Patient Case Management and Prioritization Template

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Improve patient care and satisfaction in your dental clinic with the 'Patient Case Management and Prioritization' template. This template utilizes the Quadrants method to help you quickly identify and manage urgent cases, ensuring critical issues are addressed without delay.

By delegating routine check-ups and organizing tasks efficiently, this template ensures that your practice runs smoothly, providing timely care to those who need it most.

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Patient Case Management and Prioritization for Priority Matrix

Patient Case Management and Prioritization in Priority Matrix

Effectively manage and prioritize patient cases to ensure urgent care is handled promptly in a busy dental clinic.

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Proposed Tasks

Urgent and Important

  • Emergency Case - Due in 1 day
    ☐ Identify the issue ☐ Develop treatment plan ☐ Perform treatment
  • Follow-up for Root Canal - Due in 2 days
    ☐ Prepare for procedure ☐ Perform check-up ☐ Give aftercare instructions

Important but not Urgent

  • Routine Check-up - Due in 1 week
    ☐ Prepare for procedure ☐ Perform check-up ☐ Give oral hygiene advice
  • Teeth Cleaning - Due in 1 week
    ☐ Prepare for procedure ☐ Perform teeth cleaning ☐ Give aftercare instructions

Urgent but not Important

  • Schedule Future Appointments - Due in 2 days
    ☐ Identify patients needing future appointments ☐ Schedule appointments ☐ Notify patients
  • Review Patient Records - Due in 1 week
    ☐ Review records for accuracy ☐ Update any outdated information ☐ Identify any missing information

Neither Urgent nor Important

  • Update Medical Equipment - Due in 1 month
    ☐ Identify outdated equipment ☐ Research new equipment ☐ Purchase new equipment
  • Continuing Education - Due in 3 months
    ☐ Identify educational needs ☐ Enroll in relevant courses ☐ Complete courses