EFFICIENT DENTAL PATIENT ONBOARDING WORKFLOW FOR MODERN PRACTICES

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

[ ] Initial Patient Contact: Task for front office staff to initiate contact with new patient.
[ ] Verify Patient Demographic Data: Retrieve existing patient records using Name and Date of Birth.
[ ] Check Insurance Eligibility: Get real-time insurance verification details.
[ ] Create New Patient Profile: Create the foundational patient record in the system.
[ ] Update Insurance Details: Update patient billing and insurance information after verification.
[ ] Generate Intake Forms Bundle: Create a set of necessary intake form records (medical history, consent, etc.).
[ ] Assign New Patient Onboarding Tasks: Create follow-up tasks for clinical staff (e.g., pre-visit instructions).
[ ] Send Welcome Email to Patient: Automated email sending welcome kit and pre-appointment instructions.
[ ] Send Appointment Confirmation SMS: Automated SMS confirmation sent 24 hours before the appointment.
[ ] Pull Appointment Details: Retrieve scheduled appointment slot information.
[ ] Calculate Initial Visit Fee Estimate: Formula to estimate initial visit costs based on provider and service codes.
[ ] Log Pre-Visit Documentation: Create a record for signed digital consent forms.
[ ] Task for Clinical Review: Create a task for the hygienist to review medical history prior to the appointment.
[ ] Mark Patient Status as 'Active': Update the patient's status flag in the master record.
[ ] Generate New Patient Welcome Report: Create a summary report for the dentist summarizing the onboarding progress.
[ ] Retrieve Guarantor Information: Fetch necessary guarantor details for billing purposes.
[ ] Schedule Next Follow-Up Reminder: Create a task or follow-up entry for routine recall scheduling.
[ ] Calculate Co-Pay Estimate: Formula to calculate estimated patient co-pay based on insurance and services.
[ ] Send Pre-Payment Instructions: Emailing patients with payment options before their first visit.
[ ] Task for Records Transfer (if applicable): Assign a task if patient records need to be imported from another provider.
[ ] Confirm Data Accuracy Check: Final step to flag all required fields as complete and accurate.
[ ] Archive Temporary Onboarding Data: Clean up temporary entries used only for the onboarding process.

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