STREAMLINE DENTAL PRACTICE OPERATIONS: COMPREHENSIVE WORKFLOW GUIDE

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

[ ] Retrieve New Patient Information: Get basic patient details upon first visit booking.
[ ] Create New Patient Welcome Task: Assign onboarding tasks to administrative staff for new patients.
[ ] Update Patient Profile Status: Change patient status (e.g., Active, Inactive, Follow-up).
[ ] Generate New Appointment Record: Create a record for the scheduled appointment in the system.
[ ] Retrieve Appointment Details: Fetch specific appointment date, time, and associated services.
[ ] Send Pre-Appointment Reminder Task: Schedule an automated reminder task for the patient and/or hygienist.
[ ] Send Appointment Confirmation Email: Automatically send confirmation email to the patient upon booking.
[ ] Send Appointment Reminder SMS: Send a brief SMS reminder to the patient 24 hours before the appointment.
[ ] Log Encounter/Visit Notes: Create a clinical record entry summarizing the visit notes and procedures performed.
[ ] Update Insurance Claim Status: Update the financial data model with the claim submission status.
[ ] Retrieve Service Codes and Fees: Fetch the standard fee schedule based on the procedures performed during the visit.
[ ] Calculate Total Procedure Cost: Calculate the sum of all procedure costs for billing purposes (e.g., Sum(Service Fee)).
[ ] Generate Treatment Plan Draft: Draft the initial recommended treatment plan based on exam findings.
[ ] Schedule Follow-up Task: Create a task for the hygienist to schedule the next cleaning appointment.
[ ] Generate Daily Check-in Report: Create a summary report of all patients checked in today for administrative review.
[ ] Check Patient Insurance Eligibility: Retrieve real-time insurance eligibility status for billing verification.
[ ] Calculate Remaining Balance Due: Calculate the patient co-pay minus insurance coverage for the final bill.

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