STREAMLINE DENTAL APPOINTMENT SCHEDULING WORKFLOW FOR BEST PRACTICE MANAGEMENT

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

[ ] Retrieve Patient Details: Get patient's basic information (name, contact, insurance) from the Patient Data Model.
[ ] Retrieve Provider Availability: Fetch the dentist/hygienist's real-time schedule and capacity from the Provider Availability Model.
[ ] Create New Appointment Task: Automatically generate a task for the administrative staff to confirm the initial booking.
[ ] Determine Optimal Slot Time: Calculate the best available appointment slot considering the requested service duration and provider availability.
[ ] Book Appointment Record: Create or update the Appointment record in the Practice Schedule Model with confirmed details.
[ ] Send Appointment Confirmation Task: Assign a task to the system to send confirmations to the patient.
[ ] Send Appointment Confirmation Email: Send a detailed confirmation email to the patient (includes time, address, and pre-arrival instructions).
[ ] Send Appointment Reminder SMS: Send a concise, automated SMS reminder to the patient 24 hours before the appointment.
[ ] Check Patient History for Notes: Retrieve any pre-existing notes or special instructions for the patient before booking.
[ ] Update Patient Status: Update the patient's status in the CRM/Master Record (e.g., 'Booked' or 'Pending Confirmation').
[ ] Calculate Estimated Visit Duration: Calculate the required time block based on the selected procedure codes (e.g., cleaning + exam = 60 min).
[ ] Generate Pre-Appointment Checklist Task: Create a checklist task for the patient/staff regarding required paperwork or prep work.
[ ] Log New Appointment Record: Create the primary record for the new appointment in the Scheduling Data Model.
[ ] Send Initial Appointment Request Email: Send an initial outreach email to the patient suggesting available time slots.
[ ] Adjust Appointment Time Due to Conflict: Update the appointment time if a conflict is found during initial booking attempts.
[ ] Generate Daily Schedule Report: Create a temporary report for the front desk staff summarizing today's appointments.
[ ] Assign Intake Form Task: Create a follow-up task for staff to ensure the patient fills out necessary forms.
[ ] Verify Insurance Coverage: Pull necessary insurance details to cross-reference eligibility during booking.
[ ] Determine Copay Estimate: Calculate the estimated patient co-pay based on service codes and insurance data.

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