Three chairs, a hygienist, and a recall list that decides the year.

Setup

A team, not a person.

The profile is Dental: exams, treatment plans, imaging, procedures and recall visits. Three providers and a hygienist go into the staff directory, each with a role that decides what they reach.

• Owner Everything, including the Security Center, billing settings and the staff directory.
• Clinicians Patients, visits, notes, treatment plans, imaging and referrals.
• Hygienist The clinical surface they work in, without the practice administration.
• Front desk Scheduling, check-in and messages, without the clinical depth.

The day

Four columns, one calendar.

• Every provider has a column, so the day reads as a team and the gaps are obvious.
• Treatment plans live on the chart with their current stage, so whoever sees the patient next knows what was agreed and what is outstanding.
• Imaging attaches to the patient and is searchable by type.
• Recall becomes a task with a due date rather than a list somebody maintains privately.
• Announcements reach the whole team when the schedule changes, instead of a group text nobody can audit.

Why it holds together

The handover problem.

In a multi-provider practice the risk is not a missing feature. It is that the person who knew something is not in today.

A treatment plan on the chart, a case holding the episode, and a task with a named owner are all the same answer to that: the knowledge sits in the record rather than in a colleague’s memory.

Keep going

Related

Your team · Scheduling · Tasks

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