#21 – Specialist Referrals | Dental Practice Coaching

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#21 – Specialist Referrals

For all patients being referred to a specialist, whether in or outside of the practice:

Enter name of doctor to whom referring in family file, with the date of the referral

Assure the referral form is written out and given to the patient if to outside doctor or put in chart if for internal specialist (should be done by assistant or hygienist)

Assure an necessary x-rays are printed for patient to take to outside specialist (should be done by assistant or hygienist)

For Endo referrals: fill out green day-box slip so we can follow-up with the patient’s insurance benefits used and next appointment to be scheduled. We want to set the date on this slip within 2-3 weeks (or a couple of days after the appointment, if we know the date of the visit) to follow-up as quickly as we can.

We refer to ________ for orthodontics and _________ for periodontics and __________ for oral surgery.

We typically refer to ____________ for endodontics.

The doctor to whom we referred the patient will send us a follow-up response to advise what treatment has been performed, the date of the treatment and if there are additional appointments they recommend. Please follow the level for recording this information in the chart as timely as we can, and give the chart to the referring doctor. The doctor will update the salmon sheet with procedures and times should additional appointments be needed, and will return the chart to the secretary team. The secretary team needs to contact the patient to schedule any additional treatment, using the patient follow-up tray should we not be able to speak to the patient. The secretary will record all attempts to contact the patient in the chart and in clinical notes, making at least two attempts to contact to schedule.

To get signed off on this section, go through all the referral folders and ream them to confirm that we have at least 15 of each. Three examples for follow up when patient is sent out of our office for endo.