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| patientservices:dental_training_guide [2025/09/09 15:42] – [Dental clinic checklist] updated with information from new Dental PSR SOD duties document. Updated table formatting to make readability better christopher.helmoski | patientservices:dental_training_guide [2025/09/09 15:50] (current) – [Table] removed time of day column christopher.helmoski | ||
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| ===== Dental clinic checklists ===== | ===== Dental clinic checklists ===== | ||
| - | {{.: | + | {{.: |
| ==== Start of day checklist: ==== | ==== Start of day checklist: ==== | ||
| - | ^ Time of Day ^ Task ^ Notes ^ | + | ^ Task |
| - | | Morning | + | | Turn on lights, log into Phone, Epic, and Dentrix |
| - | | Morning | + | | Log into computer/ |
| - | | Morning | + | | Log into Dentrix, Epic, and Teams | |
| - | | Morning | + | | Tend to provider requests |
| - | | Morning | Count the cash drawer | Should have $150.00 | DELETEME Ask Tanner about this line | + | | Check voicemails, return patient calls |
| - | | Morning | + | | Chart prep as soon as time allows |
| - | | Morning | + | | Start confirmation calls |
| - | | Morning | + | |
| :!: Reminder: Check voicemails through out the day as time allows – Return patient calls as needed. :!: | :!: Reminder: Check voicemails through out the day as time allows – Return patient calls as needed. :!: | ||
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| ==== Afternoon checklist: ==== | ==== Afternoon checklist: ==== | ||
| - | ^ Time of Day ^ Task ^ Notes ^ | + | ^ Task |
| - | | Afternoon | + | | Review insurances from the morning |
| - | | Afternoon | + | | Check voicemails |
| - | | Afternoon | + | | Ensure all morning paperwork is scanned into Epic and Dentrix |
| - | | Afternoon | + | | Review insurances for the following day | | |
| ==== Closing checklist ==== | ==== Closing checklist ==== | ||
| - | ^ Time of Day ^ Task ^ Notes ^ | + | ^ Task ^ Notes ^ |
| - | | Closing | + | | Close cash drawer |
| - | | Closing | + | | Check voicemails |
| - | | Closing | + | | Wipe down lobby chairs, tables, workstations, |
| - | | Closing | + | | Verify all paperwork for the day is scanned into Epic and Dentrix |
| - | | Closing | + | | Review insurances from the afternoon |
| - | | Closing | + | | Shut lights off |
| ==== Weekly checklist ==== | ==== Weekly checklist ==== | ||
| - | ^ Time of Day ^ Task ^ Notes ^ | + | ^ Task |
| - | | Weekly | + | | Dental work-queue |
| ===== Dental clinic information ===== | ===== Dental clinic information ===== | ||