Checklists and Guides – Clinical Document Development
Start the clinical document development process by finding the applicable guide and checklist from below. These tools, along with resources on the Clinical Document Development webpage, will assist you from start to finish of your project.
- If you are developing multiple clinical documents for one topic, only one checklist may be used. Choose the checklist that best suits your project. Example - If developing:
- clinical standard and/or procedure that has multiple support documents, choose the Clinical Standard/Procedure Checklist to use.
- multiple clinical forms, patient handouts and/or general documents, choose the Clinical Forms, PIER, and General Documents Checklist to use.
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If you are conducting a clinical document revision, contact Clinical Standards to obtain the published editable version to work from.
- At any time you need assistance, connect with your assigned Clinical Standards coach, or clinicalstandards@saskhealthauthority.ca if you have not been assigned a coach.
If you have never been the LEAD for the development of a Clinical Standard and/or Clinical Procedure, ensure you read and follow the LEAD guide as well as the checklist.
Once you become familiar with the Clinical Standard and/or Clinical Procedure process, you may only need to use the checklist and reference the guide as needed.
LEAD Checklist and Guide
The following documents are for the Clinical Standards and Professional Practice (CSPP) roles only. They are for the COACH, CS SPECIALIST and CS ADMIN ONLY.
CSPP Role Checklist and Guide
If you have never been the LEAD for the development of a clinical form, patient information and education resource (PIER) or general clinical document, ensure you read and follow the LEAD guide as well as the checklist.
Once you become familiar with the clinical document development process, you may only need to use the checklist and reference the guide as needed.
Clinical Forms
- Any form used in a clinical setting and may include:
- Clinical form that is used to document patient care. It is a permanent part of the patient health record.
- Clinical form used for clinical purposes but not for patient care, such as checklists, training/education records, etc.
Patient Information and Education Resource (PIER)
- Any standardized resource provided to patients as either informational or educational material. They are for a population of patients where the information is standardized (the same all patients of that population).
- If the information/education is to be customized to a patient, it is a form and not a PIER document.
General Clinical Documents
- Any clinical document used in a clinical setting that does not fit into the above categories (i.e. clinical form, PIER, Clinical Standard, Clinical Procedure).
- Examples include: work standards, guidelines, algorithm, learning module, poster, etc.
LEAD Checklist and Guide
Order sets are supported by the SHA as the preferred method of communication of practitioner orders.
Refer to the tools and resources below to develop an order set.