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

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call