Dental VA Trust Matrix Template

Complete one row for every repeated workflow the VA owns. Review the matrix monthly during the first six months and quarterly after the role stabilizes.

Workflow	Risk if wrong	Current stage	Review rate	Decision rights	Evidence	Next gate	Review date
______	Low / medium / high	Instruction / execution / correction / consistency / autonomy / trust	______	Decide / recommend / never	______	______	______
______	Low / medium / high	______	______	______	______	______	______
______	Low / medium / high	______	______	______	______	______	______

Questions for the monthly review.

• Which workflow has enough evidence to move forward?
• Which workflow still creates avoidable questions or corrections?
• Are exceptions being raised at the right time?
• Does the procedure cover the errors found this month?
• Which decision right can the practice widen safely?
• How many manager hours did supervision require this month?

When a workflow advances, write down what changes. For example: “Routine benefit verification moves to 20 percent random review. The VA may resolve standard payer discrepancies and must escalate plan changes or conflicting information.”