Viewing Patient Checklists

Using patient checklists, quickly view the most relevant patient data before appointments or procedures.

To view a Patient Checklist, follow the steps below:

  1. Go to Reports.
  2. Click Patient Check List Report.
  3. Enter the patient information and click Continue.
  4. Select a checklist and choose the date range. Click Run Report.
  5. Click + to view the data for the selected date range.

Patient Checklists can also be configured to auto-launch from EPIC.

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