BEST DENTAL MANAGEMENT WORKFLOWS: STREAMLINE YOUR PRACTICE FOR GROWTH

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

[ ] Get Patient Information: Retrieves existing patient records from the database.
[ ] Create New Patient Chart: Generates a new patient file in the system.
[ ] Create Appointment Reminder Task: Automatically generates and assigns appointment confirmation tasks to staff.
[ ] Send Appointment Confirmation Email: Sends automated email confirmation to the patient with appointment details.
[ ] Create Follow-Up Task for New Patients: Sets a follow-up task for necessary post-visit care reminders.
[ ] Update Patient Record with Visit Notes: Records and updates the patient's medical history after each visit.
[ ] Calculate Service Cost: Calculates total cost based on services rendered using service pricing variables.
[ ] Generate Treatment Plan Task: Creates necessary tasks for pre-authorization and treatment planning review.
[ ] Generate Daily Appointment Report: Compiles a summary report of the day's scheduled appointments and procedures.
[ ] Retrieve Insurance Coverage Details: Fetches real-time insurance eligibility and benefits information.
[ ] Send Appointment Reminder SMS: Sends SMS notification to the patient 24 hours before the scheduled visit.
[ ] Task Assignment: Hygiene Check: Assigns task to hygienist for routine cleaning and preventative care.
[ ] Update Patient Status to 'Checked In': Marks patient as present for an appointment.
[ ] Calculate Co-pay Due: Determines the patient's estimated co-pay based on insurance and services.

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/workflow-templates/dental-management/best-dental-management-workflows-streamline-your-practice-for-growth
(Click "Install Template" to launch your digital inspection tool immediately)