DENTAL OFFICE WORKFLOW AUTOMATION: IMPROVE EFFICIENCY WITH TOP MANAGEMENT SOFTWARE

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

[ ] Retrieve Patient Profile: Fetch existing patient record data model
[ ] Check Insurance Eligibility: Verify patient coverage and benefits data model
[ ] Update Patient Chart Status: Update patient record status (e.g., 'Ready', 'Checked Out')
[ ] Create Appointment Reminder Task: Generate automated reminders for upcoming appointments for the patient
[ ] Send Pre-Appointment Confirmation Email: Send automated confirmation email to the patient
[ ] Calculate Estimated Patient Cost: Calculate total service cost based on procedure codes and insurance estimates
[ ] Create New Appointment Record: Book and create a new appointment in the system
[ ] Create Pre-Visit Checklist Task: Assign necessary preparation tasks to the patient/staff before the appointment
[ ] Send Appointment Confirmation SMS: Send SMS confirmation details to the patient
[ ] Generate Day's Appointment Schedule Report: Compile report summarizing the day's scheduled appointments for staff viewing

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