Modern dental practices use technology to improve patient experience, increase case acceptance, and streamline operations. This checklist covers every system.
Practice Management Software
- Cloud-based practice management system
- Patient scheduling with operatory management
- Insurance verification and claims processing
- Treatment planning with plan presentation
- Recall and recare automation
Patient Communication
- Automated appointment reminders (SMS, email, voice)
- Two-way text messaging
- Online patient forms and intake
- Patient portal for records and statements
- Post-treatment follow-up automation
Digital Imaging
- Digital X-rays with practice management integration
- Intraoral camera documentation
- CBCT 3D imaging capability
- Digital impressions and scanning
- Image archiving and retrieval
Clinical Workflow
- Electronic health records (EHR)
- Clinical notes with templates
- Perio charting (digital)
- Treatment plan tracking
- Referral management
Online Scheduling
- Patient self-scheduling on website
- Real-time availability display
- New patient vs. existing patient booking flows
- Emergency appointment handling
- Schedule optimization tools
Payment and Insurance
- Electronic claims submission
- Patient payment plans and financing
- Online bill pay
- Insurance eligibility verification
- EOB reconciliation
Marketing and Growth
- New patient acquisition tracking
- Review generation campaigns
- Reactivation campaigns for lapsed patients
- Referral source tracking
- Social media content management
Website and Online Presence
- Modern website with online scheduling
- Service pages for each procedure
- Before and after gallery
- Google Business Profile optimization
- Local SEO strategy
Reporting
- Production and collection dashboards
- Provider productivity metrics
- Case acceptance rates
- New patient flow tracking
- Recall effectiveness
Next Steps
Practice management software and patient communication are the foundation. Get these right first.
Ready to digitally transform your dental practice? Contact us to discuss your technology roadmap.