Dental Anamnesis and LGPD Consent
Structured intake of a new dental patient: identification, medical history, allergy and medication screening, LGPD-compliant consent for processing sensitive health data, and signed acceptance. Closes with reception/dentist handoff. Built for operations teams — structured execution with approval gates and an audit trail.
For: Recepção / Secretária, Recepção / Auxiliar, Cirurgião-Dentista, Recepção, and Cirurgião-Dentista Responsável teams running dental anamnesis and lgpd consent
What this template includes
Process steps
- 1Patient identification
- 2Medical history (anamnesis)
- 3Allergy and medication screening
- 4LGPD consent for sensitive health data
- 5Informed treatment consent (TCLE)
- 6Checkpoint - Handoff to clinical team
Why teams use this template
Structured intake of a new dental patient: identification, medical history, allergy and medication screening, LGPD-compliant consent for processing sensitive health data, and signed acceptance. Closes with reception/dentist handoff. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. Dental Anamnesis and LGPD Consent gives you a 6-step process with 1 checkpoint and a built-in SLA so nothing slips between handoffs.
Built for teams led by Recepção / Secretária, Recepção / Auxiliar, Cirurgião-Dentista, Recepção, and Cirurgião-Dentista Responsável: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Checkpoint - Handoff to clinical team") cannot be skipped — they're where the run produces evidence the next stage depends on. Overdue runs escalate automatically, and you start with structure instead of building it from scratch every time.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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