Business Assistant Duties and Evaluation Protocol

 

Have charts ready for patients who have been to the clinic previously. Ensure there are new (blank) pages 7 -11 in the patient’s chart.

 

Ensure there is a new “Audit” form stapled into the patient’s chart (over the one used last year), to be completed and signed by the chairside and the business assistant after the appointment has been completed.

 

Give any new patient a new chart to fill out. Place chart on a clipboard and show the patient the areas they must complete and sign (the first 5 pages, mark each consent area to be signed with Post-it color flag tab) and return it to you when they are finished. Review the chart after the patient has completed their sections, to ensure that it is completed properly (signed in all the correct areas). Create a ‘recare’ card for the patient, and file it with the other cards. Give the chart to the chairside assistant student.

Get the charts for the next day from the filing cabinet for patients that have previously been to the clinic. After 9:00, begin calling the next day’s patients to confirm their appointments. Complete the pre-screening questions and document the result in the patient’s chart on page 12, progress notes. If you leave a message about an appointment, you must ask patients to call the clinic back so that the pre-screening questions can be answered, as part of the appointment confirmation.

 

When patient’s finish their appointment, before they leave the clinic:

 

Give the patient an Evaluation sheet when their appointment is completed. They will need to complete one for each student who provided care. Provide the name of the chairside student assistant for the patient, ask them to complete the evaluation and return it to you.

 

If the patient had radiographic images or is being referred

 

• Patients who want their radiographs forwarded to their Dentist must sign a “Transfer of Records” form (bottom drawer under the computer hard drive). The signed form should be placed in the back of the patient’s chart.

 

Patients who require further treatment will be referred by our dentist. When the dentist completes the referral form, give the white copy to the patient and place the other copies in the back of the patient’s chart (under the services rendered pages.)

After patient chart has been reviewed by faculty and chairside assistants

AUDIT ALL CHARTS as they are returned to the front desk; document and sign the audit form.

 

 

 

 

Business Assistant Evaluation   Date: ____________________	Self- Evaluation	Instructor Evaluation	Comments:
Demonstrated professionalism and appropriate communication skills
Greet Patient
Reviewed chart for consent signatures and required blank pages before patient was seated
Answered telephone
Confirmed patient
Filed chart
Scheduled appointment
Completed record management form
Had patient complete Transfer of Record Form (if required)
Provided evaluation of chairside assistant(s) form for patient to complete
Completed chart business assistant audit

 

 

Instructor_________________________________ Date: _________________

 

 

Successful / Unsuccessful

 

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________

Business Assistant Evaluation   Date: ____________________	Self- Evaluation	Instructor Evaluation	Comments:
Demonstrated professionalism and appropriate communication skills
Greet Patient
Reviewed chart for consent signatures and required blank pages before patient was seated
Answered telephone
Confirmed patient
Filed chart
Scheduled appointment
Completed record management form
Had patient complete Transfer of Record Form (if required)
Provided evaluation of chairside assistant(s) form for patient to complete
Completed chart business assistant audit

 

 

 

Instructor_________________________________ Date: _________________

 

 

Successful / Unsuccessful

 

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________

 

Business Assistant Evaluation   Date: ____________________	Self- Evaluation	Instructor Evaluation	Comments:
Demonstrated professionalism and appropriate communication skills
Greet Patient
Reviewed chart for consent signatures and required blank pages before patient was seated
Answered telephone
Confirmed patient
Filed chart
Scheduled appointment
Completed record management form
Had patient complete Transfer of Record Form (if required)
Provided evaluation of chairside assistant(s) form for patient to complete
Completed chart business assistant audit

 

 

Instructor_________________________________ Date: _________________

 

 

Successful / Unsuccessful

 

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________