COMPREHENSIVE DENTAL PRACTICE WORKFLOW: ULTIMATE GUIDE TO MODERN MANAGEMENT

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

[ ] Retrieve Patient Demographic Data: Gather essential patient information for new or existing records.
[ ] Create New Patient Profile: Automatically generate and save a new patient record using collected data.
[ ] Schedule Initial Consultation Task: Assign a task to the front desk staff to confirm the first appointment booking.
[ ] Update Patient Insurance Details: Modify or add current dental insurance information on file.
[ ] Fetch Patient Medical History: Retrieve and verify the patient's complete medical history.
[ ] Calculate Estimated Treatment Cost: Calculate preliminary cost estimates based on proposed procedures.
[ ] Send Pre-Appointment Confirmation Task: Automate sending reminders to the patient before their visit.
[ ] Send Appointment Confirmation Email: Automatically send confirmation emails to patients for scheduled appointments.
[ ] Check Insurance Eligibility: Verify real-time insurance coverage and co-pays.
[ ] Book Patient Appointment: Assign and confirm the patient's appointment slot in the schedule.
[ ] Update Patient Chart Notes: Log all clinical notes and findings from the dental visit.
[ ] Generate Post-Visit Summary Report: Automatically compile key data points after a service is completed.
[ ] Send Appointment Reminder Text: Trigger SMS notifications to patients regarding upcoming visits.
[ ] Retrieve Patient History for Review: Access necessary past records during the consultation.
[ ] Calculate Insurance Adjustments: Perform necessary calculations for billing adjustments and copays.
[ ] Send Treatment Plan Authorization Request: Task the front office to request necessary pre-authorizations from dental insurance.
[ ] Send Aftercare Instructions Email: Provide automated aftercare instructions following treatment completion.
[ ] Document New Procedure Codes: Input all services rendered and associated CDT codes into the patient's file.
[ ] Update Patient Contact Information: Ensure the accuracy of patient demographics and emergency contacts.

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