Dental Office New Patient Signup Checklist
Front‑desk intake steps to speed up onboarding and ensure compliance: insurance, medical history, HIPAA, and initial exam prep.
Patient Intake
- □ Verify appointment details and ID
- □ New patient forms provided/collected
- □ Contact preferences & consent
- □ Emergency contact information
Insurance & Billing
- □ Insurance card scanned; eligibility verified
- □ Benefits breakdown discussed
- □ Financial policy acknowledged
- □ Copay collected (if applicable)
Medical History & Consent
- □ Medical/dental history completed
- □ Allergies/medications reviewed
- □ HIPAA acknowledgment signed
- □ Consent forms (x‑rays/exam) signed
Clinical Prep
- □ Chart created in PMS; x‑ray order queued
- □ Operatory assigned and sanitized
- □ Initial exam and cleaning scheduled
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