Checklist
Learn about how Maica uses Checklists within the overall solution.
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Learn about how Maica uses Checklists within the overall solution.
Last updated
Was this helpful?
A Checklist is essentially a list of applicable tasks (Checklist Items) that a will perform and acknowledge either before/during/after an or . A typical example of this might be to do a COVID test, complete an assessment, or greet the . An example of a Checklist might be:
Pre-Appointment Check In
Greet Participant
Before
COVID Test
Before
Complete Assessment
After
The purpose is to control tasks that need to be completed as part of an or that are not billable to a Participant's but are required for compliance, security, or client care.
Checklists are used within and to show at various points throughout the journey, including:
Check In
Check Out
Appointment Management
Shift Management
Checklists are a really good way to get your Resources to perform tasks that are either common to your process, address compliance issues or simply record that the right tasks are done at the appropriate time.