We are excited to introduce a brand-new feature that will transform the way you manage care: customer checklists!
This addition to the PASS care management toolkit is designed to encourage consistency, boost compliance, and streamline your everyday processes, making care management more effective and efficient. Let’s explore how customer checklists can make a difference…
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What are customer checklists?
Customer checklists are a powerful tool designed to help care managers streamline their processes and ensure that every aspect of a customer’s care is delivered consistently and effectively.
With customer checklists, care managers can keep track of essential tasks such as compliance reviews, onboarding procedures, health monitoring, and more. This feature provides care teams with the ability to create and customise tasks for each customer, which can be assigned, monitored, and logged—all in one place.
The main benefit for care managers and providers is increased consistency and compliance in care delivery. It makes it easier to keep up with important deadlines, track task completion, and improve the quality of care provided to customers.
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Why do I need to use customer checklists?
✅ Streamlined onboarding:
New customer onboarding becomes smoother, ensuring all critical steps are followed from initial assessment to first care visit.
✅ Improved compliance:
Checklists make sure that mandatory care plan reviews or compliance tasks are carried out on schedule, reducing the risk of oversight.
✅ Personalised care:
Checklists can be customised for each individual, ensuring the care plan is always reflective of their specific needs.
✅ Team accountability
Tasks are assigned to relevant team members, and progress is tracked, making it easy to identify who is responsible for each task.
How can I build a checklist?
Building a customer checklist in PASS takes minutes.
To create a checklist, start by adding a new checklist template within the system. You can easily customise the checklist by defining tasks that are specific to the customer’s needs.
Once the checklist is created, you can assign it directly to an individual, a group, or to all customers. For example, if a customer is due for a care plan review, you can create tasks like reviewing health information, consulting with the family, and scheduling the next review.
This feature is designed to be flexible so you can create, edit, or update tasks whenever required, ensuring that customer care is always responsive and well-coordinated.
Can I get reminders or alerts?
Absolutely.
With customer checklists, care managers receive timely reminders and alerts to stay on top of upcoming tasks. When a task is due soon or when an important deadline is missed, you’ll get a notification, helping to make sure that no critical actions slip through the cracks.
You can also set up reminders for tasks like annual reviews or monthly health checks. This means care managers can schedule reminders to recur at any interval that best suits the customer’s care needs, such as monthly medication reviews or yearly compliance checks.
What types of customer checklists can I create?
Customer checklists can be adapted for a wide range of care scenarios. Here are five common use cases:
Tracking changes in a customer’s health is vital to providing responsive care.
Checklist tasks: Recording health metrics, observing changes in mobility or mood, reviewing medications, and scheduling follow-ups as needed.
To meet regulatory standards, all care records and documents need to be in order.
Checklist tasks: Ensuring care plans and agreements are up-to-date, checking daily logs, validating medication records, and gathering customer feedback.
When a customer no longer needs care or is transitioning to a different type of care, a checklist can help manage the process smoothly.
Checklist tasks: Conducting a final review, preparing a care summary, assisting with the transition, and updating records.
Can I see all of my customer checklists in one place?
Ready to see customer checklists in action?
Customer checklists are designed to help care managers take control of customer care tasks, ensuring nothing is missed and that high-quality care is always delivered. Want to learn more about how this feature can work for your team?
Book a demo today and let us show you how customer checklists can streamline your care management process and enhance care outcomes for those you support.
Article by:
Jessica Slattery, Digital Social Care Expert @ PASS
Jess and her team have worked with more than 1,200 social care businesses, providing expert advice on Digital Social Care Record (DSCR) systems, resulting in thousands of hours saved, improved CQC ratings, and better quality of care for the people they care about.
