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- Dental Practice Management
- Who it's for
- General dental practices
General dental practices
A general dental practice needs the returning patient's identity to remain consistent from scheduling through the next care action. The coordinator handles appointment administration while clinicians contribute attributed notes and observations. Use the visit as the reference for the work that happens during it, then assign follow-up explicitly to the person responsible.
How Dental Practice Management is set up for you
Returning patients
Match patient number and review changed contact information before creating another Patients record. Compare purpose-specific consent with the patient's summary status so an old Active label does not hide expired evidence for the intended activity.
Daily visit handoff
Keep Scheduled, Arrived and in progress meaningful to the staff using Appointments. Started at and ended at describe actual visit activity. Agree who manages chair availability alongside this visit schedule.
Clinical documentation
Link chart notes and clinical measurements to the correct visit and clinician. Keep measurements with their units. Review Draft notes and missing signed at values before treating the documentation as signed evidence.
Work after the visit
Assign treatment tasks with due at and assigned to. Review overdue care work on its own schedule, even after the patient pays.
A general dental practice needs the returning patient's identity to remain consistent from scheduling through the next care action. The coordinator handles appointment administration while clinicians contribute attributed notes and observations. Use the visit as the reference for the work that happens during it, then assign follow-up explicitly to the person responsible.
Pilot a representative appointment session with returning patients and an agreed follow-up review. Include a cancelled visit, a purpose-specific consent needing attention and a task that remains unfinished after its due date. Ask Clinical Reviewer to inspect the evidence through the configured read-only role, then rehearse how Clinical Coordinator records the agreed outcome.
Start billing review in one agreed currency. Keep invoice matching in the billing system the practice uses. Connect imaging, insurance and treatment-planning systems where those handoffs are part of the practice's work. Prepare the actual source data through the [implementation plan](/dental-practice-management/implementation), and use [Patient intake to appointment review](/dental-practice-management/processes/intake-to-review) for the handoff rehearsal.
Features to start with
Roles on the team
- Clinical Governance Administrator
- Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
- Clinical Reviewer
- Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
- Licensed Clinician
- Captures assigned care operations work and evidence.
- Clinical Coordinator
- Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Set up Dental Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.