Admin Checklist-Tova | Therapy SPOT

Patient related tasks*

Facility related tasks*

Were there any new patient form submissions, phone calls, or faxes today?*

New patient details*

Names of new patient referrals	Phone/fax/walk-in/online	Names of pt's Scheduled	Names of patients that need to be contacted

Were there any problems with taking payments?*

Did you apply payment to batch?*

Describe the problem taking payment*

Is there any unsigned patient paperwork?*

Unsigned paperwork details*

Are all evaluations for tomorrow ready in Therapy Source with paperwork Highlighted and on a clipboard?*

Wat up?*

Like, why are the evaluations not, like, ready, yah know?

Has the New Patient Insurance been verified ?*

Check the board

Inventory*

Please add details as needed

Patient numbers*

Abraham	Kelsey	Denaye	Danielle	Cornelius	Chani	Ali	Dr. Cherem

Please complete each column

Number of Evaluations*

Abraham	Denaye	Danielle	Chani	Ali	Other

Please complete each column

The Days' Numbers

Cancellations	Date of Cancelled Appt	No Show	Reschedule	Therapist feedback Forms	Google /Yelp Reviews

Please list the names and the number at the bottom

Were there any of the following?*

Hand-off Notes*

Please put any information you want to share here

What was the customer service concern?

What was the adverse occurrence?

Who was absent, was this scheduled/approved?