Читать книгу Managing the Dental Team: Guidelines for Practice Success - American Dental Association - Страница 9

• Sample position descriptions for dental assistants, dental hygienists, and dental office managers are excerpts from The ADA Practical Guide to Creating and Updating an Employee Policy Manual, available at adacatalog.org or by calling 800.947.4746.

Reproduction of the following forms by dentists and their staff is permitted. Any other use, duplication or distribution by any other party requires the prior written approval of the American Dental Association. This material is for general reference purposes only and does not constitute legal advice.

SAMPLE POSITION DESCRIPTION

Dental Assistant

Reports to: _______________________________________________________________

PRIMARY RESPONSIBILITIES

Responsible for assisting the dentist in the clinical treatment of patients

SPECIFIC DUTIES

Patient Management

• Greet patients when they sign in and monitor arrival time

• Set up treatment rooms for procedures

• Escort patients to treatment room

• Seat patients in treatment rooms

• Show care and concern, and help patients feel comfortable

• Obtain and review health histories according to office protocol

• Ensure patients are always attended

• Anticipate and assist dentist’s needs

• Perform expanded functions and other tasks as assigned by the dentist

• Mix dental materials

• Ensure patients’ questions are answered thoroughly before they leave

• Chart patients and record date, service rendered and any charges

• Escort patients from the treatment room

• Ensure proper treatment notes are recorded in patient’s chart

• Perform clinical procedures as practice act allows and as directed by dentist

• Give patient instruction and demonstrate when necessary

• Monitor patient flow

• Notify Treatment Coordinator if a patient should be called in the evening after a difficult appointment

Treatment Room Management and Sterilization

• Keep dental units ready, stocked and clean

• Oversee cleanliness of the treatment room according to sterilization procedures

• Disinfect treatment rooms according to OSHA regulations

• Sterilize all instruments and handpieces according to OSHA regulations

• Keep trays, instruments and treatment room drawers organized

• Ensure that office sterilization procedures document is on display

• Promptly send out and monitor all dental laboratory cases

• Implement the preventative maintenance/cleaning schedule for dental equipment

• Maintain dental office emergency kits and nitrous and oxygen tanks

• Follow laboratory procedures according to office protocol

Records Management

• Securely store and handle patient records in compliance with state and federal requirements, including the HIPAA privacy and security regulations

• Accurately file patient information

• Arrange patient charts and radiographs for next day’s appointments

• Track cases and referrals to and from other doctors

• Assist in the administration of the recall system

Inventory Management

• Monitor inventory and order dental office supplies as needed

• Ensure that treatment rooms are stocked at all times

Office Participation

• Help in other areas of the office when necessary (i.e., answering phones, unpacking supplies, completing insurance forms, moving former patient records, etc.)

• Be an active participant in team meetings

• Promote team concept by interacting with others in the office

PERSONNEL REQUIREMENTS

Education/Experience

• High school diploma or equivalent

• Graduate of accredited dental assisting program or dental assisting experience preferred

• Coursework in dental instruments and procedures

• Compliance with state dental practice requirements (e.g., x-ray requirements, OSHA training)

• Computer skills [list computer skills required and any specific dental software]

• Commitment to CE for career development

Interpersonal

• Good interpersonal skills to maintain effective rapport with patients, dentists, other staff members and community

• Effective verbal skills to communicate with patients and staff

SAMPLE POSITION DESCRIPTION

Dental Hygienist

Reports to: _______________________________________________________________

PRIMARY RESPONSIBILITIES

Responsible for providing hygiene treatment to patients

SPECIFIC DUTIES

Patient Management

• Review daily schedule with the administrative assistant for hygiene patients

• Work with administrative assistant to scahedule hygiene patients with efficiency

• Review patient health and dental history forms and update as necessary

• Accurately chart each patient’s periodontal health

• Perform thorough and gentle prophylaxis for patients

• Perform scaling, root planing and selective polishing for patients as appropriate

• Polish restorations

• Administer local anesthetics, if allowed by dental practice act

• Place medicaments subgingivally for periodontal disease treatment

• Take radiographs of patients as prescribed by dentist

• Apply cavity-preventive agents, such as fluorides and sealants

• Communicate with patients in an understandable and professional way

• Check on patient comfort during treatment and help allay patient anxiety

• Accurately and appropriately record provided treatment

• Teach proper oral hygiene techniques to patients

• Counsel patients on oral health, including the role of nutrition

• Perform other tasks assigned by the dentist

Treatment Room Management and Sterilization

• Check treatment room for cleanliness and make necessary changes

• Check and turn on treatment room equipment

• Gather and review patient charts for the day

• Clean treatment room at the end of the day and turn off equipment

• Maintain a supply inventory for hygiene treatment

• Review, select and submit orders for patient education materials for the practice

• Submit supply orders to business manager once a month or as necessary

• Properly discard all disposable items from each visit

• Assemble soiled instruments and place in sterilization area

• Clean treatment room surfaces with disinfectant solution

• Pre-soak soiled instruments in a disinfectant

• Sort and package instruments by tray for proper sterilization

• Load, activate and vent the sterilization unit according to manufacturer’s directions

• Store instruments and trays in appropriate places

Records Management

• Securely store and handle patient records in compliance with office policies and procedures and applicable legal requirements, such as HIPAA regulations

• Accurately record medical and dental histories

• Accurately file patient information

• Arrange patient charts

• Assist in the administration of the recall system

Office Participation

• Be an active participant in team meetings

• Promote team concept by interacting with others in the office

PERSONNEL REQUIREMENTS

Education/Experience

• Must be licensed to practice in state and meet other applicable state requirements

• Must have completed at least 2 years of post-secondary education from an accredited dental hygiene program

• Experience providing prophylaxis and taking X-rays

Interpersonal

• Good interpersonal skills to maintain effective rapport with patients, dentists and coworkers

• Effective verbal skills to communicate with patients and staff

SAMPLE POSITION DESCRIPTION

Office Manager

Reports to: _______________________________________________________________

PRIMARY RESPONSIBILITIES

Responsible for administering the day-to-day activities of the business office, including: patient and employee relations; staff interviewing/dismissal; management of marketing and communications efforts; ensuring regulatory compliance; staff training and motivation. Assist the dentist with other tasks as assigned.

SPECIFIC DUTIES

• Manage day-to-day operations of dental office

• Manage and direct staff assignments and activities, in accordance with office policies and applicable laws

• Manage compliance with OSHA, state and federal regulations

• Know and follow dental office contingency plan

• Stay current with trends, legislation and regulations in the dental profession

• Manage patient financial accounts

• Manage the hiring and ongoing performance of staff

• Manage and update office computer systems

Patient Management

• Oversee patient relations and handle patient complaints

• Help explain office policy to patients

• Help support staff as needed (i.e., appointment scheduling, collections, insurance, etc.)

• Monitor patient relations with regular patient satisfaction surveys

Staff Management

• Assign, direct and manage staff duties, as assigned by the dentist

• Determine staff schedules

• Recruit, interview and hire employees as directed by the dentist

• Orient and train new staff

• Organize staff training on OSHA and HIPAA compliance

• Display any posters required by federal, state or local law

• Monitor staff performance

• Conduct staff and salary reviews

• Coordinate team meetings

• Engage in conflict resolution

• Help arrange for staff CE

• Make business travel arrangements for dentist and staff

Records and State and Federal Regulations Management

• Help implement compliance with state and federal regulations

• Arrange for OSHA, HIPAA, and risk management training

• Maintain employment records

• Update and maintain employee policy manual

• Help dentist draft office policies

Marketing and Public Relations

• Oversee the design of marketing and promotional materials (print and electronic)

• Manage dental office advertising/recruiting ads for new staff

• Implement marketing strategies

• Coordinate event planning, conference travel, volunteer and mentorship opportunities, community outreach, and similar programs

• Assist with dental office facility management

Social Media

• Oversee the development and maintenance of pages on appropriate social media platforms, including the practice blog

• Supervise the creation of appropriate and engaging social media content

• Monitor and manage comments and questions that arrive via social media channels

• Develop and implement a strategy for handling reviews on sites such as Yelp

• Stay current with trends in the dental profession and social media in general

PERSONNEL REQUIREMENTS

Education/Experience

• High school diploma or equivalent; some college preferred

• Dental experience preferred

• Working knowledge of computers for word processing, insurance claims processing and records management [list computer software experience required including any specific dental software]

• Knowledge or experience in staff management

Interpersonal

• Excellent communications skills

• Team player

• Conflict resolution experience

• Customer service or patient relations experience

• Ability to communicate all concerns to the dentist

POSITION OVERVIEWS — CLINICAL STAFF