Endodontic Practice Patient Flow Protocol

1. Pre-Appointment Phase

Patient Intake

• Schedule appointment and collect preliminary information
• Send digital forms for completion:
  • Medical history
  • Dental history
  • Insurance information
  • COVID-19 screening
• Request referral documentation and radiographs

Documentation Review

• Review received documentation 24 hours before appointment
• Verify insurance coverage
• Prepare preliminary treatment plan

2. Patient Arrival

Check-in Process

• Verify patient identity
• Collect outstanding documentation
• Update medical history
• Vital signs measurement
• Pain scale assessment

Clinical Preparation

• Review radiographs
• Prepare operatory
• Set up specific procedure instruments
• Load patient images into treatment room monitor

3. Clinical Phase

Initial Examination

• Chief complaint review
• Clinical testing:
  • Cold testing
  • Percussion testing
  • Palpation
  • Periodontal probing
• Diagnostic radiographs if needed

Treatment

• Review diagnosis and treatment plan
• Obtain informed consent
• Perform procedure
• Post-operative instructions

4. Post-Treatment

Documentation

• Complete procedure notes
• Update patient record
• Schedule follow-up if needed
• Send documentation to referring dentist

Check-out Process

• Review post-operative instructions
• Provide emergency contact information
• Process payment
• Schedule follow-up appointment

5. Follow-up

Next Day

• Contact patient for post-operative check
• Address any concerns
• Document communication

Long-term

• Send reminder for follow-up appointment
• Maintain communication with referring dentist
• Schedule periodic evaluations as needed