Configure a checklist for Patient Support Services
Configure a checklist for a Patient Support Services program as an informal list of questions or tasks used as a reminder for the completion of an enrollment request.
Before you begin
Role required: admin
About this task
The checklist feature is available with the Checklist plugin (com.glide.ui.checklist). As an administrator, you can create a checklist such as an eligibility checklist for a program or a training completion checklist for a nurse educator and associate them with a Patient Support Services program.
With the Patient Support Services application, the following checklists are available for use:
- Eligibility Checklist: A sample checklist for determining the eligibility of a patient for a Patient Support Services program.
- Nurse educator checklist: A sample checklist for conducting a training task. By default, this checklist is assigned to the Nurse Training Support group.
Alternatively, you can create a checklist using the Checklist formatter. For more information, see Create a checklist.
Procedure
What to do next
Associate the checklist with a Patient Support Services program. For more information, see Configuring a program for Patient Support Services.