wiki.lakesidedentalwellness.com

Skip to main content
Have a Question?
Categories
< All Topics
Print

Treatment Coordinator EoD Checklist

Posted
Updated
ByBryant Giang
1. Work the doctor schedule for today and tomorrow – scheduling each provider to goal

2. Audit doctor treatment appointments for tomorrow

  • Verify insurance and treatment coverage
  • Update fees and patient portions
  • Make sure doctor and assistant times are correct
3. Overdue balance/payment due amounts noted on schedule for each Doctor patient tomorrow

4. Follow up on patients on the unscheduled treatment plan folder