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Patient Coordinator Monthly Checklist
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Name:___________________________
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MONTH
Review and grade on no show percentage- Target 30%, Achieved-
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Percentage conversion of calls - Target 90% Achieved-
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WEEK 1
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DAILYMonTueWedThuFriSat
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Fill openings in schedule from asap , recall, uncompleted treatment lists
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Call all patients 48 hours ahead of the schedule to confirm/remind patients
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Call unconfirmed 24 hours ahead to confirm and schedule missing family
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Call early in the morning for Same Day reminder/ missing family
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Review and Clear all emails and Revenuewell/Open Dental Alerts
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Text/Call broken appointment patients- Reschedule Text addnotes
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Complete post op calls for the previuous day treatment calls
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WEEK 2
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DAILYMonTueWedThuFriSat
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Fill openings in schedule from asap , recall, uncompleted treatment lists
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Call all patients 48 hours ahead of the schedule to confirm/remind patients
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Call unconfirmed 24 hours ahead to confirm and schedule missing family
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Call early in the morning for Same Day reminder/ missing family
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Review and Clear all emails and Revenuewell/Open Dental Alerts
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Text/Call broken appointment patients- Reschedule Text addnotes
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Complete post op calls for the previuous day treatment calls
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WEEK 3
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DAILYMonTueWedThuFriSat
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Fill openings in schedule from asap , recall, uncompleted treatment lists
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Call all patients 48 hours ahead of the schedule to confirm/remind patients
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Call unconfirmed 24 hours ahead to confirm and schedule missing family
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Call early in the morning for Same Day reminder/ missing family
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Review and Clear all emails and Revenuewell/Open Dental Alerts
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Text/Call broken appointment patients- Reschedule Text addnotes
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Complete post op calls for the previuous day treatment calls
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WEEK 4
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DAILYMonTueWedThuFriSat
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Fill openings in schedule from asap , recall, uncompleted treatment lists
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Call all patients 48 hours ahead of the schedule to confirm/remind patients
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Call unconfirmed 24 hours ahead to confirm and schedule missing family
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Call early in the morning for Same Day reminder/ missing family
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Review and Clear all emails and Revenuewell/Open Dental Alerts
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Text/Call broken appointment patients- Reschedule Text addnotes
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Complete post op calls for the previuous day treatment calls
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