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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.

This phase focuses on helping your team understand how DayDream operates day to day, how we collaborate with your office, and how work will flow once services are live.

What to Expect During This Phase

How DayDream Works Day to Day

We begin by reviewing how DayDream supports your practice on an ongoing basis, including:
  • How work is organized and tracked
  • How questions and follow-ups are communicated
  • How issues are identified, worked, and resolved
This provides context before walking through specific workflows.

Platform Walkthrough

During the Training Phase, we review the DayDream platform and how your team will interact with it. This typically includes:
  • Navigating the platform
  • Understanding how tasks are created and used
  • Reviewing where visibility and status updates live
  • Knowing where to look for questions or follow-up items
Interactive walkthroughs may be shared to support training and future reference.

Workflow Alignment

Training also focuses on aligning expectations between your office and DayDream. This may look different based on your Organization’s structure: -Single practice -Multi-location groups -DSOs/Enterprises We typically review:
  • What DayDream owns vs. what remains with the office
  • When your team may be asked for input
  • How and when communication should occur
  • What a “normal” day-to-day workflow looks like once live
This ensures there are no surprises after launch.

What This Phase Produces

By the end of the Training Phase:
  • Your team understands how to work with DayDream
  • Platform access and usage expectations are clear
  • Communication and task workflows are aligned
  • Any remaining questions or gaps are identified before launch
This prepares both teams for a smooth transition into Launch Day.

What Comes Next

Once training is complete and readiness is confirmed, onboarding moves into Launch Day, where services officially go live and DayDream begins active work under the agreed-upon process.