Managing the Dental Team: Guidelines for Practice Success. American Dental Association

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Managing the Dental Team: Guidelines for Practice Success - American Dental Association Guidelines for Practice Success

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      • Teach proper oral hygiene techniques to patients

      • Counsel patients on oral health, including the role of nutrition

      • Perform other tasks assigned by the dentist

       Treatment Room Management and Sterilization

      • Check treatment room for cleanliness and make necessary changes

      • Check and turn on treatment room equipment

      • Gather and review patient charts for the day

      • Clean treatment room at the end of the day and turn off equipment

      • Maintain a supply inventory for hygiene treatment

      • Review, select and submit orders for patient education materials for the practice

      • Submit supply orders to business manager once a month or as necessary

      • Properly discard all disposable items from each visit

      • Assemble soiled instruments and place in sterilization area

      • Clean treatment room surfaces with disinfectant solution

      • Pre-soak soiled instruments in a disinfectant

      • Sort and package instruments by tray for proper sterilization

      • Load, activate and vent the sterilization unit according to manufacturer’s directions

      • Store instruments and trays in appropriate places

       Records Management

      • Securely store and handle patient records in compliance with office policies and procedures and applicable legal requirements, such as HIPAA regulations

      • Accurately record medical and dental histories

      • Accurately file patient information

      • Arrange patient charts

      • Assist in the administration of the recall system

       Office Participation

      • Be an active participant in team meetings

      • Promote team concept by interacting with others in the office

       PERSONNEL REQUIREMENTS

       Education/Experience

      • Must be licensed to practice in state and meet other applicable state requirements

      • Must have completed at least 2 years of post-secondary education from an accredited dental hygiene program

      • Experience providing prophylaxis and taking X-rays

       Interpersonal

      • Good interpersonal skills to maintain effective rapport with patients, dentists and coworkers

      • Effective verbal skills to communicate with patients and staff

       Office Manager

      Reports to: _______________________________________________________________

       PRIMARY RESPONSIBILITIES

      Responsible for administering the day-to-day activities of the business office, including: patient and employee relations; staff interviewing/dismissal; management of marketing and communications efforts; ensuring regulatory compliance; staff training and motivation. Assist the dentist with other tasks as assigned.

       SPECIFIC DUTIES

      • Manage day-to-day operations of dental office

      • Manage and direct staff assignments and activities, in accordance with office policies and applicable laws

      • Manage compliance with OSHA, state and federal regulations

      • Know and follow dental office contingency plan

      • Stay current with trends, legislation and regulations in the dental profession

      • Manage patient financial accounts

      • Manage the hiring and ongoing performance of staff

      • Manage and update office computer systems

       Patient Management

      • Oversee patient relations and handle patient complaints

      • Help explain office policy to patients

      • Help support staff as needed (i.e., appointment scheduling, collections, insurance, etc.)

      • Monitor patient relations with regular patient satisfaction surveys

       Staff Management

      • Assign, direct and manage staff duties, as assigned by the dentist

      • Determine staff schedules

      • Recruit, interview and hire employees as directed by the dentist

      • Orient and train new staff

      • Organize staff training on OSHA and HIPAA compliance

      • Display any posters required by federal, state or local law

      • Monitor staff performance

      • Conduct staff and salary reviews

      • Coordinate team meetings

      • Engage in conflict resolution

      • Help arrange for staff CE

      • Make business travel arrangements for dentist and staff

       Records and State and Federal Regulations Management

      • Help implement compliance with state and federal regulations

      • Arrange for OSHA, HIPAA, and risk management training

      • Maintain employment records

      • Update and maintain employee policy manual

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