Front desk

The next visit, note, and follow-up land in one place.

When treatment finishes, the front desk gets the next-visit request, notes, and follow-up details—then can acknowledge the work and record the outcome.

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Receptionist workflows

Checkout details with sent, acknowledged, and recorded handoff stages.

Illustrative workflow · sample data · Dental Canvas

What this is for

Checkout details often live in a routing slip, a verbal handoff, or a note someone has to go find.

Clinical team

Sends the handoff. Next visit, note, and follow-up are attached

Receptionist

Acknowledges the work. Ownership is visible

Front desk

Completes or marks follow-up. The outcome stays with the patient

See this workflow with your team’s day in mind.

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