Operations worksheet · local draft

Weekly practice review

A 30-minute operating rhythm for exceptions, decisions, access, cash, and client-flow issues.

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Section 1

Look back

Unresolved client-flow exceptions
Documentation, claim, payment, and refund exceptions
Access changes and staff transitions
Incidents, complaints, outages, and vendor issues

Section 2

Look forward

Decisions needed this week
Owner, deadline, and evidence for each
Coverage and capacity risks
Changes that require communication or review

Decision record

Close the loop

OwnerTarget dateNext reviewDecision or open question