Doctor of Chiropractic’s Manual

Task Managers 1
Doctor of Chiropractic’s Weekly Task Manager© (Print on white cardstock.)
Essential Activities Be sure to plan the following essential activities into each week. Highlight Reporting Week
specific times. Gather copies of team members’ completed Weekly Task Managers at Team Meeting.
• Marketing Time (Green) • Team Meeting Prep • BTC Training Team Member Name
• Weekly Planning Time (Pnk) • Team Meeting • Weekly Adjustment
• Weekly Task Time (Yellow) • Coaching Call • Turn in Form 900 & 906 to Coaches Name
• CEO Time (Orange) • New Patient Workshop coach

Production Goals for this Week Write the number you plan to achieve for each goal. (Validating Statistics are bolded.)
√ Task Completed Office New Patients Report of Reactivated Missed Services Write-offs / Front Desk Total Office Visit Ave. Patient
→ Planned Forward Visits (OV) (NP) Findings (ROF) Patients Appointments Rendered Credits Collections Collections (Total Serv/OV) Satis (509)
× Task Deleted Office
√ Delegated Task
(circled) Personal
● In Progress

↓ ABC Prioritized Weekly Task List Calendar Refer to your goals above and plan with your team members the appointments and activities necessary to reach your goals.
Monday Tuesday Wednesday Thursday Friday Saturday
□ Morning Routines □ Morning Routines □ Morning Routines □ Morning Routines □ Morning Routines
Morning
Lunch

□ Afternoon Routines □ Afternoon Routines □ Afternoon Routines □ Afternoon Routines □ Afternoon Routines
Afternoon

□ Evening Routines □ Evening Routines □ Evening Routines □ Evening Routines □ Evening Routines

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