EP 178 The Dental Administrative Documentation Playbook

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What happens when an important patient conversation never makes it into the dental record? Why do conversations that occur during checkout matter less than clinical notes? They don't and that's what your patient record is missing. 

 

A canceled appointment or an insurance objection can reveal more than what's in the chart. Teresa Duncan explains why proper patient documentation matters for the entire dental team, especially when financial concerns, treatment decisions, and patient questions affect care decisions. Learn why financial notes are different - but not less important - than clinical notes. By documenting administrative conversations objectively, you can keep the entire office informed. This "communication of care" improves team communication, prevents important details from being overlooked, and helps protect your practice.

 

For additional guidance on dental record documentation, refer to the American Dental Association's resource, *Writing in the Dental Record*.

 

https://www.ada.org/resources/practice/practice-management/writing-in-the-dental-record

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