Completing a student checklist

As a student provider, you can work on and complete a checklist for your appointment to ensure you have completed all steps in your patient management and are following standard protocol for patient care.

Important: Once a checklist is completed, it becomes locked and cannot be edited.

To complete a Student Checklist

1. Locate an appointment in any of the following areas that has you set as the appointment provider and clicktap Checklist:

   Note: The button displays in red if the checklist is new or in-progress, and displays in green if the checklist is completed and signed by the appointment provider.

   • The Provider Overview page > Schedule widget

     

   • The Appointments page > Future Appointments tab

     

   • The Calendar page > Appointment Information panel

     

   The student's checklist displays as a window.

   Note: The check boxes are disabled if you are not set as the appointment provider.

   

2. Next to each applicable task, select a check box:

   • Yes - Select to indicate you have completed the task.

   • N/A - Select to indicate you were unable to complete the task.

3. (Optional) In the Note text box, enter any applicable notes.

   Example: Reasons you were unable to complete tasks.

   Note: The field is limited to 500 characters.

4. When ready, clicktap one of the following buttons:

   • Save - Saves your progress and closes the window without completing the checklist.

     If saved, the Checklist button still displays in red on the appointment to indicate the checklist is in-progress.

   • Sign & Complete - Saves your work and indicates that the checklist is completed. When prompted with a Sign & Complete window, enter your credentials and clicktap Login.

     Note: The button is only enabled once all check boxes are selected.

     Important: You must have an e-signature configured in your user account to sign a checklist.

     If signed and completed, the Checklist button displays in green on the appointment to indicate the checklist is complete.