STREAMLINE DENTAL MANAGEMENT: END-TO-END DENTAL WORKFLOW OPTIMIZATION

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

[ ] Gather New Patient Info: Collect all necessary demographic and insurance details.
[ ] Schedule Initial Consultation: Create appointment task for new patient booking.
[ ] Verify Insurance Eligibility: Check and update patient insurance coverage details.
[ ] Generate Welcome Packet Task: Task for administrative staff to prepare new patient welcome materials.
[ ] Create New Patient Profile: Populate the core patient record in the system.
[ ] Retrieve Patient History: Pull existing patient records for comprehensive review.
[ ] Pre-Appointment Forms Task: Ensure patients complete necessary forms before arrival.
[ ] Send Appointment Confirmation Email: Automated email confirmation to the patient.
[ ] Calculate Initial Visit Cost: Calculate estimated costs based on service codes and insurance rates.
[ ] Update Patient Status Post-Visit: Finalize and update the patient's status after the appointment.
[ ] Send Post-Visit Instructions: Automated task to send aftercare instructions to the patient.
[ ] Check for Missing Dental X-Rays: Verify necessary diagnostic images on patient file.
[ ] Generate New Patient Summary Report: Create a report summarizing new patient data for review.
[ ] Send Insurance Pre-Authorization Request: Automated submission of claims pre-authorization.
[ ] Room Preparation Task: Task for hygiene assistant to prepare treatment room for the next patient.
[ ] Review Patient Chart for Alerts: System check for overdue cleanings or outstanding notes.
[ ] Estimate Treatment Cost: Accurately calculate total projected dental treatment costs.
[ ] Recall Check Task: System task to trigger follow-up contact for preventative care.
[ ] Send Appointment Reminder Text: Automated text message reminder for upcoming appointments.
[ ] Document Treatment Notes: Enter detailed SOAP notes after dental procedures.
[ ] Create Treatment Plan: Generate and assign the proposed course of treatment to the patient file.

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