Definitions: Day Sheets & Checkouts

📋 What Is a Checkout?

A Checkout represents the end-of-appointment workflow for a single patient. Each checkout must be claimed by a staff member, creating clear ownership and accountability.

Depending on how your office is enrolled, a checkout can include 1–3 required tasks:

🦷 Preappointment (Hygiene Pro)

Ensures the patient is preappointed for their next hygiene visit before leaving the office.

📄 Treatment Plan

Captures what treatment was presented, what was accepted, and what was paid—using one simple, guided workflow.

⭐ Review Request

Allows staff to send a review request via SMS or present a QR code for the patient to scan before leaving.

A checkout isn’t complete until all required tasks for that appointment are finished.

📆 What Is a Day Sheet?

A Day Sheet is the collection of all checkouts for a given day. It provides a real-time snapshot of:

• All scheduled appointments

• Which checkouts are claimed

• Which tasks are completed or pending

• Overall execution for the day

Think of the Day Sheet as your daily control center for patient flow and accountability.