NEW Patient PROTCOL
Scheduling
Miscellaneous
PRODUCTION
INSURANCE
100

What are the first three questions we should be asking patients when we seat them?

Learn something personal

confirm personal information

Get patients preferred method of contact information.

100

How many deliveries a Day and why?

Just 4!!

If we have more then 4, we should check who was the last patient scheduled and we'll have to call to reschedule.

The reason why we only schedule 4 is because we're not producing enough when we have multiple deliveries a day.  

100

If we don't have a sterile, who should count instruments in the morning and afternoon? 

Opener and closer!

From now on I will have you guys send a picture in the morning and in the afternoon.

100

In order for us to schedule in the first column what do we need?  

Collect down payment and set up finances if needed. 

100

What services can we provide for Ahcccs patients? 

RCT after PreAuth is approved.

EXT if we can see infection. 


200

What are the three questions we should ask when reviewing medical history?

Do you take any medications?

Do you have any allergies?

Any medical conditions?

Let's make sure we are asking these questions.

200
What should we add to the appointment when we create it? 

Attach treatment for next visit and add initials when we create appointment.  

200

When should we be checking for cases and who should be checking for them? 

First thing in the morning it should be the opener. 

When you guys are checking for cases I need you to check for the next two days! If you see that we have more than 4 deliveries, please call them to move them to a different day.

200

What kind of treatment can we schedule on the 2nd column? 

Small production

simple extractions 

2-3 fillings 

perio maintenance

200

What should we be asking Accounts when a patient needs a bridge, and they have a missing tooth? 

We have to verify that the insurance cover missing teeth. 


Also, we need to ask patient when that tooth was extracted.

300

What 6 questions should we ask when reviewing dental history?

when was your last dental visit?

when was your last cleaning?

what concerns do you have about your teeth?

are you happy with your teeth?

what would you fix with your simile?

Are you interested in braces?

300

What kind of patients do we schedule on OP8?

PPO and Cash patients 

Don't schedule patients that have not been seen in the past 6 months to a year. 

300

If the patient has Ahcccs and we're doing a RCT Bu and crown how much should we charge patient for the LAB Fee ?  

$150 

300

What do we do if patient wants to start but don't have a CC to put on file? 

We ask if someone can lend them a CC for do a PIF in two or three payments if we can brake treatment in multiple visits.

300

What should we be asking patient when we need to replace a crown? 

When was the crown and added it to our notes. 

Let's make sure that we ask that when Doctor lets us know that we need to replace it. 

400

What is the 6's steps for the new patients?

Seat the patient 

Review Medical History

Review dental history

Get Doctor

Take X-rays 

Doctor exam 

400

what patients are we allowed to schedule in OP'8?

Regular patients that come in every 6 months to a year.

400

When requesting days off what do we need to do? 


Fill out a Request form and get it signed by doctor. 

Just a reminder this doesn't mean it is approved. 

400

What can we do while patient is getting numb?

Ask for a review 

Schedule next appointment 

Do patient's note

400

What is the first thing we should do before presenting treatment to patients?

check what kind of insurance they have.

Update fees

Drop and add RISAS Fees if its Ahcccs  


500

If a patient can't start same day and they need to talk to spouse, what should we be asking patient?  

Do I have permission to give you a call in the next 24 to 48 hours?

500

Between what time should we schedule our Ahcccs patients?

between 11am to 4pm 

We shouldn't be scheduling Ahcccs at any other time.

500

What is the purpose for OP'8 and what is our production goal? 

The purpose of this column is to be able to see patients that need cleanings our goal is for ortho patients that need prophy's.

For production we need to produce minimal $1300.  

500

How much production should our 1'st and last patient's treatment be to be able to schedule at 9am and at 6pm?

From now on our 1'st patient should be $600 minimal last patient $800!! 

500

What should we be telling patients when they have insurance at the end of their appointment?

We should be telling patients, you don't have a patient portion today, but we will be billing out to your insurance for exam and X-rays!