Creating Patient Checklists

Included with Digital 360 Health Office Module

Create patient checklists to show relevant patient data at a glance. 

To create your patient checklists, follow the steps below:

    1. Go to Setup.
    2. Click Patient Check Lists.
    3. Click Add Patient Check List.
    4. Enter a Checklist Name.
    5. Optional: Enter a description, choose attributes to include, and include in monitoring enrollment.
    6. Click Save.
    7. Click the Elements tab.
    8. Click Add Element.
    9. Select an element to add.
    10. Customize the element and click Save.


Elements available to add:

  • Medications
  • Urine Drug Screenings
  • Diagnosis
  • Appointments
  • Events
  • Surveys
  • Survey Schedules 
  • Messages
  • Alerts
  • Resource Center
  • Temperature
  • BMI
  • Blood Pressure
  • Cholesterol
  • Glucose Level
  • Oxygen Saturation
  • Heart Rate
  • Steps
  • Walking Distance
  • Running Distance 
  • Flights Climbed

To learn how to view a patient checklist, visit: Viewing Patient Checklists

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