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> Front desk checklist for Dental office
Front desk checklist for Dental office
Patient Check-In
Verify patient information and insurance details.
Confirm appointment time and reason for visit.
Collect any necessary forms from the patient.
Update patient records in the system.
Provide a warm welcome and direct the patient to the waiting area.
Phone Management
Answer incoming calls promptly and professionally.
Schedule appointments and confirm details with patients.
Address patient inquiries and provide information about services.
Handle cancellations and reschedule appointments as needed.
Take detailed messages for staff when necessary.
Financial Transactions
Collect co-pays and payments from patients.
Process insurance claims and verify coverage.
Provide estimates for services and discuss payment options.
Maintain accurate records of transactions in the system.
Prepare daily financial reports for the office manager.
Office Organization
Ensure the front desk and waiting area are clean and organized.
Stock front desk supplies (forms, pens, brochures).
Check and restock patient comfort items (water, magazines).
Maintain a tidy and professional appearance.
Review and organize upcoming appointments for the day.
Communication with Dental Team
Relay any important patient information to the dental team.
Coordinate with dental assistants regarding patient flow.
Schedule staff meetings or briefings as needed.
Provide updates on patient concerns and feedback.
Ensure smooth communication between front desk and clinical staff.
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