OPTIMIZED DENTAL PATIENT LIFECYCLE WORKFLOW: FROM BOOKING TO CHECK-OUT

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

[ ] Initial Patient Intake Task: Create a new task for new patient setup, including required information.
[ ] New Patient Record Creation: Create the initial patient record using necessary data points.
[ ] Verify Insurance Eligibility Check: Automatically check patient insurance coverage and eligibility before appointment booking.
[ ] Update Patient Demographics: Update or verify patient demographic information for accuracy.
[ ] Appointment Scheduling Task: Assign task to schedule the appointment, including reminders and confirmations.
[ ] Pre-Appointment Confirmation SMS: Send automated SMS reminder to patient 24-48 hours before visit.
[ ] Retrieve Patient History & History Forms: Fetch comprehensive patient medical and dental history records.
[ ] Co-pay & Estimate Calculation: Calculate estimated out-of-pocket patient costs based on insurance and services.
[ ] Pre-Visit Preparation Checklist: Generate checklist for front desk staff for every patient visit.
[ ] Update Patient Status (Active/Inactive): Change patient status after service completion or inactivity.
[ ] Post-Visit Follow-Up Task: Schedule follow-up tasks for recall or necessary follow-up care.
[ ] Daily New Patient Reports: Generate reports on new patient admissions daily.
[ ] Check for Missed Appointments: Identify and flag patients who missed scheduled appointments.
[ ] Appointment Confirmation Email: Send automated appointment confirmation emails to patients.
[ ] Insurance Verification Calculation: Calculate potential patient co-pays and remaining insurance benefits.
[ ] Update Treatment Plan Status: Update the status of the patient's overall treatment plan within the EHR.
[ ] Pre-Appointment Forms Task: Ensure all necessary intake paperwork is completed before the visit.
[ ] Verify Guardian/Guardian Contact Information: Retrieve and validate necessary guardian contact details.
[ ] Reminder/Nudge Messaging: Send automated SMS reminders for upcoming appointments.
[ ] Monthly Revenue Analysis Report: Generate financial summary report for the entire month's procedures and revenue.

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