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Closing Procedures

What is on the Nightly Checklist?

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Summary

The Nightly Checklist covers the daily closing procedures plus daily cleaning for the whole office, exam room, waiting area, PT area, bathrooms and front desk. Every item is initialed each night and the CA signs at the bottom.

  1. 1
    Closing: confirm everything has been filed (the filing basket should be empty) and every patient has an R/S date written in the appointment book.
  2. 2
    Transfer pending patients to the next day's Blue Sheet, watching the 6 day rule, and note the number transferred at the top right.
  3. 3
    Post all charges to the ledger (gold) card, Medisoft and the appointment book — in that order.
  4. 4
    Post all payments to the ledger (gold) card, Medisoft (per EOB), the appointment book, and the Bank — in that order.
  5. 5
    Complete all stats on the appointment book; every box must have a total even if it is zero.
  6. 6
    Pull a Patient Day Sheet (as Date From only) and print 2 copies, then confirm it matches the appointment book for number of patients, charges, payments, adjustments and A/R.
  7. 7
    Count the Sign-In Sheet signatures — the number must match the appointment book total PV's. Write the number on the Sign-In Sheet and initial it.
  8. 8
    Enter the daily stats on the Statistics Report.
  9. 9
    Log off Medisoft and the cloud server on all computers and close all apps — do not shut the computers down. Close the blinds and turn off inside lights.
  10. 10
    Daily cleaning — entire office: empty trash and replace liners as needed, vacuum and move furniture (M-W-F), sweep and mop linoleum/laminate (T-Th), and leave all doors open to air out rooms.
  11. 11
    Exam room: chairs straight and carts organized. Waiting area: chairs straight and tables dusted. Front desk: nothing left on the counter.
  12. 12
    PT area: carts organized, towels folded neatly on racks, ultrasound and pain gel at least half full, face paper, alcohol prep pads and C-Folds stocked.
  13. 13
    Bathrooms: sanitize toilet (in and out) and sink, clean mirror, sweep/mop floor, stock bath tissue and C-Folds, hand soap at least half full.
  14. 14
    File the day's documents in the January–December file: Sign-In Sheet, Day Sheet, Checklist, Deposit Slip and Blue Sheet.
Important

Each item must be initialed daily, not batched at the end of the week. Complete the checklist in PracticeWhiz under Daily Checklists so the admin office can see the clinic's compliance.

Citation
CA Manual, Nightly Checklist, p. Nightly Checklist · Revised 12/31/25
Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.

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Related questions

What are the daily closing procedures?How do I close out the Appointment Book (services, patient visits, and new patients)?What is on the Weekly/Monthly Cleaning Checklist?