Free automation checklist
Healthcare and Dental Practice Automation Checklist
Use this one-page checklist to find the front-desk and billing work in your clinic or dental practice that a reliable automation can take over. Tick each item that is still done by hand today.
Before the visit
- New patients get a digital intake form link automatically after they book, not on arrival.
- Completed intake forms land in your practice management system without retyping.
- Insurance eligibility is checked a day or two before the appointment, with exceptions flagged to staff.
- Appointment reminders go out by text and email at set intervals, and replies like CONFIRM or CANCEL update the schedule.
Schedule and recall
- Cancellations trigger an offer to patients on a short-notice waitlist.
- Patients overdue for a recall, cleaning or follow-up get a reminder without someone pulling a report.
- No-shows get a polite rebooking message the same day.
After the visit
- Post-visit instructions and a satisfaction check go out automatically.
- Happy patients receive a review request, and unhappy replies are routed to a manager instead.
- Unpaid balances get a scheduled, friendly reminder with a payment link.
Safeguards to confirm
- Every tool that touches patient data has a signed business associate agreement where HIPAA applies.
- Messages contain the minimum necessary information, with no diagnosis details in plain text.
- Each automation has a named owner and a log you can check when something fails.
Where to start
Pick the unchecked item your front desk spends the most minutes on each day. That is usually the best first automation.
Not sure which box to tackle first?
Tell me your biggest manual task and I'll send back one specific automation idea, free. Or see how I approach healthcare & dental automation.