Patient scheduling and confirmation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive appointment request

   Patient initiates appointment booking through online portal, phone call, or text message. System captures patient information and preferred appointment times.

   DentrixWeave
2. 2

   Action

   Check schedule availability

   System queries practice management software to find available appointment slots matching patient preferences and treatment type. Considers provider availability and treatment duration requirements.

   DentrixEaglesoft
3. 3

   Action

   Verify insurance eligibility

   Automatically validates patient insurance coverage and benefits for requested treatment. Checks for pre-authorization requirements and coverage limits.

   DentrixOpen Dental
4. 4

   Decision

   Assess insurance verification results

   Determines if insurance is active and covers treatment, or if patient needs to be contacted about coverage issues. Routes workflow based on verification outcome.

   Open Dental
5. 5

   Action

   Book appointment automatically

   Confirms appointment slot in practice management system and sends initial booking confirmation to patient. Updates provider schedule and blocks time slot.

   DentrixCurve Dental
6. 6

   Action

   Send confirmation reminders

   Delivers automated confirmation messages via SMS, email, and voice calls at scheduled intervals. Includes appointment details, preparation instructions, and cancellation options.

   RevenueWellWeave
7. 7

   Output

   Generate scheduling report

   Creates summary of scheduled appointments, insurance verification status, and patient confirmation responses for front desk review.

   DentrixRevenueWell

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