DayLoom Help Center
How can we help your team keep the day moving?
Search practical guides for schedule protection, recall workflows, patient messages, insurance checks, claim packets, imports, settings, and account access.
Browse by category
Getting started
Set up your practice workspace, invite teammates, and find your way around DayLoom.
6 articles
Daily Brief
Use the morning brief to scan the day, see real risks, and act before 9 a.m.
4 articles
Schedule and No-Show Guard
Keep the day whole with the schedule view, confirmation status, and no-show risk reasoning.
5 articles
Recall Engine
Track recall opportunities, prioritize who to reach today, and prepare safe outreach.
6 articles
Messages and AI drafts
Triage patient messages and review AI-suggested replies before anything is sent.
5 articles
Insurance and Claims
Capture benefit checks, build claim packets, and review AI-drafted narratives.
7 articles
Imports and starter workspace examples
Bring in patients and appointments from CSV, or load clearly labeled starter records to explore.
5 articles
Team and permissions
Invite staff, assign roles, and understand who can do what inside the practice.
4 articles
Email preferences and consent
Manage which emails patients and staff receive, and how consent is recorded.
4 articles
Security and account access
Sign-in options, session safety, and what to do if a teammate leaves.
4 articles
Billing and plans
Where to find plan details, invoices, and how to update billing contacts.
1 article
Troubleshooting
Common issues, what they usually mean, and how to recover quickly.
2 articles
Featured guides
Evergreen guides most teams open first.
Getting started
Set up your first practice workspace
Create your practice, invite a teammate, and confirm the basics before importing data.
Read guideImports and starter workspace examples
Import your first patient and appointment CSV
Use the Imports screen to bring in patients and appointments from a CSV without losing data.
Read guideDaily Brief
How the Daily Brief decides what to show
How the morning brief works, what it shows, and why it only ever surfaces real records from your practice.
Read guideMessages and AI drafts
Review AI message drafts safely
How to triage inbound messages, generate a reply draft, and approve or reject before anything is sent.
Read guideRecall Engine
Create recall opportunities manually
Add a recall row when an opportunity does not come from an import or PMS sync.
Read guideGetting started
Understand staff approval in DayLoom
How review-first works for AI drafts, automations, and anything patient-facing.
Read guideStill need a hand?
Send us the practice name and what you were trying to do. The more context you share, the faster we can help.
General support
support@dayloom.websiteImports, recall, messages, account access.
Security issues
security@dayloom.websiteSuspected account compromise or vulnerability reports.
Privacy requests
privacy@dayloom.websiteData access, export, or deletion requests.