AUTOMATED DENTAL PATIENT CHECK-IN WORKFLOW: IMPROVE EFFICIENCY & EXPERIENCE

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Patient Demographic Data: Automatically pull patient information from the central patient data model using patient ID or QR code scan.
[ ] Check Insurance Verification Status: Retrieve current insurance eligibility and verification details for the scheduled appointment.
[ ] Create New Appointment Confirmation Task: Generate a task for the front desk staff to confirm the appointment details and pre-screen for missing paperwork.
[ ] Assign Pre-Visit Forms Task: Automatically create tasks for the patient to complete necessary intake forms (e.g., medical history, consent) before arrival.
[ ] Update Appointment Status: Change the appointment status in the system to 'Checked In' and record the actual check-in time.
[ ] Update Visit Notes: Allow staff to add initial observational notes to the patient's visit record.
[ ] Calculate Estimated Co-Pay Due: Execute a formula combining services rendered and insurance co-pay rules to estimate the out-of-pocket cost.
[ ] Create Visit Encounter Record: Generate a new visit record linked to the patient and date of service.
[ ] Retrieve Current Service Fee Schedule: Fetch the master list of current service codes and associated fees for accurate billing.
[ ] Send Welcome/Confirmation Email to Patient: Send an automated email to the patient containing directions, required items, and a link to pre-fill forms.
[ ] Send Arrival Reminder SMS: Send a text message reminder to the patient 15 minutes before the appointment start time.
[ ] Check for Overdue Patient Balances: Query the billing model to identify any outstanding balances associated with the patient record upon check-in.
[ ] Flag Billing Review Task: Create a high-priority task for the billing specialist if an outstanding balance is detected.
[ ] Log Initial Payments Received: Create a transaction entry in the ledger for any co-pays or deposits collected at check-in.
[ ] Determine Remaining Patient Balance: Calculate the final amount the patient owes after applying insurance adjustments.
[ ] Generate Daily Check-In Report: Create a summary report listing all patients who checked in on the current day for management review.

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