#194 Pre-Visit Checklist

🦷 Are patient appointments running smoothly in your practice—or does it feel like your team is always scrambling? In this episode, Dayna Johnson explains why clarity in daily workflows is the foundation of a high-performing dental practice. From insurance verification to electronic forms, she breaks down exactly what needs to happen before a patient walks through the door to ensure a seamless visit. Dayna shares practical strategies for building a pre-visit checklist, improving communication through morning huddles, and using technology wisely to keep patient information accurate and accessible. These simple but powerful habits help eliminate chaos, reduce stress, and create a more consistent patient experience. ✅ Key Takeaways: -Clarity is essential for smooth and efficient daily workflows -Preparation before patient visits prevents surprises and delays -Insurance verification should always be done ahead of time -Electronic forms improve data accuracy and patient convenience -A structured pre-visit checklist keeps the team aligned -SOPs ensure consistency across all team members -Technology supports better patient information management -Updated patient records lead to safer, more accurate care -Morning huddles strengthen communication and readiness -Continuous learning improves team performance and adaptability ⏱️ Chapters: 00:00 Introduction to Clarity in Daily Workflow 02:45 Preparing for Patient Appointments 05:54 Utilizing Technology for Patient Information 08:33 Creating a Pre-Visit Checklist 11:13 Conclusion and Resources for Improvement 📲 Want help building clearer workflows and higher-performing systems? Book a free discovery call with Dayna at https://calendly.com/dayna-johnson/discovery-call