PM Dentistry

Write a dental chart note that survives an insurance audit, a recall years later, and a colleague picking up the case cold — the finding, the justification, the consent conversation, and the materials, in the order a reviewer looks for them. Use when asked to write a chart note, document a procedure, improve clinical documentation, or when a claim was denied for insufficient documentation. Produces a structured note with subjective, objective, assessment and plan, the medical necessity justification, consent documented, materials and lot numbers, and the next-visit plan. Documentation support only; the clinical content is the treating clinician's.

Write a dental referral letter a specialist can act on without ringing you back — the question you are actually asking, the findings and images that support it, and what you have already tried. Use when asked to write a referral to an endodontist, oral surgeon, periodontist or orthodontist, refer a patient to a specialist, or when a referral was returned for more information. Produces the referral letter, the attachment list, the urgency marker, and the patient-facing explanation. Communication support only; the clinical assessment and the decision to refer are the referring clinician's.

Triage a dental emergency call so the right patient is seen today and the rest are safely scheduled — the red flags that are medical rather than dental, the questions that sort urgency, and the interim advice a receptionist can safely give. Use when asked to triage a dental emergency, decide who to fit in today, write phone triage guidance for front desk, or when a patient calls with swelling, trauma, or severe pain. Produces the urgency banding, the question script, the red-flag escalation list, interim self-care within scope, and the documentation line. Triage support only; never a diagnosis, and airway or spreading-infection signs go to emergency care immediately.

Write a dental pre-authorisation request or claim narrative that gets approved the first time — the diagnosis, the documented failure of lesser treatment, and the attachments a reviewer needs, assembled in the order they assess them. Use when asked to write a pre-auth, submit a predetermination, appeal a denied dental claim, or write a narrative for a crown, implant, or perio case. Produces the narrative, the supporting-evidence checklist, the attachment list, and an appeal letter if the claim was already denied. Administrative support only; clinical justification must come from the treating clinician's own findings.

Build a dental recall and reactivation system that brings lapsed patients back without nagging — the segments worth contacting, the message that works for each, the cadence, and the measure that tells you whether it is working. Use when asked to improve recall rates, reactivate lapsed patients, reduce hygiene no-shows, or fill an empty hygiene column. Produces the patient segmentation, per-segment message templates, the contact cadence, the booking-friction fixes, and the metrics to track. Communications and operations only; no clinical recall interval is set here.

Present a dental treatment plan the patient actually understands and accepts — sequenced by clinical priority, costed with their coverage applied, and explained in the order that answers what-is-wrong before what-it-costs. Use when asked to present a treatment plan, improve case acceptance, explain treatment to a patient, or handle a patient who says they want to think about it. Produces the phased plan, the plain-language explanation per phase, the cost and coverage breakdown, the consequences-of-delay framing, and responses to the four common objections. Clinical decisions remain the treating clinician's; this shapes the conversation, not the diagnosis.