Sample checklist. Copy and edit to fit your needs.
_____ Greet patients and seat them in the operatory.
_____ Review medical history and chart.
_____ Take any necessary x-rays before the doctor arrives to treat patient.
_____ Assist the doctor at chair side.
_____ Pour up opposing preliminary alginate impression (if necessary).
_____ Fill out progress note information and place it in the chart; complete and secure the doctor’s signature.
_____ Fill out routing slip, accurately indicating all procedures performed, any prescriptions needed and the next visit information.
_____ Take chart, routing slip, and lab slip to the Accounts Manager before dismissing the patient from the chair.
_____ Dismiss the patient from chair and escort him/her to Accounts Manager for checkout.
_____ Clean the operatory after each patient.
_____ Prepare the room for the next patient.
_____ Pack any inserted/completed lab case in a zip lock bag and label it (patient’s name, insertion date, tooth number, prosthetic type). Empty the box in lab.
_____ Keep inventory control throughout the day. Constantly check the supply of materials and write down any needed supplies, including any necessary information and always check to be sure the needed supplies have not already been ordered.
_____ Sterilize instruments.
_____ File x-rays in charts.
_____ Trim and label all poured models.
_____ Wash, dry and hang lab coats when needed.