Training Center — TheOptiQ

Founding Partner Access: Full training modules are included with Founding Partner onboarding. The content below reflects the curriculum currently in development and delivered during hands-on implementation.

🤖 Front Desk Automation Basics Founding Partners

Understand which front desk tasks are automatable, how AI handles inquiry capture and response, and what changes for your team on day one. No technical background required — designed for office managers and coordinators.

What AI handles What staff still owns Day 1 workflow changes Common questions answered

📅 AI Booking Workflow Founding Partners

Step-by-step walkthrough of the patient capture → AI response → appointment booking sequence. Learn how the system handles new inquiries, qualifies patients, presents availability, and confirms bookings without staff involvement.

Capture channels Response logic Scheduling flow Confirmation and sync

📋 PMS Integration Readiness Coming Soon

How to prepare your Open Dental setup for integration with TheOptiQ. Covers what to check in your current configuration, what to configure before go-live, and how to validate that the integration is working correctly.

Open Dental checklist Pre-integration setup Go-live validation Troubleshooting basics

What Founding Partners Receive

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Hands-on onboardingDirect setup support from the TheOptiQ team — not a help center article.

📖

Training documentationWritten guides, workflow diagrams, and checklists tailored to your practice setup.

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Live workflow reviewWe walk through your current intake process and map TheOptiQ into it specifically.

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Direct team accessOngoing access to the team during your first 60 days — not a ticketing system.

Get Access to the Full Training Curriculum

Training modules are included with Founding Partner onboarding. Start with a free revenue audit to see if TheOptiQ is the right fit for your practice.

Join the Founding Partner Program →