Elements and Performance Criteria
- Communicate effectively with clients and other persons
- Greet clients and other visitors appropriately
- Make available an appropriate environment for the client to complete medical, dental and financial details
- Listen carefully and be sensitive to client and/or carer point of view
- Provide information to client and/or carer appropriately and completely using language that can be easily understood
- Ensure client and/or carer understands information provided to them
- Show empathy and respect for client and/or carer by being polite and avoiding negative comments
- Respond appropriately to enquiries from clients and visitors
- Maintain personal dress and presentation
- Operate communication equipment effectively
- Respond to enquiries promptly, politely and ethically
- Determine the purpose of an enquiry, the identity of the person and retrieve relevant record/s if required
- Prioritise messages and record them legibly and accurately
- Refer enquiries outside area of responsibility and/or knowledge to appropriate supervisor
- Comply with organisation protocols for electronic communication with clients and/or carers
- Maintain confidentiality of information relating to clients, staff and the dental practice/organisation
- Allocate appointments appropriate to client and organisation requirements
- Identify the client's appointment requirements
- Agree an appointment time which meets the client's preferences and the organisation's requirements
- Record the appointment details accurately and legibly using standard dental notation in the organisations appointment system
- Provide a copy of appointment details to the client
- Monitor appointment schedules and notify clients and the oral health care team of any necessary changes within a suitable timeframe
- Calculate and record basic financial transactions
- Handle cash and record financial transactions
- Balance accurately monies received against records of payment in accordance with organisation policies
- Secure cash is secured in an approved location
- Respond to suspected breaches of security and take the appropriate action with minimum delay in accordance with organisation policies
- Identify a record of bad debts and take appropriate action in line with office procedures
- Follow banking procedures in accordance with organisation policies
- Maintain client records
- Remove the correct client files and attach the appropriate fees and diagnostic records
- Place files in order of appointment
- Enter information legibly, accurately and update as appropriate
- File client dental records correctly after use
- Maintain up-to-date, accurate, legible and complete records of laboratory work
- Assist with client recalls
- Apply knowledge of a client recall system
- Mark client records with the relevant recall date as appropriate and as directed by the operator
- Identify clients who are due for recall and notify them that an appointment is due
- Follow-up with courtesy those clients who do not respond to a recall appointment request