CareRight allows you to create a number of Checklists that you use in various processes. This feature is specifically designed for pre-admission and program enrolment.
System Administration
System Administration > Create a Checklist
As a system administrator, simple visit Administration > Checklists > New.
Add all relevant steps, enable your checklist and save.
Users and Groups > Permissions
You will need to grant for your users:
- checklist_viewer
- checklist_editor
Admission Categories > Associate a checklist
Simply Add/Edit Admission Categories and specify the "Checklist" field
Program Categories > Associate a checklist
Staff usage
Program Enrolment > See checklist completion
Program Enrolment > Edit Enrolment > Mark steps complete
Simply click on the date link to edit the enrolment details and mark steps complete.
Pre-admissions > See progress
From the location or global view, simply access your Pre-admissions List
Viewing an individual admission will allow you to see the steps completed and remaining.
To update the steps, if you have permission to do so, simply edit the admission:
Appointment types > checklist
To update the checklist, patient appointment > edit > tick checklist > update the appointment.
