Office Closing

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