Final closing procedures for the manager or last person leaving. Financial review, facility security, and alarm activation.
Add it to Practice Flow and it becomes yours to edit, assign and schedule. It will start generating on its cadence, so the work comes back on its own.
Add this checklist Browse moreCheck final production and collections numbers against daily goals.
Knowing today's results gives actionable intelligence. Below-goal production triggers recovery strategies. Lagging collections trigger follow-up. Practices reviewing daily outperform monthly reviewers consistently.
1. Pull final day sheet report. 2. Compare production to daily goal. 3. Compare collections to production (target 98%+). 4. Note producers and shortfalls. 5. Record in tracking system.
Check Practice Flow dashboard for today's task completion across all checklists.
Completion rates below 95% indicate tasks being skipped or unsustainable workload. Daily checks catch issues before they become compliance gaps or operational failures.
1. Open Practice Flow dashboard. 2. Check overall rate (target 95%+). 3. Review incomplete/overdue tasks. 4. Identify low-performing members. 5. Verify compliance tasks at 100%. 6. Plan follow-ups.
Review and resolve staff concerns, patient complaints, or operational issues.
Same-day patient complaint resolution has a 95% success rate; by next week it drops to 50%. Staff concerns left unaddressed affect morale and lead to turnover.
1. Check for patient complaints from today. 2. Verify acknowledgment and follow-up plan. 3. Review staff concerns. 4. Resolve quick items now. 5. Schedule follow-ups for complex items. 6. Document in Practice Flow.
Walk through the office ensuring all exterior doors and windows are locked.
Dental offices are targeted for controlled substances, electronics, and precious metals. A single burglary can cost tens of thousands plus HIPAA breach costs if patient records are stolen.
1. Walk the entire perimeter checking every exterior door. 2. Verify each is locked - test by pulling. 3. Check all windows. 4. Verify back entrance, drug cabinet, and server room are locked.
Arm the security alarm before exiting.
The alarm is primary after-hours security. It deters break-ins and triggers emergency response. Insurance may deny burglary claims if the alarm was not armed.
1. Ensure all staff have exited. 2. Enter arming code and select Away mode. 3. Exit within the countdown. 4. Ensure door closes and locks. 5. Wait briefly to confirm no false trigger.
Lock the final exit door and any exterior gates.
The last lock is the most important. Double-checking prevents the 2 AM alarm call because a door was not fully latched.
1. Exit through designated last-out door. 2. Pull shut and verify latch. 3. Lock deadbolt and test. 4. Lock exterior gates or barriers. 5. Final visual check of the building.