DENTAL RECALL & HYGIENE REMINDER WORKFLOW: BOOST PATIENT RETENTION

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

[ ] Get Active Patient Records: Retrieve all patients due for recall or hygiene check based on last visit date.
[ ] Calculate Time Since Last Visit: Determine the time difference between today and the patient's last appointment date.
[ ] Assign Initial Review Task to Hygienist: Create a task for the designated hygienist to review eligible patients and confirm service codes.
[ ] Update Patient Status to 'Needs Contact': Flag the patient record as requiring outbound communication.
[ ] Send Automated Initial Recall Email: Send a personalized, branded email reminder to the patient suggesting a hygiene appointment.
[ ] Send SMS Reminder to Patients (Day 1): Send a friendly, brief text message reminder 7 days before the due date.
[ ] Follow-Up Task for Office Coordinator: Create a task for the admin staff to call patients who haven't responded to the email/SMS.
[ ] Get Contact Information for Follow-Up: Pull phone numbers and preferred contact methods for follow-up calls.
[ ] Determine Next Best Contact Attempt: Logic to decide whether to call, text, or leave a message based on previous attempts.
[ ] Log Follow-Up Attempt: Create a task for the staff member to document the call attempt details (date, outcome).
[ ] Send Appointment Confirmation/Reschedule Link: Send follow-up email containing a direct link to book/reschedule their appointment.
[ ] Update Appointment Date on Patient Record: Update the patient's next due date/appointment date upon successful booking.
[ ] Log Successful Appointment Booking: Create a new entry recording the scheduled appointment details and provider.
[ ] Generate Monthly Recall Rate Report: Compile a report showing the percentage of recalled patients who successfully booked an appointment.
[ ] Check Insurance Coverage Status: Verify the patient's current insurance eligibility before offering services.

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