The Morning Preview

File: Marketing Binder: Motivation

Office Binder: Case Management

The Morning Preview Checklist

(All done in 15 minutes or less)

___1.Discipline: Everyone present at _____ o’clock for meeting.

___2.Joke: Something from the “Far Side”, a story, a cartoon. Should be funny. One joke a day, and everyone takes turns.

___3.Case Management: Quickly look at each patient that is coming in for that day and review what each might need, including any of the following (you may need to skip some patients that are doing well if you are heavily scheduled):

File: Marketing Binder: Motivation

Office Binder: Case Management

_Therapy

_Re-exam

_SEMG

_Re-x-ray

_Re-report

_Financial Consult.

_Doctor’s paperwork

_Tx Plan

_Multiple appt. card

_OTC collections

_New Pt Lecture

_CEP lecture

_Referrals

_Other

File: Marketing Binder: Motivation

Office Binder: Case Management

___4.Office Management: Weekly “score card”. Review the performance monitors (statistics) of the office, including:

File: Marketing Binder: Motivation

Office Binder: Case Management

_MTD stats (mostly just doc.)

_WTD stats (mostly just for doc.)

_Yesterday’s Stats

_What is on today’s appointment book

File: Marketing Binder: Motivation

Office Binder: Case Management

___5.Goals/Vision: Set some realistic goals for today, review weekly/monthly goals, visualize them coming true.

_Office Visits:______

_NPs:______

_% Kept Appts: ______

_Other:______

___6.Miscellaneous. Minor and very quick announcements, questions, etc.

___7.Inspiration/Motivation (Quote, Patient Success Story, etc.)