STREAMLINE DENTAL CLINIC OPERATIONS: COMPREHENSIVE WORKFLOW FOR MODERN DENTAL MANAGEMENT

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

[ ] New Patient Registration Task: Create task for patient registration steps.
[ ] Create New Patient File: Generate a new patient record in the system.
[ ] Update Patient Demographic Information: Modify patient contact details upon check-in.
[ ] Retrieve Patient History: Access existing patient medical and treatment records.
[ ] Schedule Initial Consultation Task: Assign task to front desk staff for initial booking.
[ ] Send Welcome Email: Automatically send new patient welcome information.
[ ] Send Appointment Confirmation Email: Automated email confirmation to patients before their visit.
[ ] Create Treatment Plan Entry: Document proposed treatment plan after initial exam.
[ ] Update Patient Chart Status: Change patient status (e.g., 'Active' to 'Needs Follow-up').
[ ] Generate Pre-Visit Checklist Task: Assign checklist items for staff prep before appointments.
[ ] Retrieve Insurance Details: Fetch required patient insurance information for billing.
[ ] Calculate Co-pay Estimate: Calculate estimated patient portion based on insurance coverage.
[ ] Send Appointment Reminder SMS: Automated SMS reminder to patients before their appointment.
[ ] Daily Appointment Summary Report: Generate daily report of appointments, no-shows, and walk-ins.
[ ] Create Appointment Slot: Book and confirm patient appointment in the schedule.
[ ] Generate Post-Visit Instructions Task: Assign follow-up tasks for patient after their visit.
[ ] Retrieve Dental Chart Notes: Access and view patient's complete medical and treatment notes.
[ ] Update Billing Status: Mark patient account as paid or requires balance payment.
[ ] Estimate Future Treatment Cost: Calculate potential costs for recommended procedures.
[ ] Send Appointment Reminder SMS: Proactive SMS communication to reduce no-shows.
[ ] Pre-Visit Patient Questionnaire Task: Ensure all necessary paperwork is completed before arrival.
[ ] Document Clinical Findings: Record findings during the patient examination.
[ ] Update Patient Chart Notes: Log all clinical observations and updates in the chart.
[ ] Monthly Revenue Report: Analyze financial performance for detailed business insights.

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