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Patient Coordinator Monthly Checklist
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Name:___________________________
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MONTH
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WEEK 1MonTueWedThuFriSat
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Turn on and Off TV and Meida, Stock office supplies, referral cards Clean
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Fill openings in schedule from asap list, current week, next week
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Enter/verify new patient information/Routing Slip for next day
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Log in lab cases, schedule appointments and place them in designated area
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Send the feedback form to happy Patients via text.Ask to scan Google QR
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Collect and Enter Medical Problems, Allergies,demographic info, id, ins
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Text/Call broken appointment patients- Reschedule Text addnotes
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WEEK 2MonTueWedThuFriSat
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Turn on and Off TV and Meida, Stock office supplies, referral cards Clean
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Fill openings in schedule from asap list, current week, next week
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Enter/verify new patient information/Routing Slip for next day
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Log in lab cases, schedule appointments and place them in designated area
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Send the feedback form to happy Patients via text
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Collect and Enter Medical Problems, Allergies,demographic info, id, ins
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Text/Call broken appointment patients- Reschedule Text addnotes
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WEEK 3MonTueWedThuFriSat
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Turn on and Off TV and Meida, Stock office supplies, referral cards Clean
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Fill openings in schedule from asap list, current week, next week
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Enter/verify new patient information/Routing Slip for next day
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Log in lab cases, schedule appointments and place them in designated area
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Send the feedback form to happy Patients via text
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Collect and Enter Medical Problems, Allergies,demographic info, id, ins
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Text/Call broken appointment patients- Reschedule Text addnotes
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WEEK 4MonTueWedThuFriSat
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Turn on and Off TV and Meida, Stock office supplies, referral cards Clean
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Fill openings in schedule from asap list, current week, next week
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Enter/verify new patient information/Routing Slip for next day
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Log in lab cases, schedule appointments and place them in designated area
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Send the feedback form to happy Patients via text
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Collect and Enter Medical Problems, Allergies,demographic info, id, ins
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Text/Call broken appointment patients- Reschedule Text addnotes