Orthodontic Appointment Scheduling Protocol

A Comprehensive Guide for Practice Staff

Orthodontics

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Last updated: Mar 24, 2025

Initial Appointment Scheduling

New Patient Appointments

  • Schedule 60-minute slots
  • Collect preliminary patient information
    • Insurance details
    • Medical history
    • Previous orthodontic treatment
  • Request prior records if available

Emergency Appointments

  • Reserve 2-3 daily slots for emergencies
  • Duration: 15-30 minutes
  • Prioritize based on urgency:
    1. Severe pain/swelling
    2. Broken appliances
    3. Loose brackets/wires

Regular Treatment Appointments

Adjustment Visits

  • Schedule 20-30 minute slots
  • Frequency: Every 4-8 weeks
  • Consider patient age and treatment phase

Major Procedure Appointments

  • Bracket placement: 90 minutes
  • Wire changes: 45 minutes
  • Appliance insertion: 60 minutes

Scheduling Guidelines

Time Management

  • Buffer 10% of daily schedule for unexpected delays
  • Group similar procedures in specific time blocks
  • Schedule complex procedures during peak staff hours

Patient Considerations

  • School-age patients: After-school slots
  • Working adults: Early morning/late afternoon
  • Multiple family members: Consecutive appointments

Confirmation Protocol

Automated Reminders

  • 1 week prior: Initial reminder
  • 48 hours prior: Secondary reminder
  • Day before: Final confirmation

Follow-up Actions

  • Document all confirmation attempts
  • Maintain waiting list for cancellations
  • Record no-shows and late cancellations

Special Circumstances

Holiday Planning

  • Adjust schedule 3 months in advance
  • Prioritize urgent cases
  • Communicate closure dates early

Inclement Weather Protocol

  • Maintain updated contact information
  • Establish notification system
  • Have backup scheduling plan

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