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How to configure a checklist and how it can be used.

Bert avatar
Written by Bert
Updated over a week ago

Who should do what, when? Checklists are the ideal way to make sure members of the care team - or patients - don't forget anything. Whether it's an administrative or a medical checklist, a quick reminder not to forget a toothbrush the night before surgery: we can all use a little reminder.

How to add a checklist?

  1. Double click on the step you'd like to add a checklist to

  2. Press Add action in the step actions section and select Checklist in the drop-down list.

  3. Give your Checklist-action a name.

How to configure a checklist?

You can:

  • Add the stakeholder responsible for checking off the list

  • Add checklist items or tasks

  • Use drag and drop to reorder the checklist items

  • Click on Edit to delete items from your checklist

Multiple checklists for different stakeholders in one step? No problem! Just add another checklist item, add a stakeholder and new tasks.

πŸ‘€ tip: Preview your checklist, by running through a case.

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