Checklist template

Clinic opening and closing checks

A ready-to-use checklist with 120 items in 6 sections, covering Opening, Equipment checks, Supplies, Closing, Security, Logs. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 120 Items
  • 103 Yes / No checks
  • 6 Scored ratings
  • 133 Points

Use this template How audits work

1. Opening 24 items

  1. Part of the day covered by this check Choice
    • Opening
    • Closing
    • Both
  2. The alarm was disarmed this morning by an employee on the authorized keyholder list Yes / No 1 pt
  3. The first employee to arrive walked the clinic before others entered Yes / No 1 pt
  4. Lights are on in every patient area Yes / No 1 pt
  5. The waiting room temperature is within the comfort range set by company policy Yes / No 1 pt
  6. The entrance walkway is clear of ice, standing water and obstructions Yes / No 1 pt
  7. The phones were switched from the answering service to the clinic at the posted opening time Yes / No 1 pt
  8. Messages left with the answering service overnight were retrieved before the first appointment Yes / No 1 pt
  9. Overnight messages were routed to the provider or nurse concerned Yes / No 1 pt
  10. Faxes received overnight were collected from the machine or the fax queue Yes / No 1 pt
  11. Lab results received overnight were placed in the reviewing provider's inbox Yes / No 1 pt
  12. The electronic health record was running on every workstation before the first appointment Yes / No 1 pt
  13. Today's schedule was reviewed for patients needing an interpreter, a procedure room or special equipment Yes / No 1 pt
  14. A team huddle was held before the first patient Yes / No 1 pt
  15. Staffing this morning matched the posted schedule Yes / No 1 pt
  16. Absences were reported to the clinic manager before opening Yes / No 1 pt
  17. The waiting room chairs were straightened before the doors opened Yes / No 1 pt
  18. Patient restrooms were checked for soap, paper and cleanliness before the doors opened Yes / No 1 pt
  19. Every exam room was checked and flagged ready before the first patient Yes / No 1 pt
  20. Taps in rooms unused for longer than the period in the company water procedure were run this morning Yes / No 1 pt
  21. The front door was unlocked at the posted opening time Yes / No 1 pt
  22. The cash float was counted when the front desk opened Yes / No 1 pt
  23. Time the first patient was called to an exam room Short text
  24. Readiness of the clinic at the posted opening time Rating
    • Fully ready for the first patient 5 pts
    • Open with tasks still under way 3 pts
    • Opened late or not ready 1 pt

2. Equipment checks 21 items

  1. The defibrillator shows its ready indicator Yes / No 1 pt
  2. The defibrillator pads are within their expiry date Yes / No 1 pt
  3. The emergency cart or kit seal is intact, with the seal number matching the check sheet Yes / No 1 pt
  4. The portable oxygen cylinder gauge reads above the minimum pressure marked on the check sheet Yes / No 1 pt
  5. An oxygen mask and tubing are attached to or stored with the cylinder Yes / No 1 pt
  6. The portable suction unit switches on and draws Yes / No 1 pt
  7. The glucose meter control test was run today or on the schedule set by company policy Yes / No 1 pt
  8. Quality control was run on each point-of-care analyzer in use today Yes / No 1 pt
  9. The autoclave, if the clinic sterilizes instruments, completed its daily test cycle Yes / No 1 pt
  10. The eyewash station was flushed this week Yes / No 1 pt
  11. The electrocardiograph has paper loaded Yes / No 1 pt
  12. Electrodes for the electrocardiograph are in a sealed, in-date pouch Yes / No 1 pt
  13. Portable devices (vital signs monitor, tympanic thermometers, handheld scanners) came off charge with a full battery Yes / No 1 pt
  14. The medication or vaccine refrigerator alarm is switched on Yes / No 1 pt
  15. The check-in kiosks and label printers were started before the doors opened Yes / No 1 pt
  16. The payment terminal completed its start-of-day connection test Yes / No 1 pt
  17. The backup power supply for the vaccine refrigerator shows normal status Yes / No 1 pt
  18. Equipment faults found this morning were reported through the maintenance request system Yes / No 1 pt
  19. Vaccine refrigerator temperature read at opening (°F or °C) Number
  20. Oxygen cylinder pressure read at opening (psi or kPa) Number
  21. Daily equipment checks at opening Rating
    • Every check done and recorded 5 pts
    • Done but partly recorded 3 pts
    • Checks skipped 1 pt

3. Supplies 16 items

  1. Rapid test kits needed today (strep, influenza, pregnancy, urinalysis strips) are on hand in date Yes / No 1 pt
  2. Vaccines for today's scheduled immunizations are in stock Yes / No 1 pt
  3. Sterile instrument packs are available for each procedure on today's schedule Yes / No 1 pt
  4. Clean linen or disposable gowns were delivered to the clinical area before opening Yes / No 1 pt
  5. Glove boxes at the nursing station were topped up for the day Yes / No 1 pt
  6. Procedure masks are available at the entrance Yes / No 1 pt
  7. A spare oxygen cylinder is full and stored secured Yes / No 1 pt
  8. Sharps containers at their fill line were exchanged before opening Yes / No 1 pt
  9. Printer paper and toner are available at the front desk and the nursing station Yes / No 1 pt
  10. Specimen collection tubes and cups for the day are at the collection station Yes / No 1 pt
  11. Supplies delivered yesterday were put away before patients arrived Yes / No 1 pt
  12. Items found short at opening were noted on the order list Yes / No 1 pt
  13. The biohazard waste holding area has room for today's waste Yes / No 1 pt
  14. Drinking water or cups in the waiting room are replenished, where offered Yes / No 1 pt
  15. Items found out of stock at opening Number
  16. Supplies on hand at the start of the day Rating
    • Nothing missing for today's schedule 5 pts
    • Minor shortages worked around 3 pts
    • Shortages affecting patient visits 1 pt

4. Closing 23 items

  1. Every exam room, restroom and procedure room was checked for remaining patients before the doors were locked Yes / No 1 pt
  2. The last patient left before the front door was locked Yes / No 1 pt
  3. Specimens collected today were picked up by the courier or placed in the lockbox Yes / No 1 pt
  4. No specimens were left on counters or in exam rooms at closing Yes / No 1 pt
  5. Critical results received today were communicated to a provider before staff left Yes / No 1 pt
  6. Patient callbacks due today were made or handed over in writing Yes / No 1 pt
  7. Tomorrow's schedule was reviewed for charts, referrals or authorizations still missing Yes / No 1 pt
  8. Used instruments were cleaned and packaged, or soaked per the reprocessing procedure, before staff left Yes / No 1 pt
  9. Exam rooms were cleaned and restocked for the morning Yes / No 1 pt
  10. Regular trash was removed from patient areas Yes / No 1 pt
  11. Biohazard bags were moved to the locked holding area Yes / No 1 pt
  12. Soiled linen was bagged and moved to the pick-up point Yes / No 1 pt
  13. Portable devices were placed on their chargers Yes / No 1 pt
  14. Workstations were logged off Yes / No 1 pt
  15. The phones were switched to the answering service at closing time Yes / No 1 pt
  16. The after-hours message names the on-call provider or the number to call Yes / No 1 pt
  17. Today's payments were reconciled to the system report Yes / No 1 pt
  18. The deposit was placed in the safe or prepared for the bank, per company policy Yes / No 1 pt
  19. The vaccine refrigerator door was checked closed Yes / No 1 pt
  20. Coffee makers, space heaters and sterilizers were switched off Yes / No 1 pt
  21. Vaccine refrigerator temperature read at closing (°F or °C) Number
  22. Time the last employee left the clinic Short text
  23. Completion of closing tasks Rating
    • Every task done before staff left 5 pts
    • A few tasks left for the morning 3 pts
    • Clinic left unprepared for the next day 1 pt

5. Security 19 items

  1. Medication cabinets were locked at closing Yes / No 1 pt
  2. The controlled substance count was done at closing by two employees, where the clinic holds controlled substances Yes / No 1 pt
  3. Prescription paper was removed from printers at closing Yes / No 1 pt
  4. Prescription pads and paper are locked away overnight Yes / No 1 pt
  5. The sample medication cabinet was locked Yes / No 1 pt
  6. Paper charts and documents with patient information were locked away or shredded Yes / No 1 pt
  7. Shred bins were found locked Yes / No 1 pt
  8. Laptops and tablets were locked in a cabinet or docking cart Yes / No 1 pt
  9. The server or network closet was locked Yes / No 1 pt
  10. Windows were closed and locked Yes / No 1 pt
  11. The staff entrance and delivery door were checked locked from the outside Yes / No 1 pt
  12. The specimen lockbox outside the clinic was locked Yes / No 1 pt
  13. Exterior lights at the staff exit were working Yes / No 1 pt
  14. The last two employees left together Yes / No 1 pt
  15. The alarm was armed by an employee on the keyholder list Yes / No 1 pt
  16. Clinic keys are signed out to named employees Yes / No 1 pt
  17. Alarm codes are individual to each keyholder Yes / No 1 pt
  18. No doors were found propped open during the walk Yes / No 1 pt
  19. Securing of the clinic at closing Rating
    • Everything locked and alarm set 5 pts
    • One item found unsecured 3 pts
    • Several items found unsecured 1 pt

6. Logs 17 items

  1. The opening checklist is initialed for each of the last 10 clinic days Yes / No 1 pt
  2. The closing checklist is initialed for each of the last 10 clinic days Yes / No 1 pt
  3. The refrigerator temperature log has an opening entry for each of the last 10 clinic days Yes / No 1 pt
  4. The refrigerator temperature log has a closing entry for each of the last 10 clinic days Yes / No 1 pt
  5. The emergency cart and defibrillator check sheet has an entry for each clinic day this month Yes / No 1 pt
  6. The quality control log for point-of-care tests has no missing days this month Yes / No 1 pt
  7. The eyewash flush log has an entry for each of the last 4 weeks Yes / No 1 pt
  8. The alarm report or keyholder log shows who opened and who closed on each of the last 10 clinic days Yes / No 1 pt
  9. The end-of-day deposit log is signed by two employees Yes / No 1 pt
  10. Out-of-range readings on the logs have a written note of the action taken Yes / No 1 pt
  11. The clinic manager initials the opening and closing checklists weekly Yes / No 1 pt
  12. Checklists are kept for the period set by company policy Yes / No 1 pt
  13. Clinic days in the last 10 with an incomplete opening or closing checklist Number
  14. Date of the last manager review of the checklists Date
  15. Name of the clinic manager or lead on duty Short text
  16. Overall discipline of opening and closing routines Rating
    • Checklists complete and matching what was seen 5 pts
    • Tasks done but checklists incomplete 3 pts
    • Tasks skipped or checklists signed without the task done 1 pt
  17. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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