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ORTHODONTIC-PRACTICE-MANAGEMENT5 MIN READ

Commit to One Clear Handoff

Commit to creating one RACI row for a recurring orthodontic handoff before the next clinic session.

Create one RACI row for a recurring orthodontic handoff that has produced confusion. Use this for aligner starts, replacement retainers, appliance deliveries, scan-to-lab handoffs, or financial clearance before tray delivery. An aligner start needs financial readiness confirmed before trays are delivered. A replacement retainer requires scan quality, payment collection, and shipping address confirmation. An expander delivery needs parent education, activation key readiness, and follow-up scheduling. For [handoff deliverable], Responsible = [role that does the work], Accountable = [one role that owns the outcome], Consulted = [role whose input is needed before action], Informed = [role that needs the status update].…

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