Checklists in a Client Profile

How to Use Checklists in a Client Profile

Checklists can be added to a client chart to track visit workflows and required tasks

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Adding a Checklist to a Client

1. Open the client chart
2. Go to the Overview tab
3. Select Checklists
4. Click Add in the top right corner

You will see two options:

• New Checklist – Create a checklist from scratch for this client
• Add Template – Use an existing checklist template

Select the appropriate option to continue

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Managing a Client Checklist

From the Checklists section, you can view:

• Checklist Name
• Number of Tasks
• Last Updated
• Status (e.g., Completed)

Click Manage to open the checklist

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Completing Tasks in a Checklist

Inside the checklist:

• Check the box next to a task to mark it complete
• Completed tasks will show a checkmark and be crossed out
• The system records who completed the task and the date and time

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Editing a Checklist

1. From the Checklists list, click the three-dot menu
2. Select Edit Checklist
3. Update the checklist name or tasks
4. Click Save

You can:

• Add new tasks using + Add a task
• Reorder tasks using the drag handle
• Delete individual tasks using the trash icon

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Deleting a Checklist from a Client

1. Click the three-dot menu next to the checklist
2. Select Delete Checklist

Confirm deletion when prompted

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