Checklists

Learn about Checklists within an Appointment

How do I access Appointment Checklist(s)?

To view your Appointment Checklist(s), simply open an Appointment and then click the Checklist button at the bottom of the screen to bring up the dialogue box. Once selected, you will see the allocated Checklist(s) to your Appointment grouped by Appointment Service.

You will only see Checklist Item(s) that are set to an execute status of During or Either. Any other Checklist Item(s) will be shown at either the Check-In or Check-Out stage.

Checklist Actions

1. Checklist Item Note

For each Checklist Item, if so configured in the Checklist, you are prompted to provide further information to manage possible outcomes of Checklist Items in the form of a Note. You access this Note by simply clicking on each Checklist Item.

You can also change the Status of the Checklist Item by clicking on the Item itself.

Checklist Item Notes can be configured directly from a Checklist. To learn more about Checklist Item Notes, click here.