This page guides you through the creation and management of client checklist records
These are the topics on this page
Introduction
Additional information
Navigating the Client Checklist page
Create a Client Checklist record
Edit the Client Checklist record
Delete a Client Checklist record
Adjust the activity status of a Client Checklist record
Introduction
Client Checklist records within Brevity are accessed through the Administration>17. Client Checklist sub-menu. Checklist codes are categorised by funding source and are used to identify the documents that would be applicable with the clients profile. Examples of document types includes, service agreement, client goals, care and treatment plans or behaviour support plans. Linking this information to the client profiles can assist in tracking the expiry of documentation.
Additional Information
For additional information refer to the topic Client Checklists.
Create a client Checklist
To create an interest record, observe the following steps:
Select the Administration>17. Client Checklist sub-menu to open the Interest List page.
Click on the
button to open the New 17. Client Checklist record page to create new checklist.
Within the Funding Source field select a value from the drop down list to categorise the checklist to the appropriate funding source.
Within the Name field, input a description that will be used to identify the checklist record
Click the SAVE button to create the checklist record.
Click the CLOSE button to exit the page and return to the checklist List page.