Adam School of Dentistry: Policy on Peer-to-Peer Clinical Encounters

I. Introduction

A. Purpose

The purpose of this Policy is to outline requirements and expectations for peer-to-peer encounters as a component of clinical training.

These peer-to-peer patient care requirements, including the medical history review, ensure a professional and safe environment for patients, student-providers, faculty, and staff. These requirements also ensure safe patient care, clinical compliance, malpractice coverage, proper handling of incident reports/claims, and correct instrument flow.

B. Scope

This Policy applies to all Adams School of Dentistry (ASOD) DDS and DH students (referred to collectively as "students" for purposes of this Policy).

II. Policy

A. Definition

Peer-to-peer appointments occur when a student works on another student for clinical training purposes.

B. Epic Appointment Requirements

Peer-to-peer appointments must be made with the student provider, not the attending faculty, with the visit type as "peer-peer." The appointment notes should indicate what instruments will be needed so they can be properly ordered in advance of the appointment.

The appointment will be listed on the chair assignment that is automatically generated from the appointments in Epic. The chair assignment shows the provider, attending faculty, and operatory assignment. For peer-to-peer, the student who is being treated is also listed, which is not done for other appointment types.

All peer-to-peer patients (i.e., students being treated) must be checked in when physically in the clinic so faculty and staff know they are present. The patient’s medical history must be completed in Epic and reviewed by the student provider and faculty, not on a separate sheet of paper or other means. Also, the encounter must be documented in Epic, along with the proper billing code (the visit type of "peer-peer" will set the fee to $0). Attending faculty must sign the encounter note.

C. Opt-out Right

All information reported in a patient’s medical history is considered confidential and must be treated as such by the student provider and faculty who review the history. However, students who are concerned about sharing sensitive medical information with colleagues have the right to opt out as patients in peer-to-peer encounters. Opt-out requests must be submitted in writing to the course director well in advance of the scheduled encounters.

III. Contact Information

Name: Dr. Ed Swift

Title: Executive Vice Dean for Education



Name: Dr. Lisa Stoner

Title: Associate Dean for Clinic Operations


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Article ID: 148249
Tue 11/28/23 1:18 PM
Thu 3/7/24 10:41 AM
Responsible Unit
School, Department, or other organizational unit issuing this document.
Adams School of Dentistry Clinical Operations
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Executive Vice Dean for Education
Next Review
Date on which the next document review is due.
07/15/2025 12:00 AM
Last Review
Date on which the most recent document review was completed.
11/18/2023 12:00 AM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
12/01/2023 12:00 AM
Date on which the original version of this document was first made official.
11/28/2023 12:00 AM

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