Create a Case Checklist

Modified on Thu, Apr 17 at 9:50 AM

What is the Case Checklist?

The Case Checklist on the Case Portfolio screen is a checklist that allows you to add or remove any steps you think are necessary to resolve a case and abide by your hospital's policies and procedures. This checklist should be created before opening any cases and can be customized within the Case Portfolio Management page within the Manage tab. Manager-level users will have access to the Manage tab and possess the appropriate permissions to edit the checklist.

The default checklist contains the following options:

Manager Notified
HR Notified
Security Notified
Diversion Committee Notified
Reported to State Board of Pharmacy
Reported to State Board of Nursing
Filed DEA Form 106

Note: Changes made to the Cases Checklist will be reflected on cases created after the changes are made.

Add New Items to the Case Checklist

Step-by-Step Instructions:

1. Select the Cases tab in the main navigation menu.

2. Select the Case Portfolio tab in the side menu under the Hospital Settings section.

3. Select the Add Case Checklist Item button to add a new checklist item.

4. Enter the name of the new checklist item in the text field and select the Save button.

Upload Case Resources

In addition to the checklist, you can also add Case Resources via the Case Portfolio Management page. These can include procedures and policies for your hospital or the state. Simply upload or drag and drop relevant files under the Case Resources section. If your file upload was successful the file(s) will appear under the Uploads section. The resources you upload will be displayed under the Case Resources section of the Case Portfolio page.