How does "Checkouts" get everyone involved?

🚪 What Is the Checkouts Workflow?

The Checkouts view is a centralized dashboard that shows all appointments scheduled for the current day — patients who:

• Just arrived

• Are currently being seen

• Are leaving the office soon

• Have recently completed their visit

This allows every team member — front desk, hygiene, assistants, doctors — to jump in and complete critical follow-up tasks.

🧩 How It Works

As patients move through the office, they appear in your Checkouts list, grouped by their appointment status (e.g., in progress, completed). Each checkout entry includes quick-access actions, depending on your subscription features.

Based on your enabled modules, you may see:

🪥 Hygiene

• Quickly verify whether the patient is pre-appointed for their next cleaning.

• Track hygiene production and patient retention opportunities.

💳 Treatment Plans

• Ensure treatment is discussed and planned before the patient leaves.

• Credit is assigned when you document that a case was reviewed or accepted.

🌟 Reviews

• Trigger review requests based on completed appointments.

• Use real-time status to see if a QR scan was offered or sent automatically.

🧠 Why Use Checkouts?

• ✅ Ensures no patients fall through the cracks

• 🕒 Allows real-time collaboration across departments

• 🎯 Helps your team meet goals like reactivation calls, treatment plan presentation, and hygiene retention

• 💬 Improves the patient experience through timely communication

• 📈 Tracks performance and contribution for leaderboard recognition and bonus eligibility

📍 Where to Find It

You can access the Checkouts feature from your home dashboard or directly via the sidebar. The data is refreshed live throughout the day.

🔒 Permissions & Credit

Only team members with proper access can interact with each type of checkout task. Completing a checkout step (e.g., logging a treatment plan presentation) contributes to your performance metrics and incentives.

🛠 Need Help?

If you have any questions about how Checkouts works for your practice or how to customize it for your team, reach out to our support team at support@teamcaredental.com, or use the in-app chat.