FRONT DESK

• ANSWER PHONES
• GREET PATIENTS AND HAVE THEM SIGN IN
• ASK PATIENT FOR FORMS IF NOT SUBMITTED ONLINE (ALSO INSURANCE CARDS, REFERRALS IF GIVEN TO PATIENT)
• TAKE PICTURE OF PATIENT AND ATTACH TO PATIENTS ACCOUNT
• SCHEDULE NEW PATIENTS
o MAKE SURE WE HAVE CORRECTLY SPELLED NAME, DOB, PHONE NUMBER, NAME OF REFERRING DENTIST, EMAIL ADDRESS AND INSURANCE INFORMATION
o ENTER ALL THIS INFORMATION IN PATIENTS ACCOUNT
o REMOVE THE DATE FOR FIRST VISIT IN DENTRIX
• CHARGE PATIENTS
o YOU WILL KNOW WHETHER OR NOT TO CHARGE THE PATIENTS WHEN THEY WALK IN FOR THEIR APPOINTMENT BY CLICKING ON THEIR APPOINTMENT AND READING THE NOTES
o REMEMBER TO LOOK IN EAGLESOFT FOR PRIOR BALANCES/CREDITS AND INFORM BILLER IN ORDER TO BRING OVER THE AMOUNT TO PATIENTS ACCOUNT
• SEND EMAIL TO PATIENTS THAT HAVE NOT SUBMITTED THEIR ONLINE FORMS TO REMIND THEM TO DO SO
• REVIEW INCOMING EMAILS
• CONFIRM PATIENT APPOINTMENTS FOR THE FOLLOWING DAY IF NOT CONFIRMED ALREADY BY DENTRIX
• RESCHEDULE PATIENT APPOINTMENTS (EXCEPT FOR SURGERIES WHICH SHOULD BE REFERRED TO TPC)
• LATE PATIENTS
o IF A PATIENT IS RUNNING LATE 10 MINUTES OR MORE, CALL THE PATIENT TO SEE HOW FAR THEY ARE. LET THE ASSISTANTS KNOW THE SITUATION
• WALKING OUT PATIENTS
o PATIENTS NEED TO BE WALKED OUT AS SOON AS THEY LEAVE THE OFFICE
o WHEN WALKING OUT A PATIENT, USE ROUTING SHEET TO MAKE SURE EVERYTHING IS CAPTURED
o WHEN THE PATIENT IS WALKED OUT, THE COLOR OF THE APPOINTMENT WILL BE GRAY
• SCANNING PAPERWORK
o WE SCAN ROUTING SHEETS, CONSENT FORMS, SIGNED TREATMENT PLANS, CARE CREDIT/LENDING CLUB RECEIPTS AND ALL OTHER TYPES OF PAPERWORK WITH PATIENT INFORMATION AND SAVE IT TO DOCUMENT CENTER. SAVE THE DOCUMENTS IN CORRECT FOLDERS TO ENSURE THAT WE CAN FIND EASILY WHEN NEEDED
• PRINT ROUTING SLIPS
o AT THE END OF THE DAY, PRINT OUT ROUTING SLIPS FOR NEXT DAY MAKE SURE TO ADD SURGICAL OR HYGIENE ROUTE SLIP TO THE BACK ACCORDING TO THE TYPE OF APPT.
o DISTRIBUTE TO APPROPRIATE PROVIDER
• REVIEW FAXES
• CHECK ARRIVAL INDICATOR BUTTON

Disposable gowns, Face shields, Goggles, Latex gloves, Regular masks