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--- patientservices:dental_training_guide [2025/06/25 12:13] – [Table] tanner.miller
+++ patientservices:dental_training_guide [2025/09/09 15:50] (current) – [Table] removed time of day column christopher.helmoski
@@ Line 67: / Line 67: @@
-===== Dental clinic checklist =====
+===== Dental clinic checklists =====
-^ Time of Day ^ Task ^ Notes ^
+{{.:pasted:20250909-153309.png?100}}
-| Morning | Turn on lights, log into Phone, Epic, and Dentrix | |
-| Morning | Count the cash drawer | Should have $150.00 |
-| Morning | Check voicemails | |
-| Morning | Chart prep for following day | |
-| Morning | Start confirmation calls | By 9am |
-| Afternoon | Review insurances from the morning | |
+==== Start of day checklist: ====
-| Afternoon | Check voicemails | |
-| Afternoon | Ensure all morning paperwork is scanned into Epic and Dentrix | |
-| Afternoon | Review insurances for the following day | |
-| Closing | Close cash drawer | |
+^ Task                                               ^ Notes                                                         ^
-| Closing | Check voicemails | |
+| Turn on lights, log into Phone, Epic, and Dentrix  |                                                               |
-| Closing | Wipe down lobby chairs, tables, workstations, door handles, and front desk | |
+| Log into computer/phone                            | Turn on scanner                                               |
-| Closing | Verify all paperwork for the day is scanned into Epic and Dentrix | |
+| Log into Dentrix, Epic, and Teams                  |                                                               |
-| Closing | Review insurances from the afternoon | |
+| Tend to provider requests                          | For example: Rescheduling pts if a provider happen to be out  |
-| Closing | Shut lights off | |
+| Check voicemails, return patient calls             |                                                               |
+| Chart prep as soon as time allows                  |                                                               |
+| Start confirmation calls                           | Typically done by noon                                        |
-| Weekly | Dental work-queue | |
+:!: Reminder: Check voicemails through out the day as time allows – Return patient calls as needed. :!:
+Remember your 1st priority is assisting our patients, present in our clinic.
+==== Afternoon checklist: ====
+^ Task                                                           ^ Notes  ^
+| Review insurances from the morning                             |        |
+| Check voicemails                                               |        |
+| Ensure all morning paperwork is scanned into Epic and Dentrix  |        |
+| Review insurances for the following day                        |        |
+==== Closing checklist ====
+^ Task                                                                        ^ Notes  ^
+| Close cash drawer                                                           |        |
+| Check voicemails                                                            |        |
+| Wipe down lobby chairs, tables, workstations, door handles, and front desk  |        |
+| Verify all paperwork for the day is scanned into Epic and Dentrix           |        |
+| Review insurances from the afternoon                                        |        |
+| Shut lights off                                                             |        |
+==== Weekly checklist ====
+^ Task               ^ Notes  ^
+| Dental work-queue  |        |
 ===== Dental clinic information =====