• Scheduling Every patient should be scheduled for a future appointment before leaving the office.
• Recall and Restorative trackers Effective plan for scheduling all patients with treatment diagnosed, prevention or maintenance who did not schedule before leaving their appointment.
• Phone Interview Beginning of a relationship with patients and acquiring critical information for clinical as well as administrative patient management.
• Insurance Eligibility Preparing before appointment to orchestrate optimum insurance utilization
• A M Huddle Plan for the Ideal day, know patient summary (over all case, focus today, optimum oral care opportunity, oral/systemic link, long term goal)
• "WOW" Experience 20 patient services performed so patient participates in exam. You will hear," Wow! I have never had an exam like that before!"
• Hygiene classification A classification of periodontal health according to the AAP Periodontal Classification system. The dentist uses this classification for diagnosis.
• Hygiene treatment plan Plan of services performed by hygienists to improve and maintain oral health including initial, adjunctive and ongoing therapeutic and preventive hygiene services.
• Hygiene Led Exam Hygienist leads the dentist through the exam, appointment services, pending treatment, new concerns and patient "readiness to accept treatment"
• Restorative and Cosmetic Presentation Address restorative needs and cosmetic desires for the patient. Encourage health and emotional well being with motivational interviewing.
• Comprehensive treatment plan Inform and guide patients to plan completion of all treatment needed or desired emotionally, chronologically and financially.
• Handoff Transition of all patients from clinician to administrative staff, creating a feeling of assurance, comfort and clarity of continuation of optimum oral care.
• Consultation Special time for case managers, dentists, patients and their decision makers to discuss their diagnosis, benefits and risks of treatment vs. non treatment, treatment options and desires. A record of acknowledgement of discussion and consent for treatment must be retained in patient record.
• Financials Patient’s signed agreement for how and when payment for treatment will be made.

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