1. Payment method: Once patient accepts financial investment, add cc on file and collect down payment. Then add a scan on the schedule (specify appointment type; scan braces or aligner scan) and go over paperwork with the patient.
2. Complete the agreement and necessary paperwork: Once we are done with paperwork, collect the date for the monthly payments.
3. Scan appointment: Update the scan appointment as waiting and communicate on the walkie that patient is ready to take scan. Patient will take a scan with either a records tech or yourself.
4. Recurring payment setup: hile scan is taken place, scan the consult sheet with notes, complete recurring sheet with the monthly date and have them fill this out for check out ( front desk can help with this, just communicate)
5. Schedule IB with details (ext of 5’s, brackets on E’s, missing UR5, etc)………. If it’s an Aligner IB, this must be scheduled 3 weeks out minimum. Also remind them that they will receive a video from Dr. Lee and they must reply “approve” for us to start fabrication process.
6. Lab list: Add on AO Lab List right away and walkie talkie the lab team what was added and the details.