MODERN DENTAL PRACTICE WORKFLOW: IMPROVE EFFICIENCY WITH OUR DENTAL MANAGEMENT SOLUTION

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

[ ] New Patient Registration Task: Initiate patient onboarding tasks for new patient files.
[ ] Create New Patient Record: Automatically create a new patient profile entry upon intake.
[ ] Schedule Initial Consultation Task: Create follow-up task for necessary initial consultation booking.
[ ] Fetch Patient Demographics: Retrieve necessary patient information for billing and charting.
[ ] Update Patient Chart Status: Mark patient file status (Active, Inactive, etc.) after visits.
[ ] Send New Patient Welcome Email: Automatically send welcome and pre-visit instructions to new patients.
[ ] Update Insurance Information: Ensure current and correct dental insurance details are attached to the patient record.
[ ] Generate Appointment Booking: Create new appointment entry for appointments.
[ ] Reminder Notification Task: Schedule automated reminders for upcoming appointments (SMS/Email).
[ ] Calculate Remaining Insurance Coverage: Formula to determine patient remaining insurance benefits.
[ ] Generate Daily Appointment Report: Create a summary report of the day's scheduled appointments.
[ ] Pre-Appointment Prep Checklist: Tasks required before a scheduled dental appointment.
[ ] Retrieve Patient History: Pull all past dental records for review before each visit.
[ ] Update Patient Medical History: Record and update patient's current medical conditions and alerts.
[ ] Confirm Appointment Confirmation Email: Send automated confirmation email to patient for booked appointments.
[ ] Appointment Reminder SMS: Send automated text message reminders to patients before their dental visit.
[ ] Post-Visit Follow-up Task: Schedule follow-up tasks for patient care after the visit.
[ ] Access Insurance Policy Details: Retrieve detailed insurance coverage information for billing.
[ ] Log Treatment Notes: Create detailed clinical notes immediately after a patient appointment.
[ ] Calculate Total Treatment Cost: Formula to total all services rendered and associated materials.
[ ] Generate Daily Treatment Summary Report: Create a report summarizing all services performed throughout the day.

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