Keep the practice moving. Keep the dentist in charge.

Only a licensed dentist diagnoses, plans treatment, interprets radiographs and prescribes. No assistant-generated clinical findings and no consent conversation by the assistant. Hygienists and dental assistants work only within their training and the required supervision; the dentist remains responsible. The AI assistant is never described as licensed or Board-endorsed.

Pain, swelling, trauma, medication and other clinical questions follow the practice’s emergency instructions and reach the on-call dentist; the assistant does not decide whether a condition is an emergency. Initial orthodontic or aligner care requires the dentist’s in-person examination, or qualifying records within 12 months, and review of current radiographs; checking that documents exist does not assess their clinical adequacy. Patient notices name each treating dentist with phone, after-hours emergency contact and license information.

Clinical judgment, equipment in use, records, pricing, credit, refunds, warranties, advertising, personnel and hours stay with the dentist. Management services cannot restrict judgment, control clinical staff, limit services or payment methods, impose scheduling preferences, penalize reporting or depend on referrals.

Regaldi provides practice-management services for a flat fee at fair market value. No fee is tied to patients, bookings, accepted cases, paid claims or production.

Before an approval-gated workflow is offered, Studio’s act-without-asking mode and Legate’s autonomous dialing are locked off for the practice. Patient messages, portal or clearinghouse submissions and ledger actions then wait for a person at the practice. That configuration is verified for each practice before the workflow starts; approval by the practice is not the recipient’s consent.

The dentist’s documented work supplies codes and narrative facts. No code is selected, upgraded or inflated by the system, and no claim statement is false or incomplete. The dentist confirms and signs; staff verify benefits, fees and submission.

Copayment and deductible waivers, hardship reductions and refunds are the owner dentist’s documented decision, case by case, never a standing practice. Copay relief is not advertised.

A frequency limit, waiting period or exhausted maximum does not by itself make a service non-covered for contracted-fee purposes. The correct plan terms and the self-pay Good Faith Estimate duties apply, and prepaid-plan patients in good standing are protected from prohibited collection for covered services.

For the Florida rules and plans to which they apply: primary filing within 6 months and secondary within 90 days of the primary’s determination; electronic acknowledgment in 24 hours, action in 20 days, additional information within 35 days and payment or denial within 90 days; paper acknowledgment in 15 days and action in 40 days; appeals finalized within 60 days, with collection for covered services restricted while a denial or contest is pending. These clocks are not applied to ERISA, Medicaid or other plan types. Virtual-card or EFT terms need the dentist’s signed consent, and a prior authorization does not promise payment.

Owner-set terms, written and signed, with services and fees specified, duration and renewal disclosed, 30-day cancellation and the required refunds. The statutory “not health insurance” statement sits on the signature page in contrasting color and 12-point type. No membership contract is generated as a legal conclusion.

Records are kept at least 4 years from the last examination or treatment, with appointment entries and lab prescriptions kept 4 years and backups at least every 72 hours. Alterations are marked, dated, initialed and explained. Staff verify identity and the lawful basis for release and log the recipient and that basis. Copies, radiographs included, go out in less than 30 days and are never withheld for unpaid fees.

These are the practice’s duties as records owner. They do not describe how long Regaldi’s server keeps memory and uploads.

No telephone or in-person solicitation of non-patients by the practice or anyone acting for it, even with consent. This offer excludes outbound calls to non-patients, including requested callbacks, and automated calls to professional partners. The practice line is answered; patients and former patients are followed up only for permitted purposes and with the applicable consent. Recording requires every party’s consent.

Healthcare reminders go to the number the patient supplied, name the practice, cost the recipient nothing, carry no marketing or billing, stay within one a day and three a week, and offer an opt-out each time. Recall intervals come from the dentist.

Treatment-plan follow-up by text or automated call uses the patient’s recorded prior express consent. Marketing requires prior express written consent and any required HIPAA authorization. Florida restrictions and opt-outs still apply. The AI assistant identifies itself as automated; that is Regaldi policy, not a Florida dental AI statute.

The responsible Florida dentist is identified by license number, or by name with the full name, address and phone on file, and the practitioner’s license type is stated. Named dentists practice at the location or own the practice. No self-praise, quality comparisons, fear, misleading partial disclosures or result promises.

If a practice advertises treatment fees, they carry “minimum fee only”, the exact ADA CDT nomenclature or code and a stated period of at least 90 days; free or discounted offers carry their dates and the capitalized 72-hour statement. “Specialist” only with the statutory qualifications; implant and cosmetic emphasis carry the capitalized non-specialty statement; covered telehealth treatment ads carry the in-person-examination notice; “sleep dentistry” only with a general anesthesia permit. This Regaldi page carries no prices or treatment offers.

Real patient material only with written authorization and the applicable marketing permission. No fake reviews, no incentives for positive reviews, no suppression and no patient information in replies, including confirmation that someone is a patient. Material connections are disclosed and atypical outcomes are not presented as typical. Republishing testimonials remains a question for counsel, so there is no publication offer.

No gifts, credits, discounts, per-patient or per-lead payments or production share for referrals, including to professionals, schools, gyms or influencers. A thank-you note carries nothing of value. A fixed fair-market-value service fee does not by itself make a referral arrangement lawful. Federal-program work adds applicable Anti-Kickback Statute review.

Licenses, permits, CPR and training dates are verified by staff; dentist education runs 30 hours per two years with the required controlled-substance education, and hygienist requirements are verified for the applicable cycle. Annual OSHA training and exposure-plan review, training records kept 3 years, the sharps log and sterilizer monitoring stay with the practice.

Lab prescriptions are dated and dentist-signed with the license number; lab disclosures are filed and shipments packed as the rule requires. Reportable sedation or anesthesia incidents need certified mail postmarked within 48 hours and a complete report within 30 days, signed by the dentist. Software neither performs safety procedures nor certifies compliance.

Patient information only under signed Business Associate Agreements and the required safeguards; until then the work excludes patient information. The practice remains the covered entity and the owner dentist keeps control of patient records. No HIPAA certification, SOC 2, ISO or zero-retention claim.

The dentist personally handles Board and peer-review responses, with peer-review protections and reporting duties preserved. Suspected breaches go to the practice and counsel; the outer notification limits are not permission to delay, and there is no automatic breach determination.

The research read a version of rule 64B5-16.006 that takes effect on October 26, 2026. It is not presented as already in force on October 14, 2026; the operative version is verified before staff scopes are configured.