Financial and production
Review source records supporting collections, expenses, provider production, hygiene activity, adjustments, receivables and proposed normalization. Reconcile major inconsistencies before relying on a headline measure.
Patients, team and operations
Examine active-patient definitions, new-patient flow, recall, appointment availability, staffing, compensation, contracts, systems and owner dependence.
Facility and lease
Confirm capacity, equipment condition, expected capital work, permitted use, term, options, assignment, rent, restoration and landlord controls with appropriate professional support.
Scope and reliance
This checklist is educational and not exhaustive. Legal, accounting, tax, clinical, regulatory, environmental, building and lending diligence should be tailored by qualified professionals.