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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| patientservices:dental_training_guide [2025/09/09 15:47] – [Table] removed time of day column christopher.helmoski | patientservices:dental_training_guide [2025/09/09 15:50] (current) – [Table] removed time of day column christopher.helmoski | ||
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| Line 78: | Line 78: | ||
| | Log into Dentrix, Epic, and Teams | | | | Log into Dentrix, Epic, and Teams | | | ||
| | Tend to provider requests | | Tend to provider requests | ||
| - | | Count the cash drawer | ||
| | Check voicemails, return patient calls | | Check voicemails, return patient calls | ||
| | Chart prep as soon as time allows | | Chart prep as soon as time allows | ||
| Line 89: | Line 88: | ||
| ==== 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 ===== | ||