SOP Template
New Patient Appointment Entry in Dentrix G7
Industry: Dentistry
Guides front‑desk staff through creating a new family file, insurance assignment, provider/operatory selection, and appointment confirmation notes.
Pre-filled Inputs for this Template:
- Industry: Dentistry
- Primary Role: Front Desk Coordinator
- Process Focus: Add new patient appointment in Dentrix G7
- Desired Length: 20
- Desired Complexity: 50
- Specific Constraints: Verify insurance before saving; colour‑code hygiene vs doctor columns.
These values will automatically populate the SOP generator.