Accessing Checklists Within an Encounter

Accessing Checklists Within an Encounter

Checklists can be found within all encounter types

1. Open the client chart
2. Navigate to any Encounter
3. Once inside the encounter, locate the Checklist icon on the right side of the screen 
4. Click the checklist icon to view or manage the checklist

From there, you can:

• View existing checklist items
• Complete tasks
• Add new tasks if needed

Checklists help ensure required steps are completed during each visit type including Prenatal, Postpartum, Gynecological, Newborn, Labor and Delivery, Primary Care, and Transfer of Care.

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Checklist Panel Overview

At the top of the panel, you will see:

• Active tab – Displays current and in progress checklists
• Completed tab – Displays finished checklists
• + Add New – Create a new checklist for this encounter
• + Add Template – Add one or more existing templates
• X – Close the panel
• Resize icon – Maximize or minimize the panel

Maximize and Minimize

The resize icon allows you to expand or reduce the Checklist panel

When minimized, you can continue documenting in the encounter while keeping the Checklist panel open

You can move back and forth between documentation and the checklist without closing it

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Adding a New Checklist

1. Click + Add New
2. Enter the checklist name
3. Add tasks
4. Save

This creates a checklist specific to the current encounter

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Adding a Template

1. Click + Add Template
2. Review available templates

Each template displays:

• Template name
• Created by
• Visibility status
• Number of tasks

1. Select one or multiple templates using the checkbox on the right
2. Click Add Templates
3. Click Go Back if you do not want to add a template

The selected templates will appear under the Active tab

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Working Within an Active Checklist

Under the Active tab, you will see:

• Checklist name
• Task progress indicator such as 2/4 tasks
• More options menu
• Expand and collapse arrow

Expanding a Checklist

Click the arrow to expand and view all tasks

You can:

• Check the box to complete a task
• View who completed the task and the date and time
• Add additional tasks
• Delete tasks using the trash icon
• Reorder tasks using the drag handle

Completed tasks will display a checkmark and appear crossed out

The task counter updates automatically as tasks are completed

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Assigning Tasks

Each task includes an assignment icon on the right

To assign a task:

1. Click the assignment icon
2. Select an EHR user or the client
3. Save your selection

You can:

• Assign tasks to a specific staff member
• Assign tasks to the client
• Reassign tasks as needed

Assigning tasks improves accountability and clarifies responsibility during the encounter

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Completed Tab

Once all tasks are completed, the checklist will move to the Completed tab