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Be Well Checklist Hub

Streamlined checklists and procedures for optimal operations

Daily Operations

Front Desk Checklist – Simplified

Essential daily tasks for front desk operations, streamlined for efficiency

Open Checklist

Front Desk Checklist – Extended

Comprehensive front desk procedures including detailed protocols

Coming Soon

General How-To and Text Templates

Reference guides and standardized text templates for communication

Open Resource

Specialized Procedures

Salesforce Process Checklist

Step-by-step procedures for Salesforce data management and workflows

Coming Soon

Texting Templates

Standardized text message templates for patient communication and follow-ups

Open Templates

Task Management System v2

Real-time task assignment and tracking with Supabase integration

Launch Tasks