AUTOMATED DENTAL RECALL WORKFLOW: MAXIMIZE HYGIENE APPOINTMENTS & PATIENT RETENTION

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

[ ] Identify Eligible Patients: Check data model for patients due for recall based on last visit date and recommended interval.
[ ] Retrieve Patient Contact Information: Get patient's primary phone number and email address from the Patient Data Model.
[ ] Calculate Time Since Last Visit: Calculate the number of days since the patient's last dental appointment.
[ ] Generate Recall Task: Create a high-priority task assigned to the front desk staff member.
[ ] Send Initial SMS Reminder: Send automated SMS message to the patient with a friendly appointment reminder.
[ ] Send Detailed Email Follow-Up: Send personalized email to the patient outlining the benefits of preventive care.
[ ] Flag Patient Record for Recall: Update the patient's record in the Dental Chart to mark them as 'Due for Recall'.
[ ] Internal Follow-Up Task: Create a follow-up task for the Dental Hygienist to review patient history.
[ ] Check Coverage Status: Fetch insurance coverage details to ensure the recall visit is covered.
[ ] Determine Next Suggested Visit Date: Calculate the optimal next appointment date based on treatment guidelines.
[ ] Generate Recall Report: Create a daily summary report of all patients due for recall.
[ ] Internal Team Alert: Send a task notification to the Lead Dentist to review outstanding recall cases.
[ ] Count Total Eligible Patients: Aggregate the total count of patients requiring recall within the next 30 days.
[ ] Internal Staff Notification: Email manager with a summary of the total number of patients needing proactive outreach.
[ ] Manual Review Queue Task: Create a task for admin staff to manually review hard-to-reach patients.
[ ] Update Recall Status: Update the patient's status to 'Contacted' after communication attempt.
[ ] Verify Primary Insurance Details: Fetch and validate the patient's most current insurance policy details.
[ ] Determine Appointment Slot Availability: Check real-time availability for the required appointment type.
[ ] Send Appointment Confirmation SMS: Send SMS confirmation to the patient immediately after booking.
[ ] Send Pre-Appointment Instructions: Email patient instructions (e.g., fasting guidelines) 24 hours before the appointment.
[ ] Create New Appointment Record: Book the confirmed appointment into the scheduling module.
[ ] Send Appointment Reminder Task: Automate the task of sending reminders X days out.
[ ] Remove Temporary Reminder Entries: Clean up temporary follow-up entries after successful completion of the cycle.
[ ] Log Communication Attempts: Record every communication attempt (call, SMS, email) against the patient file.
[ ] Calculate Patient Retention Score: Compute a score based on timely recall compliance history.
[ ] Monthly Recall Compliance Report: Generate a report tracking the success rate of recall outreach over the month.
[ ] Follow-up for Unresponsive Patients: Assign a task to the office manager for patients who haven't responded to initial outreach.

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