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Worksheet

Clinic day flow sheet

Trace one patient from booking to review. List each step, who does it, which record it touches and what is written down, then compare a new case with a repeat visit.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Homeopathy Clinic”, www.gullysystem.com/blog/how-to-automate-a-homeopathy-clinic