Admissions Checklist

Modified on Tue, Mar 12, 2024 at 4:03 PM

Overview

In this article, we will review the admissions check list.

Using the Admission Checklist

The Admission checklist is found by clicking the Admission menu item along the top of an individual profile.

Each checklist item will have the following:

Status Indicator

Denotes if the checklist item is incomplete, complete, or cancelled/not applicable (N/A)

Indicator	Status
	The checklist item is incomplete.
	The checklist item has been completed.
	The checklist item has been cancelled or is not applicable for the patient.

Notes

An optional field to enter more information for the checklist item and patient.

What happened?

A required field to choose the result of the checklist item. This will be a list of your company's current Activity Resolutions and may be filtered if your company is using Activity Result Tiering.

Assign or Unassign a checklist item

Step 1: Locate the checklist item and click on the blue Assign to me on the right side of the checklist item

Step 2: Once the checklist item is self-assigned, the button will auto-change to an un-assign option or additional dropdown menu to mark it as N/A.

All Checklist items show on Profiles, however, different options show based on the following:

The “Assign to me”, “Unassign to me” button displays on the profile when your User role is the same as the Role assigned to the checklist item.
When a Role is not assigned to a checklist item, you will only see the Green "Complete" and N/A buttons.
When a Role is assigned to a checklist item, but the Role is not the same as your User Role, you will only see the “Notes” and “What Happened” fields.
The “What Happened” field is open to select when the checklist item is assigned to a user and when a user role is not assigned to an item, and when a user role is not assigned to an item.

Send Checklist Notification

When accessing the admissions section in an individual profile you will see a bell icon to the right of the checklist item.
Once the notification button is clicked, every user assigned to that role will receive notifications that will be found in the notification section of the CRM. The notification will direct them to the checklist item.

View New Notifications

Notifications for Admissions Checklist status appear on the bell icon in the top menu bar of the Profile.

Select an item in the Notification and the notification will direct to the profile of the checklist item and A Note Pin Alerts of the status change of the checklist item

Complete a checklist item

Fill out the Notes field and choose a resolution and click the Complete button.

The checklist item will now be complete. A green complete banner will display with the date of completion and the user that completed the item.

And a completed activity with the same name as the checklist item will be created (if setup).

Cancel a checklist item
If a checklist item has already been completed, you can cancel it by clicking the Cancel button.
The checklist item will return to a status of incomplete, but will retain the values entered in the Notes and Result drop down (this is to retain historical data) and the corresponding activity will be cancelled.

Mark a checklist item as not applicable

If a checklist item doesn't apply to the individual, you can mark the item as not applicable by clicking the dropdown menu on the blue Incomplete button and selecting N/A.

The checklist item will be marked as "N/A" with a banner displaying the date the item was marked N/A and the user that marked the item as N/A.

FAQ's

What if I don't see a drop down option in the admissions checklist section?

Please reach out to your admin to add the dropdown options.