Patient Charts
Miscellaneous
Appointments
Treatment Plans
Medical/Dental History
100

This contact information must be provided by the patient.

What are telephone numbers and email?

100

This is the lifeline of a dental practice.

What is the continuing care or preventive care program?

100

This booking style is used when a dentist works out of multiple operatories, with multiple dental assistants and an overlap of appointments is acceptable.  

What is dovetailing?  Also known as over or double booking.

100

This is a list of patients with treatments that have been planned, but not scheduled.

What is an unscheduled list?

100

Patients living with these should inform the dental clinic, as ingredients within materials could trigger a reaction.

What are allergies?  

200

This information is necessary to obtain regarding the age of the patient, as well as it is directly related to insurance claims.

What is the date of birth or birthday?

200

The patient chart is the legal property of who?

Who is the dentist?

200

These are commonly put into the schedule, to allow for emergencies.

What are buffer times?

200

Every patient has the right to do this, once they are informed about the nature of the treatment, materials, expected benefits and risks of a treatment.

What are accept or decline the treatment?

200

This information is important as it can directly affect treatments.

What are current medications?

300

This personal information must be obtained from every patient.

What are name and address, including postal code?

300

When establishing a continuing preventive care program, this is a very valuable tool.

What is the dental software program?

300

If this is effectively managed, it will increase productivity and reduce stress on the team.

What is the schedule?

300

These surfaces are viewed within the odontogram.

What are facial or buccal, lingual and occlusal surfaces?

300

A patient who experienced these in the past, could affect present treatments.

What are childhood illnesses?

400

This is required from a patient, in order to transfer images to another dental clinic.

What is a signature on the x-ray release?

400

If this information is not accurate, the insurance claim will be declined or unsuccessful.

What is date of birth or birthday?

400

Appointments are scheduled using these.  There are two types.  

What are units of time?  10-minute or 15-minute units.

400

The clinical team will primarily do this, however it is very important for a Dental Office Administrator to be knowledgeable in this piece of the patient chart.

What is creating treatment plans?

400

This should be checked how often?  It should be comprehensively updated how often?

What is at each visit?  Every 05-years, or if a significant change occurs.  

500

This information must be obtained from a patient, it is critical to future treatments.

What are health histories (medical and dental)?

500

Heart diseases, medical conditions, allergies, current medications and contagious illnesses are examples of what?

What are medical alerts?

500

This is the most effective way to confirm appointments and contact patients.

What is the telephone?

500

This is a listing of patients with scheduled treatments that can be called with minimal notice for an appointment.

What is a short notice or ASAP list?

500

Patients who live with these, should inform the dental clinic.  They may not be as evident as others.  

What are medical conditions?

M
e
n
u