Learn Faster.
Master Sooner.

An AI learning assistant that personalizes your CareStack onboarding, one role at a time.

Front Office

Bookings, cancellations, claims

75% Complete

Provider

Clinical records, referrals, perio

60% Complete

Manager

Reporting, recalls, rota

45% Complete

Accountant

Billing, payments, reports

30% Complete

AI Learning Assistant

Personalized guidance for your role

Change Management is Hard —
But It Doesn't Have to Be

!

"New software. Limited time. Business on the line."

The pressure to transition smoothly while maintaining patient care and practice operations.

↓

"Most practices lose performance momentum during transition."

Productivity drops, errors increase, and staff confidence plummets during the learning curve.

?

"End users feel overwhelmed with features and forget key workflows."

Complex software with hundreds of features leads to confusion and incomplete adoption.

Practice Confidence Timeline

Go-Live Week 2 Week 6 Without AI Learning With AI Learning Assistant
Confidence drops post go-live
AI learning maintains confidence

How It Works

AI-powered learning that adapts to your practice, your team, and your workflow.

Role-Based Guided Training

Front desk? Learn bookings, cancellations, claims
Dentists? Learn clinical records, referrals, perio
Practice managers? Learn reporting, recalls, rota
F
Front Office
Booking workflows
D
Dentist
Clinical workflows
M
Manager
Admin workflows

AI Practice Analysis

What type of practice are you?

NHS
Private
Mixed
Specialist

Practice SOP Matching

AI automatically detects based on practice historical data migrated from their previous software

Automatically maps internal SOPs to training modules

NHS contract management workflows
Private treatment planning processes
Practice-specific protocols

Progressive Learning

1

Day 1

Essential workflows for immediate operation

2

Week 1

Advanced features and optimization

3

Week 2+

Mastery and advanced techniques

Learning Progress

70%
Day 1
Complete
Week 1
In Progress
Week 2+
Locked
Friction Detected
User struggling with workflow
AI Suggestion

"Try using the quick booking shortcut for faster patient scheduling"

Behavior-Based Nudges

Track how long users take to complete workflows

If friction is detected, push a suggestion or training video

Real-time workflow monitoring
Contextual help suggestions
Proactive learning interventions

From Zero to Hero —
Faster Than Ever

Reduced Onboarding Time

From 6 weeks to 2 weeks

Faster

Time to proficiency

Empowered Staff

Self-sufficient team members

Self-sufficient

Team members

Higher Feature Adoption

More features utilized

Higher

Feature adoption

Fewer Support Tickets

Reduced help requests

Fewer

Support tickets

Consistent SOP Execution

Standardized workflows

Consistent

SOP execution

Faster Go-Live Success

Smooth transitions

Faster

Go-live success

Sample Training Scenarios

Interactive learning experiences tailored to real-world situations.

"How do I book a hygiene recall?"

AI Response:

"Let me show you the quickest way to schedule hygiene recalls..."

Workflow walkthrough with screenshots
Linked knowledge base article
Role-specific guide for front office

Hygiene Recall Booking

Step-by-step visual guide

"Where do I send a referral letter?"

AI Response:

"Here's how to generate and send referral letters..."

Template selection guide
Recipient management
Clinical workflow integration

Referral Management

Clinical communication workflow

"How do I configure NHS contracts?"

AI Response:

"Let me walk you through NHS contract setup..."

Contract type selection
UDA configuration
Billing setup guide

NHS Contract Setup

Administrative configuration

Currently in Beta

Under testing in the US market with early practices. UK release targeted for Q4 2025.

Rollout Timeline

US Beta Testing

Currently in progress with select practices

UK Release

Targeted for Q4 2025

Beta Status

Active development and testing

Active development and testing