Compliance Setup Wizard

The welcome screen introduces the compliance engine and explains the three-phase process:

1. Confirm your location and practice type -- Select your state, choose your practice type, and the system matches regulations to your area.
2. Review your equipment -- See equipment-linked requirements for sterilizers, X-rays, nitrous, and more.
3. Generate your plan -- Get a personalized compliance checklist with tasks, schedules, and deadlines tailored to your state and equipment.

Click Let's get started to begin.

This step displays your office location, practice type, and any practice specialties (e.g., Sedation / Nitrous Oxide, CBCT / 3D Imaging, Dental Lasers, Oral Surgery) pulled from your office settings.

You must confirm each item by checking the corresponding checkbox:

• Office location -- City, state, and county
• Practice type -- e.g., General Dentistry
• Specialties -- Any specialty services your office provides

All items must be confirmed before you can proceed. If anything is incorrect, click Edit office settings to navigate to Office Settings and make changes.

The wizard scans your equipment inventory and groups items by compliance-relevant categories (Autoclaves/Sterilizers, X-ray machines, Compressors, etc.). For each category, you see:

• How many items are in your inventory
• Whether the category is required or optional based on your practice type
• Whether any equipment is cloud-connected (which may allow auto-managed tasks)

If a required equipment category is missing, the wizard blocks you from continuing and provides a link to the Equipment page to add the missing items.

The button at the bottom shows how many categories will be included, e.g., Continue with 5 Categories.

Based on the equipment categories detected in the previous step, the wizard asks targeted questions about your workflows. These questions are shown one at a time with a dot-based progress indicator.

Questions may be auto-answered if the system can determine the answer from your equipment metadata. When this happens, you see a banner like "2 questions auto-answered by your equipment -- fewer steps for you."

The possible questions are:

Spore Testing Method (shown when sterilizers are detected)

• In-office incubator -- Results in 24 hours
• Mail-in service -- Results in 5-7 days

Sterilization Logging (shown when sterilizers are detected)

• Cloud-connected autoclave -- Auto-verified via equipment
• Manual paper/digital logs -- Staff records each cycle
• Mixed (cloud + manual) -- Some auto-verified, some manual

If you have a mix of cloud-connected and manual autoclaves, the wizard may show a per-equipment selection screen where you classify each unit individually.

Waterline Testing Method (shown when dental chairs/delivery units are detected)

• In-office test paddles -- Results in 48 hours
• Mail-in lab test -- Results in 10-14 days

Compressor Permit Status (shown when compressors are detected)

• No permit needed -- Compressor is below state size/pressure threshold
• Permit is required -- Compressor exceeds state threshold

If you are unsure about any question, click Not sure? We'll use the conservative default to proceed with a safe default value.

The system generates your compliance plan automatically. A progress checklist shows each phase:

1. Loading dental board requirements for your state
2. Loading federal CDC guidelines
3. Mapping requirements to your equipment
4. Creating your compliance plan

A progress bar tracks overall completion. When finished, you see a summary like "42 compliance tasks created for your practice."

If generation fails, an error message is displayed with a Retry button.

After successful generation, the system automatically transitions to requirement review mode where you can confirm or dismiss each generated task.