Hand Off Policy

This Dental Receptionist resource document maps how to skillfully execute hand-offs in your office. The intention of good hand offs is to ensure that the patient is transitioned from one employee to the next with the correct amount of information and care.

Hand Off Policy

Hand –off’s – When Do They Happen

  • From reception area – receptionist to clinician
  • From Clinician to Clinician
  • From Hygienist to Doctor
  • From Doctor to Treatment Plan Coordinator
  • From Clinician to Scheduler
  • From Treatment Plan Coordinator to Scheduler
  • From Receptionist to the Employee Receiving the Call

Pay Attention to When Next Hand Off is Coming or Where it is Going:

View the complete document and print out a copy for your office below!