Dental Patient Communication Checklist: Pre-Appointment & Follow-up
Ensure exceptional patient experiences & boost loyalty! This Dental Patient Communication Checklist streamlines your pre-appointment reminders, post-treatment follow-ups, and vital updates - all in one place. Simplify your workflow & build stronger patient relationships.
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Pre-Appointment Communication
Ensuring patients are informed and prepared before their visit.
Appointment Date
Appointment Time
Reason for Visit
Special Instructions/Concerns
Insurance Provider
Insurance Card (Front)
Appointment Reminders
Verifying reminders are sent and received.
Number of Reminders Sent
Reminder Method (Email, Text, Phone)
Reminder Sent Date
Reminder Sent Time
Reminder Status (Sent, Delivered, Read)
Opt-Out Status
Pre-Appointment Instructions
Confirming patients understand necessary preparation steps.
Specific Fasting Instructions (if applicable)
Medication Restrictions/Guidelines
Allergy Information Reminder
Transportation Arrangement Confirmation (e.g., driver)
Review of Consent Forms
Appointment Date Confirmation
Appointment Time Confirmation
Arrival & Check-in
Managing the patient arrival process efficiently.
Patient Arrival Time
Check-in Method
Patient Signature Verification
Insurance Card Scanned?
Wait Time Before Appointment Start
Notes on Arrival/Check-in
Post-Appointment Instructions
Providing clear guidance for post-treatment care.
Detailed Post-Operative Instructions
Prescription Refill Quantity (if applicable)
Follow-up Appointment Date (if scheduled)
Time of next medication dose (if applicable)
Pain Management Options Discussed
Dietary Restrictions Explained?
Any specific concerns or questions from the patient?
Follow-up Communication
Checking on patient progress and addressing concerns.
Date of Follow-up Call/Email
Method of Follow-up
Number of Attempts to Contact
Notes from Follow-up Communication
Patient Reported Status
Action Taken (e.g., Referred to Specialist)
Date of Next Follow-up (if applicable)
Feedback & Satisfaction
Gathering patient feedback to improve service.
Overall Satisfaction (1-10)
How would you rate the cleanliness of the office?
How would you rate the friendliness of the staff?
What did you like most about your experience?
What could we have done to improve your experience?
Which of the following best describes your reason for visiting?
Recall & Reappointment Scheduling
Scheduling follow-up appointments and preventive care.
Next Recall Date
Recall Method
Months Until Next Recall
Type of Next Appointment
Proposed Reappointment Date
Notes about Reappointment
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