Identify the ‘risks’ that the checklist should address in cooperation with stakeholders (ie patients, clinicians and hospital management). Ensure the objectives of the checklists are communicated clearly in the checklist itself and use a title that reflects the objectives. Draft checklist items, with consideration of the following:
no more than 10 items per heading / pause point the language is simple and jargon-free a clear font (eg sans serif), with dark text on a light background ensure each item has a clear recommendation on the required action.
Include instructions on how to use the checklist. Where possible, ensure that the checklist adjusts itself depending on the relevance of item to avoid patients having to answer too many irrelevant questions. Plan when the checklist should be used, considering how it will be integrated with existing processes and procedures, utilising natural breaks or opportunities in the workflow. Consider how the checklist can be adapted to suit different units/teams/contexts.
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Where the checklist is electronic
Include instructions on how to download and update the checklist. Test the usability of the digital interface. Ensure adequate data protection systems are in place. Consider how the checklist will be accessible to those who cannot use a digital device.
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