Daily Office Manager Tasks

Estimated read time: 5 mins

Morning Huddle - Yesterday - Collection %, Unscheduled treatment, Broken appts, Today/tomorrow - New Patients, Past Due AR -

  • You can review what happened yesterday and make an action plan for today and tomorrow all in a glance without pulling multiple reports. 
  • Provide direction to the team and ensure providers are set up for success. 
  • Review some of the most important metrics to give a solid outline to your day. 

EOD - No Shows, Adjustments, Collections, Booked Production - Use EOD to see where your offices finished the day. 

  • Users can view the total amount of no-shows, adjustments, and collections that occurred at the office location in one report. 
  • View how much booked production an office has for this week, next week and next month as well as how your office is tracking to goal for the month 
  • The EOD report can be emailed automatically to you at the end of the business day or be sent manually. 

Deposit Slip - 

  • Reconcile daily deposit amounts by ensuring what was posted in the PMS actually hit the bank. The Deposit slip is especially helpful if you have to do this daily for more than 1 location. 
  • Find quick access to data such as: How many $ in Care Credit did we collect in 2021? Use the sort by payment type feature to answer questions towards your unique billing queries.