COMPLETE DENTAL PATIENT INTAKE & ONBOARDING WORKFLOW GUIDE

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

[ ] Gather Patient Contact Information: Collect initial patient details (Name, Phone, Email) from Intake Form.
[ ] Retrieve Insurance Policy Details: Fetch existing insurance information using Patient ID for verification.
[ ] Verify New Patient Forms: Retrieve and review submitted consent forms and health questionnaires.
[ ] Schedule Initial Consultation Task: Create a task for the front desk staff to schedule the first appointment.
[ ] Send Welcome Email Task: Create a task to send the automated 'Welcome to Our Practice' email.
[ ] Send Welcome Email to Patient: Dispatch an automated email to the new patient confirming their scheduled appointment and providing preliminary care guidelines.
[ ] Send Appointment Confirmation SMS: Send an SMS reminder to the patient 24 hours before the first visit.
[ ] Create New Patient Record: Create the master patient file entry in the EMR/Data Model.
[ ] Update Insurance Verification Status: Update the patient record with the results of the insurance eligibility check.
[ ] Generate Preliminary Chart Notes: Create a baseline chart entry summarizing the initial intake screening data.
[ ] Calculate Deductible Estimate: Calculate estimated co-pay/deductible based on gathered insurance data and procedure codes.
[ ] Generate New Patient Summary Report: Compile key data points (Intake Summary, Insurance, Initial Visit Notes) into a single pre-visit report for the treating dentist.

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