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Grow Your Vision

Equip your practice with essential tools and systems for better profits and less stress; our templates and guides turn your management, leadership, and clinical knowledge into immediate, measurable results.

The Treatment Handoff notepad is the ultimate organizational tool designed by dental professionals to eliminate miscommunication, speed up checkout, and ensure nothing falls through the cracks after a hygiene appointment. We all know it can get a little crazy...

 

This product will revolutionize how you manage patient documentation and relay vital information to your administrative team for continued patient care because we all know the hygiene team can use a little support.

 

Key Features & Benefits:

  • Quick & comprehensive documentation: Capture all critical information during the appointment in one organized place, saving valuable at your computer.

  • Seamless administration handoff: Provides a clear, standardized document that quickly relays necessary follow-up, simplifying the administrative team's job and reduces transcription errors.

  • Clarity on outstanding treatment: Clearly document all needed dental treatment, breaking it down into specific appointments for easy scheduling by the front desk.

 

What You Will Track:

This pad is designed with dedicated sections for every piece of crucial data:

  • Patient health profile: Dedicated areas for Medical Conditions, Medications, Allergies, and critical Alerts (premedication needed, mobility). Normalize asking admin to help your documentation

  • Hygiene & exam details: Record what was billed for the day and clearly state the next hygiene visit date.

  • Outstanding treatment & follow-up: Log all treatment needed and essential steps like predeterminations to be sent or referrals to external specialists.

  • Dentist's treatment plan: A section to break treatment into appointments, allowing the hygienist and dentist to plan the next steps immediately.

 

The Dental Office Advantage:

The Treatment Handoff transforms a busy recall/exam day by:

  • Improving efficiency: Facilitates a smooth flow of information from the operatory to the front desk when the hygienists need extra hands

  • Enhancing accuracy: Minimizes verbal communication errors and privacy concern risks by providing straightforward, written documentation.

  • Boosting patient retention: Ensures all follow-up—from scheduling to insurance submissions—is handled promptly and correctly.

 

*You'll get an email after purchase to send us your information for customization.

Treatment Handoff: Notepad

C$55.00Price
0/500
Quantity
Price Options
Tx Handoff Notepad
Save On Repeats
C$49.50every month until canceled
Tx Handoff: Notepad2
C$45.00every 2 months until canceled
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