Create an end-of-day checklist that suits the needs of your practice.
The following is an example of an end-of-day checklist:
Print a Day Sheet to reconcile the day.
Print a Transaction Detail Report.
Print a Deleted Transaction report.
Print a Night Call report.
Print a Prescription report.
Print a Claims Submission report.
Print a Service Office Summary report.
Print a Credit Card Transaction Settlement Report.
Print a bank deposit slip.
Batch print or electronically submit insurance forms.
Print referral thank you letters.
Print contact notes for the next day.