📺 Watch the video
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🩺 Why this matters
The Checklist block gives the whole team—across roles and organizations—a shared view of important care milestones. It’s simple, powerful, and always visible on the dashboard, helping keep critical steps front-of-mind and communication clear.

Use it to:

• Confirm when major care steps have been completed

• Show families what’s been done (without giving edit access)

• Avoid duplication or missed handoffs

• Strengthen transparency across teams

🔍 Where to find it

• Open the Person’s Action Plan

• Scroll to the Checklist block on the dashboard

• If your dashboard includes multiple checklists, each one will be clearly labeled

🚀 What you can do in this section

✅ Track progress with a simple check-on/check-off

• Click the checkbox beside any completed item

• The system records who completed it and date-stamps the update

• Completed items remain visible for ongoing reference

🛠️ Customize your checklists

• You can have multiple checklist blocks per Action Plan

  • Example: “Key Milestones,” “Service Plan,” “Equipment Delivered”

• Your organization decides which items appear and in what order

🌐 Use across teams and organizations

• Teams from different orgs invited to the same Action Plan can update the checklist

• Everyone stays aligned—no need to duplicate or chase down status

👀 Visibility for clients and families

• Clients and their Support Team can see the checklist

• But only healthcare teams can check off items

💡 Tips and things to know

• Checklist vs. Things to Do

  Checklist Block Things to Do Block Tracks long-term or milestone items Tracks short-term, task-level items Always visible on dashboard Completed items move to a separate list Ideal for shared reference Ideal for task assignments

   

• Completed checklist items never disappear—they show who did what and when

• It’s a great tool for onboarding new staff quickly—they can scan the checklist to get oriented