Dental AI guide
Treatment Plans: Stop The Spread
A staff-facing guide for controlling patient-identifiable treatment plans.
Your dental system protects patient information through access controls, audit logs and retention rules. The moment a treatment plan leaves that system — into email, a Word doc, a desktop PDF, public AI — none of that protection travels with it. Everything else (spread, overseas processing, breach exposure) is a downstream consequence of that first extraction.
No patient data required. Use these guides for practice workflow education, not patient-specific advice.
What's inside
- Why this matters
- The core risk: once it leaves the system, it's no longer protected
- How treatment plans spread
- The red / amber / green rule
- Do not
- Do
- File naming rules
- AI wording rule
- Treatment coordinator checklist
- Manager checklist
- Safer workflow
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Request the version adapted for your practice
The guide above is free to read and download. If you would like a version tailored to your practice workflow, leave your details below. Use practice-level details only. Do not include patient names, treatment details, clinical notes, X-rays, invoices or identifiable emails.