Organizing the New Patient Process
by John C. Cranham, DDS
At a recent faculty meeting at The Dawson Academy, one of the topics discussed was the apparent difficulty in getting our students to completely commit to the concept of doing a thorough examination. While almost everyone can admit to the value in conducting a complete exam on each new patient, they admittedly struggle with the logistics of doing so. Since so many offices are focused on hygiene, there simply isn't enough room in the schedule to make time for a thorough, complete examination. On the other hand, some offices are bringing in new patients to meet with the dentist, but not even the dentist has enough time to gather quality recrods for a proper evaluation. Unfortunately, no practice should operate without a complete exam and a complete set of records. The following will discuss ways for your practice to conduct a complete examination, ensuring that you obtain first-class, quality records for each of your patients.
Scheduling
These days, one of the difficulties that dentists most often encounter is the amount of information required to conduct a thorough, complete examination, which makes the need for an efficient, quality system to handle patients even more important. While this system will serve to make things easier for everyone in the dental practice, it will also impress patients with the office's efficacy. And since the patient experience is obviously an important detail, the importance of assigning one team member to be responsible for the management of the new patient appointment cannot be emphasized enough. In our office, for example, I work with a primary and secondary dental assistant. While the primary assistant generally assists during the larger cases, the secondary assistant, or treatment coordinator, works with doctor to gather the data during the new patient appointment, takes the records that can be delegated, and then organizes these records accordingly.
Keeping the new patient experience in mind, we also set aside one portion of each day to meet with new patients. In our office, we set aside 8:00–10:00 a.m. each day to see new patients, allowing the doctor to work with second assistant to conduct his part of the examination, as well as additional non-doctor time to gather any additional information needed by the staff. While this much time is not always needed, we've found it beneficial for both the staff and the patient to have too much time than not enough. A breakdown of a typical appointment is as follows:
8:00 a.m. — The patient arrives to the office, armed with a complete health history already filled out, since it was mailed in the new patient packet. The office administrator welcomes the patient to the practice and takes them on a tour of the facility. They will then proceed to a consultation area to discuss the upcoming appointment. Our main objective during this conversation is to get the patient comfortable with our office and form a connection with them.
8:10 a.m. — Next, the patient is taken to the clinical area to be introduced to the treatment coordinator. All pertinent information that the administrator has learned this far is relayed to the treatment coordinator. After some small talk, the process begins by taking digital photos. These 13 photos below are an extremely important part of the examination process, so make sure they are done properly and the patient understands the reason for the photos. You may explain by saying something like, "Mr. Jones, we are going to begin by taking a series of photos that will allow you to see what we see." We then save these photos to the computer and print the full face, smile, and occlusal shots on one sheet of quality photo paper.
8:20–8:40 a.m. — The second dental assistant then introduces the new patient to the doctor. Following a bit of small talk with the patient still in the upright position, the doctor will then review the photos with the patient and ask a series of Future Focus Questions, which are designed to discover the patient's long-term dental goals. For example, we may ask the patient something like, "Mr. Jones, if I am going to be your dentist, I need to know about your long-term dental goals. I'd like you to review these photos and share with me how you would like your teeth to look." At this point, the doctor is listening to the patient's requests while the assistant writes down everything the patient says. This process will allow both you and your assistant to learn if the patient is more interested in cosmetics, function, overall health, or all of the above.
8:40–9:00 a.m. — After the long-term dental goals are clarified, the patient is set back in the chair, while the assistant works with the doctor to perform his part of the TMJ-Occlusal examination. The history, ROM, load testing, muscle palpitation, doppler, and centric bite registration is also done at this time. Charting for caries and faulty restorations is also done at this time. At the end of this examination, the doctor delegates the remaining records to the assistant and says goodbye to the patient. He also asks the assistant to have the hygienist stop by to do a periodontal evaluation.
9:00–9:10 a.m. — During the second hour of the inital exam, the hygienist will visit and conduct a full periodonatl probing with the dental assistant.
9:10–10:00 a.m. — While the dentist work the first assistant to start his monitoring, the second assistant will take an FMX, Panorex, Facebow, alginate impressions, and any additional records like JVA or a Ceph. This time can also be used to show the patient before and after photos of other patients who have undergone cosmetic changes, implant dentistry, or other advanced restorative procedures. When the assistant is finished, the patient will be scheduled for a follow-up consultation appointment within 3–5 days.
After the Appointment
Once the appointment is done, the second assistant has the responsibility to pour and mount the models, and organize them in a predetermined treatment planning area. In our office, the treatment planning area is a laboratory bench directly behind the dentist's desk in his private office. This work station is complete with a lab handpiece, air, and a computer. The second assistant's job is to put the mounted casts and photos in a dated lab pan, and place them in the dentist's station. That way, all of the items are conveniently available to the dentist when they begin the treatment planning process. If the office is not completely digitized, then the second assistant would place the models, photos, and charts in this treatment planning area. While many practices may not live by such standards for their own initial patient exams, we firmly believe that having the proper records and time to treatment plan properly is the single most important factor in radically changing the direction of your practice. Implementing a similarly structured process will surely provide you with the opportunity needed to diagnose and treat complex functional and esthetic problems. Most important, the message that will resonate throughout your practice is that you both you and your staff are thorough and excellent. In turn, patients that have complex problems will seek out your assistance in resolving their issues. After all, who doesn't want a knowledgeable dentist who is willing to spend the time needed to address their concerns? I can assure you that everyone does, and the process of convincing your patients that you are that dentist begins with a well-orchestrated new patient exam.
Treatment Planning Time
Dr. Glenn Dupont often says, "If it is important, schedule it." Dentists should keep a similar thought in mind when it comes to developing a treatment plan. In our office, the doctor arrives to the practice a little before 7:00 a.m., so he can work on case planning for the next hour. Since the records have been properly organized in the treatment planning area, the doctor is able to easily pull up all x-rays, probings, and photos on the computer, while also evaluating the mounted diagnostic models. The dentist is also able to use this time to conduct trial equilibrations and some basic diagnostic waxing. As Dr. Peter Dawson has said, "Never begin a case until you can visualize it." Treatment planning is about creating a visual picture that will help achieve the patient's long-term dental goals. Taking the time needed to develop these plans is critical to the success of your endeavors.
Conclusion
I hope this article has helped illuminate the importance for a thorough and organized new patient process. While you may find that the exact time table does not work for your practice, the important thing to understand is that you must come up with a system for handling new patients that works for you. Train the staff to have a specific role in what I believe is the most important feature of a thriving restorative practice. Create synergy among the team, so they take pride in getting to know the wants and problems of their patients, and get excited when new cases are accepted. Finally, having a specific time table will go a long way toward getting the consistency every dental office needs. I'm sure you will soon see the benefit of keeping these things in mind as you strive to get your practice to the next level.
John C. Cranham, D.D.S. has an aesthetic oriented practice in Chesapeake, Virginia where he resides with his wife and three children. An honors graduate of the Medical College of Virginia in 1988, Dr. Cranham maintains a strong relationship with his alma mater, as an Associate Clinical Professor, teaching in the AEGD program. Additionally he was appointed to serve for two years on the school's Board of Advisors.
Dr. Cranham is an internationally recognized speaker on the Esthetic Principles of Smile Design, Contemporary Occlusal Concepts, Laboratory Communication, and Happiness and Fulfillment in Dentistry. Dr. Cranham has founded PRE (Predictable Restorative Excellence) Seminars which provide a combination of lecture, mobile hands-on programs, and intensive 2-3 day hands-on experiences at his office in Chesapeake, Virginia. A published author, Dr. Cranham has a strong commitment to developing sound educational programs that exceed the needs of today's dental professional.
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