DENTAL PRACTICE WORKFLOW AUTOMATION: SEAMLESS OPERATIONS WITH OUR MANAGEMENT SOLUTION

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

[ ] New Patient Welcome Task: Automatically assign initial onboarding tasks for new dental patients.
[ ] Insurance Verification Task: Task for administrative staff to verify patient dental insurance coverage.
[ ] New Patient Profile Creation: Create core patient records upon check-in.
[ ] Update Patient Contact Information: Update patient demographics (address, phone, email) after initial visit.
[ ] Treatment Plan Entry: Document and create the recommended treatment plan for the patient.
[ ] Pre-Appointment Pre-Screening Task: Generate tasks for patient forms/screening before the dental appointment.
[ ] Appointment Confirmation Email: Send automated confirmation email to the patient 48 hours before the appointment.
[ ] Appointment Reminder SMS: Send SMS reminder to the patient 24 hours prior to visit.
[ ] Retrieve Patient History: Fetch and populate previous visit notes and procedures for the current patient record.
[ ] Check Insurance Eligibility: Query payer portal to confirm active insurance coverage before treatment.
[ ] Calculate Total Visit Cost: Calculate service fees + materials cost for the current appointment.
[ ] Post-Visit Follow-Up Task: Schedule a follow-up task for the hygienist/dentist to review notes.
[ ] Update Patient Chart Notes: Add detailed clinical notes after the patient has left the operatory.
[ ] Generate End-of-Day Revenue Report: Compile all payments, procedures, and collections for the day.
[ ] Recall Scheduling Task: Create tasks to prompt scheduling of future checkups (e.g., 6 months).
[ ] Billing Inquiry Auto-Response: Send automated email response to common billing questions.
[ ] Create New Billing Account: Setup a new billing profile for out-of-network patients.
[ ] Update Patient Status: Change patient status (Active, Inactive, Lost) in the management system.
[ ] Determine Co-Pay Due: Calculate the patient's remaining out-of-pocket cost after insurance adjudication.
[ ] Pre-Treatment Consent Task: Ensure signed informed consent before performing complex procedures.
[ ] Fetch Patient Allergy List: Retrieve existing documented allergies to prevent cross-contamination.

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