1. 1
   Obtain the patient’s route sheet (should be given by dental assistant, if not find it)
2. 2
   Confirm what the patient got done with the assistant.

   • The route sheet should have what the patient was getting done; however, this often changes. That is why it is important to confirm what the patient has done.
   • Make sure consent form was signed by patient and doctor and collect it.
3. 3
   If any treatment was proposed confirm that a treatment plan was made and signed (if not, have one made)
4. 4
   Check if the patient has a previous balance or balance from the day.
5. 5
   Fill any prescriptions prescribed (see “Prescriptions”), send any prior authorizations (See “Prior Authorization”) and send any referrals necessary.
6. 6
   Make patient their next appointment.
7. 7
   Fill out appointment card and say “We will see you then have a great rest of your day.”

Additional Important Information:

• Answer the phones no later than the 2nd ring even if it’s not your extension, you should answer any unoccupied ringing phone. NO EXCEPTIONS!!!!
• After all patients are checked in you should keep yourself constantly occupied, as there are always things to be doing up front
• Start with the scan pile, scan all documents into the correct patients smart docs, make sure EVERYTHING has a doctor’s signature or patient signature that needs one.
• If documents need a Doctor signature, check the patient note to see which doctor seen the patient and get the doctor to sign before the end of day to scan.
• EVERYTHING must be scanned by the end of the day, meaning its your responsibility to make sure the DR signs everything before they leave for the day.
• After the scan pile you can move on to making sure everything upfront is organized and stocked.