Patient Records Update and Maintenance Project Template

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Keep your dental practice running smoothly by ensuring all patient records are accurate and readily available. This template guides you through the process of reviewing, updating, and digitizing patient records, implementing a record management system, and training staff.

By following this template, you can maintain up-to-date patient records, enhance accessibility, and improve overall office efficiency.

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Patient Records Update and Maintenance Project for Priority Matrix

Patient Records Update and Maintenance Project in Priority Matrix

Ensure all patient records are up-to-date and easily accessible in your dental practice.

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Proposed Tasks

High Impact, Urgent

  • Review Current Patient Records - Due in 1 Week
    ☐ Identify outdated records ☐ Identify missing records
  • Update Patient Records - Due in 2 Weeks
    ☐ Update outdated records ☐ Fill in missing records

High Impact, Not Urgent

  • Digitize Paper Records - Due in 3 Weeks
    ☐ Scan paper records ☐ Quality check scanned records
  • Implement Record Management System - Due in 1 Month
    ☐ Research suitable record management systems ☐ Choose a system ☐ Implement the system

Low Impact, Urgent

  • Train Staff on New System - Due in 5 Weeks
    ☐ Prepare training materials ☐ Conduct training sessions
  • Monitor System Use - Due in 6 Weeks
    ☐ Identify any issues with system use ☐ Address identified issues

Low Impact, Not Urgent

  • Review System Effectiveness - Due in 2 Months
    ☐ Assess whether system is meeting needs ☐ Make any necessary system adjustments
  • Ongoing Record Maintenance - Due in 3 Months
    ☐ Regularly review and update records ☐ Ensure system is being used correctly