Front Desk Simple Checklist – Be Well LifeStyle Centers

Date:

🔍 Today's Important To-Do's

🏠 Opening Duties

• Lights on (front desk, back office, chiro room LED remote, traction lamp)
• Turn on iPads – Password: 063069
• Play "Nido Del Aguila Radio" on big iPad
• Turn on front desk computer – Password: Well
• Open from Chrome bookmarks (Square, Check In, Google Keep, IntakeQ, Salesforce, 8x8 Work)
• THURSDAY - Remind the Cafe' to take boxes to the corner for pickup
• Pull file templates (SOAP notes, Scratch Sheets) and prep clipboards
• Text Silvio 20 minutes before we open to alert of clients

📞 Text & Communication Workflow

• Check and respond to all 8x8 messages, voicemails, Square messages
• Text patients from today's Google Keep notes
• Log into Salesforce > Omni Channel > Set to Messaging: Available

🌐 Patient Flow (Chiro, Massage, Colon, IV/Botox)

• Chiro: Follow arrival and sign-in protocol, use Scratch and Sticker sheets
• Massage: Determine unit counts, chiro treatment including massage, cupping, dry needling and the handling, collect payment if needed
• Colon: Check-in, Sticky note, paperwork, payment, let them know we accept insurance for some of our other services, give them the special cards and rebook them for their next colon
• IV/Botox/Emsculpt: Consent form, notify nurse, confirm procedures, rebooking

📚 Busy Work Protocol

• Chiro: Text past patients that fell off the schedule (1 week back)
• IV/Botox: Text previous patients (2 weeks back)
• Colon: Text all 4 weeks back who haven't returned

📧 Email & Docs

• Open Gmail (birmingham@bewelllifestylecenters)
• Forward legal/payments to Silvio, billing questions and statements to Billing, print Zellis payments
• Delete junk (Amazon, spam, voicemails)

⚖️ Massage Slot Priority (Next Day)

✉️ Text Templates (Google Keep)

• SMS Opt-In
• Massage / IV Follow-Up
• Chiro / UWM / Colon Retention
• Botox / Peptides / Lifestyle Programs

💼 End of Day

• Update upcoming Massage schedule on Google Keeps
• Ask Silvio for billing sheet
• Match sticker sheet with billing list
• Report mismatches or unlisted patients and check Berkley patients and give to Silvio to fix
• Send next-day appointment confirmations (Square)
• Print check-ins report, massage schedules, SOAPs, Scratch sheets
• Leave reports in top wire basket on front desk paper-clipped
• Take out trash (unless Thursday), shut down devices, turn off lights
• LOCK DOORS (or leave masseuse note)