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Front Desk & Patient Intake

Updated: Jul 29

Empower your team with a streamlined, professional, and compliant front‑desk workflow. 


This SOP outlines step-by-step procedures for welcoming patients, verifying appointments, collecting accurate personal and medical details, managing insurance and payments, notifying treatment teams, and escorting patients to the operatory. Designed to reduce errors, improve efficiency, and elevate patient experience, it includes a clear flowchart, checklist format, and role-based guidance. Ideal for new hires, audit-ready practice operations, and consistent patient care.


You can download it below:


 
 
 

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