Dental
Three chairs, a hygienist, and a recall list that decides the year.
Clinic workflow
Exams, treatment plans, imaging, procedures and recall. The work is scheduled months ahead and lives or dies on follow-through.
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 screen, billing settings and staff management.
- Providers 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.