For Dental Receptionists ·
What you'll accomplish
Think of it as a coworker who has read every policy document and is always available. Your Claude Project will be configured with your fee schedule, cancellation policy, insurance carriers, and common appeal scenarios — giving you office-specific answers every time, without re-uploading anything.
What you'll need
What you should see: Your Claude account now shows a Projects option in the left sidebar.
What you should see: A project page with an empty knowledge section and a chat interface.
What you should see: A list of uploaded documents in the project knowledge panel. Claude will reference these automatically in every conversation within this project.
You are a front desk assistant for [Practice Name], a dental practice in [City]. Help me draft patient communications, insurance letters, phone scripts, and training documents. Always use the uploaded documents for practice-specific details (fees, policies, carriers). Write in a [warm/professional] tone. Never include actual patient PHI in your outputs — use placeholder names like [PATIENT NAME]. When writing insurance letters, always include clinical justification language and leave [DATE OF SERVICE] and [INSURANCE ID] as placeholders.
Your instructions appear at the top of the project. Every conversation in this project now starts with this context.
What you should see: An email that quotes or paraphrases your actual cancellation policy, not a generic one.
Use these inside your project where Claude has all your practice context:
Troubleshooting: If you can't find the "Add content" button, look for a document icon or "Knowledge" tab inside the project. The interface is updated regularly. look for anything that says "add files" or "project knowledge."