HealthCORE

Patient Checklist - Set up

Updated on

Creating a new Checklist

Under Utilities - System Set up - Patient - Checklists

Click Add Checklist - Add your Checklist Description

Adding Item - Assign Task in Task Manager

Adding Item - Patient Form

Will show "Complete Form in Patient Portal or at Kiosk" if Send to Patient Portal/Kiosk is clicked

Will show "Complete Form" if in Office is clicked

Adding Item - Custom

If you right click on a Item you are able to Edit or Delete off of the Checklists