Patient Case Prioritization and Management Template

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Ensure that the most critical dental cases are prioritized and managed efficiently with this template. Utilizing the Quadrants method, this project helps dental hygienists focus on urgent patient needs and delegate less immediate tasks.

By following the structured tasks, you can enhance patient satisfaction and outcomes, ensuring that critical cases receive the attention they deserve.

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Patient Case Prioritization and Management for Priority Matrix

Patient Case Prioritization and Management in Priority Matrix

Prioritize and manage dental patient cases effectively using the Quadrants method.

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Proposed Tasks

Urgent and Important

  • Task 1: Review Patient Cases due in 1 day
    ☐ Identify urgent and critical cases ☐ Update patient records ☐ Prepare treatment plan
  • Task 9: Review Upcoming Appointments due in 1 day
    ☐ Review schedule ☐ Prepare for appointments
  • Task 3: Update Patient Records due in 2 days
    ☐ Review patient history ☐ Update recent medical changes
  • Task 6: Follow up on Treatment Plans due in 3 days
    ☐ Review treatment plans ☐ Call patients for follow up
  • Task 7: Prepare for Upcoming Surgeries due in 1 week
    ☐ Review patient medical history ☐ Prepare surgery plan

Important, Not Urgent

  • Task 2: Schedule Regular Checkups due in 1 week
    ☐ Identify patients due for checkup ☐ Make appointment calls
  • Task 4: Order Dental Supplies due in 2 weeks
    ☐ Check inventory ☐ Order necessary supplies

Urgent, Not Important

  • Task 8: Clean and Sterilize Equipment due in 2 days
    ☐ Identify equipment needing cleaning ☐ Sterilize equipment

Neither Urgent nor Important

  • Task 5: Attend Dental Hygiene Seminar due in 1 month
    ☐ Register for seminar ☐ Prepare for seminar
  • Task 10: Conduct Patient Satisfaction Survey due in 1 month
    ☐ Prepare survey ☐ Send out survey