VISIONBOX DAILY CHECKLIST – LOOK & FEEL OF THE PRACTICE
Practice to be prepared between 08h00 and 09h00 – Always beware of your 4 senses in the practice SEE, HEAR, SMELL, FEEL
OPENING CHECKLIST – OPTICAL ASSISTANT
Ensure all lights are on and in working condition- practice, frame box lights, test room
Switch on Laptop, open email, daily bookings calendar, Optimax and HealthBridge
Turn on Music & make sure the right genre is playing. Music should be at the right volume
Ensure all equipment is in working condition and charged properly (card machines, phones, etc)
Check that all floors and windows are clean (sweep & mop)
Check for any dust on counters or displays
See that all displays are fully stocked with no open gaps. Frames must be aligned and clean
Water plants if needed – Does plants look healthy and happy?
Ensure there are enough patient files on the tables with pens that write properly
Makes sure practice smells good
Confirm patients booked for the day via Whatsapp or phone call
OPENING CHECKLIST – OPTOMETRIST
Prepare the test room by switching on all equipment
Switch on TV screen, make sure testing program is on and working
Make sure the following is stocked: Earbuds, Tissues, alcohol swabs
Make sure the test room floors is clean, bins emptied and all equipment is clean
Make sure there is enough paper in auto-refractor
Prepare patient files for the day
CLOSING CHECKLIST – OPTICAL ASSISTANT
Ensure admin for the day is completed, all px for the day have been invoiced and ordered
Ensure petty cash books balance
Ensure all emails/whatsapp queries are answered for the day
Do Optimax back up on USB stick
Switch off Laptop front of house make sure charger is plugged out
Leave the cell phone on charge in the test room
Switch off lights: practice & frame box lights
CLOSING CHECKLIST – OPTOMETRIST
Double check that all px have been invoiced and ordered for the day
Email daily transactions to head office
Ensure all emails/px queries are finalized
Switch off all equipment, laptops and lights
Ensure test room door is locked
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