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Dental Practice Portals and their Functionalities
Dental Practice Portals: An Overview
Dental practices utilize their corresponding Practice Portals to assign their patients to the confirmed Case Days. These assignments are subsequently visible on the Platform.
Workflow of Scheduling
This outlines the process from submission of availability to final confirmations and possible modifications.
Submission of Availability
This is the initial step in the scheduling process.
Employees Submitting Availability
All employees should submit their availability for upcoming scheduling period.
Managers Reviewing Availability
The oversight of availability is performed by the managers.
Feedback to Employees
If necessary, feedback is provided based on availability data.
Case Day Creation
This is the step where the actual days for cases are created.
Review of Case Requirements
Each case requirement is thoroughly reviewed.
Assignment of Cases to Days
Decisions are made for case days.
Communication of Case Days
Once finalized, case days are communicated to all.
Team Matching
This step involves allocating teams for each case day.
Assessment of Skillsets
Each member's skills are evaluated for team placement.
Formation of Teams
The teams are carefully put together considering skills.
Confirmation of Team Members
Each member of the team receives a confirmation.
Final Confirmations and Possible Modifications
This step includes any final adjustments and confirmation.
Review of Schedules
The full schedule is reviewed for any necessary alterations.
Modifications
If necessary, changes are made to the schedule.
Communication of Final Schedules
Finalized schedules are then communicated to all.
Case Day Management System
Understanding the interaction between the Platform, Practices, and Case Days.
Practice Portal
User interface for Practices to interact with the system.
Initiate Case Day
The practice can schedule a new Case Day via the portal.
Edit Case Day
The practice can update details of a confirmed Case Day.
Cancel Case Day
The practice can cancel a confirmed Case Day.
Confirmation of Case Day
The practice can confirm the details of a Case Day through the portal.
Platform's Role
Manages and processes all updates made by Practices through the portal.
Receive Updates
The platform catches any changes made to Case Days by Practices.
Process Updates
The platform processes and confirms changes to Case Days.
Communicate Changes
The platform communicates changes to all concerned parties (depending on predefined criteria/parameters).
Manage Case Day Confirmations
The platform also handles confirmations of Case Days initiated by the Practices.
How to Implement a Sample Scheduling Administration Workflow in Healthcare?
Introduction to the Workflow
Introduction to the Administration Workflow
This workflow explains how healthcare providers like nurses, medics, and anesthesiologists submit their availability, how dental practices request for desired case days, and how the Clinical Service Manager/Clinical Manager arranges and confirms the schedule.
Clinician Availability Submission
Clinicians submit their availability through the healthcare provider's portal. This step is crucial as it determines who is available to be assigned to desired case days.
Practice Desired Case Days Submission
The dental practices submit their desired Case Days. These days remain unconfirmed until matched with a suitable healthcare provider.
Case Day Creation and Team Matching
The Clinical Manager creates a Case Day and matches teams of three clinicians based on the specific requirements of the dental practices. Each Case Day must have one of each provider type (Nurse, Medic, Anesthesiologist) for it to be considered complete.
Case Day Confirmation and Notifications
After the care team has been assigned, the Manager confirms the Case Day and notifies all relevant persons. The assigned providers are informed via text message and through the Portal. The respective Practices also receive notification of the finalized schedule.
Patient Assignment and Additional Scheduler Actions
Dental practices can assign patients to the Confirmed Case Days. The Manager has the ability to view, reject, cancel, or reschedule Case Days. Providers are notified if there are any changes to a confirmed Case Day.
Practice Portal Updates
The platform will receive updates/edits to Case Days from dental practices via their respective portals. This allows the platform to be up-to-date even after a Case Day has been confirmed.