AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Dental office administrative employee daily checklist

Dental office administrative employee daily checklist

Opening Procedures

Unlock office doors

Turn on lights and equipment

Check phone messages and voicemails

Patient Check-in

Greet patients warmly

Confirm appointments

Collect insurance information

Appointment Scheduling

Review schedule for the day

Confirm upcoming appointments

Call patients to schedule follow-up appointments

Insurance Verification

Verify insurance coverage for upcoming appointments

Update patient insurance information

Submit insurance claims for previous appointments

Patient Billing

Collect payment from patients

Process payments and issue receipts

Review outstanding balances and follow up with patients

Office Maintenance

Check office supplies and order as needed

Clean and sanitize waiting area and exam rooms

Organize patient files and paperwork

Closing Procedures

Review schedule for the next day

Confirm staff availability

Lock up office and set alarm

Download CSV Download JSON Download Markdown

Use in Manifestly

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark