Handoffs To Front Desk

At the completion of the appointment, please check the following and complete your routing sheet:

-does the patient have a balance?
-does the patient need treatment scheduled that you need help scheduling? How much time is required for that treatment? -does the patient need any other service from the office (questions about payment, treatment, etc.)?

If YES, you need to hand-off the patient to the front desk with a completed route slip.

Take your routing sheet and place it in the tray behind the other papers that are already there.  Politely tell your patient to have a seat at a table up front and someone will be with them soon.

• Be sure that if the front desk is busy assisting others, to have your patient take a seat and leave your routing slip upside down in the tray, the front desk will handle the rest.

  • The hygiene assistant should be watching and start the room flip when you get up. 

• If the front desk is not busy, you should introduce your patient to front staff and ask them to finish the checkout for you by either making the next appointment for treatment needed and/or collecting patient portion.

• At that point, you can say good-bye and leave your patient with the front desk team.

If your patient does not need to check out then you need to put your route slip in the bin that says “scan” at Front Desk station 1.

Hand-Offs are what will ensure the patient gets what they need!  We cannot put the follow up on the patient if we want it done correctly.