Helpful Hint: Many facilities use labels like Initial Appointment, Re-Appointment, etc.
Checklists are used to group multiple documents together, either for individual use or as part of the privileging process.
Accessing the Provider Checklists
- Click the Settings icon
at the top-right of any screen. - When the Settings menu appears in the top-left, select Provider Library from the list.
Must Know! Only Super Admin and Full Access users for the facility will be able to see this area.
- Click on the Provider Checklists Tab
Creating a Staff Checklist
- Click the Create New Provider Checklist button
- Enter a name for the checklist. This will create a new row for the checklist, where documents can be added.
Adding Documents to a Checklist
- Click the Add Page icon
next to the checklist row. - Type the document name (this will populate from the Provider Document Library).
Managing Documents in a Checklist
- Click on the checklist row to view the list of documents.
- To rearrange documents, click and drag the row.
- To edit a document or change the party responsible, click the pencil icon
. - To remove a document, click the trash icon
.