L11pt3 closing office

End of Day Tasks for Medical Administrative Assistants

  • Confirm Patient Departure: Ensure all patients are out of exam rooms and waiting areas.
  • Lock Access: Secure all access doors if required.
  • Redirect Phones: Forward phone calls to the answering service.
  • Pre-Prepare for Next Day: Compile remaining paperwork for next day’s visits (e.g., patient education literature, preprinted screening forms).
  • Clean Reception Area:
    • Rearrange magazines
    • Remove garbage
    • Dispose of unsolicited advertisements
    • Turn off the television
  • Specimen Verification: Check if clinical staff placed specimens in the outside laboratory box (if applicable).
  • Financial Tasks:
    • Run account reports
    • Balance the day sheet
    • Prepare bank deposit
  • Secure Documents: Put away confidential documents.
  • Tidy Office: Organize the administrative area.
  • Equipment Management: Turn off equipment and lights.
  • Security Procedures: Set the alarm and lock the door upon exit.