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Quick Summary: Whether it is acute or chronic care, simple or complex by nature, the secret sauce to enhancing patient outcomes is starting strong with a self-care checklist that providers are supposed to prepare and patients are supposed to follow.

Patients and providers can do that with a go-getter mindset, a proper self-care approach, and the right self-care checklist app or tool.

In this article, you will learn about building self-care checklists, including the key success factors and phases, as well as, how self-care checklist apps can make the entire workflow streamlined for patients and providers. Then we will show you how it all works in practice with 3 real examples.

The 4 phases of the self-care checklist lifecycle

Managing any kind of healthcare checklist from start to finish can come with long and complicated workflows. But it becomes easy if we break it down into small chunks called phases.

The following are the 4 phases of a successful self-care checklist.

self care checklist lifecycle

1. Initiate

Patients are not advised to prepare their own self-care checklist. And if they do, they must cross-verify it with their providers.

In general, it’s providers who prepare a checklist for their patients – to be followed after discharge – for quick and sustainable recovery.

A daily checklist for each patient largely depends on the type of medical condition that a particular patient is having. If a patient is having any sort of cardiac condition, the checklist might revolve around diet, workouts, medications, blood pressure monitoring, etc.

2. Plan

It is important for providers to have clear words with patients regarding the checklist. They should explain each and every field of the checklist to the patients.

Most vitally, providers must help patients to plan the efforts required to manage the checklist as patients might find it time-consuming in the first place, being unaware of the fact that it is very valuable for providers to assess the recovery and other medical criteria of the patients.

3. Execute

Here comes the most important phase. Patients must execute the checklist their care team has prepared for them.

Whenever there is input required by the patients, patients must provide it. If patients fail to complete a ‘check’ in the checklist, they must provide the reason for it.

And if they encounter any questions, they must instantly communicate with their care team.

These small things make the overall execution process very easy for both patients and providers.

4. Assess

After a fixed interval or after having enough data, providers must assess the checklist.

They must assess whether patients are perfectly following self-care guidelines, whether it is resulting in any good way, whether a new ‘check’ needs to be introduced in the checklist etc.

Based on this assessment, providers must come to the conclusion that any further change in the care plan is required or patients are on the path to full recovery.

Key takeaways:

By following the proper self-care checklist lifecycle, patients and providers are ensuring that:

  • Both of them are on the same page.
  • Patients have the right checklist.
  • Providers get what they need from a checklist.
  • The care plan is actually working.

Key factors for a successful self-care checklist

Critical factors for a successful checklist vary from one patient to another, but here are the few factors that remain constant no matter the type of medical condition of any patient.

  • Set goals for each checklist
  • Understand the checklist fields and avoid unnecessary fields
  • One checklist at a time – don’t go for multiple checklists
  • Clearly identify the internal/external roles and responsibilities for the execution of the checklist
  • Maintain a high level of checklist visibility
  • Use the practical checklist tools for easy recording and tracking

How self-care checklist app gives providers and patients flexibility

With so many factors that can impact checklist success, using a self-care checklist application can help both providers and patients to keep everything well-organized and easy to track.

A good self-care schedule app can take so much of managing checklists off the shoulders of patients and providers by providing them with a dashboard they need to initiate, plan, execute and assess the checklists.

It makes recording, tracking, collaboration, and communication seamless and enjoyable on both patients’ and providers’ fronts.

Our white-label no-code healthcare checklist maker is a powerful tool that you can build any kind of checklist with.

It gives providers full flexibility to add fields the way they want, share partial or full permissions with patients, add one-time or recurring checklist to-dos, see what patients add to those checklist to-dos, and collaborate with the internal team, patients, and their caregivers.

And because the tool is not SaaS but a white-label, you recieve it with your own branding with options for customization for a lifetime and an unlimited number of internal and external users by paying just a one-time fee.

task management

Key features of our no-code healthcare checklist maker for effective self-care checklists:

1. Separate dashboards for internal and external users

We call it an ecosystem.

It comes with 4 separate dashboards to support the entire hierarchy of the self-care checklist lifecycle.

  • The main dashboard for master admin (for example, a hospital).
  • Another dashboard for the internal team members (providers, nurses) of the master admin.
  • A dashboard for patients.
  • And a dashboard for patients’ caregivers too.

checklist web app

2. See all checklists

Providers can view all the checklists they have created along with the names of patients they have shared those checklists with.

From here, they can either ON or OFF the checklist and can also edit or delete it.

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3. Configure a new checklist in just 6 steps

Providers can configure a new checklist by following just 6 steps which would take less than 5 minutes.

These 6 steps include,

  • Give the checklist a name and introduction
  • Create custom fields and give them names
  • Select status options
  • Configure the status
  • Set the permissions and share the checklist with patients
  • Review and confirm the checklist

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4. Add custom fields

Providers are able to add as many custom fields as they want or are necessary. They can also tag those fields for easy discovery in the future.

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5. Multiple status options for fields

This is the best thing.

Users can absolutely customize their checklist the way they want.

They can select whether they want to allow single status at a time or multiple statuses at a time.

For example, if they are making a Medication Tracker checklist, providers can set whether patients can give a single status such as ‘Missed’ or multiple statuses such as ‘ Missed’ and ‘Refills required’.

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6. Custom status configuration

Providers are able to configure their custom statuses as the platform is no-code. They can add the status that they want by just adding it – just like spreadsheets.

Not only this but they can also select whether they want patients to complete the task which is outdated and if yes, they can select the number of days they would like to allow patients to complete a self-care task once the task gets outdated.

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7. A shareable checklist with micro-level permissions

Providers can share the checklist with patients and their caregivers.

Since everyone does not require all permissions of the checklist, providers can set permission from the list of permissions that include Full, Edit, Contributor, Comment, and View Only.

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8. Add one-time or recurring tasks or to-do

Under the checklist, providers can add a one-time and recurring self-care to-do or tasks for the patients. If they select recurring tasks, they can select the days that task is supposed to recur.

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9. Comment on each task

Patients can – from their dashboard – comment on tasks or to-do and get their questions answered by the providers who can see those comments from their dashboard.

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10. A comprehensive view of the self-care checklist

Patients can view their today’s self-care tasks from a detailed dashboard. From here, they can change the status of the task, comment, and view all the upcoming tasks.

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3 self-care checklist examples

The following are the printable checklist templates you can use if our web-based medical checklist app isn’t on your consideration.

(We are not going to share any medical checklists as we are not clinicians. Only clinicians are supposed to prepare medical checklists. So, if that’s what you are looking for, contact your providers.)

(You can also share this article with your providers if you are tired of managing paper-based checklists, and need something innovative yet easy!)

1. Daily self-care non-medical checklist with note

The following is the non-medical checklist you can leverage to uplift your overall wellness score.

self care checklist

2. All-in-one non-medical checklist

The following is the most comprehensive checklist for you to follow on a daily, weekly, and monthly basis.

self care checklist

3. A very categorized checklist for self-care

If you want our personal opinion, the following checklist is the best one. It divides tasks into important categories that in combination help you improve your state of wellness.

self care checklist

Create and handle any medical checklist with confidence by using our no-code healthcare checklist maker

Successful medical checklist implementation starts with understanding what the ultimate goal of the checklist is, understanding the key factors that go into the intelligent checklist plan, and creating a smooth strategy for patients to get things done on the checklist.

Not only this, but healthcare settings must also ensure to implement an appropriate methodology for creating, sharing, and tracking multiple checklists for multiple patients.

And to make it as easy as creating a grocery shopping checklist, you need to use a no-code healthcare checklist application builder like what we provide. It keeps everything in order and brings all of your work under the same roof so that you can manage everything from a single dashboard.

With its customization capabilities and no-code functionality, you can create any checklist you want – in minutes.

And the best part is, you can brilliantly save your many thousands of dollars and months of time as you don’t have to build the product from scratch.

The base is already ready. We fine-tune it as per your branding needs and code on top of it to meet your unique operational needs. All this can be achieved within 60 days – instead of 200+ days.

And this could eventually save you $50000+.