Automated Task Creation for Appointment Follow-Ups:
When an appointment is completed in OpenDental, Asana automatically generates follow-up tasks (e.g., sending post-appointment surveys or scheduling the next visit). These tasks are assigned to the relevant team member with due dates and reminders. This ensures no follow-up actions are missed, enhancing patient care and satisfaction.
Treatment Plan Progress Tracking:
When a new treatment plan is created in OpenDental, specific milestones and tasks are automatically added to Asana. This allows the dental team to track progress, collaborate, and ensure that all treatment steps are executed on time. Streamlines the management of treatment plans, improving patient outcomes and operational efficiency.
Patient Record and Insurance Verification Alerts:
If a patient record is incomplete or insurance details need verification in OpenDental, Asana creates a task to notify the responsible team member. This helps ensure that all patient information is accurate and up-to-date, reducing administrative errors and improving the billing process.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.