Daily Goal Sheet

date % of goal days left until the 20th goal $32,000 actual patients scheduled actual patients seen daily cash goal $2,000 actual new patients actual report of findings actual patient visits actual leads/contacts actual referrals actual thyroid actual wellness plan actual neuropathy actual office opening check answering machine/missed calls office walk through morning afternoon huddle check messages/emails/faxes verify cc payments/settlement administrative check/post on facebook review google calendar schedule all prospects – same day call missed appts w/in 30 min call/e mail referral leads prepare pcp letter/document in excel tell about wellness workshop scanning/filing/uploading auto accident reports/letters mail to mailbox new patients new patient paperwork (prepared/explained/e mailed) all nps documented in excel enter np info + initial created office tour rofs prepare stick letter + coupons/document in excel orientation binder/folder given to patients send ‘thank you’ cards/document in excel insurance/billing verify insurance enter insurance payments check dc notes + post billing send electronic claims to hns/waystar resubmit/correct claims got pain card day every patient received 2 cards wednesday time card day timecards printed + reviewed cleaning day vacuum office take out trash/recheck area clean wipe down all equipment mop bathroom(s) toiletries stocked laundry end of week inventory eow checklist weekly stats office closing confirm select next day appts prepare petty cash/checks turn on answerer