Creating a new Checklist
Under Utilities - System Set up - Patient - Checklists
Click Add Checklist - Add your Checklist Description
Adding Item - Patient Portal Link
Adding Item - Assign Task in Task Manager
Please see the following document for assistance with the 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
Adding check list to a New Patient
The patient Checklist will then automatically be created.
What you see on the Checklist are items that were sent to the patient.
Once the patient creates their portal from the link, they have the ability to complete all or some of the tasks sent.
Any task that has been sent to a patient and not completed in the Patient Portal, will automatically populate on the kiosk when they sign in.
Adding a Checklist and Portal Link to Online New Patient
You will see the default options for your Case History and Forms which then you can check or uncheck what you would like to send to the patient.
Based on what you selected in the Case History and Forms section, the patient will also have a Checklist automatically created
Adding Checklist to an existing patient
You can add a Checklist directly from the Patient Menu.
You can also go to the Patient Menu - Edit Information - Patient Utilities - then Add a Checklist.
