Using the check-list
feature.
The check-list is designed to be a tool to help agents remember ever growing list of questions, procedures and checks which need to be carried out on a day to day bases without causing them excessive extra work. It seamlessly fits into the way in which bookings are entered into the system.
With check-lists enabled, you will see an extra tab on the the standard client screen labeled "Checks". This screen was located between client details and consultations, it has now moved between payments and documents. (Shown Below)
A list of questions is presented to the clerk which can be worked through in order to ensure everything is covered. Questions can be answered using the tick-boxes and the free text box if it is enabled for specific items. Items highlighted in blue are Mandatory items
The checklist, in versions 6821 -> 6823 would appear upon exit of a consultation. Since 6824 this has changed. The checklist will now automatically be created upon creation of a new consultation, and will "popup" under the following circumstances :
+ Upon entry to a client file where the latest consultation has outstanding mandatory items, the latest consultations' list will appear.
+ When double clicking on a consultation from within the consultation list if the selected consultation has outstanding mandatory items.
+ When adding a client consultation is first added, upon completion of the Additional Details screen, the newly created checklist will appear for the first time.
It will only be possible to exit the screen by clicking on the Print or Leave buttons, by clicking either you indicate to the system that your changes are to be saved and unlock the other tabs in the client file.
When Printing the list, click on the Print button, a more detailed look at the printing aspect is shown on the below..
Printing
Printing the check-list is easy, by clicking on the print icon in the check-list screen you are presented with the standard print preview pane.
The first document to be produced is the check-list itself this form, derived from the information entered during set-up and the client consultation itself. In addition to this a check-list supplementary form is also produced. The supplementary form is entirely customizable by the user using document designer.
Training
The set up of this option is quite complex therefore a specific training course is available for it. To arrange this, or to find out more information please contact either support, or your account manager.