Assistants
Sample Effective Actions for Every Role

Support
1) flip a room for a bonus patient.
2) flip a room back-to-back and have the patient leave on time
3) do instruments for another doc or hygienist.
4) assist another doctor with a patient.
5) facilitate a complete anesthetic setup in a hygiene room.
6) coordinate and book treatment for a patient in a hygiene or doctor room, on the spot.
Treatment
1) take an impression for a night guard, sports guard, or whitening that was not pre-booked.
2) take and explain an intraoral photograph to a patient during treatment.
3) topical is placed prior to the doctor entering the room.
4) tell a patient to expect an after-care follow-up call.
Financial
1) discover a coverage restriction prior to treatment completion.
2) discuss and coordinate the patient’s personal obligation for treatment.
3) book an emergency patient for a follow-up new patient exam.
4) comment to a new patient that they will love the treating doctor, prior to meeting them.
5) a patient accepts a treatment plan for treatment over $1000.
F2F
1) reference a purple personal note in patient conversation.
2) the patient laughs
3) make a purple personal note.
4) make a positive comment about an associate dentists.
5) make a positive comment about the weather.
6) include an observing child in the treatment process.
Upstream To:
Docs
Hygienists
FD (check out)
Downstream From:
FD (Check-in)

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