Dental Practice Workflow Automation: Seamless Operations with Our Management Solution

Start of the Workflow/Process.

Automatically assign initial onboarding tasks for new dental patients.

Task for administrative staff to verify patient dental insurance coverage.

Create core patient records upon check-in.

Update patient demographics (address, phone, email) after initial visit.

Document and create the recommended treatment plan for the patient.

Generate tasks for patient forms/screening before the dental appointment.

Send automated confirmation email to the patient 48 hours before the appointment.

Send SMS reminder to the patient 24 hours prior to visit.

Fetch and populate previous visit notes and procedures for the current patient record.

Query payer portal to confirm active insurance coverage before treatment.

Calculate service fees + materials cost for the current appointment.

Schedule a follow-up task for the hygienist/dentist to review notes.

Add detailed clinical notes after the patient has left the operatory.

Compile all payments, procedures, and collections for the day.

Create tasks to prompt scheduling of future checkups (e.g., 6 months).

Send automated email response to common billing questions.

Setup a new billing profile for out-of-network patients.

Change patient status (Active, Inactive, Lost) in the management system.

Calculate the patient's remaining out-of-pocket cost after insurance adjudication.

Ensure signed informed consent before performing complex procedures.

Retrieve existing documented allergies to prevent cross-contamination.

Start of the Workflow/Process.