AI for Medical & Dental Office Admin
Patient billing replies, SOPs and after-hours calls handled, without leaking patient data.
Who it’s for: Practice managers and front-desk teams.
- Module 1 · ChatGPT · Beginner · ~7 min
Use AI at Work Without Leaking Client Data using ChatGPT
Someone in the office pastes a client’s email into ChatGPT to save five minutes. The email has the client’s full name, home address and new bank account numbers in it. Now those details sit in a chat on a personal account that may be used to train the AI.
- Module 2 · ChatGPT · Beginner · ~10 min
ChatGPT: Keep Client Data Safe, Set Up Your Team’s Data Controls in 10 Minutes
A client emails before renewing: "Can you confirm whether our files are ever put into ChatGPT, and what settings you use?" Their insurer now asks every vendor. You need a short written answer, and right now you do not have one.
- Module 3 · ChatGPT · Beginner · ~9 min
Answer Patient Billing Emails Clearly using ChatGPT
A patient's bill is bigger than the estimate, and he wants it waived. Give ChatGPT the thread and your office's billing facts, catch what only the dental plan can decide, and send a clear, kind reply from Gmail.
- Module 4 · ChatGPT · Beginner · ~5 min
ChatGPT: turn rough notes into a one-page SOP in an editable document
Paste your messy notes, get a clean SOP in a document you can edit beside the chat, change one paragraph at a time, and check what the AI added.
- Module 5 · Gemini Notebook · Beginner · ~6 min
NotebookLM Audio Overview: Turn Your Documents into a Podcast
Paste a new hire handbook and meeting notes into a notebook, customize an Audio Overview for two new accountants, listen, join the conversation with Interactive mode, and share it with the new hires.
- Module 6 · Jotform · Intermediate · ~6 min
Get Every New Client's Details in One Place using Jotform AI
Describe a client intake form to Jotform AI, fix it with Form Copilot, add a show/hide rule in plain words, and copy the link to send to new clients.
- Module 7 · ElevenLabs Agents · Intermediate · ~11 min
ElevenLabs: Never Miss an After-Hours Client Call with an AI Receptionist
A small accounting firm loses new clients to voicemail after 5 PM. Build an AI receptionist in ElevenLabs that answers, knows your hours and services, and takes a clear message for the morning.
- Module 8 · Make · Intermediate · ~12 min
Your First Make Scenario: Google Form to Google Sheets
Build your first Make.com scenario: every new Google Forms response becomes a new row in Google Sheets. Trigger, connection, mapping, Run once and a schedule.