Gathering insurance, demographic, and referral information from the patient; Updating the medical history and entering that information into an electronic medical records system; Collecting surgery estimates and gathering referrals from other dentists. Ensuring that all services rendered are reflected in the record of the patient’s visit.

Gathering insurance, demographic, and referral information from the patient; Updating the medical history and entering that information into an electronic medical records system; Collecting any copayment or deductible that is due; Ensuring that all services rendered are reflected in the record of the patient’s visit; and scheduling follow-up appointments.