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Set up the Document Checklist

List the documents every medical record must contain, by encounter type, so staff can check each record against it.

The document checklist is the master list of papers a medical record needs, such as a discharge summary. When staff open a record, they load this list and tick off what is present.

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Who does this: medical records in-charge · Where: Medical Records › Checklist Setup

The Checklist Setup list with each item's encounter type, admission type, required document and whether it is mandatory.

Add a checklist item​

  1. Open Medical Records › Checklist Setup and click Add Checklist Item.

    The Add Checklist Item form above the list, with Encounter Type, Admission Type, Required Document and Mandatory.

  2. Fill in the form.

FieldWhat to enter
Encounter TypeThe kind of encounter the document belongs to, for example IPD.
Admission TypeThe admission type it applies to.
Required DocumentThe name of the document, for example Discharge summary.
MandatoryKeep it ticked if the record cannot be completed without this document.
  1. Click Save. The item appears in the list.

Change or remove an item​

Use Edit or Delete at the end of the row.

Good to know​

  • Mandatory documents are counted on each medical record as "mandatory document(s) still pending" until they are marked present.
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