📺 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