Workflow Overview

New patient calls / walks in
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Front desk registers the patient
(Patient record created: name, DOB, contact, medical history, allergies)
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Appointment booked
(Patient Appointment: New Patient Exam, assigned to dentist, chair assigned)
Confirmation SMS sent automatically
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Patient arrives
Front desk checks patient in
(Appointment status: Scheduled → Checked In)
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Dental nurse seats patient
Records blood pressure and any pre-examination vitals
(Vital Signs record created)
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Dentist opens Patient Encounter
Records:
  - Medical history review (diabetes, heart conditions, blood thinners, allergies)
  - Chief complaint
  - Extra-oral and intra-oral examination
  - Tooth-by-tooth chart (caries, restorations, missing teeth, mobility)
  - Periodontal findings (BPE score or full probing chart)
  - Soft tissue assessment
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Dentist orders X-rays as needed
(Service Request: OPG, IOPA, Bitewing - based on clinical need)
X-ray taken and observations recorded
(Clinical Procedure: X-ray. Observation Template: OPG Findings / IOPA Findings)
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Dentist records diagnosis and treatment recommendations
Discusses treatment plan with patient
(Diagnoses entered in Patient Encounter)
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Dentist submits Patient Encounter
(Medical record auto-created in patient history)
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Front desk creates invoice for today's visit
(New patient exam fee + X-ray fees)
Collects payment
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Next appointment booked for first treatment
(Patient recalled into treatment sequence)

Patient attends for treatment appointment
(Patient Appointment: Crown Preparation - existing patient)
Reminder SMS sent automatically
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Dental nurse seats patient
Chair prepared with crown preparation tray
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Dentist opens Patient Encounter
Reviews medical history and previous records
Records:
  - Tooth being treated
  - Anaesthetic administered
  - Procedure details
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Crown preparation procedure performed and documented
(Clinical Procedure: Crown Preparation - linked to tooth number)
Shade taken, impression recorded
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Lab order created
(Dental lab work record: crown type, material, shade, expected return date)
Impression sent to laboratory
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Dentist submits Patient Encounter
Invoice created for crown preparation fee
Temporary crown fitted (recorded in procedure notes)
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[2-3 weeks later] Laboratory returns the crown
Lab order marked as received
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Patient attends for crown fitting appointment
(Patient Appointment: Crown Fit)
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Dentist opens Patient Encounter
Crown tried in, adjusted, and cemented
(Clinical Procedure: Crown Fit and Cement)
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Patient Encounter submitted
Invoice created for crown fit fee
Any additional lab fees invoiced
Post-treatment care instructions given

Patient referred or self-referred for wisdom tooth assessment
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Appointment booked
(Patient Appointment: Oral Surgery Consultation)
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Dentist performs surgical assessment
OPG ordered if not already available
Surgical complexity assessed (eruption status, root morphology, proximity to inferior alveolar nerve)
Consent discussed and documented
(Patient Encounter: Oral Surgery Consultation)
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Pre-operative blood tests ordered if patient is:
  - Diabetic (blood glucose, HbA1c)
  - On anticoagulants (INR/PT)
  - Having IV sedation (full pre-anaesthetic blood panel)
(Lab Test records created - reviewed before surgery date)
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Surgery appointment booked
(Patient Appointment: Surgical Extraction / Wisdom Tooth Removal)
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Day of surgery:
  - Dental nurse prepares surgical tray
  - Pre-operative nursing checklist completed
    (Blood pressure checked, consent confirmed on file, site identified)
  - Vital signs recorded
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Surgery performed and documented
(Clinical Procedure: Surgical Extraction, with:
  - Anaesthetic type and dose
  - Teeth removed
  - Bone removal / section / sutures placed
  - Any complications noted)
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Patient recovered
Post-operative instructions given (bleeding, swelling, diet, analgesia, when to seek help)
Prescription raised (antibiotics, anti-inflammatories, analgesics)
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Patient Encounter submitted
Invoice created (surgical extraction fee, sedation fee if applicable)
Payment collected
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Follow-up appointment booked for suture removal (Day 7)
(Patient Appointment: Post-Surgical Review)
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[Day 7] Patient attends for review
Sutures removed if appropriate
Healing assessed and documented
(Clinical Procedure: Suture Removal)