Downloadable Document Library – lesson support, course documents and policies designed by a veteran office manager.
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Instructions & Forms
DENTAL RECEPTIONIST INSTRUCTIONS & FORMS
DENTAL RECEPTIONIST POLICIES
This Receptionist policy provides step by step instructions on how to handle a patient that calls and asks for their records to be forwarded to a new dentist, regardless of the reason.
RECEPTIONIST TRAINING LESSON DOCUMENTS
SCHEDULING COORDINATOR INSTRUCTIONS & FORMS
SCHEDULING COORDINATOR POLICIES
SCHEDULING COORDINATOR LESSON DOCUMENTS
TREATMENT COORDINATOR INSTRUCTIONS & FORMS
current dental condition. A well written and documented narrative may help eliminate the repetitive expenditures of
dental staff energies in obtaining results. Use this narrative as a starting point for creating your own.
TREATMENT COORDINATOR POLICY DOCUMENTS
At the end of the consult with a patient, the treatment plan coordinator must note what happened with the patient and any follow up that is needed. Use this policy to outline what steps need to be taken for each patient that requires treatment plan follow up, including weekly and monthly meeting updates.
It is important to understand that many times, patients are not excited about getting the dental work done and will not call in to schedule on their own. It is the responsibility of the dental office to reach out to the patient and attempt to get them scheduled. Use this policy to outline what steps need to be taken for each patient that requires treatment plan follow up, including weekly and monthly meeting updates.
financial COORDINATOR INSTRUCTIONS & FORMS
financial COORDINATOR LESSON DOCUMENTS
financial COORDINATOR POLICY DOCUMENTS
OFFICE MANAGER INSTRUCTIONS & FORMS
OFFICE MANAGER LESSON DOCUMENTS
OFFICE MANAGER POLICY DOCUMENTS
Use these examples of patient dismissal verbiage in the instance that a patient is not following periodontal recommendations, suggested treatment plan, or wants to be seen between two seperate offices.