Guides

CHC - eChecklist User Guide

Introduction

Any authorised healthcare professional is able to use CHC2DST to enter the patient data required by the existing paper-based Checklist.

The user is able to record if the patient's representative was invited to attend the CHC assessment meeting and whether they did.

The patient's consent is explicitly captured so that the Checklist can be shared with those professionals who will subsequently be drawn on to assess them.

The patients GP can be identified and details added, based on a drop-down list of surgeries served by the CCG. This reduces the need for manual address look-up and delivers speed and accuracy of data to the information entered.

eChecklist

To access the eChecklist please click on the URL you will have been provided. You will need to sign-in.

If you do not have a username, please contact your local system administrator.

Once signed in, you will be able to click on the "New" button on the right-hand side of the screen which allows you to record a new eChecklist.

 

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This will present the first page of the eChecklist, which is where you record the Patient’s details. Mandatory fields have an *.

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Once the patient’s details have been recorded, click on the “Next” button at the bottom of the page and this will take you to the “Documents” page where you have the ability to upload and attach any supporting documents e.g. consent form, nursing assessment etc.

The first time you use the eChecklist you may have to allow “pop-up blockers” which will appear as an icon in the toolbar of your browser.

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Once you have uploaded any documents, click on the “Next” button in the bottom right- hand corner of the screen and you will be taken to the first Domain “Behaviour”. When you click on a description the score will be automatically highlighted. You also have the option  to add information in the “Evidence in records to support this level” box.  There is no limit  on the amount of text that can be recorded here.

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Once that Domain is completed, click on the “Next” button at the bottom of the page and this will move you on to the next Domain to be completed. Repeat this until you reach the “Equality” page.

 

Equality page

Data from the patient’s details will be used to pre-populate the first two questions on this page. All other fields can be completed.

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Click on the “Next button” and this will move you on to the “Outcome page. At the top of this page will be a summary of the C, B, A scores against each of the Domains you have completed.

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You can record if any other professionals contributed to this assessment. If you respond Yes, you will be asked “How many?”. Click on the drop down and select the number e.g. 1 and you will then be asked to record their details:

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You  must then respond to the question “Refer for full assessment” and then complete add  in text to the “Rationale for decision” field. You will then be able to submit the eChecklist to the CCG by clicking on the “Submit” button at the bottom of the page.

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Once the eChecklist has been submitted you will be presented with a screen that allows you to click on a button to download a PDF copy of the Checklist.

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You will also receive an email confirming that the eChecklist has been submitted to the CCG that will contain a unique reference number

 

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