Creating a Checklist

To create a checklist:

1.	In the Other or Checklists/Script Archive tab in the clinical record, click on the Blue Plus icon.

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This displays a list of available checklist templates:

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2.	Click on the Add button to create a new checklist template. Enter a name for the checklist, then click OK.

Note: The name of the checklist cannot contain unusual characters, i.e. ?,/,\, <,>.)

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3.	The new template will be added to the list and should be automatically selected.

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4.	Click the Select button to open the new, blank checklist.

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5.	The left-hand bank of buttons allow you to select the type of field you want to add to the checklist. In order from the left they are:

a)	Text (up to 80 characters) - 20 fields available per checklist

b)	Number - 20 fields available per checklist

c)	Checkbox -10 available per checklist

d)	Radio Buttons -10 available per checklist

e)	Date - 3 available per checklist

f)	Picture - 2 available per checklist

g)	Large Text (32000 characters) - 2 available per checklist

h)	Break Headers - 4 available. These allow entry of any text. They are usually used for headings such as “Findings”, “Technique”, “Postop Orders” etc.

Note: Text fields cannot contain unusual characters, i.e. ? / \ < > , . @ ( )

To add a field, click on the field required, then click the Blue Plus sign.

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e.g. To add a text field, click on the Text button, then click the Add button (blue plus sign). You will see that a text field is added to the form. On the right of this field is a popup menu which allows you to add any number of items for faster data entry into the field.

Click on the Field label Text Field 1, and enter the label you would like displayed. For example if you are creating a template for taking a headache history, the first label might be “Frequency”. The popup menu would contain daily, weekly, monthly, all the time, etc.

Radio buttons can also be formatted. The default is “Yes” and “No”, but this can be changed by clicking on the Format button.

Locking a Checklist

To the right of the Print button is a button which signifies if the checklist is locked or not.

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You would normally only lock a checklist if you wanted it to become a medico-legally valid record eg.an operation report. Once a checklist has been locked it can no longer be edited, although it can still be deleted.

Note: The original template can be changed. It is only the checklist for their particular patient that is locked.

Uploading a Checklist Template

Once you have created a template you can upload it to the Genie Solutions FTP site so that other Genie users may download and use your template themselves. You can upload a Checklist template by clicking on the Upload Template button.

Conversely, you can download templates created by other Genie users. You can do this by selecting Get Checklists from the Special menu i.e. Special > Get Checklists.

This will take you the the FTP site where checklists are grouped under Specialties. Just double-click on the one you want and it will be downloaded directly into your data file for immediate use.

Note: You shouldn’t have a checklist open when you do this.