Modern Dental Practice Workflow: Improve Efficiency with Our Dental Management Solution

Start of the Workflow/Process.

Initiate patient onboarding tasks for new patient files.

Automatically create a new patient profile entry upon intake.

Create follow-up task for necessary initial consultation booking.

Retrieve necessary patient information for billing and charting.

Mark patient file status (Active, Inactive, etc.) after visits.

Automatically send welcome and pre-visit instructions to new patients.

Ensure current and correct dental insurance details are attached to the patient record.

Create new appointment entry for appointments.

Schedule automated reminders for upcoming appointments (SMS/Email).

Formula to determine patient remaining insurance benefits.

Create a summary report of the day's scheduled appointments.

Tasks required before a scheduled dental appointment.

Pull all past dental records for review before each visit.

Record and update patient's current medical conditions and alerts.

Send automated confirmation email to patient for booked appointments.

Send automated text message reminders to patients before their dental visit.

Schedule follow-up tasks for patient care after the visit.

Retrieve detailed insurance coverage information for billing.

Create detailed clinical notes immediately after a patient appointment.

Formula to total all services rendered and associated materials.

Create a report summarizing all services performed throughout the day.

Start of the Workflow/Process.