OUT CA – Checklist - Amazon S3



OUT CA – Checklist

OPENING

□ Check your tray in Doctor’s office

□ Check communication book

□ Familiarize yourself with theme of the week and corresponding supplement that is on sale with it

□ Prep end of day sheet (yellow)

□ Count float $100

□ Check the file for cheques that may need to be posted and deposited that day

OPENING – Wednesday

□ Check messages and respond to them

□ Change message for the day

□ Turn on computers – the server in back and 3 at front desk

□ Count float $100

□ Print clinical schedules and post

□ Make sure clinic is neat and tidy

□ Huddle Sheet

□ Huddle with doctors

PRIME TIME

□ Answer phones

□ Check messages every 15 minutes

□ Help patients at front desk…schedules, welcomes, education, tic’ing, anything

□ Pull charts from wall when patients arrive for their CE, PE and let exam Dr. know the patient is ready (the IN CA usually does this, but help her out if she’s busy)

□ Put chart on top of file cabinet and let Dr. or tech know they are ready

□ Call clinical visits after 15 min’s of being late – pull exam out of bin, change date and put in bottom tray

□ Greet new patient and give paperwork

□ If NP doesn’t show up, remove from recall and put onto NP follow-up sheet

□ Confirm next appt. with patients on their way out

□ Schedule report for patients who had an exam – either Dr.’s Report/Anniversary Report or Mini CR

□ Change visit and enter any scans and x-rays for patients who had an exam (double check these with the charts to make sure they get done – charts will be put in your desk)

□ Be sure to complete all clinical billing for the day, the charts will end up on your desk, so you can confirm that they HAD the exam and what they had done (x-rays, etc.)

□ Put exam results in slot for exam Dr. after report is schedules

□ Collect OTC (Over The Counter) payments

□ NNP – Make sure you record it

□ Talk TIC and promotions and give out referral gifts

REPORT TIME

ANNIVERSARY - PROBLEM/SOLUTION

□ Play “chiropractic lifestyle” and offer tea and snacks

□ Finances when needed

DOCTOR”S REPORT

□ Play “Panama Video” and offer tea and snacks

□ Finances when needed

DOWNTIME

□ Post any cheques from green folder

□ Enter maps

□ Report follow up

□ Recalls

□ NP log follow-up calls

□ Master lead calls

□ Stock and organize your station

□ Neverending list

CLOSING

□ Change message for the night

□ Balance $ and cheques, do bank deposit for Doctor(s)

□ Balance interact and Visa’s for Doctor(s)

□ Count float

□ Check patients left without appt. sheet (LS2), enter any appt. not entered to clear this sheet as best as you can

□ Print your day end sheets (LS2 and LS7) for Doctor(s)

□ Put together day-end package with above and interact slips, deposit slip, deposit bag #, etc. Put in file.

□ End of day filled out and put into Doctor(s) wall file

□ Put yellow interact slips away

□ Straighten up your desk area

□ Fill out time sheet

□ Fill out communication sheet

□ Huddle next shift

□ Do BACKUP. Bring box home

□ Turn off lights, computers, set alarm

GENERAL

□ Change music CD’s

□ All maps entered (with exams) into computer by end of week – staple original into patients chart

□ Check green file with cheques daily and have all for the week entered by Thursday

□ Check your recall sheet and box daily and follow up to make sure they’re getting done. They need to be all taken care of by the end of the week – Tues afternoon or Wednesday morning is good for this

□ Stock front desk area with paper, pens, staples, tape etc. If inventory is needed, put on the inventory sheet hanging on the wall.

□ Check Dr.’s report and workshop sign-in sheets. Make sure you have enough photocopied and they are dated properly.

□ By 5:45 p.m. on Wednesday evening make sure Dr.’s report sign-in sheet is up t date with everyone (including guests) attending on it.

□ Send card and flowers/plant to patients in hospital, death in family, etc. Have card signed by each member of the team.

TEAM MEETING

□ Be prepared with all info you will need (scripts, etc.)

□ Have you unconditional TU card ready

□ Bring your binder

BI-MONTHLY

□ Enter cheques on the 1st and 15th of each month

□ Update best daily appointment times

MONTHLY

□ Print Doctor(s) an active patient list – put on their desk

□ Update calendars at front desk

□ Deposit RMT checques

□ Print anniversary list for following month (ending plan next month)

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