Orthodontics New Client Onboarding

---
name: orthodontics-new-client-onboarding
description: |
  Onboard patients needing teeth alignment and bite correction smoothly into a orthodontist's service in an orthodontic practice.
  TRIGGERS - Use when a orthodontist needs a new client onboarding pack for patients needing teeth alignment and bite correction in an orthodontic practice.
category: Orthodontics
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Orthodontics

Onboard patients needing teeth alignment and bite correction smoothly into a orthodontist's service in an orthodontic practice. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a orthodontist working with patients needing teeth alignment and bite correction in an orthodontic practice.

## When to use
- You are a orthodontist preparing, delivering or reviewing this part of your work in an orthodontic practice.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Occlusion | how the upper and lower teeth meet |
| Aligner | a clear removable tray that moves teeth gradually |
| Retention | holding teeth in their new position after treatment |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from treatment plans
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on treatment duration accuracy will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to an orthodontic practice, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or root resorption unnoticed

## Profession-Specific Components
| Component | Details for Orthodontics |
|-----------|-------------------------------|
| Core documentation | treatment plans; cephalometric analyses; retention records; progress photographs |
| Core tools & equipment | fixed braces; aligner systems; cephalometric software; retainers |
| People involved | patients needing teeth alignment and bite correction; the orthodontist; colleagues and other services in an orthodontic practice |
| Primary record | treatment plans — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in an orthodontic practice] | **Objective:** [What this must achieve] | **Audience:** [patients needing teeth alignment and bite correction and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in treatment plans.
2. **Short-term:** Complete the workflow steps and record outcomes against treatment duration accuracy.
3. **Medium-term:** Review results, close actions, and update local procedures in an orthodontic practice.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| treatment duration accuracy | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |
| appointment attendance | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |
| breakage rates | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |
| result satisfaction scores | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: root resorption unnoticed.
- Never let this happen: treatment extended by missed appointments.
- Never let this happen: poor retention compliance.
- Work only within the competence and authority of a orthodontist; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to an orthodontic practice's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A orthodontist in an orthodontic practice applies this workflow for patients needing teeth alignment and bite correction: they open
treatment plans, work through the five steps using fixed braces, and close by recording
the outcome against treatment duration accuracy and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)