Optimized Dental Patient Lifecycle Workflow: From Booking to Check-Out

Начало на работния поток/процеса.

Create a new task for new patient setup, including required information.

Create the initial patient record using necessary data points.

Automatically check patient insurance coverage and eligibility before appointment booking.

Update or verify patient demographic information for accuracy.

Assign task to schedule the appointment, including reminders and confirmations.

Send automated SMS reminder to patient 24-48 hours before visit.

Fetch comprehensive patient medical and dental history records.

Calculate estimated out-of-pocket patient costs based on insurance and services.

Generate checklist for front desk staff for every patient visit.

Change patient status after service completion or inactivity.

Schedule follow-up tasks for recall or necessary follow-up care.

Generate reports on new patient admissions daily.

Identify and flag patients who missed scheduled appointments.

Send automated appointment confirmation emails to patients.

Calculate potential patient co-pays and remaining insurance benefits.

Update the status of the patient's overall treatment plan within the EHR.

Ensure all necessary intake paperwork is completed before the visit.

Retrieve and validate necessary guardian contact details.

Send automated SMS reminders for upcoming appointments.

Generate financial summary report for the entire month's procedures and revenue.

Начало на работния поток/процеса.