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The Ultimate Dental Office Checklist to Enhance the Patient Experience

There's a lot going on in your office and a lot that needs to be done. Here are some of the best checklists you can use in your office to take your patient experience to the next level.

Dental Intelligence


November 8, 2023

In the day-to-day chaos of running a dental practice, it’s easy to overlook some tasks that may not seem as important to your practice’s success. But your staff should be doing everything you can to create a positive, comfortable patient experience.

Creating checklists that help improve your office’s image can ensure you don’t lose sight of one of your most important goals: helping patients have a great experience from the moment they walk through the doors until they leave. 

Here are a few mini dental office checklists your practice can use to enhance the patient experience. 

Daily, Weekly, and Monthly Cleaning Checklists

Does your dental office have a hired cleaning crew, or do you clean the office yourself? Either way, you’ll want to ensure specific cleaning tasks get done regularly. Thorough, detailed cleanings are vital for your office’s hygiene and infection control but also impact your reputation among patients. 

Below are daily, weekly, and monthly cleaning checklists your office can utilize: 

Daily Cleaning Tasks

Weekly Cleaning Tasks

Monthly Cleaning Tasks

Waiting Room Features Checklist

Keeping your office clean and sanitary is a bare minimum requirement for running a successful practice. But your office can go above and beyond by creating checklists for tasks that enhance patients’ experiences while waiting for appointments. 

Here are a few dental office checklists you can use to spruce up your waiting room and enhance patient comfort levels: 

Educational Resources

Your office can add some educational materials around the waiting room to help patients stay informed about their care, such as:

Comfort Measures

Dental anxiety is a significant concern for many patients, but your office may implement a few strategies to ease their stress before appointments. Consider the following checklist of comfort measures to include in the waiting room:

Boost Your Patient Experience with Dental Intelligence 

While a commitment to your practice’s cleanliness and a reconsideration of your dental office design can do wonders for the patient experience, they’re not the only measures your office can take. Are you looking for more ways to enhance the patient experience? Dental Intelligence lets you check more tasks off your dental office checklist while creating an optimal experience for every patient.

Schedule your Dental Intelligence demo today to see what our practice performance solution can do for you.

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