📋 Monday Morning Calm-Down Checklist

George Ballane • June 5, 2025

Start the week strong. Stay ahead of the chaos.

1. Tech & Systems Check – 1 Minute

  • [ ] All workstations powered on and logged in
  • [ ] EMR/EHR system up and responsive
  • [ ] Phone system working (inbound/outbound)
  • [ ] Internet/Wi-Fi connected and stable


2. Print & Post the Schedule – 30 Seconds

  • [ ] Print today’s full schedule
  • [ ] Place one copy at the front desk, one in the back office


3. Front Desk Huddle – 2 Minutes

  • [ ] Confirm roles and responsibilities for the day
  • [ ] Identify any patient concerns (late arrivals, high needs, etc.)
  • [ ] Note any staff absences or doctor changes


4. Patient Flow Prep – 30 Seconds

  • [ ] Restock clipboards, pens, hand sanitizer
  • [ ] Prep new patient packets
  • [ ] Review insurance/pre-auth flags


5. Breathe & Set the Tone – 1 Minute

  • [ ] Greet your team
  • [ ] Share one win or reminder
  • [ ] Smile. Take a breath. You’ve got this.



Tip: Pin this checklist near your desk or in the breakroom. Update it as your flow evolves.

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