Free Medical Office Checklist Template
Medical Office Checklist
Pre-Appointment Patient Preparation
|
Task |
Date Completed |
Notes/Actions |
|---|---|---|
|
January 10, 2050 |
Patient contacted via email |
|
January 10, 2050 |
Form received via portal |
|
January 10, 2050 |
Insurance verified, all details correct |
|
January 10, 2050 |
Patient completed pre-screening |
|
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 |
|---|---|---|
|
January 10, 2050 |
Blood pressure: 120/80 mmHg |
|
January 10, 2050 |
No allergies noted |
|
January 10, 2050 |
General check-up complete |
|
January 10, 2050 |
Plan to begin prescribed medication |
|
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 |
|---|---|---|
|
January 10, 2050 |
Prescription emailed to pharmacy |
|
January 10, 2050 |
Appointment set for February 10, 2050 |
|
January 10, 2050 |
Post-op care and medication schedule |
|
January 10, 2050 |
Sent follow-up survey |
|
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 |
|---|---|---|---|
|
200 |
50 |
January 10, 2050 |
|
500 |
100 |
January 10, 2050 |
|
5 |
2 |
January 10, 2050 |
|
1000 |
200 |
January 10, 2050 |
|
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 |
|---|---|---|
|
January 10, 2050 |
No violations noted |
|
January 10, 2050 |
All exits and fire extinguishers checked |
|
January 10, 2050 |
Updated with new personnel information |
|
January 10, 2050 |
Daily cleaning protocol confirmed |
|
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!
