DT Appointment Control
You will receive 1 credit(s) of continuing education credit upon successful completion of this course. The purchase price of this course is $49.00

A well-managed appointment control system will allow the dentist and other staff to see patients promptly, handle emergencies, avoid nonproductive time and maintain good patient relations.
Author Name: This course was developed by the ADA Department of Salable Materials with cooperation from the ADA Council on Dental Practice.

Learning Objectives:

Upon completion of this course, participants should be able to do the following:

  1. Manage the appointment book
  2. Use a computerized appointment book
  3. Deal with cancellations and no-shows
  4. Establish a recall system
  5. Preschedule appointments
  6. Explain delays and emergencies
  7. Coordinate laboratory cases

Proper scheduling of appointments is key to an efficient and productive dental practice. A well-managed appointment book will allow staff to see patients promptly, handle emergencies, avoid nonproductive time and maintain good patient relations. Good scheduling will also allow staff to prepare mentally for each day and to pace themselves throughout the day. 
The objective of a daily appointment schedule is to maintain a productive flow of patients through the office. Appointment scheduling is based on: the size of the patient pool, the type of dentistry performed, the style and philosophy of the dentist, staffing considerations, and office facilities and equipment. The administrative assistant usually is responsible for managing appointments. Appointments are made with patients as they leave the office or by phone. Sometimes appointments are made indirectly, by arranging tentative schedules and confirming them at a later date. The appointment book itself is a written record or diary of the practice. It combines, on a daily basis, immediate patient demands, planned treatment or consultation, new patients and routine care.
The course covers scheduling, special tips, proper use of the appointment book, computerized appointment control, the recare system, and coordinating laboratory cases. At the end of the course, there is a glossary of dental terms.

  1. Scheduling

  2. The Appointment Book

  3. Computerized Appointment Control

  4. Scheduling Tips 

    1. Prescheduling

    2. Cancellations and No-Shows

    3. Types of Appointments

  5. Scheduling Treatment

  6. The Recare System 

    1. The Advance Appointment System

    2. The Mail System

    3. Patients Who Fall Through the Cracks

  7. Coordinating Laboratory Cases

  1. Fast-Track Training: The Basics for Dental Staff. Chicago: American Dental Association; 2007. 
  2. Jameson, Ph.D., Cathy. 2001. “Scheduling: 3 Essentials Productivity, Profitability, Stress Control.” ODA Journal, Vol. 91, No. 4, Spring 2001.
  3. Dental Practice Advisor. 2000. “Four Lucrative Reasons to Dispense With Quadrant Dentistry.” October 2000.
  4. Kushner, D.D.S., Rick. 2001. “Maximize Your Capacity for New Patients.” DentalTown Magazine, Vol. 2, No. 8, August 2001.
  5. The Power of Internal Marketing-The Key to Dental Practice Success. Chicago: American Dental Association; 2006.

American Dental Association is an ADA CERP Recognized Provider.

ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.