Task Checklist Redesign
Table of Contents:
Why is This Feature Important? 2
Accessing the Task Checklist Page 3
● From the Patient’s Chart Summary 5
Inside the “Task Checklist” Page 6
2. Task Review and Selection 8
Clinical Workflow Automation 12
What is This Feature?
The Task Checklist allows healthcare practices to create multiple related tasks simultaneously from predefined templates. This feature enables medical teams to standardize routine procedures, ensure comprehensive patient care, and maintain consistency across different staff members by executing complete sets of coordinated tasks with just a few clicks.
Why is This Feature Important?
The “Task Checklist” feature dramatically reduces repetitive work and human error, while increasing accountability and task tracking. It supports use cases such as:
- Standardizing clinical intake procedures
- Managing follow-up protocols (labs, imaging, refills)
- Coordinating admin onboarding and patient outreach
With this enhancement, ClinicMind empowers practices to work smarter—not harder.
How Does This Feature Work?
Accessing the Task Checklist Page
You can create task checklists from two locations:
From the Scheduler Page
Agenda View:
- Navigate to the More (⋮) button next to the patient’s name.
- Select "Execute a Task Checklist" to open the task checklist modal.
Day View:
- Click on the patient’s appointment.
- Select the More (⋮) button and choose "Execute a Task Checklist."
From the Patient’s Chart Summary
- Open the patient’s Chart Summary.
- Locate the Tasks widget on the sidebar.
- Click "Execute a Task Checklist" at the bottom of the widget.
Inside the “Task Checklist” Page
Once you’ve accessed the feature, you’ll enter the interface seen below.
1. Checklist Selection
At the top of the page, a dropdown menu lets you browse and select from the available Task Checklists configured in your practice. These checklists are customizable and aligned with common processes—ensuring consistency across teams.
2. Task Review and Selection
After selecting a checklist, the tasks associated with it appear in a table below. From here:
- Select or deselect individual tasks using checkboxes.
- Use the "Select All" option to activate every task at once.
3. Edit Task Details
Each task is fully editable before execution. You can customize:
- Requestor
- Owner/Assignee
- Priority Level
- Start Date
- Due Date
This ensures the task details match the exact needs of your current workflow, whether it's internal task routing or client-specific deadlines.
4. Manage Task Checklists
Need to add or edit a checklist?
Click the "Manage Task Checklist" button to open the configuration window.
From there, you can:
- Add new task checklists
- Edit existing checklists
- Tailor workflows specific to your practice’s operations
5. Finalize and Create
Once everything is set:
- Click the “Open Selected Tasks” button.
- A success message will confirm your tasks have been created and added to the workflow.
Use Cases
Clinical Workflow Automation
A provider seeing a patient for diabetes management can execute a checklist that includes:
- Ordering lab tests
- Scheduling a follow-up
- Notifying care coordination
All tasks are pre-filled, editable, and assignable to the right team instantly.
Administrative Onboarding
New staff onboarding? Use a checklist to:
- Assign system access setup
- Schedule compliance training
- Complete documentation review
Tasks are routed to IT, HR, and compliance officers automatically.