What you'll accomplish
By the end of this guide, you'll have a Claude AI assistant that already knows your practice — your dentist's name, the insurance plans you accept, your communication style, and your most common tasks. Instead of re-explaining your practice every time you need a letter drafted, your assistant will produce accurate, on-brand output from the first message.
What you'll need
- Claude Pro subscription ($20/month at claude.ai)
- 15 minutes to write down your practice details (one-time)
- Time needed: 30–45 minutes for setup; saves time on every task afterward
- Cost: $20/month
How-To Guide: Build Your Personal Dental Office AI Assistant
Step 1: Sign up for Claude Pro
Go to claude.ai and create an account (free takes 2 minutes). On the left sidebar, look for the Upgrade button or navigate to your account settings. Subscribe to Claude Pro ($20/month). You'll see the interface update with more features, including a Projects section in the left sidebar.
What you should see: The left sidebar shows "Projects" above your chat history.
Troubleshooting: If you don't see Projects, your account may be on a free plan. Confirm your Pro subscription is active under Settings > Billing.