Daily tasks requiring doctor attention including clinical note review, treatment plan oversight, and practice management engagement.
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Add this checklist Browse moreReview all clinical notes from today for accuracy, completeness, and sign/lock them.
Clinical notes are legal documents that serve as primary defense in malpractice claims. Many state boards require notes to be completed within 24-48 hours.
1. Open the unsigned notes queue. 2. Review each note for accuracy. 3. Verify the narrative supports the billing code. 4. Add any missed details. 5. Sign/lock each note. 6. Flag any needing corrections.
Review outstanding treatment plans and follow up on high-priority cases.
Unaccepted plans represent both patient health risks and unrealized revenue. A personal doctor call dramatically increases acceptance.
1. Pull the pending treatment plan report. 2. Review clinical appropriateness. 3. Prioritize by urgency. 4. Identify cases where a personal call would help. 5. Make calls for priority cases. 6. Communicate with the treatment coordinator.
Attend and contribute to the daily morning huddle.
The doctor's presence signals importance and sets clinical priorities. A huddle without the doctor is a scheduling review; with the doctor, it is a clinical planning session.
1. Attend at the scheduled time. 2. Review complex cases. 3. Flag patients with medical conditions. 4. Communicate treatment plan changes. 5. Set production priorities. 6. Address clinical questions. 7. Share a positive note.
Review, edit, and sign outgoing referral letters to specialists.
Referral letters reflect on the practice's professionalism and directly impact the specialist's ability to provide good care.
1. Review draft referral letters. 2. Verify clinical accuracy. 3. Add specific questions for the specialist. 4. Sign the letters. 5. Confirm the referral packet is complete. 6. Ensure the front desk sends the referral.
Check the executive dashboard for task completion, compliance status, and team performance.
The dashboard gives a 30-second snapshot of operational health. Doctors who engage daily drive higher completion rates.
1. Open the executive dashboard. 2. Check overall task completion rate. 3. Review overdue compliance tasks. 4. Check team performance summary. 5. Review flagged incidents. 6. Address concerns with the office manager. 7. Acknowledge team achievements.
Review outgoing lab prescriptions for accuracy and sign them.
Lab prescription errors result in remakes at the practice's expense and wasted patient appointments. The doctor is ultimately responsible for accuracy.
1. Review each outgoing lab prescription. 2. Verify: patient name, tooth number, restoration type, material, shade, and special instructions. 3. Check impression/scan quality. 4. Sign the prescription. 5. Confirm the due date allows adequate time.