How should your new office handle scheduling a patient from a previous associate?

Scheduling a patient from a previous associate should involve treating them as a new patient and scheduling them for a new patient exam. This approach allows the new office to evaluate the patient's current dental health, review any existing treatment plans, and establish a new doctor-patient relationship. It is important to assess the patient's needs fully, which includes gathering comprehensive updated information that might not be reflected in the previous records.

Additionally, scheduling a new patient exam can help the practice to understand the patient's history better and offer necessary recommendations based on their current condition. This step ensures that proper care is taken in managing the patient's health while also adhering to ethical considerations regarding continuity of care. A new patient exam provides a fresh start in addressing their dental needs while ensuring that any past treatments are acknowledged and built upon as needed.