01 Front Desk and Phones
Review how calls, new-patient inquiries, messages, scheduling requests, and interruptions are handled—and whether the team has a consistent standard.
02 Scheduling and Patient Flow
Examine scheduling rules, provider and hygiene flow, appointment types, handoffs, late patients, cancellations, and the decisions that shape the day.
03 Check-In, Check-Out, and Handoffs
Clarify what information should move with the patient, who completes each next step, and how unfinished work is prevented from disappearing.
04 Roles and Decision Rights
Define who owns recurring tasks, who can make which decisions, what requires approval, and when an issue should be escalated.
05 Onboarding and Cross-Training
Build a practical path for new employees to learn the role and for existing team members to provide coverage without relying on guesswork.
06 Patient and Financial Conversations
Strengthen the team’s ability to explain appointments, treatment follow-up, insurance estimates, balances, and financial expectations clearly and consistently.
07 Practice-Management Systems
Review whether the team is using the practice-management system consistently for scheduling, notes, tasks, follow-up, reporting, and accountability.
08 Meetings, Huddles, and Communication
Make team communication useful by defining what should be discussed, what requires a decision, and what must be followed through after the meeting.
09 Operational Risk and Process Controls
Identify workflow, documentation, access, vendor, or handoff weaknesses that create unnecessary operational risk and coordinate improvements with qualified professionals when needed.