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ORTHODONTIC-PRACTICE-MANAGEMENT5 MIN READ

Walk the Aligner Handoff

Assign clear responsible, accountable, consulted, and informed roles for an aligner start handoff.

Fuzzy ownership Trays are ready, attachments are planned, insurance is pending, and patient education is unconfirmed. The patient experiences role confusion as delay, repetition, or surprise fees. RACI One accountable owner per deliverable RACI makes the handoff visible: who does the work, who is answerable, who gives input, and who needs the update. Fuzzy Everyone helps with starts. The handoff becomes visible enough to manage. Assign RACI to deliverables, not to vague job titles. 01 Define deliverable 02 Assign A 03 Close loop Make the work specific The team says, The aligner start needs to be ready.

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