Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

ROOM SETUP

  • Turn on laptop, room lights and lamp

  • Restock towels, face shields, whiteboard wipes

  • Name tag on the door, business cards showing on shelf

  • Collect client files from reception

  • Collect new client information folders if you have a new client booked

  • Login to Citrix - open internet explorer, PPMP, outlook

DRESSED APPROPRIATELY?

  • Nametag

  • Tie

  • Belt buckle, shirt buttons and tie lined up?

  • Hair

CLEANLINESS OF TREATMENT ROOM

  • Top of Physio desk

  • Shelves for client belongings

  • Under Physio bed

  • Top of lamp stand

  • Skirting boards

  • Carpet

  • Whiteboard clean

PLANNING

PLAN SPARE TIME

  • Observe other Physios

  • Organise to be observed

  • Review RM procedures manual

  • Review RM online materials / RM manuals

  • Review courses / in services on hard drive in dans pigeon hole

  • Self reflection

  • Reflect using RM checklist

  • Reflect using skills checklist

  • Record a session for self reflection

  • Organise a live client

  • Organise prac practice with another Physio

  • Long term emails

  • Long term projects

  • Mentoring session tomorrow? - send your topics to your mentor

CLIENTS

  • Do you have all of today's client files?

  • Pre-empt the admin work required for each client - add to your to-do list

  • Updating contacts? Phone/email

  • Handover emails for other physios?

  • Send card reviews to DJ/KM?

  • Update other physios on mutual clients progress?

  • Look ahead at next 7-14 days, where will you be able to rebook clients

  • Look at your wait lists - are you using them effectively?

  • Delete any NEW/ACUTE slots in your diary tomorrow

OTHER PERSONAL REMINDERS

  • Add any other reminders here

COMPLETE CLIENT PREPARATION CHECKLIST FOR EVERY CLIENT

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.