Closing Checklist

Practice:   Date:   Completed by:  

Closing time:  

Front desk

• Confirm every patient has been checked out and every visit is closed in the software
• Complete the end-of-day schedule confirmation (see that checklist)
• Reconcile payments taken today per your office policy: total   (initials  )
• Secure cash, cheques and card slips in the place your office policy names
• Return paper charts, forms and notes to their proper place; nothing with patient details left on the desk or printer
• Clear the printer and fax/scan trays
• Set phones to after-hours message and check the greeting is right
• Note anything for tomorrow's opener:  

Shut down

• Log out of the practice software and lock screens
• Power down equipment your office policy says to power down
• Tidy reception: magazines, toys, chairs, trash
• Check the restroom and waiting area are empty

Lock up

• Windows and back door checked
• Lights off
• Alarm set; time:  
• Door locked

Notes:  

Follow your office policy for anything not listed here. Follow HIPAA (US) / your provincial privacy law (Canada) and your office policy for patient information.