HR- Opening Checklist - DREAM Wellness

DREAM Team member opening the office*

Cassidy Martin
Maggie Morris

Today's Date*

Which location are you working from during this shift?*

On computer, open SKYPE, MBO, Quicken, Email, Music AND exam computer if an exam is scheduled*

Done

Clock in*

Done

Are you sure??? 😉*

Yes, I'm sure I'm clocked in!
Ok you got me, NOW I'm clocked in!

Have you sent text reminders for COVID surveys?*

Yes, and I made sure that any message failures were re-sent
Not yet, doing it now!
No appointments today.

Set lighting throughout the office*

Done

Count the drawer and write current balance on envelope & match with Quicken*

Done
Not done

Does the cash amount match Quicken?*

Yes
No, but I will look into it and make sure it is resolved before the end of my shift!

Why were you unable to count the cash?*

Open front door/ or use heat or A/C as appropriate*

Done

Check all rooms for cleanliness (including bathroom garbages), pens, tissue supply. Make sure bathrooms have TP, soap, paper towels, & sink mirror and toilet are clean.*

Done

Check pamphlets, displays. Refill if necessary*

Done
Not done

What needs to be refilled / replenished that requires assistance?*

Open RingCentral app on phone to check and handle voicemails, faxes & text messages (open the app on your phone even if there are no alerts)*

Done

Check emails (Inbox and JUNK MAIL) and respond if needed or requested*

Done

Are there any emails from a previous day that require follow-up, such as inputting info from Intake Forms, insurance verifications, etc...?*

Yes
No

Look at today's scheduled appointments and see if there are any appointment notes that need to be addressed, such as "text 30 miutes before appointment", "waiting for ins verification", etc... then make a note of the needed action or handle immediately.*

Done

Log book – Check to communicate with providers and/or team members*

Done

Make sure there are cups and water in the cooler*

Done
N/A

Are there any chiropractic new member or re-exams or scans scheduled for today (Pacific Beach, Santee and Del Mar)*

Yes
No

Have we received entrance or PR forms and all other necessary documents including possible insurance verififcations?*

Yep... all set!
No... but I am calling the potential member and/or the billing office RIGHT NOW.

RIGHT NOW (if not done already), GO BACK TO THE PREVIOUS BUSINESS DAY (if this is the first business day of the week, check the weekend also), and ensure that all previous appointments have been checked out. If not possible, create a task to ensure it gets done.*

Done
Not done, but task has been assigned with notes

Who has not been checked out and how are they being handled?*

Be mindful that by the end of the day you will need to input metrics from previous day(s) into Backbone.*

Got it... I'll get it done!
Not gonna happen today!

Be mindful that by the end of the day you will need to run Client Index reports... especially the ones with pending insurance verifications*

Got it... I'll get it done!
Not gonna happen today!
Not trained on this yet

Look at the most recent OC's Opening AND Closing checklists to see what was done and what still may need to be completed.*

Done
I am the only one that worked last shift(s)

Look at today's schedule and think about who you would like to ask to write a positive Yelp or Google review for DREAM Wellness!*

Will do!

Is there anything we need to know about water bottle inventory? (How many full and empty and how full is the one in cooler if close?)*

Any other notes:

Are you in the office "solo" during this shift (or a large part of the shift)?*

Meaning... are you supporting a doctor in an office other than the location you are in or no doctor working during your shift?

Yes
No

Open Saved Reports for Client Indexes and Recall Lists*

Will do!
Can't do today!

Type your name to affirm that everything selected above is accurate and true.*

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