Build sections and questions

Sections and questions are your audit checklist. Clinic admins build them in Clinic Settings → QA → Questions. Set up your roles first, since every question names who is responsible.

Want a head start? Click Library to open the houndkit question library. Tick the questions you want (ones you already have are marked) and click Add … questions. You'll set who's responsible on each afterward.

Add a section

1. Type a name in New section at the bottom and click Add section.
2. Click the pencil on the section to set its Title, What it holds (see below) and a Section SOP that shows at the top of the section on every case. Open Look to pick the icon and the Background and Icon colors.
3. Click Save section.

What a section holds:

• Questions: the normal list of questions.
• Billing grid (charged vs correct): a built-in billing grid (charged vs correct charge, the difference, and who was at fault) instead of a question list.

Drag sections to change their order. Archive section (in the pencil panel) stops its questions appearing on new cases. Past cases keep them.

Add questions

1. Click a section to open it.
2. Type in Add a question and press Enter. You can paste a whole list, one question per line.
3. Pick a type and press Enter or click Add.

Adding a single question opens it straight away so you can set who's responsible.

Question types

• Error check: one thumbs-down. Mark it when the error is found.
• Error list: related errors together, each option with its own responsible role.
• Yes / No: "Was it done?" No is the error.
• Result pills: thumbs down, fine or thumbs up, each answer with its own words. Left alone counts as fine.
• Billing errors: the charge grid.
• Note: free text captured on the case, never an error.

A Yes / No or Error check question can be switched over with Convert to result pills. Past answers move across.

Older questions may show a legacy type. They keep working, but new questions can't use those types.

Edit a question

Click a question to open it. Every change saves on its own, so there's no Save button:

• Question: the wording auditors see. It saves when you click away.
• Type and Section: change the type, or move it to another section. Audits that already marked it keep it.
• Who's responsible: pick the roles whose errors this is. Marked errors default to whoever holds those roles on the case. If your clinic grades with points, set the points each role loses.
• Audit types: untick audit types the question doesn't apply to.
• Errors in the list (Error list) or Pills (Result pills): add, reorder and remove options, each with its own role (and points, if grading is on).
• When it shows: limit it to certain Visit types, Species or an Age range. Yes / No and pill questions can be set to Must check, so Submit waits for an answer.
• Help for auditors: a Note shown under the error when it's marked, for the auditor and in the staff member's own view. Also Saved feedback lines (one tap each on the case), a Related SOP (on an Error list, each option can name its own), and an Automatic to-do. Tick Give the responsible person a to-do when this is marked and type the instruction (for example, "Amend the record and re-scan the signed consent form"). Without text, nothing triggers.
• Dates: Team focus until highlights the question for a while (up to 3 at a time), and Retire on stops it on new cases from that date.

Duplicate copies a question. Archive hides it from new reviews. Click Done to close it, or Next question to move on.

Next step

Decide which sections each kind of visit uses in Audit types, visit types and case fields.