Awell
Design care flows
How-toNo code needed

Checklist

Give a care team member or patient a list of tasks to tick off inside a care flow, with a separate checklist per stakeholder if needed.

A checklist makes sure something isn't forgotten: administrative steps, clinical checks, or a plain reminder like what to pack before surgery.

Add a checklist

  1. Double-click the step that will hold it.
  2. Click Add action and choose Checklist.
  3. Name the checklist action.

A checklist action with its assignee and the items the assignee works through

Each checklist has one stakeholder and its own items

  • Choose the stakeholder responsible for working through it.
  • Add the checklist items.
  • Drag and drop to reorder them.
  • Click Edit to delete items.

One step can hold several checklists

Each gets its own stakeholder and tasks, so a nurse and a patient with work at the same moment get two checklists rather than one shared list with mixed ownership.

Next steps

Checklists complete the set of actions a step can hold. The rest of this section covers documenting a care flow and taking it live.

Clinical note

Turn collected answers into a readable, structured summary that can be exchanged over the API, instead of making staff read raw form responses.

Add a custom action to a step

Use an installed extension's action in a care flow, and choose whether to store what it returns as data points.

On this page

Add a checklistEach checklist has one stakeholder and its own itemsOne step can hold several checklistsNext steps