How do I track which hygiene patients I have offered larger treatment to?
Use the charting system you already have. You are already marking probings, charting, all the routine hygiene data, so add one more flag. Mark the chart for the annual complete dental physical offer, whether the chart is electronic or paper. The offer itself is just a verbal conversation, so train your hygienist to have it, or have the doctor step in first to start it. Either works. The reason this matters is that good intentions vanish without a system. If the offer lives only in someone’s head, it gets skipped on the busy days, which is every day. Tie it to the annual rhythm you already run, build it into the chart, and it happens every time instead of when someone remembers. Systems beat memory in a busy practice, every single time.
If the answers you are finding here resonate with you, my team and I work with a small group of clients each year. The next step is a complimentary Discovery Consultation and Practice Review with Dr. McAnally.