DA CARTEL · FREE CLINIC TOOL
A clearer weekly review.
Review these process questions with your front-desk team. Choose one next action and a person responsible for it. Use role names only; do not put patient information on this sheet.
Are all new enquiries logged in one shared register?Use one shared register for every new enquiry.
Owner role: __________________ Next action: __________________
Is one role assigned to own the response to each new enquiry?Assign one role to own the response to each new enquiry.
Owner role: __________________ Next action: __________________
Is a first-response time target documented for the team?Document a first-response time target and review exceptions.
Owner role: __________________ Next action: __________________
Are follow-up steps and their due points documented?Document each follow-up step and its due point.
Owner role: __________________ Next action: __________________
Is a bounded outcome status recorded for each enquiry?Record a bounded outcome status for each enquiry.
Owner role: __________________ Next action: __________________
Are missed or unanswered enquiries reviewed every week?Review missed or unanswered enquiries once each week.
Owner role: __________________ Next action: __________________
Is the originating channel recorded for each enquiry?Record the originating channel for every enquiry.
Owner role: __________________ Next action: __________________
Are the handoff steps from enquiry response to scheduled service documented?Document the handoff from enquiry response to scheduled service.
Owner role: __________________ Next action: __________________
Business workflow self-check. Not medical advice, an audit or a forecast of appointments or revenue.
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