Front Office SOP

Office system of process (SOP)- The place to look for ant task process and procedure! :) 

Daily Tasks

• Opening Closing /Procedures

• Respond to potential new leads and client inquires  -same day.

• Fill cancelations- same day  (send texts)

• Charge Cancelations

• Check faxes and update faxes spreadsheet

• Attend to Records Requests

• Appointment Review (every hour on the hour throughout the day)

  • Track Intakes Referral Source

    • Update Referral Mailing List 

• Check for late documentation

• Check and restock beverage bar, snack carousel, and drinks in mini fridge.

• Evaluate inventory and notify office manager if supplies are running low

Monthly Tasks

First week of each month (update for previous month).

• Send Referral Thank You notes

First Tuesday of every month

• Collections