> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Workflow Overview > Three complete patient journeys through the dental clinic system - new patient examination and treatment planning, restorative and prosthetic treatment, and surgical or orthodontic pathway. The dental clinic system supports several distinct patient journeys. Below are the three most common pathways, showing how the system records move from the first contact to a completed and billed treatment. *** ## Journey 1: New Patient Examination and Treatment Planning This pathway covers a patient who is attending the clinic for the first time. ``` New patient calls / walks in │ ▼ Front desk registers the patient (Patient record created: name, DOB, contact, medical history, allergies) │ ▼ Appointment booked (Patient Appointment: New Patient Exam, assigned to dentist, chair assigned) Confirmation SMS sent automatically │ ▼ Patient arrives Front desk checks patient in (Appointment status: Scheduled → Checked In) │ ▼ Dental nurse seats patient Records blood pressure and any pre-examination vitals (Vital Signs record created) │ ▼ 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 │ ▼ 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) │ ▼ Dentist records diagnosis and treatment recommendations Discusses treatment plan with patient (Diagnoses entered in Patient Encounter) │ ▼ Dentist submits Patient Encounter (Medical record auto-created in patient history) │ ▼ Front desk creates invoice for today's visit (New patient exam fee + X-ray fees) Collects payment │ ▼ Next appointment booked for first treatment (Patient recalled into treatment sequence) ``` *** ## Journey 2: Restorative Treatment with Dental Laboratory Work This pathway covers a patient completing a treatment plan item that involves dental laboratory work, such as a crown or bridge. ``` Patient attends for treatment appointment (Patient Appointment: Crown Preparation - existing patient) Reminder SMS sent automatically │ ▼ Dental nurse seats patient Chair prepared with crown preparation tray │ ▼ Dentist opens Patient Encounter Reviews medical history and previous records Records: - Tooth being treated - Anaesthetic administered - Procedure details │ ▼ Crown preparation procedure performed and documented (Clinical Procedure: Crown Preparation - linked to tooth number) Shade taken, impression recorded │ ▼ Lab order created (Dental lab work record: crown type, material, shade, expected return date) Impression sent to laboratory │ ▼ Dentist submits Patient Encounter Invoice created for crown preparation fee Temporary crown fitted (recorded in procedure notes) │ ▼ [2-3 weeks later] Laboratory returns the crown Lab order marked as received │ ▼ Patient attends for crown fitting appointment (Patient Appointment: Crown Fit) │ ▼ Dentist opens Patient Encounter Crown tried in, adjusted, and cemented (Clinical Procedure: Crown Fit and Cement) │ ▼ Patient Encounter submitted Invoice created for crown fit fee Any additional lab fees invoiced Post-treatment care instructions given ``` *** ## Journey 3: Oral Surgery (Wisdom Tooth Extraction) This pathway covers a patient attending for a surgical extraction, including pre-operative assessment, the procedure, and post-operative follow-up. ``` Patient referred or self-referred for wisdom tooth assessment │ ▼ Appointment booked (Patient Appointment: Oral Surgery Consultation) │ ▼ 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) │ ▼ 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) │ ▼ Surgery appointment booked (Patient Appointment: Surgical Extraction / Wisdom Tooth Removal) │ ▼ 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 │ ▼ Surgery performed and documented (Clinical Procedure: Surgical Extraction, with: - Anaesthetic type and dose - Teeth removed - Bone removal / section / sutures placed - Any complications noted) │ ▼ Patient recovered Post-operative instructions given (bleeding, swelling, diet, analgesia, when to seek help) Prescription raised (antibiotics, anti-inflammatories, analgesics) │ ▼ Patient Encounter submitted Invoice created (surgical extraction fee, sedation fee if applicable) Payment collected │ ▼ Follow-up appointment booked for suture removal (Day 7) (Patient Appointment: Post-Surgical Review) │ ▼ [Day 7] Patient attends for review Sutures removed if appropriate Healing assessed and documented (Clinical Procedure: Suture Removal) ``` *** ## Role Responsibilities Summary | Stage | Role | | ----------------------------------------- | --------------------------------------- | | Patient registration | Healthcare Administrator | | Appointment booking and confirmation | Healthcare Administrator | | Patient check-in | Healthcare Administrator | | Vital signs | Nursing User (Dental Nurse) | | Dental examination and diagnosis | Healthcare Practitioner (Dentist) | | X-ray ordering and documentation | Healthcare Practitioner (Dentist) | | Procedure performance and documentation | Healthcare Practitioner (Dentist) | | Dental nurse chairside assistance | Nursing User (Dental Nurse) | | Lab order tracking | Healthcare Administrator / Dental Nurse | | Pre-surgical lab test review and approval | LabTest Approver (Senior Dentist / GP) | | Invoice creation and payment collection | Healthcare Administrator | | Prescription printing | Healthcare Practitioner (Dentist) | | Post-procedure instructions | Nursing User (Dental Nurse) |