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Documentation Index

Fetch the complete documentation index at: https://handbook.daydream.dental/llms.txt

Use this file to discover all available pages before exploring further.

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What Launch Day Means

Launch Day marks the transition from onboarding into active service with DayDream. At this point:
  • Your platform setup is complete
  • Your workflows are live
  • The DayDream team begins handling work as outlined in your signed services
Launch Day is not a one-time event — it’s the start of your ongoing partnership with DayDream.

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What Changes on Launch Day

On Launch Day, DayDream officially begins working within your systems based on the services you selected. This may include:
  • Insurance A/R (claims, payments, and reconciliations)
  • Claims Cleanup
  • Verifications
Your office does not need to change how you work day to day unless discussed during onboarding.

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How to Work With DayDream After Launch

Once live, most day-to-day collaboration happens through the platform.

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Tasks

Tasks are used for patient-specific questions or requests.
  • If action is needed from your office, it will appear in My Tasks
  • If you’ve responded and are waiting on DayDream, it will appear in Waiting for DayDream

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Visibility

  • Uploads: where paper checks and EOBs are submitted
  • EOBs: where payments are digitized, posted, and tracked (informational for offices)
  • Verifications: where appointment verification status can be viewed (informational for offices)
  • Outstanding Claims: where DayDream works unpaid claims (informational for offices)

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What We’ll Continue to Need From Your Office

To keep things running smoothly after launch:
  • Upload paper checks and EOBs promptly and make bank deposits promptly
  • Keep insurance information updated in your PMS
  • Update portal logins in DayDream when they change
  • Respond to Tasks when office input is needed
These small actions support faster turnaround and fewer follow-ups.

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Adding or Updating Team Members

If a new team member joins your practice after launch:
  • Invite them through Settings → Team
  • Have them review:
    • Training Phase and it’s subsections of the DayDream platform
    • DayDream Standards (if applicable)
This helps new staff get aligned without slowing things down.

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What Success Looks Like After Launch

In the weeks following Launch Day, you should expect:
  • Fewer manual follow-ups
  • Clear visibility into work in progress
  • Consistent communication through the platform
  • Reduced billing friction over time
If questions come up, your DayDream point of contact is always available.

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A Final Note

DayDream’s systems and standards are designed to create consistency, clarity, and long-term improvement — even when that means changing how things were done before. Launch Day isn’t about perfection.
It’s about momentum. We’re excited to be live with your practice.