Daily Clinic Opening & Closing Checklist: Build a Routine That Prevents Revenue Leakage

Morning Opening Checklist (15 Minutes)

• ✓Review today's appointments — confirm count, flag VIP/chronic patients, identify any late cancellations received overnight via WhatsApp
• ✓Check yesterday's pending payments — any unpaid bills from yesterday must be followed up today
• ✓Verify cash balance — petty cash float matches opening balance from previous closing
• ✓Check pharmacy stock alerts — any reorder alerts from last night's system report
• ✓Confirm lab equipment ready — centrifuge warm, reagents in date, sample collection kits stocked
• ✓Confirm system backup — cloud backup shows last night's sync completed

End-of-OPD Checklist (After Last Patient)

• ✓Pending bills — any patients who received service but haven't been billed? Find and bill before they leave
• ✓Lab reports pending — any test results not yet dispatched to patients via WhatsApp?
• ✓Prescriptions sent — all digital prescriptions delivered to patients
• ✓Follow-up reminders scheduled — doctor's follow-up dates entered in system for today's patients

Evening Closing Checklist (10 Minutes)

• ✓Day's collection report — print/review total collections vs appointments. Flag any significant variances
• ✓Cash reconciliation — physical cash matches system cash collection. Variance must be explained before close
• ✓Pending bills carry-forward — list all outstanding bills for follow-up tomorrow
• ✓Tomorrow's appointment count — pre-check for overloaded slots, send staff preparation notes
• ✓Pharmacy closing stock — system stock matches physical count for high-value items

Frequently Asked Questions

How do I maintain this routine when the receptionist is absent?

The routine should be documented as an SOP on paper — not held in anyone's head. Each step should be completable by any substitute staff in under 20 minutes. Cliniq Flo's automated reports make most steps a 30-second review.

Related guides: Preventing Revenue Leakage → | Staff Management →