Brighter Dental Care

End of the Day Reporting - Princeton
ALL QUESTIONS MUST BE ANSWERED!
* indicates required field
*Date
 / / (month/date/year)
*Employee Name

 

SCHEDULING/APPOINTMENT CONFIRMING

*1.
Is the schedule completely full for the next day? yes no
*2.
Have all appointments for the next day been confirmed in accordance with our confirmation policies?
yes no
 
2b. If No, have they been moved and replaced with confirmed appointments? yes no
*3.
Has every patient (two days out) received a first call regarding confirmation of their appointment?
yes no
*4.
 Are there any refund requests? yes no
 
4b. If Yes, have you completed and attached the appropriate Refund Request Form? yes no
*5.
Have all patient charts for the upcoming day been pulled and organized? yes no

 

END OF DAY REPORTING/FINANCES

*6.
Has the End of Day been processed? yes no
*7.
Have you reviewed the EOD Reports to ensure that the procedures were walked out under the correct provider? yes no
*8.
Have all procedures for the day been walked out? yes no
*9.
Do the actual deposits (checks, cash, money orders) match the exact amount of the Primary Deposit Report? yes no
*10.
 Have you completed the deposit slip and stamped each check with bank deposit stamp?
yes no
*11.
Do you have all charge slips (visa, mc, amex, discover, care credit slips) and do they match the total on the Secondary Deposit Report? yes no
*12.
Have all of the charge slips been copied and attached to Secondary Deposit Report?
yes no
*13.
Have you divided the EOD Reports into Clinical Reports and Financial Reports and scanned and emailed?
yes no
*14.
Have all routers for the day been date stamped, scanned, and saved in correct computer folder?
yes no
*15.
 Have all EOBS for the day been date stamped, scanned and saved in correct computer folder?
yes no

 

STAFFING
*16.
Have all employees clocked in/out for the day? yes no

16b. If No, what adjustments need to be made?
*17. 
 Was anyone late today? yes no

17b. If Yes, list names and reason below.

* 18.
 Who was out today?
*19.
Were there any temp employees today? yes no
 
 19b. If Yes, list name, hours worked (including lunch break), & address:
*20.
Did anyone take less than 1 hour lunch? yes no
20b. If Yes, list who:

 

INSURANCE COORDINATION

*21.
Have all claims for the day been sent with the appropriate attachments? yes no
21b. Has each claim been noted that it has been sent? yes no
*22.
Have all open claims been called on and researched before patient visits the following day to ascertain how much money is due from patients? yes no
*23.
Has insurance verification been done for all patients for the following day? yes no
*24.
 Have all patients been marked to show insurance verification? yes no

 

PATIENT ISSUES/MESSAGES

*25.
Have all payments that were due from patients been collected? yes no
25b. If not, list patient, account number and reason for failure to collect?
*26.
Have you forwarded on via email any messages for Dr. Singer or Scott Singer? yes no
*27.
Have there been any patient issues or complaints? yes no
27b. If so, List Patient, Account Number & Reason for complaint/issue
*28.
 How many broken appointments were there today?

28b. Was a broken appointment fee charged for each? ($25 - Hygiene/GP, $50 - Specialist)
yes no

 

OTHER END OF DAY RESPONSIBILITIES

*29.
 Has back up of the database been completed? yes no
*30.
Has the answering service been turned on? yes no
*31.
Has equipment been shutdown and compressor shut off? yes no
*32.
 Have thermostats been adjusted and set accordingly (if weekend or weekday)? yes no