MODULE 03 · 10 PROTOCOLS — MANAGEMENT & KPIs

From daily operations to measurable performance.

Ten protocols addressing appliance delivery, postoperative and other clinical controls, periodontal maintenance, reception closure, treatment-plan and estimate follow-up, laboratory coordination, KPI reviews, clinical audit and protocol updates.

What this module covers

  • Appliance Delivery Protocol — Bruxism, Whitening, MAD/OAM, Aligners
  • Post-bonding Control
  • Post-surgery Control
  • Periodontal Maintenance
  • Reception Closure & Definition of Done
  • Treatment Plan Follow-up Protocol
  • Unaccepted Quote Follow-up Protocol
  • Laboratory Communication & Tracking Protocol
  • KPI Dashboard & Performance Review
  • Clinical Audit & Protocol Update System

Inside a protocol

Clinical objectives and preparation; dentist/assistant/reception responsibilities where relevant; role checklists; required notes, Rx, radiographic and photographic documentation; quality checkpoints; completion criteria; potential errors and complications; postoperative instructions and follow-up. Rubber dam use is required where applicable, with a documented reason for any justified deviation.

Course Content

Appliance Delivery Protocol — Bruxism, Whitening, MAD/OAM, Aligners
Post-bonding Control
Post-surgery Control
Periodontal Maintenance
Reception Closure & Definition of Done
Treatment Plan Follow-up Protocol
Unaccepted Quote Follow-up Protocol
Laboratory Communication & Tracking Protocol
KPI Dashboard & Performance Review
Clinical Audit & Protocol Update System