If you need visit forms or routing slips, print those. Print patient visit forms or routing slips. Does the ledger look right? A quick look through would alert you to any patient balances you might want to be aware of. Take the time to really review everything on the account. Is this setting correct? Are there other unscheduled family members? Double check to be sure if your patient is a prophy or perio patient. Sometimes things don’t get updated correctly. While you are in the patient’s chart and account information, it just makes sense. Print the forms if needed.Īt the same time, review the patient’s continuing care settings. Make a note on the appointments or mark in a way that is helpful to you. You could also do this as you confirm appointments. It might be best to remove some patients from the schedule.Ĭheck tomorrow’s patients to see who is due for a medical history update. If you still are unable to confirm a particular patient, review this with your dentist. Any unconfirmed patients need to be called again. Once today’s schedule is in place, let’s take care of tomorrow. Would you be available to come in for your crown today at 2:00?” Re-confirm Any Unconfirmed Appointments for Tomorrow Brown has an appointment available at 2:00 today. See who is scheduled out that you can move forward. If you’ve called through your short notice call list, start looking ahead. The daily schedule really takes priority! It’s all for nothing if the providers’ schedules are not fully booked. Dental Front Office Checklistsįill Any Open Appointment Times for Today
It will spread out your billing questions and phone calls coming into the office. Rather than getting a stack of checks all at once. And you will also see more consistent payments coming into the office every day. There will be fewer statements you need to review. Sending statements every day will keep this task much simpler. With the filters set so that patients are not receiving statements more than once every 30 days. Patient statements are sent out each and every day. But make sure it’s right without patients ever knowing an error was made. Otherwise, you will be sending out statements that are not correct. You don’t want to send a statement out until you know that the previous day has been closed and all is well. Make sure your previous day payments and adjustments are all correct before sending statements. And you might even be able to plug her into an appointment sooner, rather than later! Take the time out to return all calls immediately. It takes one thing off your list of things to remember. Sooner if you can! It creates trust with your patient. The whole day passes, and still you haven’t called her.Ĭall patients back within an hour of getting into the office in the morning. Your patient left a message that they need to reschedule their appointment set for Thursday. The intent is to call that patient back the first chance you get. You might even write down the caller’s name and number. It’s really easy to listen to voicemail messages.
Dental Front Office ChecklistsĬhecking voicemail messages includes returning any phone calls that need to be returned. They are also broken down over the 4 weeks of the month. What are special assignments? These are specific tasks that I have assigned to certain days of the week. Special assignments are listed on the second page. Or include everything that anyone would do if they were doing that particular job. You really want your own checklist to include absolutely everything you need to do. For example, checking voicemail might be something you would think everyone would know to do. And don’t assume that someone would know just what to do. Think about what you would want to get done first. I recommend that you do the same for yourself. This checklist starts with tasks that would be completed early in the day.
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Please feel free to download and customize this Dental Front Office Checklist. However, I have created a checklist to give you a place to start. This makes it difficult to create a checklist that fits every office. In addition, dental administrative responsibilities also vary. They can remember where they were before the crazy broke out.Įvery dental office is so different. Those quieter moments give the front office team time to visit their checklist. The dental front desk is a hub of activity. The checklist gives the new team member a place to start. It’s also helpful if another team member is filling in. They can be helpful when training new front office team members. Dental front office checklists are helpful for a couple of reasons.
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