How To Add An Admin Checklist

The admin checklist can be completed by patients in the patient portal if they are new patients. 

Admin users can also complete the checklist on the patient file. 

 

Go to Settings > Checklists Templates

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On the 'Patient Checklist Template' tab select 'Add New Template Item

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1. The checklist item name is free typed into the 'Item Name' field.

2. The type of item can then be selected. Depending on the item selected you can then add the values which will be added against this checklist item. 

 

When a new patient is created the checklist will be available to complete on the patient portal if you are using the patient portal. 

The checklist will also be available on the patient file for the admin to complete. 

 

 

 

 

 

 

 

 

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