Dental Clinics: digital workflow guide

Start digitalizing Dental Clinics by making clear which record passes from whom to whom. Manage appointments, operatory, staff, sterilization/supplies, and follow-up within sensitive-data boundaries.

Workflow boundaries

Record fields and ownership

For Dental Clinics, link appointment/operatory, care plan, and sterilization/supply records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Manage appointments, operatory, staff, sterilization/supplies, and follow-up within sensitive-data boundaries. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.