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