DENTAL MANAGEMENT WORKFLOW PROCESSES: OPTIMIZE YOUR PRACTICE OPERATIONS

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

[ ] Retrieve New Patient Information: Automatically pull contact details, insurance info, and initial consultation notes from the intake form.
[ ] Create Patient File Setup Task: Assign initial tasks to the front desk staff (e.g., verification, record creation).
[ ] Schedule Welcome Call Task: Create a task for a team member to call new patients for pre-appointment instructions.
[ ] Update Patient Status to 'Active': Change patient status in the database after successful initial screening.
[ ] Send Welcome Email: Trigger an automated email to the new patient with pre-visit instructions and FAQs.
[ ] Fetch Insurance Verification Data: Retrieve and validate current insurance coverage details for the patient.
[ ] Calculate Estimated Visit Cost: Sum costs based on service codes and pre-authorization requirements (e.g., (Exam Fee + X-Ray Fee) * Insurance Multiplier).
[ ] Send Appointment Confirmation SMS: Send automated SMS reminder to the patient 24 hours prior to the appointment.
[ ] Send Pre-Visit Instructions Email: Dispatch detailed preparatory instructions to the patient email address.
[ ] Retrieve Existing Patient History: Pull past records, notes, and treatment plans from the patient's existing file.
[ ] Review & Approve Treatment Plan Task: Assign a task to the dentist/hygienist to review proposed services and check for internal approvals.
[ ] Document Clinical Notes Post-Visit: Update the patient chart with findings, diagnoses, and treatment summaries.
[ ] Generate Service Encounter Record: Create a new formal entry documenting the date, procedures performed, and materials used.
[ ] Calculate Total Claim Amount: Aggregate all services rendered costs, factoring in discounts and modifiers.
[ ] Submit Claim to Insurance: Generate and submit the necessary electronic claim file (e.g., CDT coding) to the payer.
[ ] Check Insurance Coverage Eligibility: Verify active coverage, deductibles, and in-network status using provided policy details.
[ ] Follow-up Care Reminder Task: Schedule a task to automatically follow up with the patient regarding next necessary appointments.
[ ] Generate Daily Collection Report: Compile a summary report of payments received and outstanding balances for the day.
[ ] Update Patient Billing Record: Record co-pays and patient portions of services rendered against the account.

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