Policies

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Confirmation Policy

The Confirmation Policy has a dual purpose between the patient and the practice:

• Remind every patient that a scheduled appointment is a confirmed appointment

• Ensure the practice meets its production goals

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Continuing Care Policy

The Continuing Care Policy has a dual purpose between the patient and the practice:

• Educate every patient on the connection between oral health and well-being

• Ensure the practice enjoys consistent and predictable patient flow

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Financial Policy

The Financial Policy has a dual purpose between the patient and the practice:

• Provide every patient with a variety of financial options to meet all of their needs

• Enable the practice to achieve maximum case acceptance

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Late Patient Policy

The Late Patient Policy has a dual purpose between the patient and the practice:

• Ensure every patient receives the treatment scheduled on time every time

• Ensure the practice is able to deliver the treatment scheduled on time every time

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Missed Appointment Policy

The Missed Appointment Policy has a dual purpose between the patient and the practice:

• Identify obstacles that prevent patient engagement and commitment

• Equip the practice to track patterns that may reveal clinical and/or financial limitations or defects

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

New Patient Policy

The New Patient Policy has a dual purpose between the patient and the practice:

• Deliver services that will delight patients at every point of contact

• Define the unique mission, vision, and values of your practice that will enable and equip it to attract and retain quality patients for life

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Problem Focused Patient Policy

The Problem Focused Patient Policy has a dual purpose between the patient and the practice:

• Respond to the patient’s urgent issues with immediate and long-term solutions

• Equip the practice to secure and preserve the relationship

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Imaging Policy

The Imaging Policy has a dual purpose between the patient and the practice:

• Ensure every patient has current, diagnostic, and comprehensive radiographic images

• Equip and enable the practice to provide its clinical services at the highest level

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Reactivation Policy

The Reactivation Policy has a dual purpose between the patient and the practice:

• Ensure every patient of record is scheduled for their next appointment

• Ensure that the practice enjoys consistent and predictable patient flow

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling

Scheduling Policy

The Scheduling Policy has a dual purpose between the patient and the practice:

• Communicate to every patient a standardized and orchestrated set of operations for their benefit and well-being

• Establish a firm foundation for every team member of the practice to work in a stress-free environment

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Confirmation • Continuing Care • Financial • Late Patient • Missed Appointment • New Patient • Problem Focused Patient • Imaging • Reactivation • Scheduling