Review the visit
Confirm treatment discussed and patient questions.
AI-generated illustration; fictional people, not OraCore customers, employees, or patients.
OraCore workflow guide
Give the front desk a handoff it can act on.
OraCore Scribe can prepare reviewed visit context, checkout handoffs, patient-email drafts, and insurance-narrative drafts for Team and higher workflows. The front desk still verifies details, follows practice policy, and completes actions in the appropriate system.
Human review stays in the loop
Draft, review, then finalize.
OraCore assists documentation. The clinical team remains responsible for review and the final record.
Direct answer
What this workflow is for.
The organizing object is the clinical-to-checkout handoff, not the clinical note.
Workflow
Follow the real work moment.
Distinct steps prevent a generic role-name swap.
Prepare checkout
Use the reviewed Checkout handoff as a starting point.
Verify details
Check next visit, attachments, policy, and insurance context.
Complete the action
Schedule, send, or submit through the practice’s approved system.
Plan fit
Choose scope before implementation.
Solo
One provider, 75 hours, reviewed notes and transcript, manual chart entry, no PMS connection.
Team
Unlimited providers at one location, 150 shared hours, summaries and handoffs, manual chart entry, no PMS connection.
Pro
200 hours and supported PMS-read context after compatibility confirmation. No clinical-note writeback.
Boundary
What remains human-controlled.
Current boundaryOraCore does not autonomously schedule, verify insurance, submit claims, or message patients.
Product evidence
Confirm workflow fit with current product evidence.
No unverified product crop is shown.
The replacement ledger retains the exact requested crop and named review owner. The live page uses the reviewed workflow, plan, and limitation modules until current de-identified product proof is approved.
Next step
Evaluate the workflow with current boundaries.
Evaluate the workflow with current boundaries.
Use real appointments, assign human review, and confirm plan or PMS scope before rollout.