Resolve Dental Consultancy

Treatment Plan Acceptance & Follow-Up SOP 2026

Name: Treatment Plan Acceptance & Follow-Up SOP 2026
Brand: Resolve Dental Consultancy
Price: 29.00 AUD
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A Complete Standard Operating Procedure for Presenting, Accepting, and Following Up Treatment Plans in an Australian Dental Practice — Including Informed Consent, Incomplete Treatment Tracking, and Patient Communication Scripts

Treatment plan acceptance is one of the most important — and most inconsistently managed — processes in a dental practice. When it is done well, patients understand their treatment, feel confident in the recommendation, and are far more likely to proceed. When it is done poorly, patients leave confused, delay treatment, or simply never return. The financial and clinical consequences are significant: incomplete treatment, reduced production, and patients who deteriorate because they did not understand the urgency of what was recommended. The difference between those two outcomes is almost always process.

The Treatment Plan Acceptance & Follow-Up SOP 2026 gives every team member — from the dentist presenting the plan to the front office coordinator following up — a clear, consistent process to follow. It covers the presentation conversation, informed consent, the acceptance workflow at the front desk, the complete follow-up sequence for patients who did not book, and the tracking system to ensure no treatment plan falls through the cracks.

The SOP is structured across 7 parts:

Part 1 — Purpose and Scope: Why this SOP exists, who it applies to, and a definitions table covering treatment plans, treatment plan acceptance, incomplete treatment, outstanding treatment plans, and informed consent.

Part 2 — Presenting the Treatment Plan: A step-by-step checklist for the dentist's presentation conversation — explaining the finding, presenting the recommended treatment, communicating the consequence of not treating, inviting questions, and handing over to the front office team. Includes a language tip on avoiding phrases that undermine the recommendation.

Part 3 — Informed Consent: What informed consent requires under the AHPRA Code of Conduct and Australian common law, a consent requirements table by treatment type (restorative, crown/bridge/implant, orthodontic, surgical), and guidance on consent for patients under 18.

Part 4 — Acceptance Workflow at the Front Desk: A six-step front office checklist covering how to confirm the treatment, present the fee confidently, offer payment options, use the two-choice booking technique, confirm and record the appointment, and update the treatment plan status. Includes a script for when the patient does not book on the day.

Part 5 — Incomplete Treatment Follow-Up Sequence: A five-step follow-up sequence with timing and actions — first call (2–3 days), SMS (same day if no answer), second call (7 days), email follow-up (10 days), and final contact (21 days). Includes guidance on recording every contact attempt.

Part 6 — Tracking and Reporting: A treatment plan register checklist, guidance on treatment plan status categories, weekly PM review and monthly owner reporting, and benchmarks for a healthy treatment plan acceptance rate (75–85%).

Part 7 — Scripts and Communication Templates: Ready-to-use phone script for the first follow-up call (with responses for booking, more time needed, and patient declining), an SMS template, and a full email follow-up template — all customisable with practice and patient details.

Who this is for:

Practice Managers who want a documented, consistent treatment plan process that every team member — clinical and administrative — can follow. Practice Owners who want to reduce incomplete treatment, improve acceptance rates, and ensure no recommended treatment falls through the cracks. Front Office Coordinators who want clear scripts and a structured follow-up sequence so they can follow up with confidence rather than guesswork.

📄 Format: 11-page editable Microsoft Word document (.docx) — complete the practice-specific fields and the SOP is ready to implement immediately. Scripts and templates are ready to customise for each patient. General guidance only — not legal or clinical advice. Informed consent obligations are governed by the AHPRA Code of Conduct and Australian common law; seek advice from your professional indemnity insurer for matters involving patient consent or potential clinical negligence.

⬇️ Instant digital download — available immediately after purchase

🦷 Built for Australian dental practices — references the AHPRA Code of Conduct, Australian common law informed consent obligations, and real dental practice workflows throughout

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