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CareList documentation

The operating manual: how to set CareList up, what every role does day to day, and how work flows from ward and lab to the quality office. Find your role under Role guides, or follow a whole process under Workflows.

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How CareList is organisedWhat CareList does, the two company types, the two layers of access, how a day flows between roles, and how this manual is laid out.Your first sign-inSign in, install CareList on your phone, find your way around the tabs and More sheet, and set up alerts.Find your roleAll 17 CareList roles, who each one is for, which company types offer it, and which chapter to read next.

Set up

Platform ownerUse the platform panel to create hospitals and diagnostic centres, set plans and seats, add users, and suspend or support companies.Administrator setup – your first weekA phase-by-phase checklist to take a new hospital or diagnostic centre from empty to running audits, alerts and reports.Staff and rolesAdd and edit employees, choose the right role, work within seat limits, deactivate leavers and organise people into teams.Checklists and schedulesInstall ready-made checklists, edit them in the builder, publish, assign them on a schedule and put QR codes where the work happens.Notifications and reportsHow alerts reach people (in-app, push, email), the scheduled compliance email, automation rules, DPR, CSV exports and the audit log.

Role guides

AdministratorDaily guide for the company administrator: full access to every module, settings, staff and reports.Medical director / superintendentOversee clinical quality across the hospital: dashboards, critical values, approvals, deviations, analytics and the NABH programme.Quality manager (NABH / NABL)Run the audit programme: build and assign checklists, approve, chase deviations and actions, and keep NABH / NABL evidence ready.Nursing superintendentRun the wards: nursing teams, admissions and care plans, ward audits, discharge sign-off and sample collection.Head of departmentRun your department's checklists and people: assign audits, approve, follow up failures and watch your team's results.Doctor / consultantAdmit and discharge patients, set up care plans, order lab and imaging tests and follow results from your phone.Staff nurseRun bedside care-plan checklists, sign and attest, work offline, order tests and collect ward samples.PharmacistRun pharmacy, cold-chain and crash-cart checklists, look up admitted patients, and follow up failed items.Front office / receptionAdmit and discharge patients at a hospital desk, register test orders, print sample labels and hand over verified reports.Lab manager / chief pathologistRun the laboratory end to end: watch TAT, verify lab reports, plan QC and audits, and manage analyzers and staff.PathologistReport and verify laboratory results, log critical values, reject unsuitable samples and complete your sign-off checklists.Lab technicianRun daily IQC and analyzer start-up, receive or reject samples, process and report, log critical values and deliver reports.Phlebotomist / sample collectorRegister walk-in and home-collection orders, print the sample label, complete the collection checklist and mark samples collected.RadiologistReport and verify imaging studies, flag critical findings, review safety screening and keep imaging TAT on target.Radiographer / imaging technologistRegister imaging studies, complete safety, MRI and contrast screening, mark Scan done, run daily QA and hand over reports.Biomedical engineerRegister equipment, print QR labels, work repair orders with parts and downtime, and run preventive maintenance.Housekeeping / facility staffRun washroom, waste and cleaning checklists by scanning location QR codes, and report facility problems.

Workflows

A patient's stay, admission to dischargeAdmission, standard care plan, bedside QR rounds, test orders, overdue care, discharge readiness, discharge and re-admission.Lab test order, from registration to deliveryEvery step of a laboratory order, who taps which button, how the TAT clock runs, and what happens on rejection and recollection.Imaging study, from booking to report handoverHow an X-ray, CT, MRI or ultrasound order moves from Registered to Scan done, Reported, Verified and Delivered, with safety screening.Critical value, from result to documented callFlag a panic result, record who was told and when, alert the right people, and keep the evidence NABL assessors ask for.NABH / NABL audit cyclePlan a year of NABH or NABL internal audits, schedule them by department and location, review and fix gaps, and keep evidence for assessors.From a failed item to a closed actionHow a Fail answer becomes a deviation, then an automatic corrective action or work order, and how it is closed and resolved.Equipment breakdown and maintenanceScan a device, report it down, repair it with parts and downtime, get approval and return it to service; plus PM and meters.Approvals – checklists and work ordersEnd-to-end sign-off: how a checklist or a costly repair goes to a manager, gets approved or sent back, and is resubmitted.

Reference

Permissions matrixEvery role against every permission: manager screens, patients, each diagnostics step, equipment, deleting records, and company types.Alerts and schedulesEvery notification CareList sends, who gets it and how, plus every automatic job and when it runs.GlossaryA–Z of the terms used in CareList and in this manual, from accession number to wizard mode.Troubleshooting by roleThe problems each role group runs into most often, why they happen, and how to fix them.

Looking for a single task instead, like adding a question or printing a QR label? See the help center.