Front of Clinic Daily Task Checklist 2026

A complete weekly task accountability checklist for the Front Office Coordinator (FOC) in an Australian dental practice — 5 pages covering morning opening tasks, tasks during the day, end-of-day closing tasks, specific day tasks (Monday through Friday), and fortnightly and monthly tasks. Print one per week, complete daily, and present to the Practice Manager for sign-off every Friday.

Reception is the engine room of a dental practice. When the front desk runs to a consistent, documented standard — patients are confirmed, gaps are filled, accounts are reconciled, and nothing falls through the cracks. This checklist gives your FOC a clear, accountable daily framework and gives the Practice Manager a simple weekly sign-off tool.

✔ Fully editable Microsoft Word format — or print and complete by hand
✔ 5 pages — 5 task sections with Monday-to-Friday tick columns
✔ Covers morning, during-day, and end-of-day tasks plus specific daily and monthly tasks
✔ Includes FOC sign-off and Practice Manager sign-off at the end of each week
✔ Includes a tasks-not-completed section with reason and action required
✔ Instant digital download
✔ Single-practice licence

What's Included:

Morning Opening Tasks (12 tasks)
Float and petty cash check, voicemail, emails and online enquiries (within 2 hours), schedule review and gap filling, patient confirmations, SMS reminders (2 days ahead), broken appointment follow-up, recall confirmation calls, lab jobs and referral letters with huddle sheets, daily huddle sheet preparation, equipment checks (EFTPOS, HICAPS, computers), and reception supply restock.

Tasks During the Day (10 tasks)
Phone answering standard (within 3 rings), accounts and HICAPS processing, HICAPS slip filing, pre-booking next appointment for every patient before they leave, new patient satisfaction survey, Google review request SMS/email (within 24 hours), document filing and scanning, urgent message actioning, TLC courtesy calls to patients seen yesterday, and cancellation waitlist management.

End of Day Closing Tasks (10 tasks)
Daily production and payment reconciliation, EFTPOS/HICAPS/cash balancing and banking, cash and petty cash lock-up, data backup confirmation, tomorrow's huddle sheet preparation, patient record closure, computer log-off, document security, front desk reset, and non-essential equipment switch-off.

Specific Day Tasks
Monday — cancellation list review and outstanding Friday items. Tuesday — thank-you cards to referring patients. Wednesday — lab expense entry and Medicare/CDBS reconciliation. Thursday — team meeting minutes distribution. Friday — timesheet confirmation, banking, and weekly checklist sign-off presentation to Practice Manager.

Fortnightly and Monthly Tasks
Fortnightly: overdue recall report and consumables stock check. Monthly: incomplete treatment report, waiting area magazine refresh, office spring clean, stationery order, patient record updates (addresses, phone numbers, health fund details), and Google Business Profile review.

Weekly Sign-Off
Tasks not completed this week — task, reason, and action to be taken. FOC name and signature. Practice Manager sign-off and date.