Free flowchart template · Dental
A new patient journey flowchart shows how a dental practice takes a new patient from booking to their treatment plan, and who looks after each step. It covers sending forms and the medical history, check-in, completing the history, seating the patient, the exam and any X-rays, explaining the plan and costs, and booking.
Updated November 2026 · Opens in Wikidoc as a process map · Free to use, don’t resell
The template opens as a process map, laid out with its lanes, steps and decisions, ready to edit.
Rename the lanes to your team’s roles, change the questions to match your rules, and add or remove steps.
Attach your SOPs and checklists to the steps, so whoever does the work can open the instructions from the map.
This works on the Free plan: up to 10 process maps from templates, free forever.
For dental:How Wikidoc works for dental practicesCompliance-heavy businessesMulti-location businesses
Procedure
1Take the booking
2Send the forms
3Check the forms on arrival
SOP
Booking, forms, medical history and consent for every new patient.
PDF · Word
Clear
Dispose of sharps into the sharps container at the chair
Take used instruments to reprocessing in a closed container
Remove barriers and dispose of single-use items
Checklist
Clear, clean, replace barriers and set up between patients.
PDF · Word · CSV
Procedure
1Stop treatment and raise the alarm
2Assess the patient
3Call emergency services
SOP
Team roles, the kit and first steps when a patient collapses.
PDF · Word
Before the first shiftFirst dayFirst week
Check their registration, certificate or qualification, as the role requires
Check their immunisation records, as your infection control policy requires
Check their CPR or basic life support certificate is current
Onboarding checklist
Infection control, reprocessing and chairside routines for new assistants.
PDF · Word · CSV
Procedure
1Prepare instruments at the chair
2Carry them to the sterilisation area
3Put on protective equipment
SOP
Clean, inspect, pack, sterilise and store instruments, traceably.
PDF · Word
Log
Record every steriliser cycle, its indicators and who released it.
PDF · Word
A diagram of each step a patient goes through, from booking to their treatment plan, with a lane for each member of the team who looks after them.
The dentist relies on it to treat safely, for example around allergies and blood thinners. Checking it's complete at reception means nothing is missed in the chair.
Yes. Open it in Wikidoc and add a lane for the hygienist, then move the cleaning and any scaling steps into it.
Yes. Dental practices can open it in Wikidoc and edit it free of charge; the Free plan includes 10 process maps from templates.
The operations management platform for SMEs that turns the way they work into a documented, repeatable, and teachable system.
