1. Daily Setup & Readiness
Logged in and ready for morning huddle (7:45AM)
Reception area prepared (blinds, TV, Spotify, foot covers, sign, toys, fireplace)
Public washroom clean and stocked (toilet paper, paper towels, soap)
Systems ready (phones, Dentrix, email)
Workspace organized and stocked (paper, ink, business cards, referral cards, sanitizer bottles)
2. Patient Flow & Scheduling
Phones, emails, texts, voicemails monitored and responded to as soon as possible
Patients scheduled efficiently to support a smooth day
Recall and confirmation calls completed in the morning
No-shows and late arrivals managed and documented appropriately (as per protocol)
Next appointments booked (treatment and hygiene) with clear next steps
3. Patient Engagement Tracking
4. Financial & Insurance Accuracy
Payments processed accurately
Refunds completed and documented correctly
Insurance processes followed and patient responsibility communicated
Payment plans arranged and documented as needed
5. Administrative & Office Support
Urgent emails and documents actioned appropriately
Patient information updated and complete
Lab cases coordinated (sent/received and noted)
6. End of Day & Close
Next day schedule printed (with patient contact information) for each dentist and hygienist
End-of-day reports completed and verified
Next day readiness confirmed (lab cases, implants, grafts, Botox, ClearCorrect, etc)
Payments and deposits balanced and documented
Workspace and reception area reset for next day
Log out of Dentrix and press Windows + L on workstation
7. Support, Feedback & Continuous Improvement
