Practice Manager – Reviewing Checklists

Platform: Google Sheets

When reviewing checklists you are checking two 4 things.

  1. Have all items been checked off? 
  2. Are the checklists updated and support the current workflow? 
  3. Have items been checked off that have not been completed? (spot check) 
  4. Are the checklists being completed to a high standard? If not, you may need to change the wording of them – for example instead of saying ‘pull bad debt report’ you may need to change it to ‘Pull bad debt report, did we have any new bad debts today?’ 

* Highlight any items left blank RED

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