Dental practice
Harbor Dental Group · Dental practice · Bellingham, WA
Renata Okonkwo runs the front desk at Harbor Dental Group, a six-chair family practice in Bellingham, and she uses this to take each new patient from the first call through forms, a coverage check and a booked first visit.
HealthcareIntakeForms3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateIntake board
PatientsThandiwe Ellingsworth
Ulrich Castellanos-Frey
Valentina Ostergaard
Wendell Hartigan-Lund
Ottilie Skjelbred
Prosper Mbeki-Alvarado
Rosalind Thackeray-Moon
Silvestre Oyamada
Katarzyna Sundqvist
Leopold Amaechi
Marguerite Ostrander-Bell
Nikolai Haverford
Genevieve Abarca-Lindholm
Horatio Blackwood-Nwosu
Isadora Wexcombe
Jovan Petrakis-Holm
Anneliese Kowalczyk-Reyes
Bastian Okonjo
Cordelia Merriweather
Dashiell Tran-Eriksen
Evangeline Prudhomme
Corinne Abernathy-Voss
Hamid Zahradnik-Dunn
Linnea Bergstrom
Odell Fitzgerald-Park
Perpetua Kellerhals
Tables
Patients
30 sample rows · 19 columnsEvery new patient from the first call through forms, coverage check and a booked first visit.
| Patient name | Chart number | Date of birth | Mobile phone | Member ID | Insurance plan | |
|---|---|---|---|---|---|---|
| Thandiwe Ellingsworth | HDG-41382 | Feb 2, 1988 | (360) 555-0136 | thandiwe.ellingsworth@marrowfieldinbox.net | — | — |
| Ottilie Skjelbred | HDG-41354 | Oct 13, 1982 | (360) 555-0132 | ottilie.skjelbred@marrowfieldinbox.net | — | Pelican Point Dental Choice |
| Ulrich Castellanos-Frey | HDG-41389 | Nov 18, 1980 | (360) 555-0137 | ulrich.castellanosfrey@kestrelcoastmail.net | — | — |
| Prosper Mbeki-Alvarado | HDG-41361 | Mar 6, 1977 | (360) 555-0133 | prosper.mbekialvarado@kestrelcoastmail.net | — | Northwest Trades Union Dental Fund |
| Valentina Ostergaard | HDG-41396 | May 9, 1996 | (360) 555-0138 | valentina.ostergaard@quillhavenpost.org | — | — |
| Katarzyna Sundqvist | HDG-41326 | Aug 22, 1989 | (360) 555-0128 | katarzyna.sundqvist@marrowfieldinbox.net | SV3826398 | Skagit Valley Employers Dental Trust |
| Rosalind Thackeray-Moon | HDG-41368 | Jun 20, 1993 | (360) 555-0134 | rosalind.thackeraymoon@quillhavenpost.org | — | Skagit Valley Employers Dental Trust |
| Wendell Hartigan-Lund | HDG-41403 | Jul 27, 1973 | (360) 555-0139 | wendell.hartiganlund@tamsinbrookmail.net | — | — |
| Leopold Amaechi | HDG-41333 | Apr 4, 1971 | (360) 555-0129 | leopold.amaechi@kestrelcoastmail.net | SP3827309 | Self-pay |
| Silvestre Oyamada | HDG-41375 | Sep 15, 1969 | (360) 555-0135 | silvestre.oyamada@tamsinbrookmail.net | — | Kestrel Coast Dental Plan |
| Genevieve Abarca-Lindholm | HDG-41298 | Jul 15, 1976 | (360) 555-0124 | genevieve.abarcalindholm@marrowfieldinbox.net | BW3822754 | Brindlewood Dental Network |
| Marguerite Ostrander-Bell | HDG-41340 | Dec 17, 1999 | (360) 555-0130 | marguerite.ostranderbell@quillhavenpost.org | KC3828220 | Kestrel Coast Dental Plan |
Insurance plans
6 sample rows · 4 columnsThe plans patients bring, with the line the desk calls to check coverage.
| Plan | Plan type | Verification line | Usual wait to verify |
|---|---|---|---|
| Kestrel Coast Dental Plan | (360) 555-0151 | 2 | |
| Brindlewood Dental Network | (360) 555-0152 | 3 | |
| Skagit Valley Employers Dental Trust | (360) 555-0153 | 4 | |
| Pelican Point Dental Choice | (360) 555-0154 | 2 | |
| Northwest Trades Union Dental Fund | (360) 555-0155 | 5 | |
| Self-pay | (360) 555-0156 | 1 |
Also included
- Intake board
- Forms in, coverage not checked
- Coverage confirmedTells the front desk the moment a patient's coverage is confirmed so a visit is offered.
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