Admin Checklist | Therapy SPOT

Patient related tasks*

Patient related task details

Facility related tasks*

Facility Order Details

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

New patient details*

Name of new patient referrals	Phone/fax/walk-in/online	Patient Scheduled ? (Y/N)	Patients needs to be contacted ? (Y/N)

Patient Evaluation Details*

Name of new patient Eval	Eval Therapist	Patient Scheduled for F/U? (Y/N)	Patients needs to be contacted ? (Y/N)

Cancellation and Now Show Details*

Name of patient cx/NS	Therapist	Patient Scheduled for F/U? (Y/N)	Patients needs to be contacted ? (Y/N)

Patient numbers*

Abraham	Kelsey	Denaye	Danielle	Cornelius	Chani	Ali	Dr. Cherem

Please complete each column

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*

Is all evaluations 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

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?