#133 Pre Visit Checklist

In this podcast, Dayna Johnson discusses the importance of preparation in the dental patient journey, focusing on the pre-visit checklist. She emphasizes the need for dental teams to be well-prepared for patient visits to enhance efficiency, reduce stress, and build better relationships with patients. Key elements of the pre-visit checklist include insurance verification, patient forms, new patient welcomes, and confirmations. Dayna encourages practices to automate processes where possible and to create a culture of preparation to improve overall patient experience and practice efficiency. Takeaways ➡Preparation saves time and reduces stress. ➡Focus on best case scenarios, not worst case. ➡Build your own pre-visit checklist. ➡Insurance verification is crucial before appointments. ➡Automate patient forms to enhance efficiency. ➡Send new patient welcomes to improve engagement. ➡Confirm appointments to reduce no-shows. ➡Keep credit card information updated for appointments. ➡Pre-med requirements should be verified with doctors. ➡ Review consent forms ahead of surgical procedures. Chapters 00:00 Introduction to the Patient Journey Series 05:52 Building Your Pre-Visit Checklist 11:48 Key Elements of the Pre-Visit Checklist Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call