Use case · 11

Dental clinics, with a treatment plan, consent trail and recall cadence that holds.

Examination, treatment-plan estimate, per-procedure consent, X-ray and photo evidence, payment-plan linkage and recall scheduling — built around the actual patient journey.

Plan estimated. Consent per procedure. Evidence on file. Recall enforced.

Dental is a multi-visit plan with consent at every step. The patient signs once for the plan, again per procedure, the X-rays land against the record, the payment plan tracks against the visit list, and the recall doesn't slip. PracticeWise carries all of that on one record.

01 · End-to-end workflow

From first contact to follow-up.

Status, owner and next action visible at every step — to the patient, the admin and the clinician.

01

Examination & charting

Structured intake (medical history, pain, function, aesthetic concern). Dentist completes the tooth chart and notes; X-rays and photos uploaded against the record.

02

Treatment plan & estimate

Plan generated per tooth or per quadrant with itemised cost. Patient sees the plan on the portal with a clear order of visits.

03

Per-procedure consent

Each procedure (filling, root canal, extraction, crown, implant) has its own versioned consent. Patient signs the relevant one at booking or in-chair.

04

Procedure delivered & signed

Dentist signs the procedure record with material, batch (where applicable) and post-op instructions. Plan progress auto-updates.

05

Recall cycle

Patient automatically recalled at the configured cadence (6 or 12 months for exam, sooner for hygiene). Recall reason recorded against the patient record.

02 · Regulatory considerations

The clauses your inspector reads first.

Specific to dental clinics — configured into the workflow above, not pinned as an afterthought.

Per-procedure consent versioning

Each procedure has its own consent document, separately versioned, separately captured. Plan-level consent does not waive procedure-level consent.

X-ray & photo evidence retention

Imaging retained against the patient record for the period your governance policy requires; future treatment decisions can refer back to the original baseline.

Material & batch recording

Restorative materials, implants and lab-side appliances are recorded with batch, lot and supplier against the procedure, recallable on demand.

GDC-style record-keeping

Patient records, consent versions, imaging and decision notes follow the format General Dental Council inspections look for — designed against GDC expectations, not certified by them.

Operator quote

Per-procedure consent on the screen at the chair removed the 'did we sign for that?' question entirely. Audit on demand instead of audit-as-archaeology.

Clinical director, dental group5 dentists, 18,000 patient visits / year
03 · Modules that matter most

The PracticeWise surfaces this workflow uses.

Pulled from the twelve workflow modules. Each one composes into the same audit trail.

Medical questionnaire engine

Medical-history intake with branching for cardiac, anticoagulant and aesthetic-treatment flags.

Consent capture

Plan-level and per-procedure consent, separately versioned.

Secure uploads

X-rays, intra-oral photos, lab impressions — scoped per patient.

Payment status

Per-visit charges and the patient's payment plan balance, tied to the procedure record.

Patient portal

Treatment plan, visit history, recall booking, payment-plan balance.

Audit logs

Append-only per-procedure log, exportable for inspection or insurer query.

Configured for dental clinics

See the workflow on your data.

We'll walk through your current intake, review and prescribing process — and show you the equivalent in PracticeWise, configured for dental clinics.