Here is Denticon’s basic suggestion of how a patient should flow through the office, through which specific area of responsibility:
PATIENT WALKS THROUGH THE DOOR
Patient is greeted by front desk/clerical staff
CLERICAL
- Mark patient appointment – “Set as In Reception”
- Access patient record
- “Step 1 – 2 – 3 – 4” to review and update necessary patient record information:
- "Step 1" – Review, and Update Patient Information – Patient Type(s), birthdate, Medicaid number, email address, phones, etc
- "Step 2" – Review, and Update Responsibility Party Information – Responsible Party Type, birthdate, email address, phones, etc
- "Step 3" – Review, and Update insurance plan – ensure subscriber information is correct
- "Step 4" – Review, and Re-estimate Treatment Plan
- Review account ledger – balance due
- Collect overdue amount
- Mark patient appointment – “Set as In Available”
CLINICAL
- Mark patient appointment – “Set as In Operatory”
- Access patient record
- Update Medical History
- Review insurance for plan restrictions – click View Ins Plan
- Review recall due dates
- Review and update Treatment Plan – ensure treating provider is correct
- Re-estimate Treatment Plan
- X-rays / imaging
- Perio charting
- Post completed procedures from Treatment Plan – ensure treating provider is correct
- Make future appointment – if recall appointment, ensure to include recall code in future appointment
- Progress notes
CLERICAL
- Access patient appointment – “Set as CHecked Out”
- Review posted transactions – provider, insurance billing order, estimated insurance
- Enter patient payment for patient's daily co-pay and/or account balance due (whichever is higher)
- Ensure patient has future appointment
- Print Walk-Out Report
PATIENT LEAVES THE OFFICE