This page guides through process of setting up checklist for onboarding and maintaining client records.
These are the topics on this page
Define Requirements based on Program
Completing the Client Checklist
Introduction
The client checklist feature allows you to define the records that need to be in place, and updated on a set schedule, for clients. The checklist feature allows you to set different requirements based on the program (or Funding Source).
Define Requirements based on Program
To define the checklist requirements based on the program navigate to Administration > Client Checklist. From here you are able to create the required checklist items by clicking the new button to create records.
Completing the Client Checklist
To allocate and complete the checklist for a client observe the following steps:
On the client profile set the required value within the Program field. This should relate to the entries you have defined in the previous step. Save the record
Once the program is set you will see the checklist section shown within the dashboard area at the top of the client profile. You can click on the entries to complete.
