Overview
The Check List in PIMSY helps ensure each client chart is audit-ready by tracking required forms, tasks, and other necessary items. Created in Pick List Management, checklist items are marked off as they’re completed, allowing multiple staff members to collaborate. For example, one person may obtain a client’s signature while another uploads the signed form. The Comments section complements this by allowing staff to add notes to a chart, which can remain in the chart, appear as reminders on appointments, or be kept private for the creator’s view only. Together, these tools streamline task tracking and communication within client records.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Client Check List
- Client Check List Type
- Receives Client Check Lists Alerts for all clients
- Client Check List Address Only (if appropriate)
- Client Comment
Step-by-Step Instructions
Step 1:
From the top navigation menu, go to:
Administration > Pick List Management
Step 2: Setting Up Check Lists in Pick List Management
From the Pick List Management screen, search for "Check List" in the search bar and select Client Check List Type from the list.
To add new items to the list, click into the blank row and add the Name, Description (optional), check Add to New Clients if applicable, and add a Division (optional). Be sure to click Save when you are done.
Step 3: Creating a Check List Item in the Client Chart
From the Client Chart, go to the Checklist/ Comments/ Requests tab.
Under the column Check List Item, select an option from the dropdown. Refer to Step 1 and 2 of this article to edit this list.
Next check Addressed if the item has been addressed, and Complete if the item has been completed. If applicable, add a DOA or Division under the respective columns. Be sure to Save upon completing.
Once an item has been marked as completed and saved, it will no longer be viewable in the active list.
To make completed items viewable, go the Filter and select Yes under the Complete dropdown option. Then click Ok.
Step 4: Comments Tab
The Comments tab provides a free-text area for adding chart comments. Each comment can remain in the chart as a permanent note, appear on appointments as a reminder, or be kept private so that it is only visible to the user who created it.
Step 5: Reporting on Outstanding Check List Items
You can view all outstanding check list items by clicking the Client menu at the top of PIMSY. Click Check List to view any items that have not been marked completed. You can filter this screen to show you specific check list items, by specific Primary Therapist, among many other options. Once filtered, click export to send this to excel if needed.