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Ask Saige · Knowledge · SOPs · Guides · Courses · Tasks

Everything your team needsto run the practice

Saige brings your documents, SOPs, guides, training, and tasks into one place, so your whole team always knows how the practice runs and what to do next. An AI assistant answers any question instantly, cited from your own documents.

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What's our cancellation policy for same-day appointments?
Based on your practice's SOP, patients must provide 24-hour notice for cancellations. Same-day cancellations incur a $50 fee unless due to a medical emergency.
Source: Office Protocols v3.2

Ask Saige AI

Your AI assistant that knows your practice inside and out. Ask any question and get instant, accurate answers sourced directly from your documents.

  • Natural language questions, just ask like you would a colleague
  • Every answer cites the exact source document
  • Available 24/7 for your entire team
Ask Saige AI
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How do I process a PPO insurance claim?
Based on your Insurance Processing SOP, here are the steps:
  1. 1.Verify patient eligibility via portal
  2. 2.Submit pre-authorization if required
  3. 3.File claim within 30 days of service
Source: Insurance Processing Guide v2.1

Knowledge & Documents

A secure, centralized home for every SOP, protocol, and training manual your practice relies on. Upload once, import from our 70+ template library, or sync straight from Google Drive.

  • 70+ premade SOP templates ready to import into your library
  • Google Drive sync plus drag-and-drop upload for PDF, DOCX, and more
  • In-app editing, organized by category with full-text search
Document Library
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Office Protocols

Updated 2 days ago

Insurance Guide

Updated 1 week ago

HIPAA Compliance

Updated 3 days ago

New Hire Checklist

Updated 5 days ago

Emergency Procedures

Updated 1 month ago

Patient Scheduling

Updated 2 weeks ago

Training Courses

AI-generated courses and onboarding paths built from your own documents. Invite your staff, assign roles, and watch new hires ramp in days instead of weeks.

  • Auto-generated courses and onboarding from your uploaded documents and SOPs
  • Invite staff, assign Admin, Editor, or Viewer roles, and track completion
  • Quizzes and assessments to verify understanding across your team
My Courses
3 active

Front Desk Onboarding

75%

12 lessons · AI-generated

Insurance & Billing

40%

8 lessons · AI-generated

HIPAA Compliance

100%

6 lessons · AI-generated

Screen Walkthroughs

Record any process on screen and Saige automatically turns the video into a timestamped, step-by-step walkthrough. Share with your team or generate a public link anyone can open.

  • AI splits the recording into labelled steps with auto-written titles and descriptions
  • Edit, reorder, or regenerate steps without re-recording the source video
  • Share with specific staff or generate a clean public link with no Saige account required

Walkthrough

Verify dental insurance eligibility

5 steps
1

Open the patient profile

From OpenDental, find the patient by name or chart number, then click Insurance.

2

Click Verify eligibility

Saige looks up the carrier and pre-fills the verification request from the patient record.

3

Confirm coverage with the carrier portal

Cross-check annual maximum, deductible remaining, and any waiting periods.

4

Note any pre-authorization requirements

Flag procedures that need pre-auth so the front desk can submit before scheduling.

Tasks & Checklists

Repeatable checklists for the moments that matter, morning open, sterilization runs, end-of-day close, new-hire onboarding. Assign by role or person and let Saige run the schedule.

  • Daily, weekly, or custom recurrence, Saige spins up a fresh checklist on cadence
  • Assign by role to auto-enroll everyone, or hand-pick specific staff
  • Customizable statuses (Completed, Missed, Needs attention, anything you add) tracked per step
Morning open
Daily · 7:30 AM

Unlock front entrance and disarm alarm

Power on chairside computers

Run sterilization cycle for trays 1-4

Restock front desk forms and pens

!

Check fridge temperature log

Open patient schedule for today

3 of 6 done
The full platform

And these are just the highlights

Saige ships with everything a growing practice needs. Here is some of what else is inside.

SOP Template Library

70+ ready-made SOPs to import and make your own.

Quizzes & Assessments

Verify understanding after every course and lesson.

Assignments & Progress

Assign training by role and track completion at a glance.

Team Management

Invite staff with Admin, Editor, or Viewer roles.

Personal Document Storage

Private documents that travel with each staff member.

Practice Branding

Your logo and colors across the whole workspace.

Simple setup

Up and running in minutes

Three simple steps to bring how your whole practice runs into one place.

01

Upload your documents

Add your SOPs, protocols, training manuals, insurance guides. Any document your team references daily.

02

Saige learns your practice

Our AI reads, understands, and indexes every document. A knowledge base unique to your office.

03

Your whole practice runs on it

Staff get instant answers, follow guides and SOPs, complete training, and run their daily tasks. All powered by your own knowledge.

Ready to run your whole practice in one place?

Join dental practices that run on Saige: one place for knowledge, SOPs, training, and the daily tasks that keep the office moving.

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