Office Closing
10 min
Purpose
Ensure all patient data, financials, and clinic operations are properly completed and secured at the end of each day.
When
Completed at the end of each business day after the last patient.
Responsible Role
Front Desk / Closing Staff
Step 1: Prepare Next Day Clinical Needs
- Prepare:
- DC notes
- Patient intakes for next day appointments
Step 2: Daily Action Plan Completion
- Complete today’s Daily Action Plan
- Prepare next day’s Daily Action Plan
Step 3: Appointment Reconciliation (ChiroTouch)
- Open Appointment Dashboard
- Click Closed Appointments
- Compare:
- Closed appointments in ChiroTouch
- Physical Sign-In Sheet
- Ensure numbers match exactly
Step 4: Scan & Save Sign-In Sheet
Scan:
- Scan completed Sign-In Sheet
Save Format:
- DOS (MM-DD-YY) Sign In
- Example: DOS (01-02-26) Sign In
Save Location:
- Open OHSC Folder
- Go to:
- 2 Health First Business Info
- → Sign-In Sheet
- → Select current year (ex: 2026)
- Drag/save file into correct folder
Step 5: Scan & Save Daily Action Plan
Scan:
- Scan completed Daily Action Plan
Save Format:
- MM-DD-YY Daily Sheet
- Example: 01-02-26 Daily Sheet
Save Location:
- Open OHSC Folder
- Go to:
- 2 Health First Business Info
- → HealthFirst – High Point
- → Select current year
- Drag/save file into correct folder
Step 6: Financial Verification
- Confirm all patients have payments entered:
- Insurance patients
- Cash patients
- Ensure no missing transactions for the day
Step 7: Power Down Clinic Equipment
- Turn off:
- Exam room equipment
- Therapy room equipment
- TVs and machines
Step 8: Front Desk Reset
- Change date on front desk calendar
- Prepare new Sign-In Sheet for next day
Step 9: Final Walkthrough
- Ensure:
- Clinic is clean
- Equipment is off
- No loose documents or open tasks
- Lights are off