STREAMLINED DENTAL CLINIC WORKFLOW: BEST PRACTICES FOR MODERN DENTAL MANAGEMENT

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

[ ] Retrieve Patient Information: Pull patient demographics and medical history from the EHR database.
[ ] New Appointment Scheduling: Creates a new appointment task for the relevant staff member and patient.
[ ] Update Patient Chart Details: Modify existing patient records (address, insurance, contact info).
[ ] Appointment Confirmation Email: Sends automated confirmation email to patient with appointment details and necessary prep materials.
[ ] Pre-Appointment Reminders: Sends automated SMS reminders to patients 24-48 hours before their visit.
[ ] Generate Treatment Plan Task: Assigns the dentist/hygienist the task to review and create a treatment plan after consultation.
[ ] New Treatment Record Entry: Creates a new record for services rendered (e.g., cleaning, filling).
[ ] Calculate Patient Co-Pay & Balance: Calculates patient portion of the total treatment cost based on insurance coverage and service codes.
[ ] Staff Workflow Task Assignment: Assigns follow-up tasks to billing staff (e.g., submitting claim, verifying insurance).
[ ] Verify Insurance Eligibility: Retrieves real-time insurance coverage details and pre-authorization status.

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