DENTAL PRACTICE WORKFLOW SOLUTIONS: OPTIMIZE YOUR CLINIC MANAGEMENT

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

[ ] Retrieve Patient Demographic Data: Fetch existing patient contact and insurance information.
[ ] Update Patient Chart Information: Modify patient details (e.g., address, emergency contact) during intake.
[ ] Schedule Initial Patient Welcome Tasks: Automatically generate tasks for necessary follow-up (e.g., Pre-appointment forms, Insurance Verification).
[ ] Create New Appointment Slot: Book and confirm the appointment in the scheduling system.
[ ] Send Appointment Confirmation Email: Automatically send appointment reminders and pre-visit instructions to the patient.
[ ] Send Appointment Reminder SMS: Send timely SMS reminders 24-48 hours before the visit.
[ ] Verify Insurance Coverage Details: Check patient's current insurance eligibility and benefits.
[ ] Update Treatment Plan Status: Log and modify the agreed-upon treatment plan and necessary next steps.
[ ] Generate Operatory Prep Task: Assign tasks to the supporting staff before the patient arrives (e.g., sterilize tools, prep rooms).
[ ] Calculate Estimated Treatment Cost: Compute total estimated cost based on services and insurance data.
[ ] Generate Post-Visit Instructions Task: Create follow-up tasks for the hygienist/dentist regarding aftercare instructions.
[ ] Generate Daily Patient Encounter Report: Compile necessary documentation summarizing the patient's visit details for record-keeping.
[ ] Retrieve Patient Medical History: Access and review the patient's full medical history before treatment.
[ ] Update Patient Treatment Records: Document all procedures, notes, and diagnostics from the visit.
[ ] Send Pre-Visit Forms Task: Remind patient to complete necessary paperwork before arrival.
[ ] Send HIPAA Compliant Consent Form: Email necessary legal and treatment consent forms to the patient.
[ ] Confirm Appointment Booking via Text: Send quick, actionable confirmation texts to reduce no-shows.
[ ] Calculate Remaining Insurance Balance: Determine the patient's out-of-pocket cost after insurance application.
[ ] Generate New Patient File Record: Establish a clean, comprehensive record for a brand new patient.
[ ] Archived Patient Record Cleanup: Flag or delete outdated or inactive patient entries according to policy.

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