How do I add facility-specific checklist items (unit or hospital requirements)?
Add requirements that only apply when a clinician works at a particular facility, such as that hospital's orientation, EHR access, badge or an extra certification, without blocking the clinician anywhere else.
In YourMedSoft, facility-specific requirements are clinician onboarding checklist items with a Target Facility. An Owner or Admin adds them in Settings → Compliance → + Add Requirement and picks the facility. The item appears on each applicable clinician's checklist marked "Facility-specific" and blocks shift assignment only for shifts at that facility.
What You Need Before Starting
- Owner or Admin role.
- The facility exists in Foundation → Facilities.
- The clinician onboarding checklist is set up (see How do I set up and run the clinician onboarding checklist?).
Clinical & Regulatory Compliance Standards
- Joint Commission HR.01.02.05 and HR.01.04.01 (orientation): host facilities must confirm contracted staff are qualified and oriented to the facility before providing care.
Step-by-Step Instructions
Open Settings → Compliance
Go to Settings and choose the Compliance tab. This is where all checklist items are managed.
Add a requirement for the facility
Click "+ Add Requirement". Enter a Display Name (e.g. "St. Mary's EHR (Epic) training") and a Credential Type Code (e.g. stmarys_epic). Choose the Item type: Admin task for things your team records (orientation, badge, EHR access), Document upload for something the clinician provides, Credential for a certification that must be verified, or Policy acknowledgment for a facility policy the clinician signs.
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Pick the Target Facility and role
Select the facility in Target Facility. Optionally limit it to a Target Role (e.g. RN only). Set the Checklist section to Facility-specific so it is grouped clearly.
Decide whether it blocks scheduling
Leave "Required before scheduling" ticked to block assignment to that facility's shifts until the item is complete. Untick it to track the item without blocking. Optionally set Due within (days from staff record creation) and Renews every (months).
Save and track it
Click Save. The item now appears on applicable clinicians' checklists (People → Onboarding → Clinician Checklists, and My Profile → Onboarding for clinicians) marked "Facility-specific". It does not count toward the clinician's general Ready to work status; it only gates shifts at that facility.
Pro-Tips & Best Practices
- Facility items never block shifts at other facilities, so a clinician can keep working elsewhere while finishing one hospital's orientation.
- If a facility requires an extra certification (e.g. NIHSS for a stroke unit), add it as a Credential item with that facility selected.
Troubleshooting & Operational Edge Cases
Issue: A clinician can't be assigned to one hospital's shifts but can be assigned elsewhere
Operational Resolution: Open their checklist and look for incomplete items marked "Facility-specific" for that hospital.
Frequently Asked Questions & Troubleshooting
Can a facility require non-clinical items like parking or badge agreements?
Yes. Add them as Admin task or Policy acknowledgment items with that Target Facility.
What happens when someone tries to assign a clinician who hasn't completed a facility item?
Assignment to that facility's shift is blocked and the missing item is listed. A manager or admin can still assign with an override reason, which is recorded in the audit log.
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