NVIDIA GTX 1660 or higher GPU with 6GB VRAM
- 500GB SSD minimum
- USB 3.0 ports (dedicated for scanner)
☐ 3D Printer Infrastructure (if deploying in-house printing):
- Dedicated ventilated space (minimum 100 sq ft)
- Formlabs Form 3B+ or equivalent dental-certified printer
- Wash and cure stations
- Post-processing area with appropriate PPE storage
- ⚠️ HVAC requirements for resin off-gassing—verify with facilities before location selection
☐ Network Infrastructure:
- Minimum 100 Mbps upload/download per location
- Dedicated VLAN for scanner traffic recommended
- Static IP or DHCP reservation for scanner workstations
- Firewall exceptions for Medit Link cloud sync (ports 443, 8443)
Software
☐ Medit Link (scan acquisition and case management) ☐ Medit Design (if using in-house design capabilities) ☐ Medit Ortho Simulation (if offering clear aligner services) ☐ 3D printer slicing software (PreForm for Formlabs, or equivalent)
Network & Cloud
☐ Medit Link Cloud account provisioned ☐ Cloud storage allocation determined (enterprise tier recommended) ☐ SSO integration requirements documented (SAML 2.0 supported) ☐ 🔵 Confirm with Medit enterprise team: cloud region for data storage (HIPAA compliance)
Vendor Onboarding Steps
| Step | Owner | Timeline | Vendor Contact |
|---|---|---|---|
| ☐ Execute enterprise agreement | Legal/Procurement | Week 1 | 🔵 Medit Enterprise Sales |
| ☐ Assign dedicated account manager | Vendor | Week 1 | 🔵 Enterprise Account Team |
| ☐ Schedule technical kickoff call | IT Director | Week 1 | 🔵 Medit Technical Implementation |
| ☐ Obtain enterprise license keys | IT Director | Week 1 | 🔵 Medit Licensing |
| ☐ Access partner portal and training resources | Training Lead | Week 1 | 🔵 Medit Education Team |
| ☐ Establish support escalation contacts | IT Director | Week 1 | 🔵 Medit Support Tier 2/3 |
Key Vendor Contacts to Establish:
- Enterprise Account Manager (strategic relationship owner)
- Technical Implementation Specialist (integration and deployment)
- Clinical Education Coordinator (training resources and certification)
- Tier 2 Support Contact (escalations beyond standard help desk)
Data/Access Prerequisites
☐ PMS admin credentials for each location (Dentrix, Eaglesoft, Open Dental) ☐ Imaging system admin access (Dexis, Apteryx, or integrated PACS) ☐ Active Directory or identity provider admin access for SSO configuration ☐ Historical case data export capability assessment (for baseline analytics) ☐ 🔵 Medit Link API keys (request from vendor for PMS integration) ☐ Lab portal credentials (for digital case submission testing) ☐ 🟣 Data governance approval for cloud-based scan storage
Internal Stakeholder Alignment
Stakeholder Map
| Stakeholder Level | Role | Involvement Type | When to Engage |
|---|---|---|---|
| Board/Investors | Strategic oversight | Inform | Quarterly updates on ROI |
| CEO/COO | Executive sponsor | Approve | 🟣 Initial investment, major scope changes |
| Chief Dental Officer | Clinical governance | Approve | 🟣 Protocol standards, clinical workflows |
| CFO | Financial oversight | Approve | 🟣 Capital expenditure, lab cost projections |
| VP of Operations | Program owner | Own | Daily/weekly oversight |
| IT Director | Technical lead | Execute | Infrastructure and integration |
| Regional Managers | Regional deployment | Execute | Wave management, escalations |
| Office Managers | Location deployment | Execute | Local coordination, staff scheduling |
| Lead Providers | Clinical adoption | Champion | Protocol development, peer training |
Alignment Actions (Week 1)
☐ 🟣 Executive steering committee kickoff meeting ☐ 🟣 Board notification memo: AI/digital workflow investment thesis ☐ Regional manager briefing sessions scheduled ☐ Office manager communication cascade initiated ☐ Clinical advisory group identified (2–3 CDO-selected providers for protocol input)
Baseline Metrics to Capture
⚠️ Critical: Capture these metrics BEFORE any deployment activity begins. Without baselines, ROI measurement is impossible.
Clinical Metrics (Per Location)
| Metric | How to Measure | Target Source |
|---|---|---|
| Impression remake rate | % of impressions requiring retake | Lab invoices, PMS |
| Crown seat time (minutes) | Average time from prep to delivery | Provider schedules |
| Same-day restoration volume | Cases completed same appointment | PMS procedure codes |
| Appliance case acceptance rate | % of recommended appliances accepted | Treatment planning reports |
| External lab spend (monthly) | Total lab invoices | Accounts payable |
| Lab turnaround time (days) | Order to delivery average | Lab portal reports |
Operational Metrics (Per Location)
| Metric | How to Measure | Target Source |
|---|---|---|
| Chair time per restorative procedure | Minutes scheduled vs. actual | Scheduling system |
| Provider utilization rate | Productive hours / scheduled hours | PMS reports |
| Patient wait time | Check-in to chair time | Front desk logs |
| Technology adoption score | Staff self-assessment survey | Baseline survey (create) |
Financial Metrics (Aggregate)
| Metric | How to Measure | Target Source |
|---|---|---|
| Revenue per visit (restorative) | Restorative production / visits | PMS financial reports |
| Lab cost as % of production | Lab spend / gross production | Financial statements |
| Case acceptance rate (all types) | Accepted / presented treatment | PMS treatment planning |
Standardizing Measurement Across Locations
☐ Create centralized metric collection template (Google Sheets or BI tool) ☐ Assign data collection owner per location (Office Manager) ☐ Standardize measurement periods (trailing 90 days recommended) ☐ ⚠️ Normalize for practice mix—specialist locations may skew averages ☐ Document any data quality issues by location (will inform readiness scoring)
Enterprise-Level Requirements
Network Standards Across Locations
☐ Document current network configurations for all locations ☐ Identify locations requiring infrastructure upgrades ☐ Establish minimum network SLA for scanner operations (latency <50ms, 99.5% uptime) ☐ 🟣 Approve infrastructure upgrade budget for non-compliant locations
Hosting Architecture Decision
| Option | Pros | Cons | Recommendation |
|---|---|---|---|
| Centralized Cloud | Unified data, easier compliance, lower per-location overhead | Dependent on internet connectivity, potential latency | ✅ Recommended for DSO scale |
| Hybrid (Cloud + Local Cache) | Resilience for connectivity issues | More complex management | Consider for rural locations |
| Fully Local | No connectivity dependency | Siloed data, harder compliance, higher IT burden | Not recommended |
☐ 🟣 Document hosting architecture decision ☐ Configure Medit Link Cloud with centralized tenant ☐ Establish location-level sub-accounts under enterprise tenant
Identity Management
☐ SSO integration with existing identity provider (Azure AD, Okta, etc.) ☐ Role-based access control matrix defined:
- Enterprise Admin (IT Director, VP Ops)
- Regional Admin (Regional Managers)
- Location Admin (Office Managers)
- Provider (Dentists, specialists)
- Clinical Staff (Hygienists, assistants)
- View Only (billing, reporting) ☐ 🔵 Confirm SSO technical requirements with Medit enterprise team
Centralized Credentialing
☐ Provider credentialing requirements for digital workflows documented ☐ Training completion tracking integrated with HR systems ☐ Certification requirements defined (Medit certification paths)
3. Location Readiness Assessment
Scoring Framework
Rate each location 1–5 on the following factors:
Factor 1: IT Infrastructure Maturity
| Score | Criteria |
|---|---|
| 1 | Network <25 Mbps, hardware >5 years old, unsupported PMS version |
| 2 | Network 25–50 Mbps, hardware 4–5 years old, PMS version behind current |
| 3 | Network 50–100 Mbps, hardware 2–4 years old, current PMS version |
| 4 | Network >100 Mbps, hardware <2 years old, current PMS with API access |
| 5 | Enterprise-grade network, dedicated scanner workstations, full API integration ready |
Factor 2: Staff Tenure and Adaptability
| Score | Criteria |
|---|---|
| 1 | >40% annual turnover, no prior technology implementations, resistance to change |
| 2 | 30–40% turnover, limited tech experience, some resistance anticipated |
| 3 | 20–30% turnover, moderate tech comfort, mixed attitudes |
| 4 | 10–20% turnover, strong tech adoption history, positive attitude |
| 5 | <10% turnover, tech-forward culture, prior digital workflow experience |
Factor 3: Patient Volume Impact
| Score | Criteria |
|---|---|
| 1 | <150 patients/month (low impact potential) |
| 2 | 150–300 patients/month |
| 3 | 300–500 patients/month (moderate impact, moderate risk) |
| 4 | 500–750 patients/month |
| 5 | >750 patients/month (high impact, high risk—experienced team required) |
Factor 4: Existing Tech Stack Compatibility
| Score | Criteria |
|---|---|
| 1 | Non-standard PMS, no imaging integration, siloed systems |
| 2 | Standard PMS but outdated version, limited imaging capabilities |
| 3 | Current PMS version, basic imaging, some integration capability |
| 4 | Current PMS with API access, digital imaging, proven integrations |
| 5 | Full digital workflow foundation, existing CAD/CAM, seamless integrations |
Factor 5: Local Champion Availability
| Score | Criteria |
|---|---|
| 1 | No tech-forward staff, office manager overwhelmed |
| 2 | Office manager capable but no clinical champion |
| 3 | Either clinical or administrative champion available |
| 4 | Both clinical and administrative champions identified |
| 5 | Strong champions with prior implementation experience, high influence |
Composite Score Calculation
Total Score = Sum of all factors (max 25)
| Score Range | Readiness Tier | Rollout Recommendation |
|---|---|---|
| 21–25 | Tier 1: Pilot Ready | Wave 1 candidate |
| 16–20 | Tier 2: Strong | Wave 2 candidate |
| 11–15 | Tier 3: Moderate | Wave 3 with remediation |
| 6–10 | Tier 4: Needs Work | Delay until remediation complete |
| 1–5 | Tier 5: Not Ready | Infrastructure investment required |
Sample Readiness Assessment Matrix
| Location | IT Infra | Staff | Volume | Tech Stack | Champion | Total | Tier |
|---|---|---|---|---|---|---|---|
| Main Street Dental | 4 | 4 | 4 | 5 | 5 | 22 | Tier 1 |
| Riverside Family | 3 | 4 | 3 | 4 | 4 | 18 | Tier 2 |
| Oak Park Dental | 2 | 3 | 5 | 3 | 3 | 16 | Tier 2 |
| Valley Smiles | 2 | 2 | 3 | 2 | 3 | 12 | Tier 3 |
| Downtown Dental | 1 | 2 | 4 | 2 | 2 | 11 | Tier 3 |
Recommended Rollout Sequence Strategy
Wave 1 Selection Criteria
Select 2–3 locations that have:
- ✅ Tier 1 readiness score (21+)
- ✅ Representative of broader portfolio (not all flagships)
- ✅ Geographic diversity (different regions if applicable)
- ✅ Mix of practice types (GP + specialty if applicable)
- ✅ Strong champions willing to document lessons learned
- ✅ Moderate (not highest) patient volume to limit risk
⚠️ Avoid selecting your highest-volume locations for Wave 1—any disruption has outsized impact.
Wave 2 Selection
- Tier 2 locations (scores 16–20)
- Locations with similar profiles to successful Wave 1 sites
- Consider geographic clustering for efficient support
Wave 3 and Beyond
- Tier 3 locations with completed remediation plans
- Remaining locations in order of readiness score
- Consider batching by region for training efficiency
4. Rollout Strategy
Wave Structure
| Wave | Locations | Timeline | Purpose |
|---|---|---|---|
| Wave 1: Pilot | 2–3 locations | Weeks 3–6 | Validate workflows, identify issues, train champions |
| Wave 2: Early Majority | 5–8 locations | Weeks 7–12 | Scale validated approach, refine training |
| Wave 3: Main Deployment | 8–15 locations | Weeks 13–18 | Full deployment with proven playbook |
| Wave 4: Cleanup | Remaining locations | Weeks 19–24 | Complete rollout, address stragglers |
Wave 1 Pilot Detailed Plan
Location Selection Criteria
☐ Composite readiness score ≥21 ☐ Office manager with capacity to document workflows ☐ At least one provider enthusiastic about digital dentistry ☐ 🟣 Regional manager approval for pilot status ☐ No major competing initiatives in next 6 weeks
Wave 1 Timeline (Weeks 3–6)
| Week | Activity | Owner |
|---|---|---|
| Week 3 | Hardware installation, software configuration | IT + 🔵 Vendor |
| Week 3 | Champion training (2-day intensive) | Training Lead + 🔵 Vendor |
| Week 4 | Staff training delivered by champions | Location Champions |
| Week 4 | Parallel run begins (traditional + digital) | Clinical team |
| Week 5 | Full go-live, retire parallel workflow | Clinical team |
| Week 6 | Post-pilot assessment, lessons learned capture | VP Ops + Champions |
Parallel Run Protocol
- Duration: 5 business days minimum
- All restorative cases receive both traditional impression AND digital scan
- Compare outcomes, note discrepancies
- Provider documents comfort level daily (1–5 scale)
- ⚠️ Do not extend parallel run beyond 7 days—creates confusion and delays adoption
Wave 1 Success Metrics
| Metric | Target | Measurement |
|---|---|---|
| Scan success rate (first attempt) | >85% | Scanner software logs |
| Provider confidence score | ≥4/5 | Daily self-assessment |
| Workflow completion rate | 100% | All cases processed digitally |
| Staff training completion | 100% | Training tracker |
| Patient satisfaction | Baseline or higher | Post-visit surveys |
Go/No-Go Criteria for Wave Advancement
Required for Wave 2 Launch
☐ All Wave 1 locations achieving >80% scan success rate ☐ No unresolved critical technical issues ☐ Provider confidence scores averaging ≥4/5 ☐ Champion-delivered training materials validated ☐ 🟣 CDO sign-off on clinical protocols ☐ 🟣 VP Ops sign-off on operational readiness
Required for Wave 3 Launch
☐ Wave 2 locations achieving metrics within 2 weeks of go-live ☐ Training completion rate >95% across Wave 2 ☐ Support ticket volume declining week-over-week ☐ No escalations requiring vendor engineering involvement ☐ 🟣 Executive sponsor sign-off
Timeline Per Wave with Buffer
Week 3 │▓▓▓▓▓▓▓▓▓▓▓▓│ Wave 1 Deploy (3 locations)
Week 4 │▓▓▓▓▓▓▓▓▓▓▓▓│
Week 5 │▓▓▓▓▓▓▓▓▓▓▓▓│
Week 6 │░░░░░░░░░░░░│ Buffer + Lessons Learned
Week 7 │▓▓▓▓▓▓▓▓▓▓▓▓│ Wave 2 Deploy (5-8 locations)
Week 8 │▓▓▓▓▓▓▓▓▓▓▓▓│
Week 9 │▓▓▓▓▓▓▓▓▓▓▓▓│
Week 10 │▓▓▓▓▓▓▓▓▓▓▓▓│
Week 11 │▓▓▓▓▓▓▓▓▓▓▓▓│
Week 12 │░░░░░░░░░░░░│ Buffer + Assessment
Week 13 │▓▓▓▓▓▓▓▓▓▓▓▓│ Wave 3 Deploy (remaining)
...
Week 20 │░░░░░░░░░░░░│ Full deployment complete
Rollback Plan
Triggering Conditions
- Critical bug affecting >50% of scans
- Integration failure causing data loss
- Patient safety concern identified
- Provider refusal rate >25%
Rollback Protocol
Level 1: Location-Level Pause
- Revert to traditional impression workflow
- Preserve all digital data (do not delete)
- Document issues in incident log
- Escalate to regional manager within 2 hours
- 🔵 Engage vendor support immediately
- Timeline: 24-hour maximum for issue resolution or escalate to Level 2
Level 2: Wave-Level Pause
- Halt current wave deployment
- All affected locations revert to traditional workflow
- Emergency steering committee call within 4 hours
- 🟣 Executive sponsor briefed within same day
- Root cause analysis required before wave restart
- Timeline: 3–5 business days for resolution
Level 3: Full Program Pause
- All digital workflows suspended organization-wide
- Board notification required
- 🔵 Vendor executive escalation
- External review if patient safety involved
- Timeline: Minimum 2 weeks for full assessment
⚠️ Key Principle
Rollback does not mean failure—it means responsible risk management. Document everything. A well-executed rollback provides critical data for future success.
5. Configuration & Integration (Weeks 2–3)
Practice Management System Integration
Dentrix Enterprise Integration
Time Estimate: 4–6 hours per location
☐ Verify Dentrix version compatibility (G7.3+ required for optimal integration) ☐ Install Medit Link Dentrix Bridge module ☐ 🔵 Request Dentrix API credentials from Henry Schein One ☐ Configure patient data sync:
- Patient demographics (required)
- Provider assignments (required)
- Appointment data (optional, recommended)
- Treatment planning (optional) ☐ Test patient lookup from Medit Link ☐ Verify scan data appears in Dentrix patient record ☐ ⚠️ Common issue: Dentrix user permissions—ensure API user has chart access ☐ Configure auto-attach for intraoral images to patient record
Eaglesoft Integration
Time Estimate: 3–5 hours per location
☐ Verify Eaglesoft version (21.x+ recommended) ☐ Enable Eaglesoft external program interface ☐ Install Medit Link bridge ☐ Configure shared network path for scan file storage ☐ Map Eaglesoft provider IDs to Medit user accounts ☐ Test bidirectional patient data flow ☐ ⚠️ Common issue: File path permissions—verify network share accessibility
Open Dental Integration
Time Estimate: 2–4 hours per location
☐ Verify Open Dental version (22.x+ recommended) ☐ Enable Open Dental API in Program Properties ☐ Generate API key for Medit integration ☐ Configure Medit Link with Open Dental connection string ☐ Test patient chart launch from scanner interface ☐ Verify scan data auto-attachment ☐ ⚠️ Common issue: MySQL connection timeouts—adjust connection pooling settings
Imaging System Integration
Digital Imaging Integration Matrix
| Imaging System | Integration Type | Complexity | Notes |
|---|---|---|---|
| Dexis | Direct API | Low | Native integration available |
| Apteryx XrayVision | TWAIN bridge | Medium | Requires middleware |
| Carestream Dental | DICOM | Medium | DICOM node configuration required |
| Schick | Bridge module | Low | Vendor-provided bridge |
| Sidexis 4 | Direct | Low | Dentsply ecosystem integration |
| Other | VixWin export | High | Manual configuration |
Standard Imaging Integration Steps
☐ Document current imaging workflow per location ☐ Identify primary imaging system brand and version ☐ 🔵 Confirm integration approach with Medit technical team ☐ Configure image export format (STL preferred, OBJ backup) ☐ Test scan export to imaging system ☐ Verify image quality settings (resolution, color accuracy) ☐ Configure automated backup of scan data ☐ Document image storage location and naming convention
Test Environment Setup
Recommended Approach: Centralized Test Environment
☐ Deploy single test instance of Medit Link on IT-managed workstation ☐ Connect to test/sandbox PMS environment (if available) ☐ Create test patient records with known characteristics ☐ Perform integration testing before any location deployment ☐ Document test cases and expected outcomes ☐ Maintain test environment throughout rollout for troubleshooting
Validation Checklist
| Test Case | Expected Result | Pass/Fail |
|---|---|---|
| Patient lookup from scanner | Patient data populated within 3 seconds | ☐ |
| Scan initiation | Scanner activates, preview displays | ☐ |
| Scan completion | Full arch captured, quality score >90% | ☐ |
| Data export to PMS | Scan attached to patient record within 5 seconds | ☐ |
| Case submission to lab | Digital file transmitted, confirmation received | ☐ |
| Multi-user access | Concurrent users on different workstations | ☐ |
| Offline mode | Scanner functions when cloud unavailable | ☐ |
| Data sync on reconnect | Offline scans uploaded automatically | ☐ |
Data Migration and Historical Data
Assessment Questions
☐ Does the organization have historical digital scans to migrate? ☐ What format are existing scans stored in? ☐ What retention period is required for historical data? ☐ Is historical data required for clinical reference or just archival?
Migration Approach (if applicable)
☐ Inventory historical scan data by location ☐ 🔵 Confirm import format compatibility with Medit ☐ Develop migration timeline (can be parallel to deployment) ☐ Prioritize active patient records over archived ☐ ⚠️ Do not attempt bulk migration during pilot—defer to post-Wave 2 ☐ Validate sample migration before full transfer
Security and HIPAA Compliance
Enterprise HIPAA Checklist
☐ 🔵 Execute Business Associate Agreement (BAA) with Medit ☐ Document Medit's HIPAA compliance certifications (request SOC 2 Type II report) ☐ Verify encryption standards:
- Data at rest: AES-256 minimum
- Data in transit: TLS 1.2+ required ☐ Access control verification:
- Unique user credentials for all staff
- No shared logins permitted
- Role-based access enforced ☐ Audit logging enabled:
- User access logs retained 6 years minimum
- Data export logs captured
- Failed login attempt tracking ☐ Data governance documentation:
- Where is patient data stored?
- Which third parties have access?
- What is data retention policy?
- How is data deleted on patient request? ☐ 🟣 Chief Privacy Officer or HIPAA Security Officer sign-off ☐ Document data breach notification procedures ☐ Verify cyber liability insurance covers digital workflow data
Standardized vs. Location-Specific Configuration
Standardized Configuration Template (Enforce Centrally)
| Setting | Standard Value | Rationale |
|---|---|---|
| Scan resolution | High (recommended default) | Quality consistency |
| Color mode | Enabled | Clinical documentation |
| Default export format | STL | Lab compatibility |
| Auto-save interval | 30 seconds | Data loss prevention |
| Cloud sync | Enabled | Centralized data access |
| Session timeout | 15 minutes | Security compliance |
| Audit logging | Full | HIPAA compliance |
| Scan naming convention | [LocationCode]-[PatientID]-[Date]-[Type] | Reporting consistency |
Location-Specific Configuration (Allow Variation)
| Setting | Variation Permitted | Approval Required |
|---|---|---|
| Preferred lab connections | Yes—based on lab partnerships | Regional Manager |
| Provider-specific presets | Yes—ergonomic preferences | Office Manager |
| Language settings | Yes—staff preference | None |
| Notification preferences | Yes—workflow preference | None |
| Specialty-specific protocols | Yes—clinical need | CDO |
| Scanner calibration schedule | Yes—usage volume based | IT Director |
6. Team Training Plan
Train-the-Trainer Model
Champion Selection Criteria
Select 1 champion per location who meets these criteria:
☐ Currently employed at location (not contractor or float) ☐ Tenure >1 year preferred ☐ Demonstrated technology aptitude (EHR proficiency, smartphone comfort) ☐ Respected by peers (clinical credibility or administrative authority) ☐ Availability for 2-day intensive training + ongoing responsibilities ☐ Communication skills to teach others ☐ 🟣 Office Manager and Regional Manager approval
Champion Responsibilities
| Responsibility | Time Commitment | Duration |
|---|---|---|
| Attend intensive training | 16 hours | One-time |
| Deliver staff training | 8–12 hours | Per location deployment |
| First-line troubleshooting | 2–3 hours/week | First 60 days |
| New hire onboarding | 1–2 hours/hire | Ongoing |
| Feedback collection | 30 min/week | First 90 days |
| Monthly champion call | 1 hour/month | Ongoing |
Champion Training Program
Day 1 (8 hours) - Technical Mastery
- Hour 1–2: Platform overview and architecture
- Hour 3–4: Scanner operation and technique
- Hour 5–6: Software configuration and troubleshooting
- Hour 7–8: Integration workflows and data flow
Day 2 (8 hours) - Teaching and Change Management
- Hour 1–2: Adult learning principles
- Hour 3–4: Role-specific training delivery practice
- Hour 5–6: Common resistance scenarios and responses
- Hour 7–8: Documentation and escalation procedures
☐ 🔵 Coordinate champion training schedule with Medit Education team ☐ Champions receive Medit certification upon completion ☐ Certification tracked in HR system
Role-Specific Training Outlines
Dentists/Providers
Training Time: 90 minutes Format: Live demo + hands-on practice
Content Outline:
- Why digital impressions matter (5 min) - quality, speed, patient experience
- Scanner hardware orientation (10 min) - components, handling, care
- Scanning technique demonstration (20 min) - systematic approach, common errors
- Hands-on practice scanning (30 min) - typodont or colleague
- Software workflow (15 min) - case creation, lab submission, design review
- AI outputs interpretation (10 min) - quality scores, warnings, recommendations
Common Resistance Points:
| Objection | Response |
|---|---|
| "My impressions are fine" | Show remake rate data, emphasize patient comfort |
| "This takes too long" | Demonstrate experienced user timing, emphasize practice |
AI-generated implementation guide based on public vendor information. Verify specifics directly with Medit.