This page guides you through the creation and management of client checklist records
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 Record
To create a Client Checklist 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 Item page.
Edit a Client Checklist Record
To edit a Client Checklist record observe the following steps:
Select the Administration>17. Client Checklist sub-menu to open the Interest List page.
Within the search field input the name of the Checklist record.
Highlight the checklist record that is to be edited and either click on the edit button or double-click on the record.
Update either the name field or select a new value from the funding source field to allocate a new funding source to the checklist.
Click the SAVE button to update the checklist record.
Click the CLOSE button to exit the page and return to the Checklist Item page.
Delete a Client Checklist Record
To delete a Client Checklist record observe the following steps:
Refer to steps 1-2 under the topic Edit a Client Checklist Record.
Highlight the Client Checklist record to be deleted.
Click the Delete Button in the ribbon bar.
Select the OK button to confirm the deletion of the selected record. Record listing will refresh.
Activate and Deactivate a Client Checklist Record
To edit the activity status of a Client Checklist record observe the following steps:
Refer to steps 1-2 under the topic Edit a Client Checklist Record.
To deactivate the checklist record select the Deactivate button . Deactivating the record will set it to read-only.
To activate the checklist record select the Activate button.
Click the CLOSE button to exit the page and return to the Checklist Item page.