Choose scope
Start with one provider or a practice-wide Team test.
AI-generated illustration; fictional people, not OraCore customers, employees, or patients.
OraCore workflow guide
Start with the documentation problem you can prove.
An independent practice can test OraCore with one provider on Solo or across the practice on Team. Both use reviewed manual chart entry. Pro is for practices that need confirmed PMS-read context and an assisted rollout.
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 owner-led test is the organizing decision.
Workflow
Follow the real work moment.
Distinct steps prevent a generic role-name swap.
Assign ownership
Name who reviews drafts and resolves incomplete items.
Test normal visits
Use the appointments that represent the actual week.
Decide expansion
Review workflow fit and staff feedback before adding scope.
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 boundarySolo and Team use reviewed manual chart entry. Published prices should be confirmed on the current Pricing page.
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.