Free Medical Office Checklist

Medical Office Checklist

Pre-Appointment Patient Preparation

Task	Date Completed	Notes/Actions
Patient confirms appointment time	January 10, 2050	Patient contacted via email
Patient submits medical history form	January 10, 2050	Form received via portal
Confirm insurance information	January 10, 2050	Insurance verified, all details correct
Patient checks in online	January 10, 2050	Patient completed pre-screening
Review any pre-appointment instructions	January 10, 2050	Instructions sent via email

Ensure patient ID and insurance card are ready
Confirm any allergies or special needs

Patient Examination Protocols

Task	Date Completed	Notes/Actions
Patient vital signs recorded	January 10, 2050	Blood pressure: 120/80 mmHg
Patient reviewed for allergies	January 10, 2050	No allergies noted
Medical examination performed	January 10, 2050	General check-up complete
Diagnosis and treatment plan discussed	January 10, 2050	Plan to begin prescribed medication
Consent for treatment obtained	January 10, 2050	Signed form received

Document symptoms, history, and diagnosis
Confirm patient understands treatment plan

Post-Appointment Care and Follow-Up

Task	Date Completed	Notes/Actions
Prescriptions provided	January 10, 2050	Prescription emailed to pharmacy
Follow-up appointment scheduled	January 10, 2050	Appointment set for February 10, 2050
Patient provided with aftercare instructions	January 10, 2050	Post-op care and medication schedule
Patient asked to review satisfaction	January 10, 2050	Sent follow-up survey
Patient information updated in system	January 10, 2050	Details updated in patient database

Provide emergency contact numbers
Ensure all instructions are clear to patient

Inventory Management

Item	Quantity	Reorder Level	Date Last Ordered
Surgical masks	200	50	January 10, 2050
Syringes (10ml)	500	100	January 10, 2050
Blood pressure cuffs	5	2	January 10, 2050
Examination gloves	1000	200	January 10, 2050
Disinfectant solution	20 liters	5 liters	January 10, 2050

Check inventory regularly
Order supplies in advance to avoid shortages

Compliance and Safety

Task	Date Completed	Notes/Actions
HIPAA compliance check	January 10, 2050	No violations noted
Fire safety inspection completed	January 10, 2050	All exits and fire extinguishers checked
Emergency contact list updated	January 10, 2050	Updated with new personnel information
Sanitation practices reviewed	January 10, 2050	Daily cleaning protocol confirmed
Staff training on safety procedures completed	January 10, 2050	Staff trained on new protocol

Ensure all medical records are secure
Regularly review safety protocols

For questions or assistance regarding your medical office checklist, contact us at [YOUR COMPANY EMAIL] or call [YOUR COMPANY NUMBER]. Keep your medical practice running smoothly with the proper planning and documentation in place!

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