Implementation PlaybookDSO · Group Practice

Planmeca

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

Contents

Planmeca — Implementation Playbook (DSO)

Planmeca Diagnostic Imaging AI Implementation Playbook

A Strategic Guide for Dental Support Organizations

1. Executive Summary

What Planmeca Diagnostic Imaging AI Does

Planmeca's AI-powered diagnostic imaging platform integrates advanced machine learning algorithms with its industry-leading CBCT, panoramic, and intraoral imaging hardware to automatically detect anatomical structures, pathologies, and clinical findings. The system provides real-time analysis overlays, automated measurements, and clinical decision support that enhances diagnostic accuracy while reducing interpretation time from minutes to seconds.

Why DSOs Specifically Benefit from Diagnostic Imaging AI

Diagnostic imaging AI delivers compounding returns at scale that single practices cannot capture:

Standardization of Clinical Quality: Ensures consistent diagnostic protocols across all 15–50 locations, reducing variability in detection rates and treatment planning regardless of individual provider experience levels
Centralized Data Intelligence: Aggregates imaging analytics across your portfolio to identify trends, benchmark performance, and surface operational insights impossible to see at the location level
Leverage in Vendor Negotiations: Enterprise deployment creates partnership leverage for pricing, support SLAs, and feature roadmap influence
Accelerated Training ROI: Train once, deploy everywhere—your investment in training materials and champion development multiplies across every location
Risk Mitigation at Scale: Consistent AI-assisted detection creates defensible documentation standards, reducing malpractice exposure across your entire organization

Expected Timeline: Decision to Full Deployment

Phase	Timeline	Milestone
Pre-Implementation & Planning	Weeks 1–2	Infrastructure audit complete, baseline metrics captured
Wave 1 Pilot (2–3 locations)	Weeks 3–6	Pilot validation, lessons learned documented
Wave 2 Expansion (5–8 locations)	Weeks 7–12	Scaled deployment validated
Wave 3 Full Deployment (remaining locations)	Weeks 13–20	All locations live
Optimization & Stabilization	Weeks 21–26	Full ROI measurement capability

Total Timeline: 5–6 months for a 30-location DSO, with faster timelines possible for organizations with mature IT infrastructure and strong change management capabilities.

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

Technical Requirements

Hardware Requirements

☐ Verify all imaging equipment is Planmeca-compatible (Planmeca ProMax 3D, Planmeca Viso, or compatible third-party sensors with TWAIN/DICOM compliance) ☐ Confirm workstation specifications at each location meet minimum requirements:

Processor: Intel i7 (8th gen+) or AMD Ryzen 7 equivalent
RAM: 16GB minimum, 32GB recommended
GPU: NVIDIA GTX 1060 or higher (CUDA-enabled required for local processing)
Storage: 500GB SSD minimum with expansion capacity
Display: 1920x1080 minimum, medical-grade monitors recommended for diagnostic use ☐ Audit server capacity for centralized image storage (estimate 500MB–2GB per CBCT scan)

Network Requirements

☐ Minimum 100 Mbps dedicated bandwidth per location for cloud processing ⚠️ Common failure point: Shared networks with patient WiFi cause latency issues ☐ Verify firewall configurations allow outbound connections to Planmeca cloud endpoints ☐ Confirm VPN or secure tunnel capability for centralized management access ☐ Test network latency to Planmeca servers (<100ms recommended)

Software Requirements

☐ Planmeca Romexis software version 6.0 or higher at all locations ☐ Windows 10/11 Professional (LTSC builds not recommended) ☐ Current antivirus with Planmeca executable exclusions configured ☐ .NET Framework 4.8 or higher installed

Integration Requirements

☐ Document current PMS at each location (Dentrix, Eaglesoft, Open Dental, other) ☐ Verify PMS versions support Planmeca bridge integration ☐ Confirm imaging PACs/archive system compatibility (if using third-party storage) ☐ Identify any custom integrations that may conflict

Vendor Onboarding Steps 🔵

Step	Action	Owner	Timeline
1	Execute enterprise Master Services Agreement (MSA)	Legal/CDO	Day 1–3 🟣
2	Complete Business Associate Agreement (BAA)	Compliance	Day 1–3
3	Establish dedicated Enterprise Account Manager contact	Vendor Relations	Day 3 🔵
4	Schedule technical kickoff call with Planmeca implementation team	IT Director	Day 4–5 🔵
5	Obtain enterprise license keys and deployment credentials	IT Director	Day 5–7 🔵
6	Confirm support tier and escalation contacts	Operations	Day 5–7 🔵
7	Receive access to Planmeca partner training portal	Training Lead	Day 7 🔵

Key Vendor Contacts to Establish

Enterprise Account Manager (commercial relationship)
Technical Implementation Specialist (deployment support)
Clinical Applications Specialist (training and workflow optimization)
Tier 2 Technical Support Lead (escalation path)
Customer Success Manager (ongoing relationship)

Data/Access Prerequisites

☐ Create centralized admin account with enterprise-wide visibility ☐ Establish location-level admin accounts with appropriate permissions ☐ Obtain API credentials for PMS integrations (per system) ☐ 🔵 Request Planmeca cloud tenant provisioning for your organization ☐ Document current imaging archive structure and access credentials at each location ☐ Export historical imaging data inventory (volume, date ranges, file types per location) ☐ Verify DICOM compliance of historical images for potential AI retrospective analysis

Enterprise-Level Requirements

Network Standards Across Locations

☐ 🟣 Decide: Centralized cloud processing vs. edge processing at each location

Recommendation: Hybrid model—cloud for CBCT AI analysis (higher compute), local for intraoral (lower latency) ☐ Establish minimum network SLAs for all locations (document exceptions and remediation plans) ☐ Standardize firewall rules and port configurations in central IT documentation

Centralized vs. Location-Level Hosting Decision 🟣

Model	Pros	Cons	Recommendation
Fully Centralized	Single point of management, consistent updates	Latency concerns, single point of failure	Best for <20 locations with strong connectivity
Hybrid	Balances control with performance	More complex architecture	Recommended for 15–50 location DSOs
Fully Distributed	Best performance, location resilience	Management overhead, version drift risk	Only if network infrastructure is poor

Identity & Access Management

☐ 🟣 Decide: SSO integration (SAML 2.0/OAuth) vs. standalone authentication

Recommendation: SSO integration with your existing identity provider reduces credential management burden ☐ Define role-based access control (RBAC) structure:
Enterprise Admin (central IT, 2–3 individuals)
Regional Manager (read-only analytics, user management for region)
Location Admin (Office Manager, local configuration)
Clinical User (Providers, standard diagnostic access)
Limited User (Hygienists, view-only where applicable) ☐ Establish centralized credentialing process for provider onboarding/offboarding ☐ Document license management process (how licenses move when staff transfers between locations)

Internal Stakeholder Alignment

Stakeholder Alignment Map

Stakeholder	Role in Implementation	What They Need	Communication Frequency
Board/Investors	Approval of capital expenditure, strategic alignment	ROI projections, competitive positioning, risk mitigation	Monthly summary updates 🟣
CEO	Executive sponsorship, resource allocation	Timeline, budget, strategic narrative	Bi-weekly briefings 🟣
CDO	Clinical protocol approval, provider champion	Clinical workflow impact, quality metrics, liability considerations	Weekly during implementation 🟣
VP Operations	Operational execution, location coordination	Detailed playbook, resource requirements, timeline	Owns implementation—daily involvement
CFO	Budget approval, ROI tracking	Cost breakdown, measurement framework, vendor terms	Monthly financial reviews 🟣
CIO/IT Director	Technical implementation, security compliance	Technical specifications, integration requirements, support model	Daily during technical phases
Regional Managers	Location coordination, staff management	Location-specific timelines, training requirements, escalation paths	Weekly during their region's wave
Office Managers	Local execution, staff scheduling	Day-to-day playbook, training schedules, go-live checklists	Daily during location rollout
Lead Providers	Clinical adoption, peer influence	Clinical value proposition, workflow changes, override protocols	Weekly during training, as-needed after

Approval Requirements by Decision Type

Decision Type	Approval Required	Timeline to Obtain
Vendor contract execution	CEO + CFO + Legal	1–2 weeks
Capital expenditure (hardware)	CFO + Board (if >threshold)	2–4 weeks
Clinical protocol changes	CDO	1 week
Data sharing/BAA	Compliance + Legal	1 week
Rollout timeline and wave structure	VP Operations + CEO	1 week
Location selection for Wave 1	VP Operations + Regional Managers	3–5 days

Baseline Metrics to Capture ⚠️

Failure to capture baseline metrics is the #1 reason DSOs cannot demonstrate ROI. This step is non-negotiable.

Standardized Metric Definitions (Apply Uniformly Across All Locations)

Metric	Definition	Data Source	How to Calculate
Case Acceptance Rate	% of diagnosed conditions that proceed to treatment	PMS treatment plans	(Accepted treatment $ ÷ Presented treatment $) × 100
Average Diagnosis Time	Time from image capture to documented diagnosis	Timestamp analysis	Image capture timestamp to treatment plan creation timestamp
Radiographic Findings per Exam	Number of documented findings per imaging session	Clinical notes	Manual chart audit (sample 50 exams per location)
Claim Denial Rate (Imaging)	% of imaging-related claims denied on first submission	Billing system	Denied imaging claims ÷ Total imaging claims submitted
Retake Rate	% of images that require retaking	Imaging system logs	Retaken images ÷ Total images captured
CBCT Utilization Rate	% of eligible cases receiving CBCT	PMS + Imaging logs	CBCT scans ÷ Eligible case types (implant consults, endo, perio)
Secondary Findings Detection Rate	% of exams with incidental findings documented	Clinical notes	Chart audit—exams with documented incidental findings ÷ Total exams

Data Collection Protocol

☐ Pull 90 days of historical data from each location (minimum) ☐ Standardize data extraction queries/reports across all PMS systems ☐ Create centralized baseline database with location identifiers ☐ Calculate location-level metrics and portfolio-wide benchmarks ☐ Identify outlier locations for investigation (may indicate data quality issues) ☐ Document any locations with incomplete data and establish collection plans

Cross-Location Comparison Framework

Create a baseline scorecard per location:

Location	Case Accept %	Avg Dx Time	Findings/Exam	Denial Rate	Retake Rate	CBCT Util %
Loc 001	___	___	___	___	___	___
Loc 002	___	___	___	___	___	___
Portfolio Avg	___	___	___	___	___	___
Top Quartile	___	___	___	___	___	___

This framework enables post-implementation comparison and identification of which locations gain the most value.

3. Location Readiness Assessment

Scoring Framework

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

Factor 1: IT Infrastructure Maturity

Score	Criteria
1	Network <25 Mbps, hardware >5 years old, PMS version unsupported
2	Network 25–50 Mbps, hardware 4–5 years old, PMS version outdated but functional
3	Network 50–100 Mbps, hardware 2–3 years old, PMS current version
4	Network 100+ Mbps, hardware <2 years old, PMS current, previous successful tech implementations
5	Network 200+ Mbps dedicated, latest hardware, current PMS with API experience, centralized IT support on-site

Factor 2: Staff Tenure and Adaptability

Score	Criteria
1	>40% annual turnover, no previous tech implementations, reported resistance to change
2	25–40% turnover, one failed tech implementation, mixed technology comfort
3	15–25% turnover, successful tech implementations with external support, average adaptability
4	10–15% turnover, multiple successful tech implementations, proactive about learning
5	<10% turnover, staff-driven technology adoption, culture of continuous improvement

Factor 3: Patient Volume Impact

Score	Criteria	Risk/Reward Assessment
1	<50 patients/week	Low impact, low risk—minimal learning opportunity
2	50–100 patients/week	Moderate impact, low risk
3	100–150 patients/week	Good balance of impact and manageable risk
4	150–200 patients/week	High impact, moderate risk—strong pilot candidate
5	>200 patients/week	Highest impact but highest risk—not recommended for Wave 1

Note: For Wave 1 pilot selection, scores of 3–4 are optimal. Very high volume locations (5) should be Wave 2 or later.

Factor 4: Existing Tech Stack Compatibility

Score	Criteria
1	Non-standard PMS, proprietary imaging system, multiple legacy integrations
2	Major PMS but old version, some Planmeca hardware but older models
3	Standard PMS (Dentrix/Eaglesoft/Open Dental), mixed imaging hardware, basic integrations working
4	Standard PMS current version, majority Planmeca hardware, proven integration track record
5	Standard PMS with API, full Planmeca imaging suite, seamless existing integrations

Factor 5: Local Champion Availability

Score	Criteria
1	No identified champion, Office Manager overwhelmed, providers resistant
2	Potential champion identified but not confirmed, limited bandwidth
3	Champion identified and willing, limited prior training/leadership experience
4	Strong champion identified, previous training experience, respected by team
5	Natural leader identified, technology advocate, previous successful implementation leadership, dedicated time allocated

Composite Readiness Score Calculation

Factor	Weight	Rationale
IT Infrastructure	25%	Technical foundation is prerequisite
Staff Adaptability	25%	People factors determine adoption
Patient Volume	15%	Balances learning opportunity with risk
Tech Stack Compatibility	20%	Reduces integration complexity
Local Champion	15%	Accelerates local adoption

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

Location Readiness Assessment Template

Location	IT (1–5)	Staff (1–5)	Volume (1–5)	TechStack (1–5)	Champion (1–5)	Composite	Wave
Loc 001	___	___	___	___	___	___	___
Loc 002	___	___	___	___	___	___	___

Recommended Rollout Sequence Based on Scores

Wave Assignment Criteria

Composite Score	Wave Assignment	Rationale
4.0–5.0	Wave 1 (Pilot)	Highest readiness, lower risk of failure, best learning environment
3.0–3.9	Wave 2	Good readiness, benefit from Wave 1 learnings
2.5–2.9	Wave 3	Address readiness gaps identified in scoring before rollout
<2.5	Remediation Required	Do not schedule until specific factors improved

Beyond composite score, Wave 1 pilot locations should also meet these criteria: ☐ Geographic diversity (if relevant to your operations—different regions may have different challenges) ☐ Representative specialty mix (at least one general, one specialty if applicable) ☐ Different PMS systems represented (if your portfolio has variation) ☐ Regional manager who is supportive and available ☐ Not undergoing other major changes (renovation, leadership transition, etc.)

4. Rollout Strategy

Recommended Wave Structure

Overview

Wave	# Locations	Timeline	Purpose
Wave 1 (Pilot)	2–3	Weeks 3–6	Validate integration, training model, workflow; capture lessons
Wave 2 (Expansion)	5–8	Weeks 7–12	Scale validated approach, stress-test support model
Wave 3 (Full Deployment)	Remaining	Weeks 13–20	Efficient execution of proven playbook

Wave 1: Pilot Phase (Weeks 3–6)

Selection Criteria for Wave 1 Locations: ☐ Composite readiness score ≥4.0 ☐ Patient volume score of 3–4 (meaningful throughput without overwhelming risk) ☐ Enthusiastic and capable local champion confirmed ☐ Office Manager tenure >1 year ☐ No major competing initiatives during pilot period ☐ Regional Manager willing to provide extra oversight ☐ 🟣 Geographic accessibility for in-person support visits (recommended for at least one pilot location)

Wave 1 Timeline:

Week	Activities
Week 3	🔵 Technical installation and configuration; integration testing
Week 4	Champion training; staff training; parallel workflow testing
Week 5	Go-live; intensive support; daily check-ins
Week 6	Stabilization; lessons learned documentation; Wave 2 refinement

Wave 1 Success Metrics (Required for Go/No-Go Decision):

≥90% of imaging sessions using AI assist by end of week 2
Zero critical integration failures lasting >4 hours
≥80% staff confidence rating (pulse survey)
No patient complaints attributable to AI workflow
Documented workflow adjustments captured and incorporated

Wave 2: Expansion Phase (Weeks 7–12)

Selection Criteria for Wave 2 Locations: ☐ Composite readiness score ≥3.0 ☐ No critical blockers identified in IT or Tech Stack factors ☐ Champion identified (may have lower experience than Wave 1) ☐ Can accommodate training schedule within timeline

Wave 2 Timeline:

Week	Activities
Week 7	Pre-work validation; champion training (train-the-trainer) for Wave 2
Week 8–9	Staggered installations (2–3 locations per week) 🔵
Week 10	Staff training delivery by local champions
Week 11	Staggered go-lives (2–3 locations per week)
Week 12	Stabilization; Wave 3 preparation

Wave 2 Adjustments Based on Wave 1 Learnings:

Updated training materials based on common questions
Refined troubleshooting guides based on actual issues
Adjusted configuration templates based on provider feedback
Updated timeline estimates based on actual durations

Wave 3: Full Deployment (Weeks 13–20)

Wave 3 Approach:

Deploy remaining locations in batches of 3–5 per week
Champions from Wave 1 and 2 available as peer mentors
Templated approach with minimal customization
Central team shifts from hands-on support to escalation-only

Wave 3 Considerations for Lower-Readiness Locations: ☐ Pre-wave remediation activities (infrastructure upgrades, additional champion training) ☐ Extended parallel run period if staff adaptability score <3 ☐ On-site support for first 2 days of go-live if champion score <3 ☐ Weekly (vs. daily) check-ins may extend to 2 weeks for struggling locations

Go/No-Go Criteria Between Waves

Advancing from Wave 1 to Wave 2 🟣

Criterion	Threshold	Evidence Required
Technical Stability	Zero unresolved critical issues	Issue log review
Workflow Integration	Documented workflow operating as designed	Champion sign-off
Staff Adoption	≥80% staff reporting comfort with new workflow	Pulse survey results
Clinical Acceptance	Provider feedback neutral or positive	Provider interview or survey
Support Model	Vendor support responsiveness meeting SLA	Ticket response time analysis
Lessons Captured	Wave 1 retrospective completed	Documentation

Decision Meeting: VP Operations + CDO + IT Director + Regional Managers involved in Wave 1

Advancing from Wave 2 to Wave 3 🟣

Criterion	Threshold	Evidence Required
Technical Stability	Critical issues resolved within 24 hours	Issue log analysis
Train-the-Trainer Model	≥90% of Wave 2 training delivered by champions	Training records
Workflow Consistency	Consistent workflow across Wave 1 and 2 locations	Workflow audit
Support Model Scaled	Vendor and internal support handled volume	Ticket volume and resolution metrics
Measurable Early Indicators	At least one leading indicator trending positive	Metrics dashboard

Rollback Plan ⚠️

Critical for protecting patient care and organizational reputation if a wave encounters significant issues.

Rollback Triggers

Trigger	Response	Decision Maker
Patient safety concern	Immediate local rollback + investigation	CDO + VP Operations
Critical integration failure affecting patient data	Pause wave, assess scope	IT Director + VP Operations
>50% of locations in a wave reporting critical issues	Pause wave, vendor escalation	VP Operations + CIO
Provider refusal to use system at ≥2 locations	Pause affected locations, investigate	CDO

Rollback Procedure

Communicate immediately to affected location(s) that parallel workflow should resume
Document the specific issue(s) prompting rollback
Notify vendor and engage escalation support 🔵
Brief leadership within 24 hours (VP Operations, CDO, CEO as appropriate) 🟣
Establish remediation plan with vendor and internal team
Set criteria for re-engagement (what needs to be true before resuming)
Communicate timeline to affected locations

Isolation Principle

Rollback at one location should NOT automatically trigger rollback at other locations unless:

The issue is systemic (affecting the central platform)
The issue is likely to occur at other locations due to shared configuration

5. Configuration & Integration (Weeks 2–3)

Step-by-Step Integration: Practice Management Systems

Dentrix Integration

Step	Action	Owner	Est. Time
1	Verify Dentrix version (18.0+ required)	Location IT/Office Manager	15 min
2	Install Planmeca Bridge module from Dentrix App Center	Central IT 🔵	30 min
3	Configure patient demographic sync (Name, DOB, Chart #)	Central IT	30 min
4	Map procedure codes between Dentrix and Romexis	Clinical Lead	1 hour
5	Test patient sync with 5–10 test patients	Local Champion	1 hour
6	Configure automatic image attachment to patient record	Central IT	30 min
7	Validate clinical notes integration (if applicable)	Clinical Lead	30 min
8	⚠️ Test in production with real patient (non-destructive test)	Local Champion	30 min

Eaglesoft Integration

Step	Action	Owner	Est. Time
1	Verify Eaglesoft version (21.0+ required)	Location IT/Office Manager	15 min
2	Install Planmeca Romexis TWAIN bridge	Central IT 🔵	45 min
3	Configure Eaglesoft > Imaging > External Imaging setup	Central IT	30 min
4	Map patient identifiers (Account #, Chart #)	Central IT	30 min
5	Test patient launch from Eaglesoft chart	Local Champion	45 min
6	Configure image storage location (network path)	Central IT	30 min
7	⚠️ Validate image appears in patient chart post-capture	Local Champion	30 min

Open Dental Integration

Step	Action	Owner	Est. Time
1	Verify Open Dental version (21.1+ required)	Location IT/Office Manager	15 min
2	Configure Open Dental > Setup > Imaging Devices	Central IT	30 min
3	🔵 Obtain Planmeca bridge configuration file from vendor	Central IT	Varies
4	Configure bridge executable path and parameters	Central IT	45 min
5	Test patient context launch	Local Champion	30 min
6	Configure automatic image import path	Central IT	30 min
7	Validate complete round-trip workflow	Local Champion	45 min

Imaging System Integration

Planmeca Hardware Configuration (Romexis)

Step	Action	Owner	Est. Time
1	🔵 Update Romexis to version 6.4.2+ (AI module compatible)	Planmeca Tech	2 hours
2	🔵 Install AI Analysis module license	Planmeca Tech	30 min
3	Configure image acquisition defaults per modality	Clinical Lead + Planmeca	1 hour
4	Enable AI auto-analysis on image capture	Central IT	15 min
5	Configure AI finding sensitivity thresholds	CDO/Clinical Lead 🟣	1 hour
6	Set up AI report templates (what findings appear, format)	Clinical Lead	2 hours
7	Configure cloud sync for centralized analytics	Central IT	1 hour
8	Test complete imaging workflow (capture > AI analysis > PMS record)	Local Champion	1 hour

Third-Party Sensor/CBCT Integration

If locations have non-Planmeca imaging hardware:

☐ Verify DICOM compliance of third-party equipment ☐ 🔵 Confirm Planmeca AI supports the specific manufacturer/model ☐ Configure DICOM routing to Romexis ☐ ⚠️ Test AI analysis accuracy with third-party images (may have reduced feature set) ☐ Document any limitations for affected locations

Test Environment Setup

Recommended Approach: Centralized Test Environment

☐ 🔵 Request Planmeca provision a dedicated test tenant ☐ Populate with de-identified test patient data (minimum 100 records) ☐ Include representative images across modalities (PA, BW, Pano, CBCT) ☐ Configure test environment to mirror production settings ☐ Grant access to central IT team and Wave 1 champions

Validation Checklist (Execute in Test, Repeat in Production)

Test	Expected Result	Pass/Fail
Patient demographic sync	Patient appears correctly in Romexis	☐
Image capture triggers AI	AI analysis appears within 30 seconds	☐
AI findings overlay display	Findings visible on image with clickable regions	☐
Findings report generation	PDF/structured report generated on demand	☐
Report attaches to PMS	Report accessible from patient chart	☐
Multiple image series	Workflow handles FMX, BWX, Pano sequentially	☐
CBCT analysis	3D AI analysis completes within 5 minutes	☐
User permissions	Different user roles see appropriate features	☐
Concurrent users	System handles multiple simultaneous sessions	☐

Data Migration / Historical Image Ingestion

Optional but high-value for retrospective analysis and AI training

Historical Image Assessment

☐ Inventory total historical images by location and modality ☐ Assess image format compatibility (DICOM, JPEG, proprietary) ☐ Estimate storage requirements for centralized ingestion ☐ 🟣 Decide: Full historical ingestion vs. forward-only vs. selective (recent 2 years)

Recommendation: Forward-only for initial deployment; historical ingestion as Phase 2 project

If Proceeding with Historical Ingestion

☐ 🔵 Engage Planmeca data services team for migration support ☐ Export images in DICOM format where possible ☐ Map historical patient IDs to current PMS identifiers ☐ Execute batch import during off-hours ☐ Validate import accuracy (sample 5% of records) ☐ ⚠️ Do not delete source data until validation complete

Security and HIPAA Compliance Verification

Enterprise-Level HIPAA Checklist

Requirement	Verification	Owner	Status
Business Associate Agreement (BAA) executed	Document on file	Legal	☐
Data encryption at rest (AES-256)	🔵 Vendor confirmation	IT/Compliance	☐
Data encryption in transit (TLS 1.2+)	🔵 Vendor confirmation	IT/Compliance	☐
Access logging enabled	Configuration verification	IT	☐
Audit log retention (6 years)	🔵 Vendor policy confirmation	Compliance	☐
Data residency (US-based servers)	🔵 Vendor confirmation	Compliance	☐
Breach notification procedures	Documented in BAA	Legal/Compliance	☐
User access termination process	Documented procedure	IT/HR	☐
Minimum necessary access configured	RBAC review	IT	☐
Risk assessment completed	Internal documentation	Compliance	☐

Access Control Verification

☐ Verify terminated employee accounts are deactivated within 24 hours ☐ Confirm provider NPI/license validation in credentialing workflow ☐ Test that role restrictions function as configured (e.g., front desk cannot modify AI settings) ☐ Document access review schedule (quarterly recommended)

Configuration Standardization

Settings to Standardize Centrally

Setting	Recommended Standard	Rationale
AI detection sensitivity	Medium (default)	Balance of sensitivity/specificity; adjust only with CDO approval
Findings display format	Overlay + sidebar	Consistent provider experience
Report template	Enterprise standard template	Consistent documentation
Auto-analysis trigger	On image capture	Immediate workflow integration
Cloud sync	Enabled	Required for centralized analytics
User timeout	15 minutes	Security standard
Image retention	Per enterprise policy	Compliance consistency

Settings Allowing Location Discretion

Setting	Why Variable	Guardrails
Provider-specific finding display preferences	Individual workflow comfort	Must not disable AI entirely
Report generation timing (immediate vs. end of exam)	Workflow variation	Either option acceptable
Additional finding categories (specialty-specific)	Case mix differences	Additions only, not removals
Alert thresholds for specific conditions	Provider expertise variation	Minimum thresholds maintained

6. Team Training Plan

Train-the-Trainer Model

Overview

Rather than centralizing all training, DSOs achieve faster deployment and better local adoption by certifying Location Champions to deliver training to their teams.

Champion Responsibilities:

Complete comprehensive train-the-trainer certification
Deliver role-specific training to all location staff
Serve as first-line support for workflow questions
Collect and escalate feedback to regional/central team
Lead go-live day at their location
Track training completion for their staff

Champion Selection Criteria

☐ Tenure at location ≥12 months ☐ Respected by both clinical and administrative team ☐ Demonstrated technology aptitude (not necessarily expertise) ☐ Willingness to dedicate time to implementation (estimate 10–15 hours during rollout) ☐ Available for 2-hour train-the-trainer session ☐ Able to attend office during go-live week (no PTO) ☐ Ideally: provider OR Office Manager (credibility with different audiences)

Champion Certification Process

Step	Activity	Duration	Format
1	Complete Planmeca online learning modules	2 hours	Self-paced 🔵
2	Attend live train-the-trainer webinar	2 hours	Virtual 🔵
3	Practice teaching back core modules	1 hour	Peer practice
4	Pass certification quiz (80% threshold)	30 min	Online 🔵
5	Receive trainer materials and presentation deck	—	Central team

Standardized Training Materials (Centrally Developed)

Central team creates, Champions deliver locally:

Materials Package per Role

Providers (Dentists, Specialists):

Training presentation deck (30 slides, 45-minute delivery)
Clinical workflow video walkthrough (10 minutes)
AI interpretation guide (how to read AI findings, confidence indicators)
Override protocol documentation (when and how to disagree with AI)
Day 1 cheat sheet (see below)

Hygienists:

Training presentation deck (15 slides, 20-minute delivery)
Hygienist touchpoint quick reference
Patient communication script if they discuss images
Day 1 cheat sheet

Front Desk / Office Manager:

Training presentation deck (20 slides, 30-minute delivery)
Administrative function guide (reporting, user management basics)
Troubleshooting tier 1 guide
Patient communication scripts
Day 1 cheat sheet

Billing/Insurance Staff:

Training presentation deck (10 slides, 15-minute delivery)
Documentation requirements for AI-assisted diagnosis
Code selection guidance (if AI impacts CDT code selection)
Day 1 cheat sheet

Role-Specific Training Outlines (For Champion Delivery)

Providers (Dentists/Specialists) — 45 Minutes

Module 1: What Planmeca AI Does (10 min)

Overview of AI detection capabilities (caries, bone loss, periapical pathology, anatomical landmarks)
How AI complements (not replaces) clinical judgment
Accuracy and confidence indicators explained

Module 2: Workflow Integration (15 min)

Step-by-step: Patient seated → Image captured → AI analysis appears
Reviewing AI findings on-screen
Accepting, modifying, or overriding AI suggestions
Documenting your clinical decision

Module 3: AI Interpretation Deep Dive (15 min)

Reading confidence scores
Understanding false positives and negatives
When AI is most/least reliable
Cases that require extra scrutiny

Module 4: Documentation and Liability (5 min)

AI as clinical decision support, not autonomous diagnosis
Documentation standards for AI-assisted findings
Compliance with standard of care

Common Resistance Points & Responses:

Resistance	Response
"This will slow me down"	Initial learning curve, but studies show 30% faster image review after 2 weeks
"I don't trust AI to diagnose"	AI doesn't diagnose—you do. It highlights areas for your review.
"What about liability?"	AI documentation supports your clinical decision-making. Override is always available and documented.
"My clinical skills are being replaced"	AI catches what you might see, plus occasional findings humans miss. Your expertise interprets and treatment plans.

Hygienists — 20 Minutes

Module 1: AI in Your Workflow (10 min)

When you'll see AI analysis (if acquiring images)
What to communicate to the provider
What NOT to communicate to patients (avoid diagnosing)

Module 2: Patient Communication (10 min)

How to explain "the computer helps the doctor review your x-rays"
Handling patient questions about AI
When to defer to the provider

Common Resistance Points & Responses:

Resistance	Response
"This isn't my job"	Your workflow doesn't change significantly. Awareness helps the whole team.
"Patients will ask me questions"	We'll give you scripts for common questions. Complex questions go to the provider.

Front Desk / Office Manager — 30 Minutes

Module 1: Understanding the Technology (10 min)

What the system does (high level)
How it appears in the patient workflow
What staff and patients will experience

Module 2: Administrative Functions (15 min)

Accessing reports and usage dashboards
Managing user accounts (if applicable)
Basic troubleshooting (restart procedures, who to call)

Module 3: Patient Communication (5 min)

Front desk scripts for patient questions
Scheduling considerations (imaging appointments unchanged)

Common Resistance Points & Responses:

Resistance	Response
"More technology to manage"	Day-to-day, it runs automatically. Admin is minimal.
"What if it breaks during a busy day?"	Rollback to manual workflow is simple. It's adding a layer, not replacing the core process.

Billing/Insurance Staff — 15 Minutes

Module 1: Documentation Impact (10 min)

How AI findings appear in clinical notes
What documentation supports claims
Any changes to imaging CDT codes (typically none)

Module 2: Claim Considerations (5 min)

AI-assisted diagnosis doesn't change coding
Documentation best practices for AI-supported treatment plans

Training Completion Tracking

Central Training Dashboard

Location	Champion Certified	Providers Complete	Hygienists Complete	Front Desk Complete	Billing Complete	Ready for Go-Live
Loc 001	☐	/	/	/	/	☐
Loc 002	☐	/	/	/	/	☐

Training Completion Requirements

Providers: 100% completion required before location go-live
Hygienists: 100% completion required before location go-live
Front Desk: 100% completion required before location go-live
Billing: Best effort; can complete within first week post-go-live

☐ Champion submits training completion attestation to Regional Manager ☐ Regional Manager verifies and updates central dashboard ☐ Central team confirms readiness before approving go-live date

Day 1 Cheat Sheets (Single Page Each)

Provider Day 1 Cheat Sheet

╔══════════════════════════════════════════════════════════════════╗
║           PLANMECA AI — PROVIDER QUICK REFERENCE                 ║
╠══════════════════════════════════════════════════════════════════╣
║ VIEWING AI FINDINGS                                              ║
║ • Findings appear automatically after image capture              ║
║ • Click any highlighted area to see detail                       ║
║ • Color coding: RED=High confidence | YELLOW=Moderate | BLUE=Low ║
║                                                                  ║
║ ACCEPTING/MODIFYING FINDINGS                                     ║
║ • Click finding → "Accept" to confirm                            ║
║ • Click finding → "Modify" to adjust                             ║
║ • Click finding → "Dismiss" if false positive                    ║
║                                                                  ║
║ IMPORTANT REMINDERS                                              ║
║ • AI is decision SUPPORT, not decision MAKER                     ║
║ • Your clinical judgment always takes precedence                 ║
║ • Document your clinical reasoning, especially if overriding     ║
║                                                                  ║
║ HELP DESK                                                        ║
║ • First: Ask your Location Champion [NAME, EXTENSION]            ║
║ • Second: Call IT support [NUMBER]                               ║
║ • Emergency: Vendor support [NUMBER]                             ║
╚══════════════════════════════════════════════════════════════════╝

Hygienist Day 1 Cheat Sheet

╔══════════════════════════════════════════════════════════════════╗
║           PLANMECA AI — HYGIENIST QUICK REFERENCE                ║
╠══════════════════════════════════════════════════════════════════╣
║ YOUR WORKFLOW                                                    ║
║ • Acquire images as usual—AI runs automatically                  ║
║ • You'll see AI overlays appear—no action required from you      ║
║ • Provider will review AI findings during exam                   ║
║                                                                  ║
║ PATIENT QUESTIONS — SAY THIS:                                    ║
║ "Our imaging system has technology that helps the doctor         ║
║ review your x-rays more thoroughly. They'll discuss anything     ║
║ important with you during your exam."                            ║
║                                                                  ║
║ DO NOT:                                                          ║
║ • Interpret AI findings for patients                             ║
║ • Indicate whether AI "found something"                          ║
║                                                                  ║
║ SOMETHING WRONG?                                                 ║
║ • Images not capturing: Restart Romexis software                 ║
║ • AI not appearing: Continue as normal, notify Champion          ║
║                                                                  ║
║ CHAMPION: [NAME, EXTENSION]                                      ║
╚══════════════════════════════════════════════════════════════════╝

(Similar cheat sheets for Front Desk and Billing, tailored to their workflows)

Ongoing Training Cadence

New Hire Training

When	What	Who Delivers	Duration
Day 1	Include in orientation: Planmeca AI overview	Office Manager	15 min
Week 1	Complete role-specific training module	Location Champion	Per role
Week 1	Supervised use of system	Champion or peer	Ongoing
Week 2	Competency verification	Champion	15 min

Quarterly Refreshers

15-minute video update on any new features or workflow changes
Distributed by central team, tracked by champions
Required viewing with attestation

Annual Retraining

All staff complete updated training module annually
Incorporates lessons learned, best practices, updates
Tracked in training dashboard

7. Change Management

Board/Investor Updates 🟣

Frequency	Content	Format	Owner
Monthly (during implementation)	Rollout status, locations live, early indicators	Email summary + dashboard link	VP Operations
Quarterly	Full progress report, ROI tracking, strategic narrative	Board deck (5 slides)	CEO + VP Operations
Ad hoc	Material issues or acceleration opportunities	Direct communication	CEO

Key Messages for Board/Investors:

AI investment positions the organization for competitive advantage in diagnostics
Standardized detection improves clinical quality and reduces variation
Data aggregation enables portfolio-level insights unavailable to independent practices
Early indicators suggest [X% improvement in Y metric]

CEO/C-Suite Updates 🟣

Frequency	Content	Format
Bi-weekly	Wave progress, blockers, resource needs	Standup meeting (15 min)
Weekly (during go-live weeks)	Daily status as needed	Slack/email update
Monthly	Consolidated progress report	Written summary

Regional Manager Briefing Guide

Use this template to cascade rollout information to regional managers.

Pre-Wave Briefing Agenda (30 minutes)

Overview: Which locations in this wave, timeline (5 min)
Location Readiness: Summary of readiness scores, any concerns (5 min)
Your Role: What Regional Manager needs to do before, during, after go-live (10 min)
Resources: Champion contacts, support escalation, training materials (5 min)
Q&A (5 min)

Regional Manager Responsibilities

Phase	Responsibility
Pre-Wave	Confirm champion readiness; ensure Office Manager aware of timeline
During Rollout	Available for escalation; conduct daily check-in with champions in wave
Go-Live Week	Physically visit at least one location (if practical); available by phone
Post-Launch	Weekly review of location metrics; address adoption issues

Escalation Authority

Regional Managers have authority to:

Delay a location's go-live by up to 1 week for readiness issues
Approve local workflow variations within guardrails
Request additional support resources for struggling locations

Regional Managers must escalate to VP Operations:

Requests to skip or indefinitely delay a location
Provider resistance requiring CDO involvement
Resource requests exceeding budget

Multi-Location Staff Resistance Framework

Anticipating Resistance Patterns

Resistance Type	Common Manifestation	Likely Locations	Intervention
Fear of Job Loss	"Will AI replace me?"	Lower-tenure staff	Clear messaging: AI augments, doesn't replace
Clinical Skepticism	"AI can't diagnose like I can"	Experienced providers	Emphasize decision support; share validation data
Workflow Disruption	"This will slow me down"	High-volume locations	Focus on efficiency gains after learning curve
Technology Anxiety	"I'm not good with computers"	Older staff, high-turnover locations	Extra training time; peer buddy system
Change Fatigue	"Another new system"	Locations with recent changes	Acknowledge fatigue; emphasize stability post-implementation

Intervention Toolkit

For Individual Resistance:

Champion has 1:1 conversation to understand specific concerns
Address concerns with tailored information (provide talking points to champions)
If unresolved, Regional Manager conversation
For providers: CDO peer conversation if needed

For Location-Wide Resistance:

Office Manager and Champion assess root cause
Regional Manager visit to reinforce commitment and address concerns
Consider delaying go-live until addressed (not indefinitely)
Document learnings for other locations

⚠️ Warning Signs of Systemic Resistance:

Champion resignation or disengagement
Office Manager actively or passively undermining
Multiple providers at same location expressing concerns
Staff turnover spike during rollout period

Internal Marketing

Naming the Initiative

Create a simple, memorable name for the rollout. Suggestions:

"Clarity Initiative" (emphasizes diagnostic clarity)
"See More" (simple, describes the value)
"[DSO Name] AI Imaging Upgrade" (direct)

Why It Matters: A named initiative creates shared identity, easier reference in communications, and sense of progress.

Creating Momentum

Tactic	When	Owner
Kickoff announcement from CEO	Week 1	CEO
Champion spotlight in internal newsletter	Monthly	Marketing/Comms
"Go-live day" celebration (small)	Each go-live	Office Manager
Metrics milestones shared	Monthly	VP Operations
Provider testimonial video	After Wave 1	Marketing/Comms

Celebrating Milestones

Milestone	Celebration	Communication
Wave 1 complete	Lunch/gift cards for pilot location staff	Company-wide announcement
50% locations live	Mid-point celebration	CEO video message
100% locations live	Full completion recognition	All-hands meeting mention; bonuses for champions
First ROI results	Share data widely	Board update; staff communication

8. Go-Live Day Runbook

Standardized Go-Live Checklist (Every Location)

Pre-Go-Live (Day Before)

Time	Action	Owner	Verify
AM	Final configuration verification	Central IT	☐
AM	Test patient workflow end-to-end	Champion	☐
Noon	Confirm all staff completed training	Champion	☐
PM	Brief entire team on tomorrow's plan	Champion	☐
PM	Verify support contact information posted	Office Manager	☐
EOD	Final system check, verify integrations active	Central IT	☐

Go-Live Day: Hour-by-Hour Schedule

Time	Activity	Who	Notes
30 min before open	System verification—all workstations	Champion
Opening	Brief team huddle (5 min)	Champion	Confirm everyone knows their role
First 2 hours	Champion shadows all imaging sessions	Champion	Hands-on support
Mid-morning	First check-in with Regional Manager	Champion	Report any issues
Noon	Team check-in—gather initial feedback	Champion
Noon	Lunch break—Regional Manager call	Champion	Status update
Afternoon	Champion available for questions (not shadowing)	Champion
3 PM	Check-in with Central Team	Champion	Log issues, questions
End of day	Team debrief (10 min)	Champion	What worked, what didn't
After close	Submit Go-Live Day report	Champion	Standard form

Who Needs to Be On-Site or On-Call

Role	Location	Availability	Contact
Location Champion	On-site	Full day	[Mobile]
Office Manager	On-site	Full day	[Mobile]
Regional Manager	On-call (phone)	Full day	[Mobile]
Central IT Support	On-call (remote)	Full day	[Support line]
Vendor Support	On-call (remote)	Full day	[Vendor support line] 🔵
VP Operations	On-call (escalation)	As needed	[Mobile]

Known Gotchas and Troubleshooting

Common First-Day Issues

Issue	Symptoms	Solution	Resolution Time
⚠️ AI analysis not appearing	Image captures but no overlay	Verify AI module active; restart Romexis; check internet	5–15 min
⚠️ Slow analysis	AI overlay takes >60 seconds	Check network speed; reduce other network traffic	5 min
Patient data mismatch	Wrong patient in Romexis	Verify PMS bridge launching correctly; re-launch from PMS	2 min
Integration failure	Images not syncing to PMS	Restart bridge service; verify credentials	10–20 min
Workstation performance	System sluggish	Close unnecessary applications; verify hardware meets spec	5 min
Provider can't see findings	Blank overlay	Verify user permissions; refresh display	5 min
⚠️ Critical: System unresponsive	Romexis won't launch	Restart workstation; call IT if unresolved	15 min; escalate

Escalation Tiers

Tier 1: Location Champion (resolve in <15 min)

First-line troubleshooting
User questions and workflow support
Basic system restarts

Tier 2: Regional Manager + Central IT (resolve in <1 hour)

Issues Champion cannot resolve
Configuration questions
Multi-user or location-wide issues

Tier 3: Vendor Support 🔵 (resolve in <4 hours)

Software bugs
Integration failures
Issues requiring code or backend changes

Tier 4: VP Operations + CDO (as needed)

Decisions about workflow changes
Provider escalations
Decision to pause or rollback

First-Week Daily Check-In Protocol

Daily Check-In Format (Champion → Regional Manager → Central Team)

Submit by End of Each Day (Days 1–5):

LOCATION: _______________
DATE: _______________

IMAGING SESSIONS TODAY: _______________
AI ANALYSIS USED: _____ / _____ (XX%)

ISSUES ENCOUNTERED:
[ ] None
[ ] Minor (describe): _______________
[ ] Major (describe): _______________

ISSUE STATUS:
[ ] Resolved
[ ] Pending—help needed

STAFF FEEDBACK (1 = Struggling, 5 = Confident):
Providers: ___
Hygienists: ___
Front Desk: ___

PATIENT FEEDBACK:
[ ] No comments
[ ] Positive comments: _______________
[ ] Concerns: _______________

CHAMPION CONFIDENCE (1–5): ___

ANYTHING NEEDED FROM CENTRAL TEAM?
_______________

Central Team Aggregation

Central team compiles all location reports daily during go-live weeks and produces:

Daily summary for VP Operations
Issue tracker for unresolved items
Trend analysis across locations

Patient Communication Script (If Patient-Facing)

Use when patients notice AI overlays or ask about the technology.

For Providers:

"You might notice some highlights on your x-ray images. We've implemented advanced imaging software that helps me review your x-rays more thoroughly. It's similar to spell-check for documents—it highlights areas for me to look at, but I make all the clinical decisions. It's just another tool to make sure we don't miss anything important for your health."

For Front Desk (if patients ask):

"Our office has upgraded to an advanced imaging system that helps our doctors review x-rays more carefully. It's part of our commitment to providing you with the best care. The doctor will explain anything they find during your appointment."

For Hygienists:

"Yes, we have new imaging technology that assists Dr. [Name] in reviewing your x-rays. They'll go over everything with you during your exam."

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

Weekly Metrics Review Cadence

Week-by-Week Focus

Week	Focus Area	Key Metrics	Review Owner
Week 1	Stabilization	System uptime, usage rate, critical issues	Central IT + Champion
Week 2	Adoption	Usage rate trending, staff confidence	Regional Manager + Champion
Week 3	Workflow	Time-in-workflow, provider feedback	Champion + Office Manager
Week 4	Early Outcomes	Case acceptance (early), patient feedback	Regional Manager
Week 5–6	Optimization	Identify workflow refinements needed	VP Operations review
Week 7–8	ROI Readiness	Compile metrics for 60-day review	Central Team

30-Day Checkpoint

What "Good" Looks Like at 30 Days

Metric	Target	Red Flag
AI usage rate	≥90% of eligible imaging sessions	<70%
System uptime	≥99%	<95%
Staff confidence (survey)	≥4.0/5.0 average	<3.0
Provider adoption	100% of providers using regularly	Any provider refusing
Critical issues	Zero unresolved critical issues	>1 unresolved
Workflow time	No increase vs. baseline OR <10% increase	>25% increase
Patient complaints	Zero AI-related complaints	Multiple complaints

30-Day Review Meeting Agenda (Per Location)

Metrics review vs. targets (10 min)
Champion and Office Manager qualitative feedback (10 min)
Provider feedback summary (10 min)
Issues and resolutions (10 min)
Workflow refinements needed (10 min)
Next steps and support needs (10 min)

60-Day Checkpoint: ROI Assessment Framework

ROI Measurement Framework

Metric	Baseline (Pre-Implementation)	60-Day Actual	% Change	Notes
Case Acceptance Rate	__%	__%	___%	Primary revenue driver
Avg Diagnosis Time	__ min	__ min	___%	Efficiency gain
Radiographic Findings/Exam	__	__	___%	Detection improvement
Claim Denial Rate (Imaging)	__%	__%	___%	Documentation quality
Retake Rate	__%	__%	___%	Quality improvement
CBCT Utilization	__%	__%	___%	Appropriate technology use

Calculating Value

Incremental Revenue Model:

Baseline case acceptance: ___% → 60-day acceptance: ___%
Average treatment value: $___
Monthly treatment presentations: ___
Monthly incremental revenue = (New % - Old %) × Presentations × Avg Value

Efficiency Savings Model:

Time saved per imaging session: ___ minutes
Sessions per day: ___
Value of provider time per minute: $___
Monthly efficiency value = Sessions × Time Saved × Days × Value/Min

60-Day Review Report Structure 🟣

Executive Summary: One paragraph on overall status
Metrics Dashboard: Table above with all locations
ROI Calculation: Estimated value created to date
Success Stories: 2–3 specific clinical or operational wins
Challenges and Remediations: Honest assessment of issues and how they were addressed
Recommendations: Any proposed changes to workflow or configuration
Next 60-Day Outlook: What to expect as deployment matures

Staff Feedback Collection

5-Question Pulse Survey (Administer at Day 7, Day 30, Day 60)

PLANMECA AI — STAFF FEEDBACK SURVEY

Location: _______________
Role: [ ] Provider [ ] Hygienist [ ] Front Desk [ ] Billing [ ] Other
Date: _______________

1. How confident do you feel using the AI imaging system?
   [ ] 1 - Not confident [ ] 2 [ ] 3 - Neutral [ ] 4 [ ] 5 - Very confident

2. Has the AI system made your job easier, harder, or no change?
   [ ] Much easier [ ] Somewhat easier [ ] No change [ ] Somewhat harder [ ] Much harder

3. How well did the training prepare you to use the system?
   [ ] 1 - Not at all [ ] 2 [ ] 3 - Somewhat [ ] 4 [ ] 5 - Very well

4. How responsive has support been when you have questions or issues?
   [ ] 1 - Very poor [ ] 2 [ ] 3 - Adequate [ ] 4 [ ] 5 - Excellent

5. What one thing would most improve your experience with the AI system?
   _______________________________________________

Using Feedback Data

Aggregate by location and role for pattern identification
Share location-specific results with Champions and Office Managers
Escalate consistent negative feedback to Regional Manager
Incorporate feedback into workflow refinements and future training

Based on typical implementation patterns, anticipate these refinements:

Refinement	When It Arises	Action
AI sensitivity adjustment	Providers report too many/few findings	CDO reviews and approves sensitivity changes (centrally) 🟣
Report format preferences	Providers want different information display	Add customization within approved templates
Workflow sequencing	AI analysis timing doesn't fit exam flow	Adjust when analysis triggers (immediate vs. on demand)
Integration timing	PMS sync delays cause confusion	Tune sync frequency or trigger events
Training gaps	Specific tasks confusing to staff	Create micro-training videos for specific topics
Override documentation	Providers uncertain how to document overrides	Create quick reference for override workflow

Centralized Dashboard Structure

Location-Level Metrics (Visible to Office Manager, Champion, Regional Manager)

Metric	Week 1	Week 2	Week 3	Week 4	Trend
Usage Rate	__%	__%	__%	__%	↑↓→
Uptime	__%	__%	__%	__%	↑↓→
Staff Confidence	___	___	___	___	↑↓→
Issues Logged	___	___	___	___	↑↓→
(Future) Case Acceptance	__%	__%	__%	__%	↑↓→

Portfolio Aggregate Dashboard (Visible to Central Team, C-Suite)

Metric	All Locations	Top Quartile	Bottom Quartile	Target
Usage Rate	__%	__%	__%	95%
Uptime	__%	__%	__%	99%
Avg Staff Confidence	___	___	___	4.0+
Locations Fully Live	/	—	—	100% by Week ___
ROI Indicators	___	___	___	Varies

Quarterly Business Review Framework (Post Full Deployment)

QBR Element	Content	Presenter
Performance Summary	Metrics vs. targets for quarter	VP Operations
ROI Analysis	Calculated return by location and aggregate	Finance
Clinical Impact	Quality metrics, detection improvements, case studies	CDO
Operational Insights	What's working, what needs attention	Regional Managers
Vendor Relationship	Support performance, product feedback, roadmap	IT Director
Strategic Recommendations	Proposed changes for next quarter	VP Operations + CDO
Board-Ready Summary	1-page summary for board distribution	CEO

10. Centralized vs. Localized Decision Framework

Decision Area	Standardize Centrally	Allow Local Discretion
AI detection sensitivity thresholds	✅ CDO sets enterprise defaults	❌ Changes require CDO approval

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

Implementation Playbook — DSO · Group Practice

Planmeca

avized.com

Generated July 17, 2026

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

Planmeca — Implementation Playbook (DSO)

Planmeca Diagnostic Imaging AI Implementation Playbook

A Strategic Guide for Dental Support Organizations

1. Executive Summary

What Planmeca Diagnostic Imaging AI Does

Why DSOs Specifically Benefit from Diagnostic Imaging AI

Diagnostic imaging AI delivers compounding returns at scale that single practices cannot capture:

Standardization of Clinical Quality: Ensures consistent diagnostic protocols across all 15–50 locations, reducing variability in detection rates and treatment planning regardless of individual provider experience levels
Centralized Data Intelligence: Aggregates imaging analytics across your portfolio to identify trends, benchmark performance, and surface operational insights impossible to see at the location level
Leverage in Vendor Negotiations: Enterprise deployment creates partnership leverage for pricing, support SLAs, and feature roadmap influence
Accelerated Training ROI: Train once, deploy everywhere—your investment in training materials and champion development multiplies across every location
Risk Mitigation at Scale: Consistent AI-assisted detection creates defensible documentation standards, reducing malpractice exposure across your entire organization

Expected Timeline: Decision to Full Deployment

Phase	Timeline	Milestone
Pre-Implementation & Planning	Weeks 1–2	Infrastructure audit complete, baseline metrics captured
Wave 1 Pilot (2–3 locations)	Weeks 3–6	Pilot validation, lessons learned documented
Wave 2 Expansion (5–8 locations)	Weeks 7–12	Scaled deployment validated
Wave 3 Full Deployment (remaining locations)	Weeks 13–20	All locations live
Optimization & Stabilization	Weeks 21–26	Full ROI measurement capability

Total Timeline: 5–6 months for a 30-location DSO, with faster timelines possible for organizations with mature IT infrastructure and strong change management capabilities.

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

Technical Requirements

Hardware Requirements

Processor: Intel i7 (8th gen+) or AMD Ryzen 7 equivalent
RAM: 16GB minimum, 32GB recommended
GPU: NVIDIA GTX 1060 or higher (CUDA-enabled required for local processing)
Storage: 500GB SSD minimum with expansion capacity
Display: 1920x1080 minimum, medical-grade monitors recommended for diagnostic use ☐ Audit server capacity for centralized image storage (estimate 500MB–2GB per CBCT scan)

Network Requirements

Software Requirements

Integration Requirements

Vendor Onboarding Steps 🔵

Step	Action	Owner	Timeline
1	Execute enterprise Master Services Agreement (MSA)	Legal/CDO	Day 1–3 🟣
2	Complete Business Associate Agreement (BAA)	Compliance	Day 1–3
3	Establish dedicated Enterprise Account Manager contact	Vendor Relations	Day 3 🔵
4	Schedule technical kickoff call with Planmeca implementation team	IT Director	Day 4–5 🔵
5	Obtain enterprise license keys and deployment credentials	IT Director	Day 5–7 🔵
6	Confirm support tier and escalation contacts	Operations	Day 5–7 🔵
7	Receive access to Planmeca partner training portal	Training Lead	Day 7 🔵

Key Vendor Contacts to Establish

Enterprise Account Manager (commercial relationship)
Technical Implementation Specialist (deployment support)
Clinical Applications Specialist (training and workflow optimization)
Tier 2 Technical Support Lead (escalation path)
Customer Success Manager (ongoing relationship)

Data/Access Prerequisites

Enterprise-Level Requirements

Network Standards Across Locations

☐ 🟣 Decide: Centralized cloud processing vs. edge processing at each location

Recommendation: Hybrid model—cloud for CBCT AI analysis (higher compute), local for intraoral (lower latency) ☐ Establish minimum network SLAs for all locations (document exceptions and remediation plans) ☐ Standardize firewall rules and port configurations in central IT documentation

Centralized vs. Location-Level Hosting Decision 🟣

Model	Pros	Cons	Recommendation
Fully Centralized	Single point of management, consistent updates	Latency concerns, single point of failure	Best for <20 locations with strong connectivity
Hybrid	Balances control with performance	More complex architecture	Recommended for 15–50 location DSOs
Fully Distributed	Best performance, location resilience	Management overhead, version drift risk	Only if network infrastructure is poor

Identity & Access Management

☐ 🟣 Decide: SSO integration (SAML 2.0/OAuth) vs. standalone authentication

Recommendation: SSO integration with your existing identity provider reduces credential management burden ☐ Define role-based access control (RBAC) structure:
Enterprise Admin (central IT, 2–3 individuals)
Regional Manager (read-only analytics, user management for region)
Location Admin (Office Manager, local configuration)
Clinical User (Providers, standard diagnostic access)
Limited User (Hygienists, view-only where applicable) ☐ Establish centralized credentialing process for provider onboarding/offboarding ☐ Document license management process (how licenses move when staff transfers between locations)

Internal Stakeholder Alignment

Stakeholder Alignment Map

Stakeholder	Role in Implementation	What They Need	Communication Frequency
Board/Investors	Approval of capital expenditure, strategic alignment	ROI projections, competitive positioning, risk mitigation	Monthly summary updates 🟣
CEO	Executive sponsorship, resource allocation	Timeline, budget, strategic narrative	Bi-weekly briefings 🟣
CDO	Clinical protocol approval, provider champion	Clinical workflow impact, quality metrics, liability considerations	Weekly during implementation 🟣
VP Operations	Operational execution, location coordination	Detailed playbook, resource requirements, timeline	Owns implementation—daily involvement
CFO	Budget approval, ROI tracking	Cost breakdown, measurement framework, vendor terms	Monthly financial reviews 🟣
CIO/IT Director	Technical implementation, security compliance	Technical specifications, integration requirements, support model	Daily during technical phases
Regional Managers	Location coordination, staff management	Location-specific timelines, training requirements, escalation paths	Weekly during their region's wave
Office Managers	Local execution, staff scheduling	Day-to-day playbook, training schedules, go-live checklists	Daily during location rollout
Lead Providers	Clinical adoption, peer influence	Clinical value proposition, workflow changes, override protocols	Weekly during training, as-needed after

Approval Requirements by Decision Type

Decision Type	Approval Required	Timeline to Obtain
Vendor contract execution	CEO + CFO + Legal	1–2 weeks
Capital expenditure (hardware)	CFO + Board (if >threshold)	2–4 weeks
Clinical protocol changes	CDO	1 week
Data sharing/BAA	Compliance + Legal	1 week
Rollout timeline and wave structure	VP Operations + CEO	1 week
Location selection for Wave 1	VP Operations + Regional Managers	3–5 days

Baseline Metrics to Capture ⚠️

Failure to capture baseline metrics is the #1 reason DSOs cannot demonstrate ROI. This step is non-negotiable.

Standardized Metric Definitions (Apply Uniformly Across All Locations)

Metric	Definition	Data Source	How to Calculate
Case Acceptance Rate	% of diagnosed conditions that proceed to treatment	PMS treatment plans	(Accepted treatment $ ÷ Presented treatment $) × 100
Average Diagnosis Time	Time from image capture to documented diagnosis	Timestamp analysis	Image capture timestamp to treatment plan creation timestamp
Radiographic Findings per Exam	Number of documented findings per imaging session	Clinical notes	Manual chart audit (sample 50 exams per location)
Claim Denial Rate (Imaging)	% of imaging-related claims denied on first submission	Billing system	Denied imaging claims ÷ Total imaging claims submitted
Retake Rate	% of images that require retaking	Imaging system logs	Retaken images ÷ Total images captured
CBCT Utilization Rate	% of eligible cases receiving CBCT	PMS + Imaging logs	CBCT scans ÷ Eligible case types (implant consults, endo, perio)
Secondary Findings Detection Rate	% of exams with incidental findings documented	Clinical notes	Chart audit—exams with documented incidental findings ÷ Total exams

Data Collection Protocol

Cross-Location Comparison Framework

Create a baseline scorecard per location:

Location	Case Accept %	Avg Dx Time	Findings/Exam	Denial Rate	Retake Rate	CBCT Util %
Loc 001	___	___	___	___	___	___
Loc 002	___	___	___	___	___	___
Portfolio Avg	___	___	___	___	___	___
Top Quartile	___	___	___	___	___	___

This framework enables post-implementation comparison and identification of which locations gain the most value.

3. Location Readiness Assessment

Scoring Framework

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

Factor 1: IT Infrastructure Maturity

Score	Criteria
1	Network <25 Mbps, hardware >5 years old, PMS version unsupported
2	Network 25–50 Mbps, hardware 4–5 years old, PMS version outdated but functional
3	Network 50–100 Mbps, hardware 2–3 years old, PMS current version
4	Network 100+ Mbps, hardware <2 years old, PMS current, previous successful tech implementations
5	Network 200+ Mbps dedicated, latest hardware, current PMS with API experience, centralized IT support on-site

Factor 2: Staff Tenure and Adaptability

Score	Criteria
1	>40% annual turnover, no previous tech implementations, reported resistance to change
2	25–40% turnover, one failed tech implementation, mixed technology comfort
3	15–25% turnover, successful tech implementations with external support, average adaptability
4	10–15% turnover, multiple successful tech implementations, proactive about learning
5	<10% turnover, staff-driven technology adoption, culture of continuous improvement

Factor 3: Patient Volume Impact

Score	Criteria	Risk/Reward Assessment
1	<50 patients/week	Low impact, low risk—minimal learning opportunity
2	50–100 patients/week	Moderate impact, low risk
3	100–150 patients/week	Good balance of impact and manageable risk
4	150–200 patients/week	High impact, moderate risk—strong pilot candidate
5	>200 patients/week	Highest impact but highest risk—not recommended for Wave 1

Note: For Wave 1 pilot selection, scores of 3–4 are optimal. Very high volume locations (5) should be Wave 2 or later.

Factor 4: Existing Tech Stack Compatibility

Score	Criteria
1	Non-standard PMS, proprietary imaging system, multiple legacy integrations
2	Major PMS but old version, some Planmeca hardware but older models
3	Standard PMS (Dentrix/Eaglesoft/Open Dental), mixed imaging hardware, basic integrations working
4	Standard PMS current version, majority Planmeca hardware, proven integration track record
5	Standard PMS with API, full Planmeca imaging suite, seamless existing integrations

Factor 5: Local Champion Availability

Score	Criteria
1	No identified champion, Office Manager overwhelmed, providers resistant
2	Potential champion identified but not confirmed, limited bandwidth
3	Champion identified and willing, limited prior training/leadership experience
4	Strong champion identified, previous training experience, respected by team
5	Natural leader identified, technology advocate, previous successful implementation leadership, dedicated time allocated

Composite Readiness Score Calculation

Factor	Weight	Rationale
IT Infrastructure	25%	Technical foundation is prerequisite
Staff Adaptability	25%	People factors determine adoption
Patient Volume	15%	Balances learning opportunity with risk
Tech Stack Compatibility	20%	Reduces integration complexity
Local Champion	15%	Accelerates local adoption

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

Location Readiness Assessment Template

Location	IT (1–5)	Staff (1–5)	Volume (1–5)	TechStack (1–5)	Champion (1–5)	Composite	Wave
Loc 001	___	___	___	___	___	___	___
Loc 002	___	___	___	___	___	___	___

Recommended Rollout Sequence Based on Scores

Wave Assignment Criteria

Composite Score	Wave Assignment	Rationale
4.0–5.0	Wave 1 (Pilot)	Highest readiness, lower risk of failure, best learning environment
3.0–3.9	Wave 2	Good readiness, benefit from Wave 1 learnings
2.5–2.9	Wave 3	Address readiness gaps identified in scoring before rollout
<2.5	Remediation Required	Do not schedule until specific factors improved

4. Rollout Strategy

Recommended Wave Structure

Overview

Wave	# Locations	Timeline	Purpose
Wave 1 (Pilot)	2–3	Weeks 3–6	Validate integration, training model, workflow; capture lessons
Wave 2 (Expansion)	5–8	Weeks 7–12	Scale validated approach, stress-test support model
Wave 3 (Full Deployment)	Remaining	Weeks 13–20	Efficient execution of proven playbook

Wave 1: Pilot Phase (Weeks 3–6)

Wave 1 Timeline:

Week	Activities
Week 3	🔵 Technical installation and configuration; integration testing
Week 4	Champion training; staff training; parallel workflow testing
Week 5	Go-live; intensive support; daily check-ins
Week 6	Stabilization; lessons learned documentation; Wave 2 refinement

Wave 1 Success Metrics (Required for Go/No-Go Decision):

≥90% of imaging sessions using AI assist by end of week 2
Zero critical integration failures lasting >4 hours
≥80% staff confidence rating (pulse survey)
No patient complaints attributable to AI workflow
Documented workflow adjustments captured and incorporated

Wave 2: Expansion Phase (Weeks 7–12)

Wave 2 Timeline:

Week	Activities
Week 7	Pre-work validation; champion training (train-the-trainer) for Wave 2
Week 8–9	Staggered installations (2–3 locations per week) 🔵
Week 10	Staff training delivery by local champions
Week 11	Staggered go-lives (2–3 locations per week)
Week 12	Stabilization; Wave 3 preparation

Wave 2 Adjustments Based on Wave 1 Learnings:

Updated training materials based on common questions
Refined troubleshooting guides based on actual issues
Adjusted configuration templates based on provider feedback
Updated timeline estimates based on actual durations

Wave 3: Full Deployment (Weeks 13–20)

Wave 3 Approach:

Deploy remaining locations in batches of 3–5 per week
Champions from Wave 1 and 2 available as peer mentors
Templated approach with minimal customization
Central team shifts from hands-on support to escalation-only

Go/No-Go Criteria Between Waves

Advancing from Wave 1 to Wave 2 🟣

Criterion	Threshold	Evidence Required
Technical Stability	Zero unresolved critical issues	Issue log review
Workflow Integration	Documented workflow operating as designed	Champion sign-off
Staff Adoption	≥80% staff reporting comfort with new workflow	Pulse survey results
Clinical Acceptance	Provider feedback neutral or positive	Provider interview or survey
Support Model	Vendor support responsiveness meeting SLA	Ticket response time analysis
Lessons Captured	Wave 1 retrospective completed	Documentation

Decision Meeting: VP Operations + CDO + IT Director + Regional Managers involved in Wave 1

Advancing from Wave 2 to Wave 3 🟣

Criterion	Threshold	Evidence Required
Technical Stability	Critical issues resolved within 24 hours	Issue log analysis
Train-the-Trainer Model	≥90% of Wave 2 training delivered by champions	Training records
Workflow Consistency	Consistent workflow across Wave 1 and 2 locations	Workflow audit
Support Model Scaled	Vendor and internal support handled volume	Ticket volume and resolution metrics
Measurable Early Indicators	At least one leading indicator trending positive	Metrics dashboard

Rollback Plan ⚠️

Critical for protecting patient care and organizational reputation if a wave encounters significant issues.

Rollback Triggers

Trigger	Response	Decision Maker
Patient safety concern	Immediate local rollback + investigation	CDO + VP Operations
Critical integration failure affecting patient data	Pause wave, assess scope	IT Director + VP Operations
>50% of locations in a wave reporting critical issues	Pause wave, vendor escalation	VP Operations + CIO
Provider refusal to use system at ≥2 locations	Pause affected locations, investigate	CDO

Rollback Procedure

Communicate immediately to affected location(s) that parallel workflow should resume
Document the specific issue(s) prompting rollback
Notify vendor and engage escalation support 🔵
Brief leadership within 24 hours (VP Operations, CDO, CEO as appropriate) 🟣
Establish remediation plan with vendor and internal team
Set criteria for re-engagement (what needs to be true before resuming)
Communicate timeline to affected locations

Isolation Principle

Rollback at one location should NOT automatically trigger rollback at other locations unless:

The issue is systemic (affecting the central platform)
The issue is likely to occur at other locations due to shared configuration

5. Configuration & Integration (Weeks 2–3)

Step-by-Step Integration: Practice Management Systems

Dentrix Integration

Step	Action	Owner	Est. Time
1	Verify Dentrix version (18.0+ required)	Location IT/Office Manager	15 min
2	Install Planmeca Bridge module from Dentrix App Center	Central IT 🔵	30 min
3	Configure patient demographic sync (Name, DOB, Chart #)	Central IT	30 min
4	Map procedure codes between Dentrix and Romexis	Clinical Lead	1 hour
5	Test patient sync with 5–10 test patients	Local Champion	1 hour
6	Configure automatic image attachment to patient record	Central IT	30 min
7	Validate clinical notes integration (if applicable)	Clinical Lead	30 min
8	⚠️ Test in production with real patient (non-destructive test)	Local Champion	30 min

Eaglesoft Integration

Step	Action	Owner	Est. Time
1	Verify Eaglesoft version (21.0+ required)	Location IT/Office Manager	15 min
2	Install Planmeca Romexis TWAIN bridge	Central IT 🔵	45 min
3	Configure Eaglesoft > Imaging > External Imaging setup	Central IT	30 min
4	Map patient identifiers (Account #, Chart #)	Central IT	30 min
5	Test patient launch from Eaglesoft chart	Local Champion	45 min
6	Configure image storage location (network path)	Central IT	30 min
7	⚠️ Validate image appears in patient chart post-capture	Local Champion	30 min

Open Dental Integration

Step	Action	Owner	Est. Time
1	Verify Open Dental version (21.1+ required)	Location IT/Office Manager	15 min
2	Configure Open Dental > Setup > Imaging Devices	Central IT	30 min
3	🔵 Obtain Planmeca bridge configuration file from vendor	Central IT	Varies
4	Configure bridge executable path and parameters	Central IT	45 min
5	Test patient context launch	Local Champion	30 min
6	Configure automatic image import path	Central IT	30 min
7	Validate complete round-trip workflow	Local Champion	45 min

Imaging System Integration

Planmeca Hardware Configuration (Romexis)

Step	Action	Owner	Est. Time
1	🔵 Update Romexis to version 6.4.2+ (AI module compatible)	Planmeca Tech	2 hours
2	🔵 Install AI Analysis module license	Planmeca Tech	30 min
3	Configure image acquisition defaults per modality	Clinical Lead + Planmeca	1 hour
4	Enable AI auto-analysis on image capture	Central IT	15 min
5	Configure AI finding sensitivity thresholds	CDO/Clinical Lead 🟣	1 hour
6	Set up AI report templates (what findings appear, format)	Clinical Lead	2 hours
7	Configure cloud sync for centralized analytics	Central IT	1 hour
8	Test complete imaging workflow (capture > AI analysis > PMS record)	Local Champion	1 hour

Third-Party Sensor/CBCT Integration

If locations have non-Planmeca imaging hardware:

Test Environment Setup

Recommended Approach: Centralized Test Environment

Validation Checklist (Execute in Test, Repeat in Production)

Test	Expected Result	Pass/Fail
Patient demographic sync	Patient appears correctly in Romexis	☐
Image capture triggers AI	AI analysis appears within 30 seconds	☐
AI findings overlay display	Findings visible on image with clickable regions	☐
Findings report generation	PDF/structured report generated on demand	☐
Report attaches to PMS	Report accessible from patient chart	☐
Multiple image series	Workflow handles FMX, BWX, Pano sequentially	☐
CBCT analysis	3D AI analysis completes within 5 minutes	☐
User permissions	Different user roles see appropriate features	☐
Concurrent users	System handles multiple simultaneous sessions	☐

Data Migration / Historical Image Ingestion

Optional but high-value for retrospective analysis and AI training

Historical Image Assessment

Recommendation: Forward-only for initial deployment; historical ingestion as Phase 2 project

If Proceeding with Historical Ingestion

Security and HIPAA Compliance Verification

Enterprise-Level HIPAA Checklist

Requirement	Verification	Owner	Status
Business Associate Agreement (BAA) executed	Document on file	Legal	☐
Data encryption at rest (AES-256)	🔵 Vendor confirmation	IT/Compliance	☐
Data encryption in transit (TLS 1.2+)	🔵 Vendor confirmation	IT/Compliance	☐
Access logging enabled	Configuration verification	IT	☐
Audit log retention (6 years)	🔵 Vendor policy confirmation	Compliance	☐
Data residency (US-based servers)	🔵 Vendor confirmation	Compliance	☐
Breach notification procedures	Documented in BAA	Legal/Compliance	☐
User access termination process	Documented procedure	IT/HR	☐
Minimum necessary access configured	RBAC review	IT	☐
Risk assessment completed	Internal documentation	Compliance	☐

Access Control Verification

Configuration Standardization

Settings to Standardize Centrally

Setting	Recommended Standard	Rationale
AI detection sensitivity	Medium (default)	Balance of sensitivity/specificity; adjust only with CDO approval
Findings display format	Overlay + sidebar	Consistent provider experience
Report template	Enterprise standard template	Consistent documentation
Auto-analysis trigger	On image capture	Immediate workflow integration
Cloud sync	Enabled	Required for centralized analytics
User timeout	15 minutes	Security standard
Image retention	Per enterprise policy	Compliance consistency

Settings Allowing Location Discretion

Setting	Why Variable	Guardrails
Provider-specific finding display preferences	Individual workflow comfort	Must not disable AI entirely
Report generation timing (immediate vs. end of exam)	Workflow variation	Either option acceptable
Additional finding categories (specialty-specific)	Case mix differences	Additions only, not removals
Alert thresholds for specific conditions	Provider expertise variation	Minimum thresholds maintained

6. Team Training Plan

Train-the-Trainer Model

Overview

Rather than centralizing all training, DSOs achieve faster deployment and better local adoption by certifying Location Champions to deliver training to their teams.

Champion Responsibilities:

Complete comprehensive train-the-trainer certification
Deliver role-specific training to all location staff
Serve as first-line support for workflow questions
Collect and escalate feedback to regional/central team
Lead go-live day at their location
Track training completion for their staff

Champion Selection Criteria

Champion Certification Process

Step	Activity	Duration	Format
1	Complete Planmeca online learning modules	2 hours	Self-paced 🔵
2	Attend live train-the-trainer webinar	2 hours	Virtual 🔵
3	Practice teaching back core modules	1 hour	Peer practice
4	Pass certification quiz (80% threshold)	30 min	Online 🔵
5	Receive trainer materials and presentation deck	—	Central team

Standardized Training Materials (Centrally Developed)

Central team creates, Champions deliver locally:

Materials Package per Role

Providers (Dentists, Specialists):

Training presentation deck (30 slides, 45-minute delivery)
Clinical workflow video walkthrough (10 minutes)
AI interpretation guide (how to read AI findings, confidence indicators)
Override protocol documentation (when and how to disagree with AI)
Day 1 cheat sheet (see below)

Hygienists:

Training presentation deck (15 slides, 20-minute delivery)
Hygienist touchpoint quick reference
Patient communication script if they discuss images
Day 1 cheat sheet

Front Desk / Office Manager:

Training presentation deck (20 slides, 30-minute delivery)
Administrative function guide (reporting, user management basics)
Troubleshooting tier 1 guide
Patient communication scripts
Day 1 cheat sheet

Billing/Insurance Staff:

Training presentation deck (10 slides, 15-minute delivery)
Documentation requirements for AI-assisted diagnosis
Code selection guidance (if AI impacts CDT code selection)
Day 1 cheat sheet

Role-Specific Training Outlines (For Champion Delivery)

Providers (Dentists/Specialists) — 45 Minutes

Module 1: What Planmeca AI Does (10 min)

Overview of AI detection capabilities (caries, bone loss, periapical pathology, anatomical landmarks)
How AI complements (not replaces) clinical judgment
Accuracy and confidence indicators explained

Module 2: Workflow Integration (15 min)

Step-by-step: Patient seated → Image captured → AI analysis appears
Reviewing AI findings on-screen
Accepting, modifying, or overriding AI suggestions
Documenting your clinical decision

Module 3: AI Interpretation Deep Dive (15 min)

Reading confidence scores
Understanding false positives and negatives
When AI is most/least reliable
Cases that require extra scrutiny

Module 4: Documentation and Liability (5 min)

AI as clinical decision support, not autonomous diagnosis
Documentation standards for AI-assisted findings
Compliance with standard of care

Common Resistance Points & Responses:

Resistance	Response
"This will slow me down"	Initial learning curve, but studies show 30% faster image review after 2 weeks
"I don't trust AI to diagnose"	AI doesn't diagnose—you do. It highlights areas for your review.
"What about liability?"	AI documentation supports your clinical decision-making. Override is always available and documented.
"My clinical skills are being replaced"	AI catches what you might see, plus occasional findings humans miss. Your expertise interprets and treatment plans.

Hygienists — 20 Minutes

Module 1: AI in Your Workflow (10 min)

When you'll see AI analysis (if acquiring images)
What to communicate to the provider
What NOT to communicate to patients (avoid diagnosing)

Module 2: Patient Communication (10 min)

How to explain "the computer helps the doctor review your x-rays"
Handling patient questions about AI
When to defer to the provider

Common Resistance Points & Responses:

Resistance	Response
"This isn't my job"	Your workflow doesn't change significantly. Awareness helps the whole team.
"Patients will ask me questions"	We'll give you scripts for common questions. Complex questions go to the provider.

Front Desk / Office Manager — 30 Minutes

Module 1: Understanding the Technology (10 min)

What the system does (high level)
How it appears in the patient workflow
What staff and patients will experience

Module 2: Administrative Functions (15 min)

Accessing reports and usage dashboards
Managing user accounts (if applicable)
Basic troubleshooting (restart procedures, who to call)

Module 3: Patient Communication (5 min)

Front desk scripts for patient questions
Scheduling considerations (imaging appointments unchanged)

Common Resistance Points & Responses:

Resistance	Response
"More technology to manage"	Day-to-day, it runs automatically. Admin is minimal.
"What if it breaks during a busy day?"	Rollback to manual workflow is simple. It's adding a layer, not replacing the core process.

Billing/Insurance Staff — 15 Minutes

Module 1: Documentation Impact (10 min)

How AI findings appear in clinical notes
What documentation supports claims
Any changes to imaging CDT codes (typically none)

Module 2: Claim Considerations (5 min)

AI-assisted diagnosis doesn't change coding
Documentation best practices for AI-supported treatment plans

Training Completion Tracking

Central Training Dashboard

Location	Champion Certified	Providers Complete	Hygienists Complete	Front Desk Complete	Billing Complete	Ready for Go-Live
Loc 001	☐	/	/	/	/	☐
Loc 002	☐	/	/	/	/	☐

Training Completion Requirements

Providers: 100% completion required before location go-live
Hygienists: 100% completion required before location go-live
Front Desk: 100% completion required before location go-live
Billing: Best effort; can complete within first week post-go-live

☐ Champion submits training completion attestation to Regional Manager ☐ Regional Manager verifies and updates central dashboard ☐ Central team confirms readiness before approving go-live date

Day 1 Cheat Sheets (Single Page Each)

Provider Day 1 Cheat Sheet

╔══════════════════════════════════════════════════════════════════╗
║           PLANMECA AI — PROVIDER QUICK REFERENCE                 ║
╠══════════════════════════════════════════════════════════════════╣
║ VIEWING AI FINDINGS                                              ║
║ • Findings appear automatically after image capture              ║
║ • Click any highlighted area to see detail                       ║
║ • Color coding: RED=High confidence | YELLOW=Moderate | BLUE=Low ║
║                                                                  ║
║ ACCEPTING/MODIFYING FINDINGS                                     ║
║ • Click finding → "Accept" to confirm                            ║
║ • Click finding → "Modify" to adjust                             ║
║ • Click finding → "Dismiss" if false positive                    ║
║                                                                  ║
║ IMPORTANT REMINDERS                                              ║
║ • AI is decision SUPPORT, not decision MAKER                     ║
║ • Your clinical judgment always takes precedence                 ║
║ • Document your clinical reasoning, especially if overriding     ║
║                                                                  ║
║ HELP DESK                                                        ║
║ • First: Ask your Location Champion [NAME, EXTENSION]            ║
║ • Second: Call IT support [NUMBER]                               ║
║ • Emergency: Vendor support [NUMBER]                             ║
╚══════════════════════════════════════════════════════════════════╝

Hygienist Day 1 Cheat Sheet

╔══════════════════════════════════════════════════════════════════╗
║           PLANMECA AI — HYGIENIST QUICK REFERENCE                ║
╠══════════════════════════════════════════════════════════════════╣
║ YOUR WORKFLOW                                                    ║
║ • Acquire images as usual—AI runs automatically                  ║
║ • You'll see AI overlays appear—no action required from you      ║
║ • Provider will review AI findings during exam                   ║
║                                                                  ║
║ PATIENT QUESTIONS — SAY THIS:                                    ║
║ "Our imaging system has technology that helps the doctor         ║
║ review your x-rays more thoroughly. They'll discuss anything     ║
║ important with you during your exam."                            ║
║                                                                  ║
║ DO NOT:                                                          ║
║ • Interpret AI findings for patients                             ║
║ • Indicate whether AI "found something"                          ║
║                                                                  ║
║ SOMETHING WRONG?                                                 ║
║ • Images not capturing: Restart Romexis software                 ║
║ • AI not appearing: Continue as normal, notify Champion          ║
║                                                                  ║
║ CHAMPION: [NAME, EXTENSION]                                      ║
╚══════════════════════════════════════════════════════════════════╝

(Similar cheat sheets for Front Desk and Billing, tailored to their workflows)

Ongoing Training Cadence

New Hire Training

When	What	Who Delivers	Duration
Day 1	Include in orientation: Planmeca AI overview	Office Manager	15 min
Week 1	Complete role-specific training module	Location Champion	Per role
Week 1	Supervised use of system	Champion or peer	Ongoing
Week 2	Competency verification	Champion	15 min

Quarterly Refreshers

15-minute video update on any new features or workflow changes
Distributed by central team, tracked by champions
Required viewing with attestation

Annual Retraining

All staff complete updated training module annually
Incorporates lessons learned, best practices, updates
Tracked in training dashboard

7. Change Management

Board/Investor Updates 🟣

Frequency	Content	Format	Owner
Monthly (during implementation)	Rollout status, locations live, early indicators	Email summary + dashboard link	VP Operations
Quarterly	Full progress report, ROI tracking, strategic narrative	Board deck (5 slides)	CEO + VP Operations
Ad hoc	Material issues or acceleration opportunities	Direct communication	CEO

Key Messages for Board/Investors:

AI investment positions the organization for competitive advantage in diagnostics
Standardized detection improves clinical quality and reduces variation
Data aggregation enables portfolio-level insights unavailable to independent practices
Early indicators suggest [X% improvement in Y metric]

CEO/C-Suite Updates 🟣

Frequency	Content	Format
Bi-weekly	Wave progress, blockers, resource needs	Standup meeting (15 min)
Weekly (during go-live weeks)	Daily status as needed	Slack/email update
Monthly	Consolidated progress report	Written summary

Regional Manager Briefing Guide

Use this template to cascade rollout information to regional managers.

Pre-Wave Briefing Agenda (30 minutes)

Overview: Which locations in this wave, timeline (5 min)
Location Readiness: Summary of readiness scores, any concerns (5 min)
Your Role: What Regional Manager needs to do before, during, after go-live (10 min)
Resources: Champion contacts, support escalation, training materials (5 min)
Q&A (5 min)

Regional Manager Responsibilities

Phase	Responsibility
Pre-Wave	Confirm champion readiness; ensure Office Manager aware of timeline
During Rollout	Available for escalation; conduct daily check-in with champions in wave
Go-Live Week	Physically visit at least one location (if practical); available by phone
Post-Launch	Weekly review of location metrics; address adoption issues

Escalation Authority

Regional Managers have authority to:

Delay a location's go-live by up to 1 week for readiness issues
Approve local workflow variations within guardrails
Request additional support resources for struggling locations

Regional Managers must escalate to VP Operations:

Requests to skip or indefinitely delay a location
Provider resistance requiring CDO involvement
Resource requests exceeding budget

Multi-Location Staff Resistance Framework

Anticipating Resistance Patterns

Resistance Type	Common Manifestation	Likely Locations	Intervention
Fear of Job Loss	"Will AI replace me?"	Lower-tenure staff	Clear messaging: AI augments, doesn't replace
Clinical Skepticism	"AI can't diagnose like I can"	Experienced providers	Emphasize decision support; share validation data
Workflow Disruption	"This will slow me down"	High-volume locations	Focus on efficiency gains after learning curve
Technology Anxiety	"I'm not good with computers"	Older staff, high-turnover locations	Extra training time; peer buddy system
Change Fatigue	"Another new system"	Locations with recent changes	Acknowledge fatigue; emphasize stability post-implementation

Intervention Toolkit

For Individual Resistance:

Champion has 1:1 conversation to understand specific concerns
Address concerns with tailored information (provide talking points to champions)
If unresolved, Regional Manager conversation
For providers: CDO peer conversation if needed

For Location-Wide Resistance:

Office Manager and Champion assess root cause
Regional Manager visit to reinforce commitment and address concerns
Consider delaying go-live until addressed (not indefinitely)
Document learnings for other locations

⚠️ Warning Signs of Systemic Resistance:

Champion resignation or disengagement
Office Manager actively or passively undermining
Multiple providers at same location expressing concerns
Staff turnover spike during rollout period

Internal Marketing

Naming the Initiative

Create a simple, memorable name for the rollout. Suggestions:

"Clarity Initiative" (emphasizes diagnostic clarity)
"See More" (simple, describes the value)
"[DSO Name] AI Imaging Upgrade" (direct)

Why It Matters: A named initiative creates shared identity, easier reference in communications, and sense of progress.

Creating Momentum

Tactic	When	Owner
Kickoff announcement from CEO	Week 1	CEO
Champion spotlight in internal newsletter	Monthly	Marketing/Comms
"Go-live day" celebration (small)	Each go-live	Office Manager
Metrics milestones shared	Monthly	VP Operations
Provider testimonial video	After Wave 1	Marketing/Comms

Celebrating Milestones

Milestone	Celebration	Communication
Wave 1 complete	Lunch/gift cards for pilot location staff	Company-wide announcement
50% locations live	Mid-point celebration	CEO video message
100% locations live	Full completion recognition	All-hands meeting mention; bonuses for champions
First ROI results	Share data widely	Board update; staff communication

8. Go-Live Day Runbook

Standardized Go-Live Checklist (Every Location)

Pre-Go-Live (Day Before)

Time	Action	Owner	Verify
AM	Final configuration verification	Central IT	☐
AM	Test patient workflow end-to-end	Champion	☐
Noon	Confirm all staff completed training	Champion	☐
PM	Brief entire team on tomorrow's plan	Champion	☐
PM	Verify support contact information posted	Office Manager	☐
EOD	Final system check, verify integrations active	Central IT	☐

Go-Live Day: Hour-by-Hour Schedule

Time	Activity	Who	Notes
30 min before open	System verification—all workstations	Champion
Opening	Brief team huddle (5 min)	Champion	Confirm everyone knows their role
First 2 hours	Champion shadows all imaging sessions	Champion	Hands-on support
Mid-morning	First check-in with Regional Manager	Champion	Report any issues
Noon	Team check-in—gather initial feedback	Champion
Noon	Lunch break—Regional Manager call	Champion	Status update
Afternoon	Champion available for questions (not shadowing)	Champion
3 PM	Check-in with Central Team	Champion	Log issues, questions
End of day	Team debrief (10 min)	Champion	What worked, what didn't
After close	Submit Go-Live Day report	Champion	Standard form

Who Needs to Be On-Site or On-Call

Role	Location	Availability	Contact
Location Champion	On-site	Full day	[Mobile]
Office Manager	On-site	Full day	[Mobile]
Regional Manager	On-call (phone)	Full day	[Mobile]
Central IT Support	On-call (remote)	Full day	[Support line]
Vendor Support	On-call (remote)	Full day	[Vendor support line] 🔵
VP Operations	On-call (escalation)	As needed	[Mobile]

Known Gotchas and Troubleshooting

Common First-Day Issues

Issue	Symptoms	Solution	Resolution Time
⚠️ AI analysis not appearing	Image captures but no overlay	Verify AI module active; restart Romexis; check internet	5–15 min
⚠️ Slow analysis	AI overlay takes >60 seconds	Check network speed; reduce other network traffic	5 min
Patient data mismatch	Wrong patient in Romexis	Verify PMS bridge launching correctly; re-launch from PMS	2 min
Integration failure	Images not syncing to PMS	Restart bridge service; verify credentials	10–20 min
Workstation performance	System sluggish	Close unnecessary applications; verify hardware meets spec	5 min
Provider can't see findings	Blank overlay	Verify user permissions; refresh display	5 min
⚠️ Critical: System unresponsive	Romexis won't launch	Restart workstation; call IT if unresolved	15 min; escalate

Escalation Tiers

Tier 1: Location Champion (resolve in <15 min)

First-line troubleshooting
User questions and workflow support
Basic system restarts

Tier 2: Regional Manager + Central IT (resolve in <1 hour)

Issues Champion cannot resolve
Configuration questions
Multi-user or location-wide issues

Tier 3: Vendor Support 🔵 (resolve in <4 hours)

Software bugs
Integration failures
Issues requiring code or backend changes

Tier 4: VP Operations + CDO (as needed)

Decisions about workflow changes
Provider escalations
Decision to pause or rollback

First-Week Daily Check-In Protocol

Daily Check-In Format (Champion → Regional Manager → Central Team)

Submit by End of Each Day (Days 1–5):

LOCATION: _______________
DATE: _______________

IMAGING SESSIONS TODAY: _______________
AI ANALYSIS USED: _____ / _____ (XX%)

ISSUES ENCOUNTERED:
[ ] None
[ ] Minor (describe): _______________
[ ] Major (describe): _______________

ISSUE STATUS:
[ ] Resolved
[ ] Pending—help needed

STAFF FEEDBACK (1 = Struggling, 5 = Confident):
Providers: ___
Hygienists: ___
Front Desk: ___

PATIENT FEEDBACK:
[ ] No comments
[ ] Positive comments: _______________
[ ] Concerns: _______________

CHAMPION CONFIDENCE (1–5): ___

ANYTHING NEEDED FROM CENTRAL TEAM?
_______________

Central Team Aggregation

Central team compiles all location reports daily during go-live weeks and produces:

Daily summary for VP Operations
Issue tracker for unresolved items
Trend analysis across locations

Patient Communication Script (If Patient-Facing)

Use when patients notice AI overlays or ask about the technology.

For Providers:

"You might notice some highlights on your x-ray images. We've implemented advanced imaging software that helps me review your x-rays more thoroughly. It's similar to spell-check for documents—it highlights areas for me to look at, but I make all the clinical decisions. It's just another tool to make sure we don't miss anything important for your health."

For Front Desk (if patients ask):

"Our office has upgraded to an advanced imaging system that helps our doctors review x-rays more carefully. It's part of our commitment to providing you with the best care. The doctor will explain anything they find during your appointment."

For Hygienists:

"Yes, we have new imaging technology that assists Dr. [Name] in reviewing your x-rays. They'll go over everything with you during your exam."

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

Weekly Metrics Review Cadence

Week-by-Week Focus

Week	Focus Area	Key Metrics	Review Owner
Week 1	Stabilization	System uptime, usage rate, critical issues	Central IT + Champion
Week 2	Adoption	Usage rate trending, staff confidence	Regional Manager + Champion
Week 3	Workflow	Time-in-workflow, provider feedback	Champion + Office Manager
Week 4	Early Outcomes	Case acceptance (early), patient feedback	Regional Manager
Week 5–6	Optimization	Identify workflow refinements needed	VP Operations review
Week 7–8	ROI Readiness	Compile metrics for 60-day review	Central Team

30-Day Checkpoint

What "Good" Looks Like at 30 Days

Metric	Target	Red Flag
AI usage rate	≥90% of eligible imaging sessions	<70%
System uptime	≥99%	<95%
Staff confidence (survey)	≥4.0/5.0 average	<3.0
Provider adoption	100% of providers using regularly	Any provider refusing
Critical issues	Zero unresolved critical issues	>1 unresolved
Workflow time	No increase vs. baseline OR <10% increase	>25% increase
Patient complaints	Zero AI-related complaints	Multiple complaints

30-Day Review Meeting Agenda (Per Location)

Metrics review vs. targets (10 min)
Champion and Office Manager qualitative feedback (10 min)
Provider feedback summary (10 min)
Issues and resolutions (10 min)
Workflow refinements needed (10 min)
Next steps and support needs (10 min)

60-Day Checkpoint: ROI Assessment Framework

ROI Measurement Framework

Metric	Baseline (Pre-Implementation)	60-Day Actual	% Change	Notes
Case Acceptance Rate	__%	__%	___%	Primary revenue driver
Avg Diagnosis Time	__ min	__ min	___%	Efficiency gain
Radiographic Findings/Exam	__	__	___%	Detection improvement
Claim Denial Rate (Imaging)	__%	__%	___%	Documentation quality
Retake Rate	__%	__%	___%	Quality improvement
CBCT Utilization	__%	__%	___%	Appropriate technology use

Calculating Value

Incremental Revenue Model:

Baseline case acceptance: ___% → 60-day acceptance: ___%
Average treatment value: $___
Monthly treatment presentations: ___
Monthly incremental revenue = (New % - Old %) × Presentations × Avg Value

Efficiency Savings Model:

Time saved per imaging session: ___ minutes
Sessions per day: ___
Value of provider time per minute: $___
Monthly efficiency value = Sessions × Time Saved × Days × Value/Min

60-Day Review Report Structure 🟣

Executive Summary: One paragraph on overall status
Metrics Dashboard: Table above with all locations
ROI Calculation: Estimated value created to date
Success Stories: 2–3 specific clinical or operational wins
Challenges and Remediations: Honest assessment of issues and how they were addressed
Recommendations: Any proposed changes to workflow or configuration
Next 60-Day Outlook: What to expect as deployment matures

Staff Feedback Collection

5-Question Pulse Survey (Administer at Day 7, Day 30, Day 60)

PLANMECA AI — STAFF FEEDBACK SURVEY

Location: _______________
Role: [ ] Provider [ ] Hygienist [ ] Front Desk [ ] Billing [ ] Other
Date: _______________

1. How confident do you feel using the AI imaging system?
   [ ] 1 - Not confident [ ] 2 [ ] 3 - Neutral [ ] 4 [ ] 5 - Very confident

2. Has the AI system made your job easier, harder, or no change?
   [ ] Much easier [ ] Somewhat easier [ ] No change [ ] Somewhat harder [ ] Much harder

3. How well did the training prepare you to use the system?
   [ ] 1 - Not at all [ ] 2 [ ] 3 - Somewhat [ ] 4 [ ] 5 - Very well

4. How responsive has support been when you have questions or issues?
   [ ] 1 - Very poor [ ] 2 [ ] 3 - Adequate [ ] 4 [ ] 5 - Excellent

5. What one thing would most improve your experience with the AI system?
   _______________________________________________

Using Feedback Data

Aggregate by location and role for pattern identification
Share location-specific results with Champions and Office Managers
Escalate consistent negative feedback to Regional Manager
Incorporate feedback into workflow refinements and future training

Based on typical implementation patterns, anticipate these refinements:

Refinement	When It Arises	Action
AI sensitivity adjustment	Providers report too many/few findings	CDO reviews and approves sensitivity changes (centrally) 🟣
Report format preferences	Providers want different information display	Add customization within approved templates
Workflow sequencing	AI analysis timing doesn't fit exam flow	Adjust when analysis triggers (immediate vs. on demand)
Integration timing	PMS sync delays cause confusion	Tune sync frequency or trigger events
Training gaps	Specific tasks confusing to staff	Create micro-training videos for specific topics
Override documentation	Providers uncertain how to document overrides	Create quick reference for override workflow

Centralized Dashboard Structure

Location-Level Metrics (Visible to Office Manager, Champion, Regional Manager)

Metric	Week 1	Week 2	Week 3	Week 4	Trend
Usage Rate	__%	__%	__%	__%	↑↓→
Uptime	__%	__%	__%	__%	↑↓→
Staff Confidence	___	___	___	___	↑↓→
Issues Logged	___	___	___	___	↑↓→
(Future) Case Acceptance	__%	__%	__%	__%	↑↓→

Portfolio Aggregate Dashboard (Visible to Central Team, C-Suite)

Metric	All Locations	Top Quartile	Bottom Quartile	Target
Usage Rate	__%	__%	__%	95%
Uptime	__%	__%	__%	99%
Avg Staff Confidence	___	___	___	4.0+
Locations Fully Live	/	—	—	100% by Week ___
ROI Indicators	___	___	___	Varies

Quarterly Business Review Framework (Post Full Deployment)

QBR Element	Content	Presenter
Performance Summary	Metrics vs. targets for quarter	VP Operations
ROI Analysis	Calculated return by location and aggregate	Finance
Clinical Impact	Quality metrics, detection improvements, case studies	CDO
Operational Insights	What's working, what needs attention	Regional Managers
Vendor Relationship	Support performance, product feedback, roadmap	IT Director
Strategic Recommendations	Proposed changes for next quarter	VP Operations + CDO
Board-Ready Summary	1-page summary for board distribution	CEO

10. Centralized vs. Localized Decision Framework

Decision Area	Standardize Centrally	Allow Local Discretion
AI detection sensitivity thresholds	✅ CDO sets enterprise defaults	❌ Changes require CDO approval

Planmeca

Planmeca — Implementation Playbook (DSO)

Planmeca Diagnostic Imaging AI Implementation Playbook

A Strategic Guide for Dental Support Organizations

1. Executive Summary

What Planmeca Diagnostic Imaging AI Does

Why DSOs Specifically Benefit from Diagnostic Imaging AI

Expected Timeline: Decision to Full Deployment

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

Technical Requirements

Hardware Requirements

Network Requirements

Software Requirements

Integration Requirements

Vendor Onboarding Steps 🔵

Key Vendor Contacts to Establish

Data/Access Prerequisites

Enterprise-Level Requirements

Network Standards Across Locations

Centralized vs. Location-Level Hosting Decision 🟣

Identity & Access Management

Internal Stakeholder Alignment

Stakeholder Alignment Map

Approval Requirements by Decision Type

Baseline Metrics to Capture ⚠️

Standardized Metric Definitions (Apply Uniformly Across All Locations)

Data Collection Protocol

Cross-Location Comparison Framework

3. Location Readiness Assessment

Scoring Framework

Factor 1: IT Infrastructure Maturity

Factor 2: Staff Tenure and Adaptability

Factor 3: Patient Volume Impact

Factor 4: Existing Tech Stack Compatibility

Factor 5: Local Champion Availability

Composite Readiness Score Calculation

Location Readiness Assessment Template

Recommended Rollout Sequence Based on Scores

Wave Assignment Criteria

Wave 1 Selection Refinement

4. Rollout Strategy

Recommended Wave Structure

Overview

Wave 1: Pilot Phase (Weeks 3–6)

Wave 2: Expansion Phase (Weeks 7–12)

Wave 3: Full Deployment (Weeks 13–20)

Go/No-Go Criteria Between Waves

Advancing from Wave 1 to Wave 2 🟣

Advancing from Wave 2 to Wave 3 🟣

Rollback Plan ⚠️

Rollback Triggers

Rollback Procedure

Isolation Principle

5. Configuration & Integration (Weeks 2–3)

Step-by-Step Integration: Practice Management Systems

Dentrix Integration

Eaglesoft Integration

Open Dental Integration

Imaging System Integration

Planmeca Hardware Configuration (Romexis)

Third-Party Sensor/CBCT Integration

Test Environment Setup

Recommended Approach: Centralized Test Environment

Validation Checklist (Execute in Test, Repeat in Production)

Data Migration / Historical Image Ingestion

Historical Image Assessment

If Proceeding with Historical Ingestion

Security and HIPAA Compliance Verification

Enterprise-Level HIPAA Checklist

Access Control Verification

Configuration Standardization

Settings to Standardize Centrally

Settings Allowing Location Discretion

6. Team Training Plan

Train-the-Trainer Model

Overview

Champion Selection Criteria

Champion Certification Process

Standardized Training Materials (Centrally Developed)

Materials Package per Role