Mrs Kathy Hanson needs an appointment for 45 minutes to restore teeth 44 and 45. She must be able to leave by 2.00pm. Her contact number is 4342 4142.
- Mr Walt Hunter is a new patient. He phoned for an appointment for a consultation to discuss a bridge or implants. He starts work at 9.00am, and his employer does not like him taking time off. Mobile is 0443 221 345.
- Mrs Terri White has called into the surgery to reschedule her hygiene appointment for a scale, polish, and fluoride that she cancelled last week. She is available any time. Her contact number is 0440 445 556.
Questions
1. How did you arrange with each patient an appointment time that suited their preference and also your requirements?What appointment notification did you give Mrs White?
How did you ensure that each patient understood the information that you provided them regarding their appointments?
Mrs. Catherine Collins has just finished her last dental appointment. Your operator Dr. Colin Mahoney has requested that you provide a full itemised invoice and receipt to Mrs. Catherine Collins of 25 Cashier St Chatswood NSW 2067 for the following treatment:
Treatmen10.3.14 – initial oral examination $95.00 and 2 bitewing radiographs at $25.00 each
- 17.3.14 – 34 DO GIC, 35 MO GIC, both $110.00 each, 37 extraction basic $150.00
- 24.3.14 – 26 MOD amalgam restoration $150.00
- 31.3.14 – 11, 21 Composite resin MI restorations $150.00 each, removal of plaque $75.00, and fluoride treatment $35.00
Mrs Kathy Hanson needs an appointment for 45 minutes to restore teeth 44 and 45. She must be able to leave by 2.00pm. Her contact number is 4342 4142.
- Mr Walt Hunter is a new patient. He phoned for an appointment for a consultation to discuss a bridge or implants. He starts work at 9.00am, and his employer does not like him taking time off. Mobile is 0443 221 345.
- Mrs Terri White has called into the surgery to reschedule her hygiene appointment for a scale, polish, and fluoride that she cancelled last week. She is available any time. Her contact number is 0440 445 556.
Questions
- How did you arrange with each patient an appointment time that suited their preference and also your requirements?
The arrangement of the time of the patient should be as per the availability of their regular schedule and the restriction that are imposed on them during their working hours. Each patient has been given the time in which the doctor as well as the patient is entirely free and as per the working on schedule the preference has been extended to the person which is having lack of time and facing emergency with the particular problem. For example Mrs skate he needs an appointment only for 45 minutes that too before 2 P.M. Given that time before 2 p.M. Is around 11 o'clock so that she can have her Restoration of the teeth which takes 45 minutes only for the doctor to take care and look after it. Mrs. Hunter is a new patient and has been given a time around the lunch break so that she can easily take her time off with a working hours and can easily Fetch the permission of the head of the department. So she has been given the time of 12 o'clock with Dr Mohaney. Mrs white is given the time of 3 PM since she is available all the time what is no restriction in coming or leaving. |
What appointment notification did you give Mrs White?
She has been given the appointment of 3 p.M since she is available all the time and just you want to have the surgery for the rescheduling of a hygiene appointment so which will take time and the doctor is available after three o'clock with ample amount of time to have the surgery process. |
How did you ensure that each patient understood the information that you provided them regarding their appointments?
The each patient will get understand about the information which we provided to them regarding hair appointment since we have a lot of the time as per their working hours flexibility and also as per the doctors availability which would suit the coming and leaving time and also with synchronise with the availability of all kinds of respects with regard to the medication facility and emergency situations. |
Dr. Matcalfe |
Dr. Mahoney |
Rebecca Hygienist |
8.00 Miss Jessica Smith S. Exo 48 |
8.00 |
8.00 Mrs Sue Constants C/P Fl |
8.15 0424 554 441 |
8.15 |
8.15 0403 222 333 |
8.30 |
8.30 Mr Ryan Emerson N/P Exam |
8.30 |
8.45 Dr Harry Carter Bridge Prep |
8.45 0410 444 555 OPG |
8.45 |
9.00 0440 333 665 33,34,35,36 |
9.00 Miss Carrie Benson 37 RCT 1st |
9.00 Mr John Nuns Perio charting |
9.15 |
9.15 0410 226 247 |
9.15 0410 333 222 OPG |
9.30 |
9.30 |
9.30 |
9.45 |
9.45 |
9.45 Miss Bianca Jones S/M Ortho |
10.00 |
10.00 |
10.00 Mum 0422 336 336 Photos |
10.15 |
10.15 |
10.15 Miss Katie Fan F/S 16 26 |
10.30 |
10.30 |
10.30 Dad 0410 547 854 |
10.45 |
10.45 Mrs Ethel Campbell MMR Shade |
10.45 |
11.00 Mr Gary Freedom 26 RCF |
11.00 F/P |
11.00 Mrs Gabbie Burke C/P Fl |
11.45 0414 554 445 |
11.45 Mr Phil McCarr Exo 14 34 |
11.45 0420 115 455 |
12.00 |
12.00 |
12.00 |
12.15 |
12.15 |
12.15 |
12.30 LUNCH |
12.30 LUNCH |
12.30 LUNCH |
12.45 LUNCH |
12.45 LUNCH |
12.45 LUNCH |
1.00 LUNCH |
1.00 LUNCH |
1.00 LUNCH |
1.15 LUNCH |
1.15 LUNCH |
1.15 LUNCH |
1.30 Mrs Maggie McDonald Bridge prep |
1.30 Mr Tristan Ryan 24,25,26 Comp Fill |
1.30 Mr Ken Jones Perio Charting |
1.45 0410 248 684 22,21 11,12 |
1.45 0405 556 669 |
1.45 04366 5511 Scale Quadrant 3 |
2.00 |
2.00 |
2.00 |
2.15 |
2.15 |
2.15 Mrs Susan Jones Perio CHarting |
2.30 |
2.30 |
2.30 04366 5511 Scale Quadrant 3 |
2.45 |
2.45 |
2.45 |
3.00 |
3.00 |
3.00 |
3.15 |
3.15 |
3.15 |
3.30 Miss Debbie Tint 16 15 Comp Fill |
3.30 Miss Sue Ellen Jackson Cons F/F |
3.30 |
3.45 Mum 04342 5566 |
3.45 0414 125 125 |
3.45 |
4.00 |
4.00 Master Denzel Core 45, 46, 47 Comp Fill |
4.00 Master Keith Hans S/M Ortho |
4.15 Dr Fred Barnes 46 RCT1st |
4.15 0440 441 112 |
4.15 Mum 0430 221 414 |
4.30 0404 336655 |
4.30 |
4.30 Miss Maria Bond S/M Ortho |
4.45 |
4.45 |
4.45 Mum 0410 558 554 Photos |
5.00 |
5.00 |
5.00 |
5.15 Close up duties |
5.15 Close up duties |
5.15 Close up duties |
Using the appointment book in Case Study 1, detail the process that you would use for preparing patient files for the days’ appointments.
For the preparation of the patients files for the disappointment start with the allocation of those candidates or patients which have lack of time or do not have flexibility in the working hours and so they will be given preference as per the availability of time with the matching propaganda of the doctors. Since Mrs Hunter is facing a great problem in the flexibility of the working hours so she has been given the preference so that she may get the preference as per her lunch time and can talk or get appointment with the doctor which is around 12 o'clock so that she can get the live very easily without any kind of difficulty by taking the permission with her chairperson or head of department. Since lunch time can be utilised for the appointment and discuss the implantation. Every schedule has been also prepared in order to make the synchronisation of the working hours as well as availability of the doctor and to not to collide with the other patients which are also available as per the emergency situations. |
Mrs. Catherine Collins has just finished her last dental appointment. Your operator Dr. Colin Mahoney has requested that you provide a full itemised invoice and receipt to Mrs. Catherine Collins of 25 Cashier St Chatswood NSW 2067 for the following treatment: Treatment 1. 10.3.14 – initial oral examination $95.00 and 2 bitewing radiographs at $25.00 each 2. 17.3.14 – 34 DO GIC, 35 MO GIC, both $110.00 each, 37 extraction basic $150.00 3. 24.3.14 – 26 MOD amalgam restoration $150.00 4. 31.3.14 – 11, 21 Composite resin MI restorations $150.00 each, removal of plaque $75.00, and fluoride treatment $35.00 Extras 1. Mrs. Collins purchased an Electric toothbrush from the practice on 24.3.14 for $125.00 which included $12.50 GST. 2. Mrs. Collins paid for her treatment on 31.3.14 in full with Visa Card. She did not claim any of her dental work with HICAPS. The last invoice that was provided to a patient was number 22334, and the last receipt number was 24556. |
Tasks
- Complete the following invoice with the correct item numbers for the treatment that was provided to Mrs. Catherine Collins on each day, and include the tooth number and the cost of treatment for each visit.
- Keep a running balance of money owing.
- If there was any part of the visit that included GST, you must note the GST separately. Include the receipt for Mrs. Catherine Collins.
Dr. Colin Mahoney Suite 2, 135 Help St. Chatswood NSW2067 |
ABN: 123 234 345 Provider #: 901345 Ph: (02) 9456 7111 www.cmdebtist.com.au |
||||||||
Tax Invoice |
|||||||||
Mrs. Catherine Collins 25 Cashier St. Chatswood NSW 2067 Date: Invoice #: |
|||||||||
Date |
Patient |
Item # |
Description |
Cost |
GST |
Paid |
Balance |
||
24.3.14 |
Mrs. Catherine |
an Electric toothbrush |
For the care of tooth that is dental care |
$ 125 |
5.5% |
$132.75 |
0 |
||
10.3.14 |
Mrs. Collins |
initial oral examination- exam 011 |
Prescription |
$95 |
0 |
95 |
0 |
||
10.3.14 |
Mrs. Collins |
bitewing radiographs – bitewing 022 |
2 in no. |
$ 50 |
0 |
50 |
0 |
||
17.3.14 |
Mrs. Collins |
34 DO GIC – 34 do 513 35 MO GIC – 35 MO 532 |
$110 each |
$7590 |
0 |
7590 |
0 |
||
17.3.14 |
Mrs. Collins |
37 extraction basic |
$150 each |
$5550 |
0 |
5550 |
0 |
||
24.3.14 |
Mrs. Collins |
26 MOD amalgam restoration 533 |
restoration |
$150 |
0 |
150 |
0 |
||
31.3.14 |
Mrs. Collins |
11, 21 Composite resin MI restorations – 522 both item no. |
11 in no. |
$ 1650 |
0 |
1650 |
0 |
||
31.3.14 |
Mrs. Collins |
removal of plaque - 111 |
1 in no |
$75 |
0 |
75 |
0 |
||
31.3.14 |
Mrs Collins |
Fluoride treatment – 121 |
1in no. |
$35 |
0 |
35 |
0 |
||
Total |
$9327.75 |
||||||||
Your practice uses an imprest petty cash system. You have an imprest amount of $150.00. |
Tasks
- Enter the following items in the relevant columns. Make note of the GST amount, and list this separately from the total cost.
- Keep a running balance of the available funds.
- Once you have completed your entries, total the amounts spent, and then reimburse the petty cash amount back to the $150.00 imprest figure.
- You must provide a voucher for each receipt that you have. Your vouchers start at number 40.
1.3.14 Imprest cash amount was entered for $150.00
2.3.14 Milk and biscuits for the practice $3.50 and GST of 35cents included
5.3.14 Milk $2.00 with GST of 20 cents included
6.3.14 Pens, sticky tape, and 8G USB from the office suppliers $12.00 with $1.20 GST included
9.3.14 Stamps box of 50 $60.00 with GST of $6.00 included
12.3.14 Taxi fare home for staff working late $27.00 with GST of $2.70 included
15.3.14 Milk Biscuits and sugar for the staff room $10.00 with $1.00 GST included
15.3.14 How much is your reimbursement cheque #342443 cashed for and put into petty cash to bring the imprest amount back to $150.00.
Date |
Description |
Voucher |
GST |
Postage |
Stationary |
Travel |
Misc. |
Balance |
1.3.14 |
Imprest cash amount |
0 |
0 |
0 |
0 |
0 |
0 |
150 |
2.3.14 |
Milk and biscuits |
3.50 |
35 |
2 |
3 |
5 |
0 |
14.5 |
5.3.14 |
Milk |
2 |
20 |
2 |
3 |
5 |
0 |
12.5 |
6.3.14 |
Pens, sticky tape, and 8G USB |
12 |
12 |
2 |
3 |
5 |
0 |
21.75 |
9.3.14 |
Stamps box of 50 |
3000 |
6 |
2 |
3 |
5 |
0 |
3550.5 |
12.3.14 |
Taxi fare home for staff working |
27 |
27 |
2 |
3 |
5 |
0 |
38.75 |
15.3.15 |
Milk Biscuits and sugar for the staff room |
10 |
1 |
2 |
3 |
5 |
0 |
21.75 |
total |
$3809.5 |
|||||||
All dental practices have a recall system in place to ensure that their patients have ongoing dental care available to them. Describe the recall system used in your practice, and include how you action the following points in your answer: • Recording appropriate recall dates on patients’ record • Identifying when a patient is to be recalled • Notifying patients that an appointment is due • Follow-up procedure for those patients who don’t respond to a recall request |
(min 200words) T he action has been started with the Re scheduling of the entire framework of the people or the patient Who need emergency appointments for the medication facility which is depending upon the availability of the flexible hours and the permission been granted from the head of the employees and which is also related to the availability of the particular doctor and so that his or her time may not collide with the lunch time or when the doctor is taking some leave for the other works apart from getting engaged in the appointing as well as making the under her or his observation. Notification to the patient has been given as for the appointment which has been made so that the following of the procedure for these patients can be easily record in order to ensure that patients which are ongoing the dental care are easily available to the particular doctors as per their availability and emergency situations and so the recording system of those patients who do not responded at the time of calling you are requested to recall and make the appointment with the respective doctors as per the notification and the identification of the particular time management anti scheduling of the working hours. For example- The arrangement of the time of the patient should be as per the availability of their regular schedule and the restriction that are imposed on them during their working hours. Each patient has been given the time in which the doctor as well as the patient is entirely free and as per the working on schedule the preference has been extended to the person which is having lack of time and facing emergency with the particular problem. For example Mrs skate he needs an appointment only for 45 minutes that too before 2 P.M. Given that time before 2 p.M. Is around 11 o'clock so that she can have her Restoration of the teeth which takes 45 minutes only for the doctor to take care and look after it. Mrs. Hunter is a new patient and has been given a time around the lunch break so that she can easily take her time off with a working hours and can easily Fetch the permission of the head of the department. So she has been given the time of 12 o'clock with Dr Mohaney. Mrs white is given the time of 3 PM since she is available all the time what is no restriction in coming or leaving. |
Quality outcomes
Ensure the following for your submission:
- i) It is grammatically correct.
- ii) It is error-free.
iii) It is written in simple English.
- iv) It comprises of an average of 15 words for each sentence.
- v) There are separate paragraphs for each new content/topic or discussions. Include references to relevant legislation, which must be defined.
Attach any models, tools, or resources that could be used in an organisation to improve the case study situations presented.
Tip: Read all text aloud in order to identify any gaps and correct them. Ask another person to proof read your work in order to check for accuracy before you submit.
Writing strategies and actions for future improvements A case study is designed for you to demonstrate your skills in reading, accurately interpreting and providing workable responses and strategies. Check that your responses provide: 1. Identification and clarification of the key issues. Discuss and provide some suggestions as to what has caused these. 2. Key facts and information that is relevant and demonstrates your ability to provide solutions. 3. Templates and resources that could assist managers in the future when managing their teams. 4. Recommendations, both short term and long term, to improve the current situation. Also ensure the appropriate use of headings and formats so as to reflect a professional presentation. |
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