Give the patient chart, lab slip and routing slip to the receptionist before discharging the patient.Fill out the routing slip to specify all procedures that were performed, including details about the patient’s next visit and prescriptions needed.Fill out progress report details and secure the dentist’s signature when needed.Respond to patient questions and concerns.Organize paperwork such as treatment notes and patient medical history.Contact dental insurance providers to discuss patient balances.Manage the office’s finances, including budgets and financial statements, expense approvals and accrual accounts.Meet with the accounts manager to review the accounts receivable and follow up on due accounts.Review the patient charts and medical history when needed.Greet patients and let them take their seat in the waiting room.Host the morning meeting to keep the entire staff in the loop about the day’s schedule.Ensure the receptionist has a complete report of the day’s appointments.Collect patient charts for the morning huddle, including progress notes, lab results and prescriptions.Make sure the dental staff clocks-in for their shift.Empty the side of the dental chair and restock supplies such as dental bibs, needles, floss, and prophy cups and paste.Set up the operatory for the first few patients.Turn on the water and processor in the X-ray room.Inspect the cash drawer and count the available cash.Prepare personal protection equipment (PPE) including long-sleeved disposable gowns, surgical face masks, caps, gloves and protective eye wear for dentists and dental assistants.

Ensure the thermostat is between 68 and 76☏.Make sure your surveillance cameras are working.Switch on the lights, including carpule warmers.

Arrive at the dental clinic at least 30 minutes before opening.

Here’s what your dental office task sheet should include: Dental Office Opening Checklist A dental office manager is typically responsible for training new employees and managing the dental clinic’s financial budget What Should Your Dental Office Task Sheet Include?

Task to do list template