END-TO-END DENTAL PATIENT JOURNEY WORKFLOW: MAXIMIZE REVENUE & PATIENT SATISFACTION

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

[ ] Collect New Patient Demographics: Capture necessary patient information (Name, DOB, Contact Info) upon first visit.
[ ] Create New Patient File: Automatically generate a unique patient record within the EMR/EHR system.
[ ] Schedule Initial Consultation Task: Alert staff to book the first necessary appointment slot.
[ ] Capture Insurance Information: Input and verify patient insurance details for accurate billing.
[ ] Send Welcome Email to New Patient: Automated email welcome packet with pre-appointment instructions.
[ ] Update Patient Profile with New Forms: Ensure all necessary intake forms (medical history, consent) are attached and up-to-date.
[ ] Verify Insurance Coverage Check: Task assigned to billing staff to confirm active insurance coverage before service.
[ ] Retrieve Patient History Summary: Pull existing records (past visits, current diagnoses) for clinician review.
[ ] Pre-Appointment Reminders (SMS/Email): Send automated reminders to reduce no-show rates.
[ ] Calculate Estimated Visit Cost: Formulas to estimate total cost based on proposed services and insurance parameters.
[ ] Document Clinical Findings (Notes): Staff document exam findings, X-rays, and necessary next steps.
[ ] Generate Treatment Plan Task: Trigger the creation of a specific, actionable treatment plan for the patient.
[ ] Authorize and Log Treatment Plan: Update patient chart with approved treatment options and signatures.
[ ] Schedule Next Appointment: Book follow-up/next procedure based on the finalized treatment plan.
[ ] Post-Visit Patient Thank You & Feedback Request: Send automated follow-up email to encourage reviews and measure satisfaction.

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