DENTAL OFFICE WORKFLOW OPTIMIZATION: BOOST EFFICIENCY WITH OUR MANAGEMENT SOLUTION

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

[ ] Get Patient Demographic Data: Retrieve necessary patient information from the patient data model.
[ ] Generate New Patient Check-In Task: Create a task for front desk staff to greet and process the patient.
[ ] Update Appointment Status: Mark the appointment as 'Checked In' in the system record.
[ ] Calculate Initial Visit Estimate: Calculate preliminary service cost based on service codes and fees.
[ ] Schedule Next Appointment: Create a follow-up appointment reminder task for the patient.
[ ] Create New Encounter Record: Generate a fresh encounter record for the current visit.
[ ] Fetch Patient History Records: Retrieve comprehensive medical and dental history for the patient.
[ ] Generate Pre-Visit Pre-Screening Task: Assign task to clinical staff to review necessary pre-visit paperwork.
[ ] Document Vital Signs: Input and update the patient's current vital signs and chief complaints.
[ ] Send Appointment Confirmation Email: Automatically send appointment confirmation details to the patient.
[ ] Send Appointment Reminder SMS: Send an automated SMS reminder to the patient 24 hours before the appointment.
[ ] Create Treatment Recommendation Task: Assign task to the dentist for reviewing diagnostics and creating a treatment plan.
[ ] Create Preliminary Treatment Plan: Document the initial proposed treatment steps in the EHR.
[ ] Retrieve Insurance Policy Details: Look up the patient's current insurance coverage and policy details.
[ ] Estimate Out-of-Pocket Costs: Calculate the patient's estimated financial responsibility based on services and insurance rates.
[ ] Schedule Necessary Consultations: Create follow-up tasks for specialized imaging or necessary consults.
[ ] Finalize Treatment Acceptance: Update the patient file upon acceptance of the treatment plan, capturing authorization.
[ ] Generate Daily Visit Summary Report: Compile a report of all services rendered and payments collected for the day.
[ ] Verify Insurance Eligibility: Check real-time insurance eligibility before rendering services.
[ ] Generate Post-Visit Instructions Task: Create a task for the hygienist/assistant to provide post-visit care instructions.

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