ChairNav setup and workflow docs.
Learn how to configure the front-office workspace, import operational data, review AI outputs, manage team permissions, and keep staff in control.
Get started
Product overview
What ChairNav does for a dental front office and where the boundaries are.
ReadWorkspace setup
Create your practice workspace, add locations, and invite your team.
ReadData imports
Import patients, appointments, recall lists, and insurance data with a review step before anything is committed.
Read
Daily operations
Daily Brief
A morning summary of the day: schedule risk, recall focus, message backlog, and follow-ups due.
ReadSchedule and No-Show Guard
Protect chair time by spotting risky appointments and prioritizing confirmation effort.
ReadRecall Engine
Prioritize who to contact for hygiene and follow-up visits, then review AI-drafted outreach before sending.
ReadMessages and AI review
Triage the inbox, draft replies with AI, and keep clinical questions routed to a clinician.
ReadFollow-ups
Track what staff need to circle back on across insurance, claims, treatment plans, and patient questions.
Read
Insurance and claims
Workspace administration
Automations
Create rules that prepare drafts, queue tasks, and surface review items — never patient-facing actions on their own.
ReadTeam permissions
Roles and what each can do. Use the lowest privilege that fits the job.
ReadEmail and consent
How patient email is used, what consent is required, and how preferences are honored.
ReadSecurity basics
How ChairNav protects practice and patient data, and what your team should do to keep it safe.
Read