Patient's Checklist

Version 14.8

About Patient’s Checklist

Path: Smart Toolbar > Tasks button

The Patient's Checklist serves as a "Reminder" list of tasks to be completed by providers or staff members regarding a specific patient's care or records. Each Checklist task or item is assigned to a department or area of your practice (e.g. Billing, Front Desk, MD, Nursing), and given a due date for completion. All Checklist items assigned in a given day or week can also be monitored by the office staff or manager to ensure that each task is completed in a timely fashion. 

Patient’s Checklist Map

Number
SectionDescription

1

+ Orders buttonThe + Orders button opens the Order Worksheet window.  You add tasks, medications, labs, immunizations, etc by clicking this button.

2

Add (+ icon) buttonThe Add button opens the Add Tasks to a Patient’s Checklist window.  You add tasks to the patient’s checklist using this button.

3

Delete (- icon) ButtonThe Delete button deletes a selected checklist task.

4

Edit (Pencil icon) buttonThe Edit button edits a selected checklist task.

5

Save (checkmark) buttonThe Save button saves an encounter note in progress.

6

Cancel (x) buttonThe Cancel button cancels the changes.

7

Refresh buttonThe Refresh button refreshes the checklist task grid data.

8

Print buttonThe Print button prints the report for the highlighted patient.

9

Checklist Task gridThe Checklist Task grid displays the checklist task data.