When it comes to organizing our office manual in a way that is usable for our team members, individual daily checklists are the most fundamental tool. You could say the checklist is the backbone for how we do most everything in the office. Below you’ll find a sample of our treatment coordinator checklist.
The checklist is laid out in a single day format, starting with how to begin each day and ending with out to wrap up a day of work.
You’ll notice there are many highlighted links throughout the document. If there is a manual topic related to any of these tasks, the treatment coordinator can go to that page with one click.
Individual team member assignments are also highlighted. These items are marked to indicate they are unique to this team member’s checklist only.
New employees are expected to fill out these checklists and turn them in for review every day until they feel comfortable with their assignments. The checklists are distributed to estabished employees whenever major changes are made and periodically for review.
