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Presenter(s):

Adding Value to Your Dental Practice with Chart Audits and Peer Reviews

Dr John Memmott - Consultant

Michael Bourgeault – Account Executive

Tracy Larsen – Project Manager

Things our lawyers make us say...

Neither QSI nor any presenter at the Users Group Meeting is engaged in rendering legal or other professional advice and this presentation is not a substitute for the advice of your attorney, accountant and/or other professional advisor.

Session Guidelines

• Turn off all cell phones & pagers• Questions will be entertained during the presentation

• Refrain from personal discussion and sidebars, everyone would like to hear your ideas and comments

Types of Peer Review

• Resolution of patient complaint

board of dentistry• Journal article and research review

publication peer review board • Single blind, Double blind or Open• Coaching, mentoring, constructive

model of internal peer review

The traditional Peer Review

• Acceptable• Not acceptable• Published• Not Published

An all or nothing review

Or worse: We feelrejection and disapproval

Don’t get me wrong traditional peer review serves a critical function:

Licensing dentists Technical Journals

A different look at Peer Review

• Coaching staff to enhance skill sets• Review procedures, materials and

practices• Ensure a best practices approach to office

flow• Share ideas and insights• Obtaining a sustainable competitive

advantage for our practices

Hope for luck!

I WON !

Put numbers to Your Peer Reviews

Steps to Constructive Peer Review

• Assess• Address• Communicate• Follow-up: with numbers

You can’t always be right…

JUST DON’T BE WRONG FOR

Areas of constructive Peer Reviews

• Dentist

Chart audits, diagnosis and treatment plans• Hygienist

Perio maintenance, patient education and referral• Dental assistant

Digital images and radiographs, chart accuracy and clinical office flow• Front Office

Real time filters, treatment plans (next visit)

Assess - Address - Communicate

A 500 lbs. gorilla

Examples of Dentist Peer Reviews

Chart audit review

Digital image review

Treatment planning and patient presentation review

Dental materials review

Process audit

Outcome audit

Chart Audit Review

Digital Image Review

1. Improve patient assessments to better plan a course of treatment

2. Understand what influences patient compliance

3. Educate patients in an organized and clear manner

4. Communicate the role of nutrition and how dental hygiene affects our general health

Example of Hygiene Peer Reviews

Improve patient assessments to better plan a course of treatment

1. Establish a disease prevention program

2. Designing a perio maintenance program

3. Evaluate the success of the program

4. Define referral criteria

Standardize Perio Program

Diagnosis

Treatment options

Outcome audits

Patient education

1. Digital Images and x-rays

2. Chart Audit

3. Clinical Procedure flow

Examples of Dental Assistant Peer Reviews

X-ray capture review

Demographics

Positioning

Patient comfort and compliance

Standardized procedures

Standardized Chart Audits

Planned Treatment

Completed

Treatment

Treatment Plans

Clinical Procedure

flow Procedure Reviews

Tray set-up

Materials

Ordering

Sterilization

Steps to Constructive Peer Review

• Assess• Address• Communicate• Follow-up: with numbers

We need to document our performance.

How do we do that?

Measuring Outcomes

• An Intranet is a great internal tool that can be used for hosting online forms, collecting and reporting outcomes

At QSIDental, we can help!

Measuring Outcomes

• Using a CPS/EDR/QDW HMTL form in a patient’s chart is a good way to capture chart audits and have the data available by patient right in the chart!

Measuring Outcomes

• To aid in blind peer reviews and chart audits, you may elect to have a “dummy” account where all audit data is acquired

Billing Audits

• Filter to Today’s Treatment – • Verify completed items prior to patient dismissal

• Provider Daily Summary Report – • Providers review all of today’s services• Billing can use to compare to encounter information.

• Chart Approvals• Providers approve and lock chart entries

• User Access Reports• Allow Administration to see who accessed what patient

records

Peer Review – Billing Audits

Managing information using filters.

Filter chart to display items completed today

Charting Filters

Chart Approvals

Chart Approvals for entries made on behalf of the provider.

Advanced Search options Display charts that need to be approved.

Chart Approval

Once approved the patient is removed from the list

Once approved; items can only be modified by the approving provider.

Reports

User Access Report

Any Questions?

Confidential—Proprietary Information—For use by authorized QSI clients and employees only. Not...

Documents

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