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How to use or fill out medical assistant daily checklist with our platform
- Click ‘Get Form’ to open the medical assistant daily checklist in the editor.
- Begin by checking off the 'Everyday Tasks' section. Ensure you pull the hospital list and verify patient eligibility, matching demographic information with insurance details.
- Proceed to confirm that all rooms are stocked, red bags and trash are emptied, and check your email and messages, responding based on priority.
- For 'Patient Days', print patient education materials for each patient and send office notes to their primary care providers (PCPs).
- On non-patient days or Friday afternoons, pre-load charts for the next day, ensuring all reports are in eCW and authorizations for surgeries are completed.
- Finally, check off all tasks completed today and enter today's date at the bottom of the form before submitting it.
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