What we store
Insurance is handled at check-in and not stored.
Stored
- Name
- Phone
- Preferred times
- Reason for the visit (checkup and cleaning, same-day visit, child visit, filling follow-up, crown follow-up, extraction follow-up, night and sports guards, whitening consult, or something else)
- Last visit date
- Next recall date
- Optional note. The form says: Don't enter health details
- Chair, day, and visit status
- Text drafts, and who tapped Send, with the time
- A short audit of staff actions in this demo
Deliberately not stored
- Health notes, symptoms, or diagnoses
- Tooth numbers
- Diagnosis dates
- Card photos or any image
- Member or group numbers
- Ledger amounts
Also on the record
- Consent to text, yes or no
- Simulated check status, the time, and who ran it. No member or group number.
- Office plan status the staff typed: proposed, scheduled, accepted, declined, or done
Dental Front Desk keeps what the desk needs to schedule a chair and to recall a patient. Don't enter health details. The note box is for a preferred morning, not a chart.