Navigation & Setup Workshop: (Introduction to OA)

• Access protocols (Two factor Authentication)

• User permissions and account linking

• New terms and concepts

• Default Workflows

• Scheduling deep dive (appointment statuses, reporting)  

• WIP Management 

• Patient Intake Workflows 

• Patient Portal 

• Insurance Management workflows 

• Fee Schedules, Contracts, Compliance 

• Patient Encounter management 

• Prescription creation and tracking  

• Reporting for missed/canceled appointments 

• Creating a follow-up / Recall workflow 

Note-Taking & Compliance: 

• Template customization for clinical notes  

• Using AI to Communicate with patients, parents and referral sources 

• Dictation best practices and microphone optimization  

• AI Dictation 

Imaging Integration: 

• Capturing/storing scans (Comb, Radii) 

• Compatible file types and image performance workarounds 

Admin Dashboard Workshop: 

• Real-time WIP tracking and task management  

• Configurable columns/filters for patient progress  

Billing & Insurance Optimization: 

• Claims processing via Billing Interface  

• Patient Payments through OPIE and Waystar 

3D Tools Integration: 

• Comb: Capturing/downloading scans for CAD fabrication  

• Radii: Digital fitting analysis and historical data utilization  

Motion Analysis & Reporting: 

• Stryder video capture and outcome documentation  

Business Intelligence Sessions: 

• Dashboards for revenue cycle management  

• Customized workflow design for enterprise scaling  

Interdepartmental Communication: 

• Messaging/reminder systems for remote teams  

Cloud-First Implementation: 

• Security protocols and inactivity management  

• Mobile vs. desktop performance benchmarks  

Roadmap Discussion: 

• Future integrations and agile development pipeline