We ensure you and your team are set for success from day one.
You’ve chosen MaxAssist for your practice, and now it’s time to onboard and train your team. Our program is designed to help you quickly master the onscreen assistant and maximize its effectiveness.
Onboarding Portal
Access the Onboarding Portal for all the necessary information.
Kickstart Training
Learn the fundamentals of the onscreen assistant.
Dashboard Training
Explore the ins and outs of the MaxAssist Dashboards.
Additional Support
Get unlimited help and support whenever you need it.
Getting set up is easy
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From solo practices to elite DSOs and groups, we handle all your onboarding and training, so you don’t have to. We also recognize that every practice is unique, allowing us to customize your onboarding and training to meet your specific needs.
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We prioritize data security and privacy, as shown by our HIPAA and PIPEDA certifications, ensuring your patient information is protected. This is covered during your initial setup appointment, which typically takes 30 minutes.
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Once connected to your server, we’ll configure your account and set up your users. Leveraging our dental expertise, we align your data and platforms to work seamlessly with MaxAssist and start building your onscreen assistant.
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Once your account framework is built, we’ll provide you with a link to review and fine-tune your settings to ensure that MaxAssist aligns perfectly with your practice. We’ll connect with you one final time to ensure you’re all set to go and then comes the fun part – training and going live!
Your training sessions are taken care of.
Kickstart Training
We guide you and your team through the essentials of MaxAssist, ensuring you're ready from day one.
- Daily Sessions
Dashboard Training
Familiarize yourself with the MaxAssist Dashboards and gain valuable insights into your practice's performance.
- Daily Sessions
Additional Support
If you require additional support after your training, our team is always available to assist you whenever you need us.
Have questions?
We’ve compiled a list of frequently asked questions. Take a read and see if your question gets answered.
Need more answers?
Get in touch using the Contact Us button below.
Contact UsYou will want services with your current provider turned off the day before your Kickstart Training so that you can begin with MaxAssist right after the session. The date for your Kickstart Training will be in the Onboarding Portal.
Your onscreen assistant and messaging will launch at the end of your Kickstart Training session.
No, they are not finished being built until right before training.
Changes can be made with our support team at any time once you’re live with MaxAssist. Your initial launch is just that; afterward, you can continue to customize.
We make getting started simple and seamless! Within one business day of your setup appointment with us, you’ll receive access to our Onboarding Portal, where you can review your account’s initial settings, including your branding and default messaging. This portal empowers you to personalize your settings and provide a few key details that help us tailor your account to fit your practice perfectly.
Before your training session, we’ll schedule a quick 15-minute Prep Call with one of our specialists. During this call, we’ll validate your account details, address any questions, and ensure everything is on track for a smooth launch. Your training session is designed to provide your team with the perfect balance of insight and hands-on guidance, ensuring you leave confident and ready to make the most of the platform from day one. In just one hour, you’ll connect with a live training expert who will guide you through the platform’s key features, answer your questions in real time, and show you how to make the most of your tools. By the end of the session, your account will be fully activated, and you’ll be ready to hit the ground running!
Chart.AI
Find up to $750k in your chartsYou wouldn’t buy a car without taking it for a test drive, so why not take us for a spin? Witness your data in action.
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MaxAssist® Academy
Become a MaxAssist Certified Genius.The MaxAssist Academy consists of multiple microlearning modules that staff can work through at their own pace.
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Unlimited Support
Help and support when you need itWe are committed to exceptional service, blending expertise with a genuine passion for customer satisfaction.
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