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Medical histories, GDC numbers and consent forms, chased for you.

Patients forget their medical history and new nurses forget their hepatitis B result, so reception ends up asking twice. Docsroom asks once, gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for dentists

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Eight templates for dentists

Open a template to see every request in the order it is asked, and watch it written in and answered.

New patient starter checklistfor new patients · before their first appointment11 requests11 requests
New patient starter checklistHarry Walsh · new patient9 of 11 back
  • About you
  • FormPersonal details8 questionsAssigned to HWHarry Walsh, patientFrom Clairein 2 daysComplete
  • QuestionCurrent dentistname and townAssigned to HWHarry Walsh, patientFrom Clairein 2 daysComplete
  • QuestionNHS charge exemptionif you claim oneAssigned to HWHarry Walsh, patientFrom Clairein 3 daysReady to check
  • Your health
  • FormMedical history12 questionsAssigned to HWHarry Walsh, patientFrom Clairein 2 daysReady to check
  • QuestionMedicines you takename and doseAssigned to HWHarry Walsh, patientFrom Clairein 3 daysComplete
  • QuestionAllergieslatex, penicillin, otherAssigned to HWHarry Walsh, patientFrom Clairein 3 daysAwaiting reply
  • QuestionAnything that worries younerves or past bad visitsAssigned to HWHarry Walsh, patientFrom Clairein 4 daysReminder sent
  • Before we see you
  • ApprovalHow we use your detailsread and approveAssigned to HWHarry Walsh, patientFrom Clairein 5 daysComplete
  • ApprovalCheck-up and X-ray consentread and approveAssigned to HWHarry Walsh, patientFrom Clairein 5 daysReady to check
  • ApprovalMissed appointment termsread and approveAssigned to HWHarry Walsh, patientFrom Clairein 5 daysReady to check
  • DecisionReminders bytext, email or postAssigned to HWHarry Walsh, patientFrom Clairein 6 daysComplete
Staff starter checklistfor new dental nurses · before their first day12 requests12 requests
Staff starter checklistPriya Shah · dental nurse9 of 12 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to PSPriya Shah, dental nurseFrom Clairein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to PSPriya Shah, dental nurseFrom Clairein 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to PSPriya Shah, dental nurseFrom Clairein 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to PSPriya Shah, dental nurseFrom Clairein 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to PSPriya Shah, dental nurseFrom Clairein 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to PSPriya Shah, dental nurseFrom Clairein 5 daysAwaiting reply
  • Registration and health
  • QuestionGDC registration numberas on the registerAssigned to PSPriya Shah, dental nurseFrom Clairein 4 daysReminder sent
  • UploadDental nursing qualificationcertificate or diplomaAssigned to PSPriya Shah, dental nurseFrom Clairein 5 daysComplete
  • UploadIndemnity certificatecurrent certificateAssigned to PSPriya Shah, dental nurseFrom Clairein 5 days1 file sent
  • UploadHepatitis B immunityblood test resultAssigned to PSPriya Shah, dental nurseFrom Clairein 6 days2 files sent
  • UploadEnhanced DBS certificateor update service IDAssigned to PSPriya Shah, dental nurseFrom Clairein 6 daysComplete
  • UploadLife support certificatein the last yearAssigned to PSPriya Shah, dental nurseFrom Clairein 7 daysAwaiting reply
Associate dentist packfor associate dentists · before their first session12 requests12 requests
Associate dentist packTom Ellis · associate dentist9 of 12 back
  • About you
  • FormAssociate details8 questionsAssigned to TETom Ellis, associate dentistFrom Clairein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to TETom Ellis, associate dentistFrom Clairein 3 daysComplete
  • QuestionGDC numberas on the registerAssigned to TETom Ellis, associate dentistFrom Clairein 3 daysReady to check
  • QuestionNHS performer numberif you see NHS patientsAssigned to TETom Ellis, associate dentistFrom Clairein 4 daysReady to check
  • UploadIndemnity certificatecurrent certificateAssigned to TETom Ellis, associate dentistFrom Clairein 4 daysComplete
  • UploadEnhanced DBS certificateor update service IDAssigned to TETom Ellis, associate dentistFrom Clairein 5 daysAwaiting reply
  • Training and health
  • UploadHepatitis B immunityblood test resultAssigned to TETom Ellis, associate dentistFrom Clairein 6 daysReminder sent
  • UploadRadiography certificateIR(ME)R core of knowledgeAssigned to TETom Ellis, associate dentistFrom Clairein 6 daysComplete
  • UploadCPD recordthis five-year cycleAssigned to TETom Ellis, associate dentistFrom Clairein 7 days1 file sent
  • Sessions and pay
  • TableYour sessionsday, time, surgeryAssigned to TETom Ellis, associate dentistFrom Clairein 8 daysReady to check
  • FormBank and UTR details6 questionsAssigned to TETom Ellis, associate dentistFrom Clairein 8 daysComplete
  • ApprovalAssociate agreementread and approveAssigned to TETom Ellis, associate dentistFrom Clairein 8 daysAwaiting reply
Radiation protection packfor the surgery · each year, or when equipment changes9 requests9 requests
Radiation protection packOakfield Dental · X-ray records7 of 9 back
  • Roles and rules
  • UploadRadiation protection adviserappointment letterAssigned to RHRichard Hale, principalFrom Clairein 7 daysComplete
  • QuestionProtection supervisorname and roleAssigned to RHRichard Hale, principalFrom Clairein 7 daysComplete
  • UploadLocal rulescurrent versionAssigned to RHRichard Hale, principalFrom Clairein 8 days1 file sent
  • UploadRadiation risk assessmentcurrent versionAssigned to RHRichard Hale, principalFrom Clairein 8 days2 files sent
  • Equipment
  • TableX-ray setsroom, make, last testAssigned to RHRichard Hale, principalFrom Clairein 9 daysComplete
  • UploadTest and service reportsfor each X-ray setAssigned to RHRichard Hale, principalFrom Clairein 10 daysAwaiting reply
  • Audit and training
  • UploadImage quality auditthis year’s resultsAssigned to RHRichard Hale, principalFrom Clairein 12 daysReminder sent
  • TableTeam radiography trainingname, course, dateAssigned to RHRichard Hale, principalFrom Clairein 12 daysComplete
  • QuestionTeam briefed on local rulesyes, and the dateAssigned to RHRichard Hale, principalFrom Clairein 14 daysReady to check
Dental lab setupfor dental laboratories · before the first case9 requests9 requests
Dental lab setupCedar Dental Lab · new supplier7 of 9 back
  • The lab
  • FormLab details6 questionsAssigned to MHMartin Hollis, lab managerFrom Clairein 3 daysComplete
  • UploadMHRA registrationcustom-made devicesAssigned to MHMartin Hollis, lab managerFrom Clairein 5 daysComplete
  • UploadStatement of manufacturea sample copyAssigned to MHMartin Hollis, lab managerFrom Clairein 5 days1 file sent
  • UploadProduct liability insurancecurrent certificateAssigned to MHMartin Hollis, lab managerFrom Clairein 6 days2 files sent
  • How you work
  • TableTurnaround timeswork type, daysAssigned to MHMartin Hollis, lab managerFrom Clairein 4 daysComplete
  • UploadPrice listcurrentAssigned to MHMartin Hollis, lab managerFrom Clairein 4 daysAwaiting reply
  • DecisionCase deliverycourier or our pick-upAssigned to MHMartin Hollis, lab managerFrom Clairein 5 daysReminder sent
  • QuestionUrgent case contactname and mobileAssigned to MHMartin Hollis, lab managerFrom Clairein 5 daysComplete
  • Terms
  • ApprovalRemake and repair termsread and approveAssigned to MHMartin Hollis, lab managerFrom Clairein 7 daysReady to check
Yearly registration checkfor every clinician · each year, before renewals fall due9 requests9 requests
Yearly registration checkSophie Grant · yearly check7 of 9 back
  • Registration
  • QuestionRegistration renewedyes, and the dateAssigned to SGSophie Grant, hygienistFrom Clairein 7 daysComplete
  • QuestionChanges to your registrationconditions or concernsAssigned to SGSophie Grant, hygienistFrom Clairein 7 daysComplete
  • UploadIndemnity certificatethis year’sAssigned to SGSophie Grant, hygienistFrom Clairein 8 days1 file sent
  • UploadCPD annual statementhours and topicsAssigned to SGSophie Grant, hygienistFrom Clairein 10 days2 files sent
  • Training
  • UploadMedical emergencies updateCPR in the last yearAssigned to SGSophie Grant, hygienistFrom Clairein 10 daysComplete
  • UploadSafeguarding certificateadults and childrenAssigned to SGSophie Grant, hygienistFrom Clairein 10 daysAwaiting reply
  • UploadInfection control trainingdecontamination updateAssigned to SGSophie Grant, hygienistFrom Clairein 12 daysReminder sent
  • Your year
  • DecisionAppraisal weekpick a weekAssigned to SGSophie Grant, hygienistFrom Clairein 12 daysComplete
  • ApprovalPolicies for this yearread and approveAssigned to SGSophie Grant, hygienistFrom Clairein 14 daysReady to check
Surgery safety and auditsfor the surgery · each year, before the annual review9 requests9 requests
Surgery safety and auditsOakfield Dental · yearly pack7 of 9 back
  • Cover and contracts
  • UploadPublic liability insurancecurrent certificateAssigned to NENia Evans, managerFrom Clairein 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to NENia Evans, managerFrom Clairein 7 daysComplete
  • UploadClinical waste contractand collection notesAssigned to NENia Evans, managerFrom Clairein 8 days1 file sent
  • Infection control
  • UploadInfection control auditsix-monthly resultsAssigned to NENia Evans, managerFrom Clairein 10 days2 files sent
  • UploadAutoclave validationyearly engineer reportAssigned to NENia Evans, managerFrom Clairein 10 daysComplete
  • UploadLegionella risk assessmentcurrent reportAssigned to NENia Evans, managerFrom Clairein 10 daysAwaiting reply
  • Safety and emergencies
  • UploadFire risk assessmentcurrent versionAssigned to NENia Evans, managerFrom Clairein 12 daysReminder sent
  • UploadEmergency drugs and oxygenweekly check logAssigned to NENia Evans, managerFrom Clairein 12 daysComplete
  • QuestionSharps injuries this yearand what changedAssigned to NENia Evans, managerFrom Clairein 14 daysReady to check

Written for dentists. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each patient

Patients fill in their medical history on their own phone before they reach the chair. Nobody makes an account or remembers a password.

Registrations arrive with dates

GDC numbers, indemnity and hepatitis B results come back to one list, each with the date it arrived, ready when someone asks.

Reception stops chasing

Docsroom chases whoever has not replied until each one is in, so nobody rings round on a Friday afternoon.

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