Lab Cases
This department is responsible for taking lab cases from the delivery driver and giving them to doctors for approval
Who are the schedulers?
These patients need an up-to-date iTero scan, fmx series, perio charting, pano, and comprehensive exam
Who are all patients? Also acceptable: new and/or reactivated patients
This person is notified immediately when you're sick or running late
Who is your department head? Also acceptable: your other department members
This department is responsible for keeping the schedule full and productive
Who is the scheduling department?
This is the person you ALWAYS retrieve or at least notify when you're going to be presenting treatment to a patient
Who is the treatment coordinator?
This is used to track outgoing and incoming lab cases
What is the lab tracking sheet in steri? Also acceptable: Recare report in Curve
These are tools we use for every patient to educate them on their dental health status, root causes of dental issues, and their treatment plans
What are itero scans, Pearl AI, and/or models? Also acceptable: "visual aids"
What is morning huddle? Also acceptable: Any time outside of dedicated meeting time, around patients, during patient care time
In the doctor column, this person is responsible for initiating a clinical note and having it almost completely ready for the dentist to finish (all complete except doctor section)
Who is the dental assistant assigned to the doctor?
These positions is ULTIMATELY responsible for ensuring all clinical documentation is accurate and their patients are fully and continuously educated
Who is the dentist and hygienist?
This person is responsible for checking the lab script for accuracy, signing off on lab cases in a timely manner and returning to front desk, and answering any case questions/inquiries from labs in a timely manner
Who is the dentist?
This is what we do if we have made two attempts to complete a clinical task and have been unsuccessful (ex: make a temp crown, take an xray, etc.)
What is fetching someone to swap out for that task? Also acceptable: Ask for help
This person is responsible for the initial approval of your time off
Who is your department head?
This person is responsible for calling a patient who has canceled and did not reschedule or canceled more than once
Who is the assigned clinician?
This person is responsible for initially scheduling the patient's next recare visit before they leave their current one
Who is the dental hygienist?
This person would be responsible for scheduling a lab technician to assist in-office, ensuring we have everything we need to deliver, and would liaison with the lab for any other need
Who is the Dental Assistant Logistics Lead?
This is when we stop educating patients on their outstanding or upcoming treatment, the root cause of their dental issues, and why treatment is needed/the consequences of not treating
What is never?
This person assists you with the initial troubleshooting and problem solving when there's an equipment issue in your department
Who is your department head? Also acceptable: Your other department members
This is the go-to person for patient inquiries regarding their account balances
Who is the Patient Accounts Manager?
This is person you fetch to join you BEFORE the patient leaves the room they're in when the patient is displaying or communicating uncertainty about the value or necessity of their dental treatment
Who is the dentist?
This person is responsible for obtaining and submitting scans/impressions/photos to labs + getting scripts signed by doctors for all cases other than Invisalign
Who is the dental assistant assigned to the doctor?
This person calls and schedules the patient on their behalf, during the patient's consult/visit with us, when the patient has been referred to a specialist of any kind
Who are the schedulers?
How often to we review our performance statistics in order to catch areas for improvement or areas where we did well and find solutions to problems within our own department?
What is weekly?
This department is responsible for ensuring that charts include all updated insurance information, an up-to-date health history, any signed treatment plans, and any other relevant documents
What is the scheduling department?
Currently, this department calls or prints prescriptions once ordered by the doctor
What is the scheduling department?