Daily Admin Checklist Tova Daily Task List Patient related tasks* Missed calls reviewed Missed calls returned Voicemails played Voicemails returned Faxes printed Signed reports uploaded to pt chart Check fax log and re-send failed faxes Scanned paperwork into paragon Scanned Payments into paragon Secure cash in cash drawer with patient receipt copy provided new patient paperwork to patient Emailed PT Auth spreadsheet Scan POC to Web PT Check WebPT Dashboard reports Facility related tasks* Messages relayed to party Posted to Social Media Equipment issues Water cooler stocked Daily schedule printed Order needed/placed Restock printer paper restock linen prepare tables for next day Were there any new patient form submissions, phone calls, or faxes today?* Yes No New patient details*Names of new patient referralsPhone/fax/walk-in/onlineNames of pt's ScheduledNames of patients that need to be contacted Were there any problems with taking payments?* yes no Did you apply payment to batch?* Yes No Describe the problem taking payment*Is there any unsigned patient paperwork?* Yes No Unsigned paperwork details*Are all evaluations for tomorrow ready in Therapy Source with paperwork Highlighted and on a clipboard?* Yes No Wat up?*Like, why are the evaluations not, like, ready, yah know?Has the New Patient Insurance been verified ?* Yes No Check the boardInventory* Dry needles Lotion Kinesiotape Blood pressure cuffs Pulleys ice packs paper toner staples pens brochures Rx pads pillow cases Please add details as neededPatient numbers*AbrahamKelseyDenayeDanielleCorneliusChaniAliDr. Cherem Please complete each columnNumber of Evaluations*AbrahamDenayeDanielleChaniAliOther Please complete each columnThe Days' NumbersCancellationsDate of Cancelled ApptNo ShowRescheduleTherapist feedback FormsGoogle /Yelp Reviews Please list the names and the number at the bottomWere there any of the following?* Everything was awesome! Customer service concerns Facility issues Adverse occurances Staff absent Hand-off Notes*Please put any information you want to share hereWhat was the customer service concern?What was the adverse occurrence?Who was absent, was this scheduled/approved? Δ
