Practitioner
State whether your audience is individual dentists, a particular specialty or dentists with a practice leadership role. Decide whether a general practice label is sufficient for your purpose.
Plan a dentist audience request around the practice relationship, role and geography you need to review.
Discuss requirements
PersonDefine the practitioner role
RelationshipSeparate practice and DSO scope
BoundaryRecord geography and exclusions
A useful request separates who the person is from where they work. Set three boundaries before discussing contact requirements.
State whether your audience is individual dentists, a particular specialty or dentists with a practice leadership role. Decide whether a general practice label is sufficient for your purpose.
Distinguish an independent practice, a practice location, a dental group and a DSO. Ask what evidence would connect the practitioner to the organization you specify.
List the roles and organizations to leave out. For a dentist-only request, consider dental hygienists, labs, suppliers and organization-only contacts separately.
Use this worksheet to prepare your questions. Every row is an unconfirmed request criterion, rather than a supplied field or a confirmed filter.
| Criterion | Decision to record | Evidence to request |
|---|---|---|
| Specialty | General dentistry or a named dental specialty? | How is the specialty defined and what supports the classification? |
| Practice type | Independent practice, dental group or DSO relationship? | What supports the practitioner’s relationship with that organization? |
| Geography | Practitioner location, practice address or organization territory? | Which location does the criterion refer to, and when was it recorded? |
| Exclusions | Which adjacent roles, organizations or locations are outside scope? | How would ambiguous or unmatched entries be handled? |
For example, a dental group in your target region does not, on its own, establish which dentist works at a particular location.
Keep the person, practice and relationship as separate questions in your brief. Leave any unsupported relationship unconfirmed.
Name the practitioner role, specialty and organization relationship you want to assess.
Record the geography, evidence recency and exclusions that matter to your review.
Ask which requirements can be supported before treating any criterion as confirmed.
Specify the practitioner role, dental specialty, practice relationship and geography you need to review. Record exclusions and the evidence needed to assess each criterion.
A dentist is an individual practitioner. A practice, dental group or dental support organization is an organization. An organization match alone does not establish an individual dentist’s relationship with it.
No. The worksheet describes request criteria. Confirm whether each criterion can be supported, how it is defined and what evidence would support it during a requirements discussion.
No. This guide concerns professional and organizational audience requirements. Patient identities, treatment details and other patient information are outside its scope.
Use these references for profession and organization context when defining your request criteria.
Dentist duties, specialties and work settings.
DSO models and their nonclinical support role.
Individual practitioner and organization provider distinctions.
Share the practitioner role, practice or DSO relationship, geography and exclusions you need to review. Include the questions your brief still needs to resolve.