{"id":15310,"date":"2018-11-07T18:42:58","date_gmt":"2018-11-07T18:42:58","guid":{"rendered":"https:\/\/www.process.st\/templates\/patient-intake-checklist-for-a-dental-clinic\/"},"modified":"2024-02-28T21:50:52","modified_gmt":"2024-02-28T21:50:52","slug":"patient-intake-checklist-for-a-dental-clinic","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/patient-intake-checklist-for-a-dental-clinic\/","title":{"rendered":"Patient Intake Checklist for a Dental Clinic"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mTwS_hETtHU7X-LJ1_FJbA.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mTwS_hETtHU7X-LJ1_FJbA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Using paper forms for patient intake is&nbsp;<strong>inefficient and troublesome<\/strong>.<\/p>\n<p>Not only does it require more time and effort than its automated digital counterpart,&nbsp;but it also leaves your patients feeling more stressed, which <strong>negatively&nbsp;<\/strong><strong>impacts long-term patient retention.<\/strong><\/p>\n<p>Forcing them to manually complete important documents also means <strong>patients are more likely to&nbsp;incorrectly fill out or omit information<\/strong>. What's more, much of the time their handwriting may not even be legible, which means more effort on the part of you or your front-of-desk employees to decipher and manually enter that information into your database.<\/p>\n<p>This checklist provides a simpler solution, which automates much of your patient intake process and allows your patients the freedom to cooperate with you to complete the tasks digitally. With a reduction of manual entry, <strong>time spent on administrative processing is greatly reduced. <\/strong><\/p>\n<p>By using this&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-the-difference-between-templates-and-checklists\/\" rel=\"nofollow\">checklist template<\/a> you can rest assured that your patient intake process is optimized for automated efficiency, so you won't have to worry about losing time to slow patients filling their forms in on the day of their appointment. Plus,&nbsp;<strong>this checklist can be customized <\/strong>to make it the whole intake process as convenient as possible for them.<span><\/span><\/p>\n<p>So let's get started!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"basic-information\">\n<h2>Basic information:<\/h2>\n<\/section>\n<section id=\"input-basic-information\">\n<h2>Input basic information<\/h2>\n<div class=\"text-content\">\n<p><span>Firstly,&nbsp;<\/span><strong><span>complete the form fields in this task <\/span><\/strong>with some basic details about your patient.<\/p>\n<p class=\"style-info\"><span>Pull patient information straight&nbsp;from your medical CRM and into this task with one of our 1,000+ app integrations. For example, check out this guide if you use&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow\">Salesforce<\/a>.<\/span><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient first name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient date of birth <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient contact number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reason for calling <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient record exists? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Appointment booked? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Next, <strong>record what you know abo<\/strong><strong>ut the client's insurance policy.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Insurance provider <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient policy number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional insurance information needed? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"declare-required-documents\">\n<h2>Declare required documents<\/h2>\n<div class=\"text-content\">\n<p>Next, <strong>declare what documents will be required as part of routine compliance.&nbsp;<\/strong>Conditional logic will then add tasks depending on your answers.<\/p>\n<p>Check out this <a href=\"https:\/\/www.dentistryiq.com\/front-office\/office-forms.html\" rel=\"nofollow\">useful resource<\/a> for template dentistry documents that you could use as part of your own intake process.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Required compliance forms <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional documents needed? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"request-additional-insurance-information\">\n<h2>Request additional insurance information<\/h2>\n<div class=\"text-content\">\n<p><strong>Ask your patient&nbsp;for additional insurance information&nbsp;<\/strong>using the email widget in this task. Most of the information has already been filled out for you.<\/p>\n<p class=\"style-info\">You can set up an&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/gmail\/\" rel=\"nofollow\">integration<\/a> to automatically send an email request for more information from your patient as soon as the previous task is checked.<\/p>\n<p>Before you send it,<strong>&nbsp;check over the body of the email template&nbsp;<\/strong>to make sure all the details are applicable to your own situation.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"compliance\">\n<h2>Compliance:<\/h2>\n<\/section>\n<section id=\"upload-hipaa-authorization-form\">\n<h2>Upload HIPAA authorization form<\/h2>\n<div class=\"text-content\">\n<p>Next up, you'll need to&nbsp;prepare some compliance documents for sending<strong>.<\/strong><\/p>\n<p><strong>Upload a copy&nbsp;of your HIPAA authorization form<\/strong>&nbsp;so that it can be pushed out to your client as and when needed during the onboarding process.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> HIPAA confirmation form <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-bill-of-patient-rights-and-responsibilities\">\n<h2>Upload bill of patient rights and responsibilities<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload a copy of your patient's bill of rights and responsibilities<\/strong> so that it can be pushed out to your client as and when needed during the onboarding process.<\/p>\n<p>Check out this <a href=\"https:\/\/www.dentistryiq.com\/front-office\/office-forms.html\" rel=\"nofollow\">useful resource<\/a> for template dentistry documents that you could use as part of your own intake process.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient bill of rights and responsibilities <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-consent-to-dental-procedures-form\">\n<h2>Upload consent to dental procedures form<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload a copy of your consent to dental procedures form<\/strong> so that it can be sent over to your client as and when it's needed in this checklist.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Consent to dental procedures form <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-hipaa-authorization-form\">\n<h2>Send HIPAA authorization form<\/h2>\n<div class=\"text-content\">\n<p>Healthcare providers are <a href=\"https:\/\/www.hhs.gov\/hipaa\/for-individuals\/guidance-materials-for-consumers\/index.html\" rel=\"nofollow\">required by law<\/a> to follow HIPAA regulations, and you need to make sure that your patients understand how their&nbsp;medical records will be protected.&nbsp;&nbsp;<\/p>\n<p><strong>Send<\/strong><strong> your client a<\/strong><a href=\"https:\/\/www.rocketlawyer.com\/document\/hipaa-authorization-form.rl#\/\" rel=\"nofollow\"><span>&nbsp;HIPAA authorization form<\/span><\/a><span>&nbsp;<\/span><span>to ensure compliance when dealing with their medical records.<\/span><\/p>\n<p class=\"style-info\"><span>Automatically <a href=\"https:\/\/www.process.st\/help\/docs\/gmail\/\" rel=\"nofollow\">send an email containing a HIPAA authorization form<\/a> as soon as you run this checklist by setting up a Process Street integration.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-bill-of-patient-rights-and-responsibilities\">\n<h2>Send bill of patient rights and responsibilities<\/h2>\n<div class=\"text-content\">\n<p><strong>Provide your patient with a copy<\/strong> of the <a href=\"http:\/\/www.aapd.org\/media\/policies_guidelines\/p_patientbillofrights.pdf\" rel=\"nofollow\">bill<\/a> containing their rights and responsibilities.<\/p>\n<p><strong>Check over the body text and make sure everything looks okay<\/strong> before hitting the send button.<\/p>\n<p class=\"style-info\"><span>Automatically <a href=\"https:\/\/www.process.st\/help\/docs\/gmail\/\" rel=\"nofollow\">send an email with the patient's bill of rights and responsibilities<\/a> as soon as you run this checklist by setting up one of our integrations.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-consent-to-dental-procedures-form\">\n<h2>Send consent to dental procedures form<\/h2>\n<div class=\"text-content\">\n<p><strong>Send the consent to dental procedures form<\/strong> you uploaded in a previous task.<\/p>\n<p>The information in the email widget below should be ready to go; just <strong>make sure everything in the body text is correct<\/strong> before hitting send.<\/p>\n<p class=\"style-info\"><span>Automatically send your patient a consent to dental procedures form for signing as soon as you run this checklist by <a href=\"https:\/\/www.process.st\/help\/docs\/gmail\/\" rel=\"nofollow\">setting up one of our email integrations.<\/a><\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-signed-hipaa-authorization-form\">\n<h2>Receive signed HIPAA authorization form<\/h2>\n<div class=\"text-content\">\n<p>Once signed by your patient, <strong>upload the HIPAA authorization form to the form field below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed HIPAA authorization form <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-signed-consent-to-dental-procedures-form\">\n<h2>Receive signed consent to dental procedures form<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload a copy of the signed consent to dental procedures form<\/strong>&nbsp;as soon as you receive it back from your patient.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed consent to dental procedures form <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-signed-bill-of-patient-rights-and-responsibilities\">\n<h2>Receive signed bill of patient rights and responsibilities<\/h2>\n<div class=\"text-content\">\n<p>Use the file upload form field in this task to <strong>upload a copy of the signed bill of patient rights and responsibilities.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed bill of rights and responsibilities <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"dentistry-crm\">\n<h2>Dentistry CRM:<\/h2>\n<\/section>\n<section id=\"create-new-patient-profile-in-dentistry-crm\">\n<h2>Create new patient profile in dentistry CRM<\/h2>\n<div class=\"text-content\">\n<p><strong>Create a profile<\/strong>&nbsp;for your new patient inside of whichever&nbsp;<a href=\"https:\/\/www.datamotion.com\/2016\/08\/salesforce-service-cloud-hipaa-compliance\/\" rel=\"nofollow\">HIPAA-compliant CRM<\/a>&nbsp;your practice uses.<\/p>\n<p class=\"style-info\">Automate patient profile creation with one of our&nbsp;app integrations: if you use<a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow\">&nbsp;Salesforce<\/a>&nbsp;you can automatically create a new patient record each time you run this checklist.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-patient-for-changes-to-their-information\">\n<h2>Ask patient for changes to their information<\/h2>\n<div class=\"text-content\">\n<p><strong>Contact your patient to request any changes to their personal information.&nbsp;<\/strong><\/p>\n<p>The email widget below has passed in the basic information gathered at the start of the checklist, so they'll be able to confirm whether that is still correct and provide new details if necessary.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-changes-to-patient-information\">\n<h2>Record changes to patient information<\/h2>\n<div class=\"text-content\">\n<p>Once the patient has responded to the mail sent in the previous task, <strong>r<\/strong><strong>ecord any changes to their existing information<\/strong>&nbsp;in the form field below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> New patient information <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-additional-documents-needed\">\n<h2>Determine additional documents needed<\/h2>\n<div class=\"text-content\">\n<p><strong>Determine what additional documents will be needed to proceed with the patient intake process.<\/strong><\/p>\n<p>Your selections in the multiple choice form field below will create <strong>new tasks for requesting the documents<\/strong> based on conditional logic, so you don't have to worry about manually writing up the requests for each of them.<\/p>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional documents <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Proof of identification\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Dental records\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Other (please specify)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Other (please specify) <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"update-dentistry-crm-with-new-information\">\n<h2>Update dentistry CRM with new information<\/h2>\n<div class=\"text-content\">\n<h4>Patient information<\/h4>\n<p class=\"style-info\">First name:&nbsp;{{form.Patient_first_name}}<br \/>Last name:&nbsp;{{form.Patient_last_name}}<br \/>Email address:&nbsp;{{form.Patient_email_address}}<br \/>Contact number:&nbsp;&nbsp;{{form.Patient_contact_number}}<\/p>\n<p>Primary address:&nbsp;{{form.Patient_address}}<\/p>\n<p>Signed HIPAA form:&nbsp;{{form.Signed_HIPAA_authorization_form}}<br \/>Signed consent to dental procedures form:&nbsp;{{form.Signed_consent_to_dental_procedures_form}}<br \/>Signed bill of patient rights and responsibilities:&nbsp;{{form.Signed_bill_of_rights_and_responsibilities}}<br \/>Documents outstanding:&nbsp;{{form.Additional_documents}}<br \/>Documents outstanding (other):&nbsp;{{form.Other_(please_specify)}}<\/p>\n<p>Reason for calling:&nbsp;{{form.Reason_for_calling}}<\/p>\n<p>New information:&nbsp;{{form.New_patient_information}}<\/p>\n<hr>\n<p>All of the information collected so far in the checklist is presented above for your convenience.<\/p>\n<p>Simply <strong>copy and paste it into your&nbsp;patient's medical CRM record.<\/strong><\/p>\n<p class=\"style-info\">You can have this information sent automatically when the task is checked as completed. For example, if <a href=\"https:\/\/zapier.com\/apps\/hubspot\/integrations\/process-street\" rel=\"nofollow\">Hubspot<\/a>&nbsp;is your CRM of choice, you can use one of our 1,000+ app integrations.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"welcome\">\n<h2>Welcome:<\/h2>\n<\/section>\n<section id=\"prepare-welcome-email\">\n<h2>Prepare welcome email<\/h2>\n<div class=\"text-content\">\n<p>Prepare a welcome email to send to your new patient.<\/p>\n<p>The goal of sending a welcome email like this one is to <strong>support<\/strong><strong>&nbsp;your new patient's decision to go with you for their dental needs&nbsp;<\/strong>by providing them with value in the form of information or relevant content.<\/p>\n<p><span>Below are some components you might want to include in the welcome email, presented as a sub-checklist. You may not feel the need to include all of them, but <strong>use this list as a guide to inform your own customized email targeted specifically at this new patient<\/strong>:<\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Introduction to you \/ your practice\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Short, relevant video with contextual information\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Digital brochure containing information about your practice\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Content referencing you or your practice (blog posts, articles, etc.)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Customer testimonials\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      FAQ\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><strong>Complete the form fields&nbsp;<\/strong>in this checklist by adding content to be included in the welcome email for this patient.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Welcome message <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Welcome brochure (.pdf) <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-welcome-email\">\n<h2>Send welcome email<\/h2>\n<div class=\"text-content\">\n<h4><\/h4>\n<p><strong>Edit the contents of the email widget below<\/strong>&nbsp;to include only the relevant information. The information from the previous task has automatically been added for you.<\/p>\n<p>Once everything looks okay, just<strong><span>&nbsp;hit the send button.<\/span><\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"scheduling\">\n<h2>Scheduling:<\/h2>\n<\/section>\n<section id=\"schedule-intake-appointment\">\n<h2>Schedule intake appointment<\/h2>\n<div class=\"text-content\">\n<p>Next,&nbsp;<strong>arrange a time for the initial intake appointment<\/strong>&nbsp;with your new patient.<\/p>\n<p><strong>Insert your own scheduling tool&nbsp;<\/strong>into the body of the email widget below and then hit the send button.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-appointment-date\">\n<h2>Confirm appointment date<\/h2>\n<div class=\"text-content\">\n<p><strong>Record the confirmed date in the form field below&nbsp;<\/strong>as soon as you receive a reply from the client.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Intake appointment date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"dental-history\">\n<h2>Dental history:<\/h2>\n<\/section>\n<section id=\"send-oral-health-questionnaire\">\n<h2>Send oral health questionnaire<\/h2>\n<div class=\"text-content\">\n<p><strong>Send over an <a href=\"https:\/\/www.cdc.gov\/nchs\/data\/nhanes\/nhanes_11_12\/ohq.pdf\" rel=\"nofollow\">oral health questionnaire<\/a><\/strong> to get current information&nbsp;on the patient's overall dental and oral hygiene.<\/p>\n<p><strong>Include a link to your own questionnaire<\/strong> in the body of the email below; currently, there is a placeholder link.<\/p>\n<p class=\"style-info\">Send a digital questionnaire with your survey tool of choice using one of our integrations. For example, you can use&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/typeform\/\" rel=\"nofollow\">Typeform<\/a>&nbsp;to automatically send a questionnaire when a specific task is checked as completed.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"receive-completed-oral-health-questionnaire\">\n<h2>Receive completed oral health questionnaire<\/h2>\n<div class=\"text-content\">\n<p>Once the client has filled out the oral health questionnaire, <strong>record links to the completed form in the form field below<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"preparation-for-appointment\">\n<h2>Preparation for appointment:<\/h2>\n<\/section>\n<section id=\"prepare-directions-to-clinic\">\n<h2>Prepare directions to clinic<\/h2>\n<div class=\"text-content\">\n<p>Make sure your client has no trouble finding the clinic by providing them with information for locating you.<\/p>\n<p>This may just be a link to a page on your website&nbsp;or a simple Google Maps URL; whatever the case, use the form field in this task to&nbsp;<strong>let <\/strong><strong>your client know how to locate the clinic.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"provide-directions-to-clinic\">\n<h2>Provide directions to clinic<\/h2>\n<div class=\"text-content\">\n<p>Use this email widget to <strong>provide detailed instructions&nbsp;<\/strong>to&nbsp;your patient for locating&nbsp;the clinic.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"request-they-bring-additional-documents-to-the-appointment\">\n<h2>Request they bring additional documents to the appointment<\/h2>\n<div class=\"text-content\">\n<p>The information you input earlier has been added to the email widget below. <strong>Check the information within it is accurate before sending the email.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"intake-appointment\">\n<h2>Intake appointment:<\/h2>\n<\/section>\n<section id=\"understand-patients-needs\">\n<h2>Understand patient's needs<\/h2>\n<div class=\"text-content\">\n<p><strong>Use the form field in this task to summarize your patient's dental need<\/strong>s. Understand why they are coming to you for help and consider everything you've learned so far during your meetings and correspondences with them.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Summary of patient's needs <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"postappointment\">\n<h2>Post-appointment:<\/h2>\n<\/section>\n<section id=\"upload-proof-of-identification\">\n<h2>Upload proof of identification<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload the patient's proof of identification<\/strong> as requested pre-meeting. This will be sent to your dentistry CRM later on.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient identification <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-dental-history-documents\">\n<h2>Upload dental history documents<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload the patient's dental history documents<\/strong>&nbsp;as requested pre-meeting. These will be sent to your dentistry CRM later on.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Dental history documents <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-insurance-documents\">\n<h2>Upload insurance documents<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload the patient's insurance documents<\/strong> as requested pre-meeting. These will be sent to your dentistry CRM later on.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Insurance documents <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-documents-other\">\n<h2>Upload documents (other)<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload any&nbsp;additional documents&nbsp;<\/strong>not&nbsp;specified.&nbsp;These will be sent to your dentistry CRM later on.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Documents (other) <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-next-steps\">\n<h2>Determine next steps<\/h2>\n<div class=\"text-content\">\n<p>Briefly outline the next steps for your new patient. This will be sent to them in an email in the next task.&nbsp;<\/p>\n<p>Simple instructions or information about your next meeting will be sufficient; the goal is to provide them with an indication that the process is moving forward.<\/p>\n<p>The email will be presented in the following format:<\/p>\n<p class=\"style-info\">It was great speaking with you the other day. Based on what we discussed, I'd like to advise you on the next steps: {{form.Next_steps}}<\/p>\n<p>Use the form field below to<strong> record information about the next steps for your new patient.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Next steps <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"inform-patient-of-next-steps\">\n<h2>Inform patient of next steps<\/h2>\n<div class=\"text-content\">\n<p>Simply <strong>check the contents of this email<\/strong> and <strong>hit the send button <\/strong>as soon as everything looks okay.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"update-dental-crm\">\n<h2>Update dental CRM<\/h2>\n<div class=\"text-content\">\n<h4>New patient information<\/h4>\n<p class=\"style-info\">Summary of patient's needs:&nbsp;{{form.Summary_of_patient's_needs}}&nbsp;<\/p>\n<p>Oral health questionnaire (complete):&nbsp;{{form.Completed_oral_health_questionnaire}}<\/p>\n<p>Proof of identification: {{form.Patient_identification}}<br \/>Dental history documents:&nbsp;{{form.Dental_history_documents}}<br \/>Insurance documents:&nbsp;{{form.Insurance_documents}}<br \/>Documents (other):&nbsp;{{form.Documents_(other)}}<\/p>\n<hr>\n<p>Using the information above to&nbsp;<strong>update the patient's profile in your dentistry CRM.<\/strong><\/p>\n<p class=\"style-info\">Use one of our integrations to automatically send this information to your dentistry CRM. Check out how you can do this with <a href=\"https:\/\/zapier.com\/apps\/hubspot\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a>, or <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow\">1,000+ other applications<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"insurance\">\n<h2>Insurance:<\/h2>\n<\/section>\n<section id=\"check-insurance-coverage\">\n<h2>Check insurance coverage<\/h2>\n<div class=\"text-content\">\n<p>Check whether or not the patient's current insurance plan is adequate to cover all of their specific dental needs.<\/p>\n<p>Simply determine the scope of their coverage and&nbsp;<strong>record the declaration in the form field below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Patient covered by insurance? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"provide-payment-options\">\n<h2>Provide payment options<\/h2>\n<div class=\"text-content\">\n<p><strong>Inform your patient them of the different payment options available<\/strong>, in the event that their insurance plan does not cover treatment at your practice.<\/p>\n<p>You can <strong>edit the body of the email template <\/strong>to include your own payment options.<\/p>\n<p class=\"style-info\">Automatically send this email as soon as you've determined their coverage by setting up an email integration. <a href=\"https:\/\/zapier.com\/apps\/mailchimp\/integrations\/process-street\" rel=\"nofollow\">MailChimp<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/gmail\/\" rel=\"nofollow\">Gmail<\/a> both work great for this.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.accessefm.com\/\" rel=\"nofollow\"><span>Access EFM<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/www.accessefm.com\/blog\/patient-intake-process-4-ways-to-improve-patient-satisfaction\" rel=\"nofollow noopener\" target=\"_blank\"><span>4 Ways to Improve Patient Satisfaction<\/span><\/a><\/li>\n<li><a href=\"https:\/\/blog.intakeq.com\/\" rel=\"nofollow\"><span>IntakeIQ<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/blog.intakeq.com\/the-new-method-of-patient-intake-and-how-it-will-help-your-practice\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>New Method of Patient Intake and How it will Help Your Practice<\/span><\/a><\/li>\n<li><a href=\"https:\/\/blog.intakeq.com\/\" rel=\"nofollow\"><span>IntakeIQ<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/blog.intakeq.com\/10-tips-to-optimize-your-patient-intake-forms\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>10 Tips to Optimize Patient Intake Forms<\/span><\/a><\/li>\n<li><a href=\"https:\/\/insightmg.com\/\" rel=\"nofollow\"><span>InsightMG<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/insightmg.com\/getting-the-most-out-of-every-phone-call-to-your-practice\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Getting the Most out of Every Phone Call to Your Practice<\/span><\/a><\/li>\n<li><a href=\"https:\/\/reviewob.com\/\" rel=\"nofollow\"><span>ReviewOB<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/reviewob.com\/getting-on-track-with-the-medical-model-patient-intake-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Getting On Track with the Medical Model: Patient Intake Process<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.beckershospitalreview.com\/\" rel=\"nofollow\"><span>Becker's Hospital Review<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/www.beckershospitalreview.com\/healthcare-information-technology\/documentation-checklists.html\" rel=\"nofollow noopener\" target=\"_blank\"><span>Healthcare Information: Documentation Checklists<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.verywellhealth.com\/\" rel=\"nofollow\"><span>VeryWellHealth.com<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/www.verywellhealth.com\/medical-record-checklist-2317250#\" rel=\"nofollow noopener\" target=\"_blank\"><span>Medical Records Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/cchealth.org\/\" rel=\"nofollow\"><span>CCHealth<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/cchealth.org\/hiv\/contractor\/pdf\/intake-policy-instructions.pdf\" rel=\"nofollow noopener\" target=\"_blank\"><span>Intake Policy<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.thecoachingtoolscompany.com\/\" rel=\"nofollow\"><span>TheCoachingToolsCompany<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/www.thecoachingtoolscompany.com\/products\/intake-session-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Intake Session Template Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/knowledgebase.practicefusion.com\/\" rel=\"nofollow\"><span>PracticeFusion<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/knowledgebase.practicefusion.com\/knowledgebase\/articles\/487648-how-do-i-process-patient-intake-online-check-in\" rel=\"nofollow noopener\" target=\"_blank\"><span>How Do I Process Patient Intake?<\/span><\/a><\/li>\n<li><a href=\"https:\/\/intakeq.com\/\" rel=\"nofollow\"><span>IntakeIQ<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/intakeq.com\/support\/hipaa-compliant-online-intake-forms\" rel=\"nofollow noopener\" target=\"_blank\"><span>HIPAA Compliant Online Intake Forms<\/span><\/a><\/li>\n<li><a href=\"https:\/\/medmaldirect.com\/\" rel=\"nofollow\"><span>MedMalDirect<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/medmaldirect.com\/risk-education\/content\/articles\/steps-to-a-seamless-patient-intake-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Steps to a Seamless Patient Intake Process<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.drlmassoumi.com\/\" rel=\"nofollow\"><span>Dr L Massoumi<\/span><\/a><span><span>&nbsp;<\/span>-<span>&nbsp;<\/span><\/span><a href=\"https:\/\/www.drlmassoumi.com\/uploads\/7\/0\/8\/6\/7086290\/intake_forms_all_in_one_document.pdf%C2%A0\" rel=\"nofollow noopener\" target=\"_blank\"><span>Intake Forms - All-In-One Document<\/span><\/a><\/li>\n<li><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-for-a-marketing-agency\/\" rel=\"nofollow noopener\" target=\"_blank\">Client Onboarding Checklist for a Marketing Agency<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-for-financial-planners\/\" rel=\"nofollow noopener\" target=\"_blank\">Client Onboarding for Financial Planners<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-for-criminal-law-firms\" rel=\"nofollow noopener\" target=\"_blank\">Client Onboarding Checklist for Criminal Law Firms<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/high-touch-client-onboarding-for-saas-companies\/\" rel=\"nofollow noopener\" target=\"_blank\">High Touch Client Onboarding for SaaS Companies<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/website-design-client-onboarding-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Website Design Client Onboarding Template<\/a><\/span><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/landlord-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Landlord Onboarding Checklist<\/span><\/a><span><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-an-accounting-firm\" rel=\"nofollow noopener\" target=\"_blank\">Client Onboarding Checklist for an Accounting Firm<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/patient-intake-for-a-medical-clinic\" rel=\"nofollow noopener\" target=\"_blank\">Patient Intake Checklist for a Medical Clinic<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-real-estate\" rel=\"nofollow noopener\" target=\"_blank\">Client Onboarding Checklist for Real Estate Sales<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-process-for-a-managed-service-provider\/\" rel=\"nofollow noopener\" target=\"_blank\">Client Onboarding Checklist for a Managed Service Provider<\/a><\/span><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-a-software-development-company\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Client Onboarding Checklist<\/span><span> for a Software<\/span><span> Development Company<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-management-consulting\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Client Onboarding <\/span><span>Checklist <\/span><span>for Management Consulting<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-an-insurance-broker\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Client Onboarding Checklist<\/span><span> for an <\/span><span>Insurance Broker&nbsp;<\/span><\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Using paper forms for patient intake is&nbsp;inefficient and troublesome. Not only does it require more time and effort than its automated digital counterpart,&nbsp;but it also leaves your patients feeling more stressed, which negatively&nbsp;impacts long-term patient retention. Forcing them to manually complete important documents also means patients are more likely to&nbsp;incorrectly fill out or omit [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":15311,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"49","template_description":"Run this checklist for each new dental patient to make the intake process as easy as possible for them.","template_id":"tRCSzI9YIIqrZ4RbkmNJBA","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Basic information:","task_slug_1":"basic-information","task_2":"Input basic information","task_slug_2":"input-basic-information","task_3":"Declare required documents","task_slug_3":"declare-required-documents","task_4":"Request additional insurance 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