HR- Closing Checklist DREAM Team Member Closing the Office* Cassidy Martin Maggie Morris Today's Date Which location are you working in during this shift?* Pacific Beach Santee Del Mar Working from home or non-office location Count drawer, check balance with Quicken, write balance on envelope* Done Not done Why was the drawer not counted?*Does the Quicken balance match the amount of cash?* Yes No Did the balances match when you checked in?* Yes No How much cash is the office?*Was any cash taken for deposit today? If so, by whom and how much?*Make sure there are cups for water stocked, paper towels, hand soap, and TP in the bathrooms.* Done Not done Why are those supplies not checked and stocked?*Take ALL the Trash out. Check all bathrooms, adjusting area, exam room, front desk area, in the big room, MB Room, downstairs bathroom and garbage by the water.* Done Not done Why was the garbage not taken out?*Did anyone come in today for Chiropractic where it was their 1st, 2nd or 3rd visit? (This is for Santee, Del Mar and Pacific Beach)* Yes No Already handled by another OC Who had their 1st, 2nd or 3rd visit today?*Did you go to www.dreamwellness.com/hr and update their Exam Stage (and in HR if needed); AND UPDATE their client index stage of care if applicable?* Yes No but I created a task with the appropriate notes to get it done! Which of the follow metrics did you input into Backbone from yesterday (and/or previous days if applicable)?* Chiro Adjustments (all locations) Chiro Exams (all locations) Chiro NMO (all locations) Chiro Reactivation (all locations) Chiro ROO (all locations) New 5 Star Reviews Posted (all locations) Conversions Massage Cash Collections PB Massage Insurance/PI Collections PB Massage Check Collections PB Chiro Credit Card Collections PB Chiro Cash Collections PB Chiro Insurance/PI Checks Deposited PB Chiro NON-Insurance Checks Deposited PB Products/Supplements/Supports Collections PB Chiro Cash Collections Santee Chiro Credit Card Collections Santee Chiro Insurance/PI Checks Deposited Santee Chiro NON-insurance Checks Deposited Santee Products/Supplements/Supports Collections Santee Chiro Credit Card Collections DM Chiro Insurance/PI Checks Deposited DM Chiro NON-Insurance Checks Deposited DM Rent Income PB None, unfortunately I didn't get to it today, but I promise to get them done ASAP and catch up! Why were you not able to input the metrics required and what is your plan to ensure they will be completed as soon as possible?Ignore if you got them all done!For all Chiropractic progress exams that were put on the schedule during this shift, make sure you update the Constant Contact check box at dreamwellness.com/hr. For progress exams scheduled for the next business day, make sure the appropriate progress exam survey has been completed and uploaded. If they are not completed, when you confirm the appointment, please remind him/her to complete the survey prior to the visit (www.dreamwellness.com/progress1 (2 or 3); or to come 10 minutes before the appointment to complete in the office.* Done Not done No progress exams scheduled during this shift AND none are scheduled for the next business day. Why were appointments not confirmed?*Are there any new member chiropractic exams, scans or consultations scheduled for tomorrow (or the next business day)? (Del Mar, Santee & Pacific Beach)* Yes No Already handled by another OC Who are the prospects on the schedule for the next business day?Call all practice members to confirm massages, exams and all extended appointments on the next business day AND mark MBO appropriatley. If it's a first visit, remind client to complete entrance forms if not already done.* Done Not done Already done by another OC There were none to do Have we received entrance forms for the potential new member(s)?* Yes No When is the last time that person had been contacted to be reminded to complete the entrance forms and watch the 3 minute intro video? (Give details for each person if more than one)*Is there a pending insurance verification for him/her/them?* Yes and it has been received and uploaded; member not notified of benefits Yes and it has been received and uploaded; member has been notified of benefits Yes but we haven't received the verfication from the billing office yet No insurance for this individual I don't know... even though I looked, I can't find info needed Other Please explain:*All entrance forms received during shift are saved, uploaded in MBO doc’s, and profile is updated INCLUDING an accurate referral source.* Done None this shift Were any insurance verifications emailed/faxed to DREAM Wellness during your shift?* Yes No Who were they for, how were they handled and what type of follow up is needed? (Please create contact logs for the speciifc team member if necessary)*Were any insurance verifications emailed/faxed to the billing office during your shift?* Yes No Who's insurance is being verified?*If for potential new member(s), did you create a profile for him/her and assign the correct client index and contact log? If it is for existing member(s) with a new insurance verification, did you update the Client Index to "Existing Member w/ Insurance Verifcation Pending" and create a contact log(s) for follow up?*Contact log is to remind us that an insurance verification is pending so it doesn't "fall through the cracks". A reminder should be set for no more than 2 days after the verification has been sent to billing office. ASSIGN THESE CONTACT LOGS TO ALL STAFF MEMBERS Yes No All insurance verifications sent and received “for verify, verified” during shift are saved, uploaded in MBO doc’s, and profile updated* Done None this shift New member exams and/or new profiles created need to have profile notes written, indexes complete (and HR) and referral source updated. If an appointment is scheduled, include a small note in the actual appointment with any info needed, including cost of visit if discussed, knows we will be adjusting others in between, etc...* Done None this shift All prospects that call during shift need to be added to MBO and client indexes set appropriately* Done None this shift All new people that get an exam, scan or consultation during a shift (both offices) need to have an updated client index and constant contact updated. If they are still considering a plan, leave a note in profile and if not scheduled create contact log for a follow up call.* Done None this shift When a member cancels their appointment during shift without rescheduling OR if someone leaves after an adjustment without scheduling another adjustment,, create contact log for a follow up call* Done None this shift All new emails during this shift have been handled including failed autopays* Done None this shift Send emails for upcoming Progress Reports and first few visit videos through HR page* Done None this shift All appointments have been checked out for today* Done Are there any "Tasks" or "Contact Logs" due or overdue (in red) that haven't been completed?* Yes No How many are still due or overdue?Which of the following Client Index reports did you run today?* Not trained on this yet Accepted Care/Membership Existing member w/ Insurance Verify pending Active Not Met 12 Visits Had exam and more, waiting on Insurance Verification Had exam, roo and deciding Had exam, roo, adj and deciding Insurance 2019 Maybe Insurance being verified Scheduled 1st visit... waiting for Ins verify Scheduled chiro exam Scheduled exam but no show Had exam, roo, didn't return Had exam, xray, ROO and Adj... didn't return Inquired @ Chiro but didn't schedule None, I didn't get to do Client Index Reports today Tell me about positive Yelp/Google reviews today... How many did you ask for; how many completed them in office; how many promised to do one at home? Please give names if applicable also.*Check to see if the office is running low on supplies. If you see an item(s) that are low, add them to the “Inventory List” and leave necessary notes.* Done Toilet Paper Inventory (each pack has 6 rolls):* More than 12 rolls Between 6 and 11 rolls 5 or fewer rolls Toilet Paper Inventory (each pack has 6 rolls):* More than 12 rolls Between 6 and 11 rolls 5 or fewer rolls Paper Towel Inventory:* More than 12 rolls Between 6 and 11 rolls 5 or fewer rolls Paper Towel Inventory:* More than 12 rolls Between 6 and 11 rolls 5 or fewer rolls Cups Inventory:* More than 12 sleeves Between 6 and 11 sleeves 5 or fewer sleeves Are there any inventory items needed immediately? (Create task for appropriate person or send text message if extremely urgent)*Is there anything we need to know about massage sheets? (If urgent, create task for appropriate person)Is there anything we need to know about water bottles? (If urgent, create task for appropriate person)*Other notes:Is the email inbox and JUNK MAIL empty? (Outlook)* Yes No Are the emails left in the inbox assigned to a particular DREAM Team member to handle on a different shift?* Yes No LOG BOOK: Are the any tasks / follow up items that needed to be handled by you during this shift today? Yup... and all done! Yes... but I didn't complete them all but I left notes No tasks for me LOG BOOK: Did you create any tasks or follow up items that need to be handled by another OC?* Yes No Clock out* Done Are you sure??? 😉* Ha, ha, yes I'm sure I clocked out! Ok, you got me, NOW I'm clocked out! At the end of the day, turn off Computer, Exam Room Laptop, Music (and AC/Heat & lights if ASIS is not there) and smile because you're awesome!* Done Not done Not done because because it is not the end of the day. Type your name to attest that all tasks have been handled as affirmed above.* First Last Did you know that you are totally awesome and can accomplish great things???* Yes I wasn't sure, but I know now! Δ
