Training

Practice the flows a patient goes through. Nothing here is real — no patient sees it, no money moves, and nothing is saved.

The practice contract is a fake contract on a public link. Signing it does nothing and reaches no patient. Never put a real patient's details into it.

Practising a plan in the wizard

1. Open Practice building a plan. You will see an amber “TRAINING MODE — nothing is saved” banner across the top the whole time. That banner is how you know you are in the sandbox and not on a real patient.
2. Pick one of the practice patients at the top (Demo PatientOne, Charlie North, Nina Vegas…) — that is faster than the office and name search below them, which also works.
3. There are five steps: Patient, Treatment plan, Insurance, Payment, Agreement. The bar at the top shows where you are, and finished steps turn green.
4. Treatment plan lists everything included and the total. The pencil lets you edit it. Then See Payment Options.
5. Insurance — tick anything that applies (Dental PPO, HSA/FSA, Medicare Part B, Medical). Ticking No Insurance clears the others.
6. Payment — pick one of three: Office payment plan, Pay in full, or the Third-party option, where the patient applies with an outside company. Choosing the office plan opens three numbered boxes underneath: the promotional discount, the down payment, and the pricing program (12 / 24 / 36 / 48 months, the shorter terms discounting more).
7. Agreement is a numbered checklist, and it runs in order: set the dates → Save program → text the bank-connect link → send for signature. Each one unlocks the next.
8. Start again whenever you like with Start over, or Select new patient to keep practising on someone else. Nothing you do here is saved, so you cannot break anything.

Where the wizard stops you (and why)

• “Continue to Review” is greyed out. You have not picked a payment method yet. Choose one of the three cards and it lights up.
• A red box says the down payment is short. Full-arch cases have a minimum — $4,000 per arch, so $8,000 for two — and the wizard will not continue until the down payment reaches it. That is real, not a demo quirk: on a live case an admin has to override it. Type a big enough amount and the red box clears.
• The down payment will not accept itself. Every payment needs a date picked explicitly — there is no default. Until you choose one it says “Select a date for this payment”.
• “Save program” is greyed out. Finish the dates in box ① first, including the first payment date on the payment schedule.
• “Send agreement” is greyed out. You have to save the program first — the plan has to exist before anything can be sent. The bank-connect step sits between the two: a payment plan needs a Plaid-connected bank before the agreement can go out.

Practising the bank connection

1. Open Practice connecting a bank. It opens the real Plaid screens — the same ones the patient gets when the office texts them a bank-setup link.
2. Search for “Platypus” and pick First Platypus Bank. The bank list shows familiar names (Chase, Wells Fargo) but they are all simulated — the Platypus banks are the ones that reliably log you straight in, so use those for practice.
3. Sign in with username user_good and password pass_good. Plaid shows these at the bottom of the screen too, under the blue “Sandbox mode” bar — that bar is how you know you are not on a real bank.
4. Plaid offers to save your bank for next time and asks for a phone number. Tap Finish without saving — a patient can do the same; it is optional.
5. You land on the “pick the account” screen — the real one. Choosing here is what a patient does to tell us which account to debit.
6. Start over any time by opening the card again. Each click is a brand-new practice run; nothing carries over and nothing is saved.

What the patient sees when they sign

1. They get both a text and an email with the same link — we send to both, so tell them to check either. The text reads “Your treatment agreement is ready to review and sign” followed by the link.
2. They tap the link. It opens in their phone's browser. There is no app to install and no account to create.
3. They read the agreement, scrolling to the bottom.
4. They sign — and they get three ways to do it: Draw with a fingertip, Type their name, or Upload an image. Typing is the easiest one to talk someone through over the phone.
5. They tap the signature and date onto the document, then Complete.
6. A confirmation box asks “Are you sure?” — they must tap Sign there too. It is not signed until they do.
7. They see a confirmation, and it shows as signed on our side shortly after.

When a patient gets stuck

• "I never got the text." Have them check their email — the same link goes to both, and the email often arrives when the text does not. Then check the mobile number on their record (a landline or a typo is the usual cause) and their spam/blocked messages.
• "The link doesn't open." Have them tap it directly in the text rather than copying it. Some keyboards mangle a pasted link.
• "I can't sign / the box won't take it." Point them at the Type tab — they can type their name instead of drawing it. Drawing does not need to look neat either.
• "I tapped Complete but nothing happened." A confirmation box appears asking “Are you sure?” — they still have to tap Sign in it. This is the most common place people stop, believing they are done.
• "I signed but you don't see it." Give it a minute, then refresh. If it still is not showing, do not send a second contract — check with someone first, so the patient does not end up with two.