Orthodontic Procedure Preparation Project Template

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Prepare for orthodontic procedures with confidence using this detailed guide. Review patient records, check equipment, prepare materials, and coordinate with the orthodontist to ensure everything is ready for a successful procedure.

This template helps dental assistants meticulously organize and review all pertinent patient records and necessary equipment, ensuring smooth and successful orthodontic outcomes.

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Orthodontic Procedure Preparation Project for Priority Matrix

Orthodontic Procedure Preparation Project in Priority Matrix

Ensure seamless orthodontic procedures with this comprehensive preparation guide.

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Proposed Tasks

High Impact, Quick Wins

  • Review patient records due in 1 day
    ☐ Check patient's medical history ☐ Ensure all forms and consents are signed ☐ Review previous treatment plans and outcomes
  • Check equipment due in 2 days
    ☐ Ensure all necessary tools are sterilized and ready ☐ Check the condition of the equipment
  • Prepare materials due in 3 days
    ☐ Prepare all necessary materials for the procedure ☐ Check the expiration dates of materials

High Impact, Long Term

  • Coordinate with orthodontist due in 1 week
    ☐ Review the procedure plan with the orthodontist ☐ Discuss any special considerations
  • Prepare patient information due in 1 week
    ☐ Prepare patient's chart with all recent information ☐ Ensure all necessary pre-procedure instructions are given to the patient

Low Impact, Quick Wins

  • Confirm appointment due in 1 week
    ☐ Confirm the appointment date and time with the patient ☐ Remind the patient of any pre-procedure instructions

Low Priority / Etc.

  • Check emergency protocols due in 2 weeks
    ☐ Review all emergency protocols and procedures ☐ Ensure all emergency equipment is functional
  • Prepare recovery area due in 2 weeks
    ☐ Ensure the recovery area is clean and comfortable ☐ Prepare all necessary post-procedure materials