training classes:
Protocol for Receiving and Confirming Laboratory Cases

Class Summary:

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PROTOCOL FOR RECEIVING AND CONFIRMING LABORATORY CASES

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WE USE GOOGLE SHEETS LAB TRACKING FORM TO TRACK OUR LAB CASES.

Log into the form and you can track the lab cases and their pending situation. – you will need to have a midtown dentistry google account.

Receiving lab cases:

Who is responsible for this?  –   Assistant closing the day

  • Lab boxes are delivered to the office and placed in the lab
  • Head dental assistant is responsible for supervising the unpacking and inspection of lab cases
  • Lab cases are labeled with the special lab sticky note and placed on the lab shelf under INCOMING
  • Receiving person updates the Google Sheet
  • We only use Google Sheets –  We no longer use EXCEL spreadsheet

Confirming lab cases:

Who is responsible for this?  –   Administrative person closing the day

  • EVERY DAY, the front desk person who has the closing duty is responsible for the lab cases of that day
  • That person does not leave for the day unless they completed confirming lab cases, or speaks to a supervisor about them.
  • The front desk person is responsible for contacting the patient and letting them know that “their RESTORATION has arrived and it is time to come for a visit”
  • Contacting the patient must be done with a MINIMUM of two different methods: phone and  e-mail. Adding text to the mix is also recommended but not mandatory.
  • The front desk person notes on the sticky notes on the lab case their details- that they left a message and their signature.

Follow up and verification:

  • Every week, our clinical director will follow-up and verify that the flow is working in each office.
  • In cases where it did not work – the clinical director will pull the recordings of the phone calls and the e-mail logs to find out where the problem occurred.

 

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lab scheduling protocol

Dr. Jonathan Penchas

Dr. Jonathan Penchas

Dr. Jonathan Penchas has been practicing Cosmetic and restorative dentistry for over 20-years in Houston. He has won numerous awards and written articles and books regarding Implant Dentistry and Dental Oncology.

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