Terms of service

Core provides the full agent workforce operating on material you supply. Core includes no connection to a practice management system, processes no patient data, and performs no action that reaches a patient.

Connect includes everything in Core plus a connection to your practice management system, so the same agents operate on your scheduling, production, and ledger data.

Every agent is available on both plans. A capability is unavailable on Core only where it requires practice data to function.

Subscriptions are billed monthly or annually in advance, per practice. Annual billing is charged at ten times the monthly rate for twelve months of service. Fees are non-refundable except where required by law.

We may change prices with notice. A change takes effect at your next renewal, not mid-term.

Core includes a 14-day trial. The trial is available on Core only. Connect has no trial because standing up a practice management connection, including payer enrollment, takes longer than fourteen days, so a Connect trial would expire before setup completed.

At expiry. If you have not started a paid subscription by the end of the trial, agent execution stops and the account becomes read-only. Your content remains available for export during the wind-down window described under termination, after which it is deleted. Starting a paid subscription at any point before deletion restores the account with its content intact.

A run is one task reaching a finished state. It is not a token, a message, or a credit.

Both plans include, per practice per calendar month:

• 1,000 runs you start yourself.
• 300 runs started by a schedule.
• Up to 10 active schedules, each running no more often than hourly.

The two allowances are counted separately, and scheduled work has the lower one because a schedule does not get bored. Both reset at the start of each calendar month.

If you reach an allowance, Atlas pauses that work until the next cycle rather than generating a surprise bill. You will see it coming, and the cap can be raised if your practice needs more. That is the same description published on the pricing page, deliberately in the same words, so the two cannot drift apart.

A paused task is not a failed task. It is not retried, it consumes no approval, and it resumes automatically at the start of the next month, or immediately if you raise the allowance.

We will not reduce your included allowances during a term you have paid for. If we change them, the change applies at your next renewal, with notice, the same way a price change does.

The practice management connection is part of Connect and is set up with you after you subscribe. It is not instant and it is not self-serve.

How it is provisioned. The connection runs on an established practice management integration relationship held under the Dental Document brand. Your account already sits there, because Atlas is part of Dental Document and signup runs through it.

What you provide. You are responsible for supplying accurate practice and system information, for holding and maintaining any license or subscription your practice management vendor requires, for authorizing the connection, and for completing any payer enrollment steps that require the practice to act. Delays in these steps delay the connection.

Accuracy. Atlas operates on the data your systems return. You remain responsible for the accuracy of that data and for reviewing agent output before acting on it.

You control each agent's authority level and its approval settings. Actions that reach a patient, a payer, or a vendor require your approval by default. You are responsible for the actions you approve.

Atlas provides architecture and safeguards; it does not by itself make your practice compliant with any specific regulation. Atlas does not provide clinical, legal, tax, or accounting advice, and agent output is not a substitute for professional judgment.

Atlas is HIPAA compliant, operated by Casaway Capital, LLC, DBA Dental Document under the same business associate agreement and the same Delve-managed security program as Dental Document. The security program is SOC 2 aligned.

Every customer executes the Dental Document business associate agreement at signup, before any use, on either plan. That agreement is a separate instrument. It is not part of these terms, and with respect to protected health information it governs over these terms.

The plans do not differ in compliance. They differ in whether Atlas reaches patient data: Connect does, through the practice management connection, and Core has no such connection.

We hold a business associate agreement with every vendor that processes protected health information on your behalf.

You keep ownership of everything you put into Atlas and everything agents produce for you. You grant us only the permission needed to run the service for you. We do not use your content to train general models.

Do not use Atlas to break the law, to send communications that violate applicable rules on patient contact or marketing, to attempt to reach another customer's data, or to interfere with the service.

We may suspend an account that is causing harm or risk, and we will tell you why.

You can cancel at any time. Cancellation takes effect at the end of the current billing period, and you keep access until then.

Export. Your second brain is stored as plain, portable files. You can export your content at any time while the account is active, and during the wind-down window after termination.

After termination. Agent execution stops and the workspace becomes read-only so you can still export. Deletion runs after a grace period that defaults to 7 days and that you can set anywhere from 1 to 30 days, during which nothing is destroyed and you can cancel. When it ends, the workspace and its content are purged and a deletion certificate is recorded.

Provisions that by their nature should survive do survive, including ownership of content, confidentiality, fees already owed, disclaimers, and limitation of liability.

Atlas is provided as is. To the maximum extent permitted by law we disclaim all implied warranties, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted or error free, or that agent output will be free of mistakes.

Limitation of liability. To the maximum extent permitted by law, our total aggregate liability arising out of or relating to these terms or the service, whether in contract, tort, or otherwise, will not exceed the fees you actually paid us in the twelve months immediately before the event giving rise to the claim.

Neither party is liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, or lost data, even if advised of the possibility. Nothing here limits liability that cannot be limited by law, including liability for fraud, willful misconduct, or gross negligence, and this limitation does not apply to your obligation to pay fees or to either party's indemnification obligations.

These terms are governed by the laws of the State of Texas, without regard to its conflict of laws rules. Casaway Capital, LLC is a Texas limited liability company.

The state and federal courts located in Texas have exclusive jurisdiction over any dispute arising out of or relating to these terms, and both parties consent to personal jurisdiction and venue there.

Talk to us first. Before filing anything, send written notice of the dispute to support@dentalatlasai.com and give us 30 days to resolve it. Most things that look like disputes are misunderstandings about what an agent did, and the audit log usually settles them.

Each party brings claims only in its individual capacity, and not as a plaintiff or class member in any class or representative action.

If we make a material change to these terms we will say so on this page and update the date above. Questions go to support@dentalatlasai.com.