DENTAL TREATMENT PLANNING & CONSENT WORKFLOW: ENHANCE PATIENT EXPERIENCE & COMPLIANCE

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

[ ] Initial Consultation Scheduled: Create task for insurance verification and preliminary assessment.
[ ] Patient Demographics Retrieval: Fetch existing patient records (DOB, Contact Info) to start the process.
[ ] Clinical Notes Retrieval: Retrieve current notes and diagnostic images from the patient's chart.
[ ] Review Findings & Present Options: Task assigned to Dentist to review diagnostics and outline treatment options.
[ ] Draft Treatment Plan: Create initial draft of the recommended treatment plan.
[ ] Patient Review & Agreement Capture: Update the plan status after patient discussion and capture signed consent.
[ ] Estimated Cost Calculation: Calculate total estimated cost based on services and material codes.
[ ] Pre-Authorization Submission: Create task for staff member to submit insurance pre-authorization.
[ ] Send Treatment Summary to Patient: Email the detailed, itemized treatment plan and cost estimate to the patient.
[ ] Confirm Next Steps Via SMS: Send automated SMS reminder with follow-up appointment details.
[ ] Finalize & Sign Consent: Final action to update patient record as 'Treatment Plan Approved' and log consent.
[ ] Recall Scheduling Task: Set follow-up task for routine hygiene appointments.
[ ] Treatment Plan Report Generation: Generate a comprehensive report summarizing findings, options, and agreed treatment.
[ ] Insurance Policy Details: Pull necessary policy numbers and benefits data for accurate quoting.

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