End-of-Day Schedule Confirmation Checklist

Date:   Schedule reviewed for:   By:  

Review tomorrow

• Open tomorrow's schedule for every provider
• Count appointments:   Open slots:  
• Look for double-bookings, overlaps and gaps:  
• Check new-patient visits have forms sent:  
• Check patients with an outstanding balance or paperwork to collect:  
• Check insurance verification is done for tomorrow's patients (see that checklist):  

Confirmations

• Reminders sent by your usual method (call / text / email), by:  
• Unconfirmed patients called:   of  
• Left voicemails (name, practice, number only):  
• Cancellations / reschedules noted:  

Fill the gaps

• Short-notice or waitlist patients to call:  
• Open slots still unfilled:  

Hand-off

• Printed or saved tomorrow's schedule for the opening team
• Note passed to the opener:  

Unconfirmed (first name, time):  

Follow HIPAA (US) / your provincial privacy law (Canada) and your office policy. Keep voicemails and messages free of health details.