END-TO-END DENTAL PRACTICE WORKFLOW MANAGEMENT FOR MODERN DENTISTS

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

[ ] Retrieve Patient Demographic Data: Get basic patient contact and demographic information at the start of the visit.
[ ] Check Existing Appointment Details: Fetch scheduled appointment time, duration, and pre-visit notes.
[ ] Create New Appointment Task: Generate task for the front office staff to prepare the treatment room for the patient.
[ ] Schedule Insurance Verification Task: Automatically assign task for billing staff to verify insurance eligibility.
[ ] Update Patient Status to 'Checked In': Mark the patient record as active for the current visit.
[ ] Create Daily Encounter Record: Log all visit details, services performed, and notes for billing.
[ ] Update Patient Chart Notes: Document any changes in patient health status or clinical findings during the visit.
[ ] Retrieve Patient History & Notes: Access previous visit records and medical history for comprehensive care.
[ ] Calculate Estimated Visit Cost: Calculate the total estimated cost based on codes and service codes.
[ ] Generate Preliminary Treatment Plan: Draft and create the initial proposed treatment roadmap for the dentist to review.
[ ] Send Appointment Confirmation Reminder: Automated email sent to the patient 24 hours before the appointment.
[ ] Send Appointment Reminder SMS: Send an SMS confirmation text to the patient's primary phone number.
[ ] Create Dentist Pre-Visit Checklist: Assign a task to the dentist to review imaging and patient file prior to seeing the patient.
[ ] Confirm Treatment Approval Status: Update the status of the treatment plan upon receiving patient authorization.
[ ] Generate Post-Visit Summary Report: Automatically compile a summary of the visit for the patient portal and file.
[ ] Fetch Patient Financial Details: Retrieve current insurance details and patient payment history for billing.
[ ] Determine Co-Pay & Balance Due: Calculate patient responsibility after insurance verification.
[ ] Follow-up Care Task Assignment: Schedule follow-up task for hygienist or dentist post-treatment.
[ ] Send After-Visit Care Instructions: Dispatch personalized aftercare instructions and next appointment booking link.
[ ] Log Procedure Codes & Notes: Input all billed codes (CDT codes) and comprehensive clinical notes.
[ ] Aggregate Total Service Revenue: Sum all services performed and coded for daily revenue reporting.
[ ] Generate Daily End-of-Day Report: Task for administrative staff to close out the day's financials and reports.
[ ] Verify Patient Insurance Eligibility: Query real-time insurance eligibility status and benefits.
[ ] Send Billing Submission Task: Create task for billing department to submit claims post-visit.
[ ] Nudge for Missing Information Email: Send automated email if critical patient data (e.g., allergy info) is missing.
[ ] Calculate Next Recall Interval: Determine the next recommended recall period based on the procedure performed.
[ ] Archive Completed Visit Data: Securely archive records after billing and follow-up actions are complete.

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