Introduction to Client Checklists

Introduction

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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.

Speak with the support desk at support@brevity.com.au for the provision of an alert that can support the monitoring of checklists against the client profile.

Additional Information

For additional information refer to the topic