A simple dental route slip designed to make sure the conversation doesn’t get lost between the operatory and the business team.
The Closed Loop Walkout guides the verbal Trust Transfer while creating accountability for what happened today and what happens next. It captures the patient’s personal motivator, next wellness visit, recommended treatment, by when, provider, referrals and adjunctive care so the business team isn’t left guessing and the patient isn’t left repeating the conversation.
The form doesn’t replace the verbal handoff. It supports it.
It also includes our end-of-day audit process to verify completed procedures were posted correctly and close any remaining loops.
Because your patient shouldn’t be the one transferring the treatment plan to your team.
What’s Included
Completed example
Blank, customizable walkout/route slip
Step-by-step implementation guide
Verbal Trust Transfer workflow
End-of-day accountability audit
A simple dental route slip designed to make sure the conversation doesn’t get lost between the operatory and the business team.
The Closed Loop Walkout guides the verbal Trust Transfer while creating accountability for what happened today and what happens next. It captures the patient’s personal motivator, next wellness visit, recommended treatment, by when, provider, referrals and adjunctive care so the business team isn’t left guessing and the patient isn’t left repeating the conversation.
The form doesn’t replace the verbal handoff. It supports it.
It also includes our end-of-day audit process to verify completed procedures were posted correctly and close any remaining loops.
Because your patient shouldn’t be the one transferring the treatment plan to your team.
What’s Included
Completed example
Blank, customizable walkout/route slip
Step-by-step implementation guide
Verbal Trust Transfer workflow
End-of-day accountability audit