AURA Onboarding Protocol
Orientation: Your First Step | Setting Up Your Secure Knowledge Vault in
3 Simple Steps
Setting up your secure Knowledge Vault in AURA Ai is as simple as 1-2-3. Uploading these three primary document categories provides your workspace with the operational intelligence needed to power daily workflows, streamline staff training, and answer daily questions instantly.
1. Employee Handbook
Practice-Wide Policies & Guidelines: HR rules, staff code of conduct, time-off/PTO request guidelines, and organizational expectations.
Role & Staffing Protocols: Responsibilities across clinical, administrative, and management positions.
Operational Rules: Attendance, dress code, communication, and workplace policies.
2. OSHA Guidelines & Safety Manual
Practice-Specific Safety Plans: Workplace safety protocols customized to your facility.
Infection Control Standards: Sterilization routines, PPE requirements, and bloodborne pathogen protocols.
HazCom & SDS: Chemical handling procedures and Safety Data Sheets (SDS).
3. Practice-Specific SOPs
Payer & Financial Operations: Fee schedules, PPO contracted rate sheets, billing and collections policies, insurance credentialing steps, and patient payment plans.
Clinical Workflows: Instrument tray configurations, X-ray and photo technique guides, lab submission workflows, sterilization routines, and chairside emergency protocols.
Regulatory & Compliance: HIPAA privacy policies, Business Associate Agreements (BAAs), malpractice insurance certificates, and facility lease agreements.
Administrative & Front Office: Phone scripts, patient intake workflows, scheduling guidelines, block booking rules, and cancellation/no-show policies.
Knowledge Vault Security & Built-In PHI Protection: When uploading documents into your secure Knowledge Vault, aura AI features a built-in auto-redaction engine custom-tuned to detect PHI and potential PHI. This supports your team and ensures sensitive patient information is automatically scrubbed and never ingested into the aura AI ecosystem.
The Operational Advantage
The Operational Advantage:
A Force Multiplier for Growth
There is PLENTY here to keep the team empowered, getting daily questions answered quickly, and creating automated training from. By serving as a true force multiplier, AURA Ai eliminates daily operational friction and amplifies time savings across your practice, allowing your team to apply that newly found time directly toward patient care and practice growth.