V11 tasks list for client use by P1OBWG

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									V11 Tasks
The following is a complete list of the tasks used in (v11.1.7) as of (12/07/2010)
The Tasks are sorted by alphebetical order and as seen in the application.

(A 'Y' in the 'New' column indicates the task is new in v11 and (will/may) need to be added to task views)

                                              active at client location, v 10

                                              inactive at client location, v 10

                                              New to v11 - decision needed

                                              custom active at client location, v10


   Task Name:          Module:   Is created                       When:                         And the Task
                                     by:
                                                                                                  Action is:
*ASC*                                                                                          Miscellaneous
*Hospitalists*                                                                                 Miscellaneous
_Sick Call                                                                                     Miscellaneous
ABN Follow-up        Charge      The          A procedure charge is deemed medically           Process
                                 system       not necessary and activated when the             Encounter
                                              system preference Hold charges that fail
                                              medical necessity checking = No. System
                                              generated if a charge fails medical necessity
                                              checking.
ABN Order Follow- Order          The          System generated if an order fails medical ABN Follow-Up
up                               system       necessity checking and an ABN disposition
                                              is not selected for the order and the system
                                              preference \'Hold Orders for ABN \' = No.

Ad Hoc Note          Note        A user       Task type for client specific tasks related to   Ad Hoc Note
                                              note

Ad Hoc Result                                                                                  Ad Hoc Result
Adjust Charges       Charge      The          A user edits or removes charges that have        Process
                                 system       already been sent to billing.                    Encounter

Audit Order Int      Order       The          The order interface authorize mode flag has Process Order
                                 system       been set to post audit information when a
                                              new or edited order is received.
Auth Order Int       Order       The          The order interface creates it based on if the Authorize Order
                                 system       authorize mode flag is set to require
                                              authorization when a new or edited order is
                                              received in TouchWorks.
Authorize Med                                                                                Goto Med List
Renewal
Authorize Non-        Rx+     The       This task is created when a non-formulary        Authorize
Formulary                     system    medication has been prescribed and the           Medication
Medicatio                               Med preference
                                        PrescribeNonFormularyAuthReq = Y.




Authorize Order       Order   The       The intent of this task is to notify an          Authorize Order
                              system    authorizing provider that an order has been
                                        entered in the system by another user that
                                        requires their authorization. The authorizing
                                        provider must review and approve the
                                        unauthorized order(s) associated with the
                                        task for the order(s) to be activated. This
                                        task is applicable to medication and non-
                                        medication orders.
Authorized Order      Order   The       The task is created when an order requiring      Order
                              system    approval is activated by a supervising           Notification
                                        provider.
Authorized Rx         Rx+     The       Authorized Rx is a notification task informing   Med Notification
                              system    a selected user that a prescription has been
                                        authorized. The system generates this task
                                        when the Action selected when creating the
                                        Rx is any action except Phone (which
                                        creates a Call in Rx task). The task instructs
                                        the user to follow-up with the patient, since
                                        there is a delay between the writing of the
                                        prescription and when it is conveyed to the
                                        pharmacy.

Call Back             Base    A user    User specifies this type on the New Task         Miscellaneous
                                        page.

Call in Failed Rx     Rx+     The       This task is created when an Rx fax job fails Process Med
                              system    in the print queue.
Call in Rx            Rx+     The       The system automatically creates this task Process Med
                              system    when the prescriber selects the Action of
                                        Phone, when creating a prescription.

Call Order            Order   The       This task is created when a Communication Call
                              system    Method of Call Order is the chosen for the
                                        order.
Call Patient With     Result   The      This task is indented to facilitate the     Process Note
Results               (new V11 System   notification and processing of results that Results
                      call              should be phoned to the patient. The system
                      patient           creates this task when verified results are
                      with              available and the communication method for
                      results           those results was specified as phone.
                      task)
Call Pt with Result   Result   The      This task is indented to facilitate the     Process Note
                               system   notification and processing of results that Results
                                        should be phoned to the patient. The system
                                        creates this task when verified results are
                                        available and the communication method for
                                        those results was specified as phone.
Call ResultsN                                                                              Process Note
Call ResultsR        Result     Ordering   The user verifies one or more results for an    Process
                                provider   encounter, and the Action is Call or Call and   Encounter
                                           Mail. The results have not been cited to a      Results
                                           note.
Clinical Trial Match Clincial   The        System generated during the night-time run      To notify users of
                     Trials     system     prior, and 7 days subsequent to, the            potential clincial
                                           patient's appointment date. Also system-        trials for patient
                                           generated if a new data element has been
                                           added and "real-time" checking finds this
                                           patient now valid for trial
Confirm Patient      Base       A user     The user specifies this task type on the New    Miscellaneous
Address                                    Task page.

Confirm Patient      Base       A user     The user specifies this task type on the New Miscellaneous
Cardholder Info                            Task page.

Confirm Patient      Base       A user     The user specifies this type on the New         Miscellaneous
Pharmacy                                   Task page

Correct Author                                                                             Process
Correct Document                                                                           Process
Type
Correct Patient                                                                            Process
Correct Text                                                                               Process
CorrectNote Admin Documen A user           When a user selects Req Correction for an       CorrectNote
                  t                        unstructured document and chooses               Admin
                                           \'Medical Records Team\' as the recipient.

CorrectNote User     Documen A user        When a user selects Req Correction for an Sign Note
                     t                     unstructured document and chooses
                                           \'Author\' as the recipient.
CoSign Note          Documen A user        When he/she needs a medication renewed. Sign Note
                     t

Co-Sign Note         Note       A          This task is manually created when the use      To Note
                                           does not have finalization authority and the    Form/Note
                                           Prompt User to Route for Further Signature      Output
                                           property is checked on the Document Type
                                           and Output Template
Denied Financial     Order      The        The system creates this task automatically      Authorization
Authorization                   system     when the Financial Auth Status changes to
                                           Denied.

Dictation            Note       A user     Dictation marker is placed in the Note, but it Document
                                           has not yet been dictated.                     Update




Dispense Order       Order      The        This task is created when an ordering action Dispense
                                system     of Dispense is the chosen for the order.
Dispense Sample   Rx+       The      The system creates this task for the “Rx by” Dispense
                            system   provider when a prescription is written with Sample
                                     an action of Dispense Sample and any of
                                     the required fields on the Record Sample
                                     tab on the Medication Detail are blank:
                                     Quantity, Lot number, Expiration date,
                                     Dispensed By, and Dispensed Date.

Doc Update        Documen The        Transcription is verified or invalidated.   Note Update
                  t       system




Document          Note      The      When the appointment is arrived, and the     Miscellaneous
Appointment                 system   this task type is active. No Note, document,
                                     or dictation has been started.
Document Follow Up                                                                Document Update
ePat Appt Request iHealth   The      Patients can send a request to their         Process ePatient
                            system   physician for a appointment. This message Appointment
                                     type is forwarded to TouchWorks, and
                                     displays as an ePat Appt Request task. The
                                     TouchWorks user can send a response
                                     back to the patient with the new appointment
                                     information. This information must be
                                     manually reconciled with the practice
                                     management system.

ePat Med Ques     iHealth   The      This task is not used in Enterprise HER
                            System   Version 11.0
ePat Med Renew    iHealth   The      Patients can send a request to their         Process Note
                            system   physician for a prescription renewal. This
                                     message type is forwarded to TouchWorks,
                                     and displays as an ePat Med Renew task
                                     with a link to a pre-created structured note
                                     which contains the text of the request.

ePat Message      iHealth   The      Patients can send a general message to      Process Note
                            system   their physician. This message type is
                                     forwarded to TouchWorks, and displays as
                                     an ePat Message task with a link to a pre-
                                     created structured note which contains the
                                     text of the message. The physician can
ePat Message      iHealth   The      The task is generated when a failure occurs Miscellaneous
Failure                     system   with an inbound or outbound message.
ePat Registration   iHealth   The      Patients can send a request to register for       Process ePatient
                              system   iHealth privileges. The patient registration      Registration
                                       request is forwarded to the TouchWorks
                                       system, and displays as an ePat
                                       Registration task in the physician’s task list.
                                       Physicians or clinical staff can choose to
                                       either accept or deny the request.
                                       TouchWorks records the patient’s iHealth
                                       information and the response to the request,
                                       and then sends the response back to the
                                       patient.
ePat Visit          iHealth   The      patients can send a request to their              Process Note
                              system   physcian to provide an online consulation.
                                       The onlince request is forward to the HER
                                       and is displayed as an eVisit task . The
                                       physician can reply using the HER Note
                                       Module.
ePat Visit          iHealth   The      Patients can send a request to their              Process Note
                              system   physician to provide an online consultation.
                                       The online consultation request is forwarded
                                       to TouchWorks, and displays as an eVisit
                                       task with a link to a pre-created structured
                                       note which contains the text of the request.
                                       The physician can respond to the request
                                       using the TouchWorks Note module.

Expired Order       Order     The      Created by a database job that queries for Process Order
                              system   orders that expiration date has passed. If
                                       query finds an order for which the expiration
                                       date has passed and the status of the order
                                       is neither Canceled nor D/C, then the task is
                                       created. In creating the task, the order
                                       status is changed to Canceled or
                                       Discontinued with a Reason of Expired.

External Medical    Rx        The      Created when the application recieves a    Review Hx
Hx Summary                    system   reponse from the Wellpoint MMHp indicating Summary
                                       the patient data is available.


Financial Auth      Order     The      The system creates this task when the order Authorization
                              system   associated with the task requires financial
                                       authorization. Financial Auth is set to
                                       Needed.
Finish Note         Note      The      A Note has been saved, and no dictations or Ad Hoc Noteform
                              system   transcriptions are outstanding. The Note has Note
                                       not yet been saved.
Follow up            Base        A user   The user specifies this type on the New       Miscellaneous
                                          Task page

Go To Enc Form       Charge      A user   A user clicks New Task on the Encounter       Go To Enc Form
                                          Form page and indicates Go To Enc Form
                                          in the Task box or a follow-up task is
                                          created on the PDA.
Go to Med            Rx+         A user   This is a general-purpose task launched       Process Med
                                          from the medications page with a
                                          medication selected. Since the task is ad
                                          hoc, the creator must enter instructions in
                                          the Comments field that fully define the task
                                          for the recipient. For example, the patient
                                          may have called in with a reaction to the
                                          medication and is requesting the provider
                                          follow up with the patient regarding the med.

Go to Note           Note        A user   Task type for tasks where a user is          Process Note
                                          expected to go to a note. This task does not
                                          apply to the Version 11.x Note module (see
                                          Go To Noteform Note).
Go to Noteform       Note        The      Task type replacement for Version 11.x       Ad Hoc Noteform
Note                 (Version    system   notes for Go To Note tasks.                  Note
                     11.x, not
                     10.x)
Go to Order          Order       A user   User will select an order, and then click New Process Order
                                          Task, and manually enter the pertinent
                                          information into the task form.
Go to Result         Result      A user   In the Results workspace, select a result,    Process Result
                                          click New Task, and complete the Task
                                          page.
Health               Base        A user   When the user wants to notify another user Notification
Maintenance Alert                         that the patient has an alerted order
                                          reminder.
HIE CEDExport Fail

Hospital Call        Base        A user   The user specifies this type on the New       Miscellaneous
                                          Task page

Immunization                                                                            Administer Immunization



Immunization         Order       The      The system creates this task for the “Rx by” Administer
Admin                            system   provider when a prescription is written with Immunization
Injury/WC F/up       Charge      The      Created when injury information of the
                                          an Action of Administer and any is deemed Process
                                 system   necessary for a selected diagnosis.          Encounter
                                          Activated when the system preference
Invalidate - DO                                                                        Process Note
NOT CORRECT
Mail Results to      Result      The      Task is indented to facilitate the notification Print Document
Patient                          system   and printing of results that should be mailed
                                          to the patient. The system creates this task
                                          when verified results are available and the
                                          communication method for those results
                                          was specified as mail.
Med Admin         Rx+     A user   The system creates this task for the “Rx by” Administer
                                   provider when a prescription is written with Medication
                                   an action of Administer and any of the
                                   following boxes on the Administration tab on
                                   the Medication Detail page are blank: Dose,
                                   Rroute, Site, Admin By, and Admin Date.




Med Renewal       Rx+     A user   This is a general-purpose task launched       Process Med
                                   from the Medications page with a
                                   medication selected. Since the task is ad
                                   hoc, the creator must enter instructions in
                                   the Comments box that fully define the task
                                   for the recipient. For example, this task may
                                   be created by non-prescribing user who
                                   must request a renewal on behalf of a
                                   patient or provider.
Med Renewal Due Rx+       The      This task is created when the medication      Process Med
                          system   Expected Action is set to Renew and the
                                   date associated with that action comes to
                                   pass. This task is not created for Med
                                   Admin and Immunization Admin renewals.




Med Renewal        Rx+
Request
Medical Complaint
Callback
Medical Problem or Note                                                            Process Note
Complaint
Medication History Rx+    The      This task shall notify a user of external       Review
Review                    system   medication history received for a patient and   medication
                                   allow an interface to verify and add those      history
                                   therapies to the patient's chart with the
                                   appropriate status.
Medication        Base    A user   The user specifies this type on the New         Miscellaneous
Renewal                            Task page. This task is intended to be
                                   created by those users who do not have
                                   access to the patient\'s chart.
Miscellaneous        Base        A user   The user specifies this type on the New      Miscellaneous
                                          Task page




Mng Chg Edits        Charge      The      If there are one or more charges on the      Edit Charges
                                 system   encounter with the status of Needs Info.

Note Signed but not Note         The      Created automatically by the system when a To Noteform
Final               (Version     system   user who can sign and finalize the note        Note Output
                    11.x, not             chooses to sign the note, but not finalize it.
Noteform Dictation 10.x)
                    Note         The      When a task is needed to process dictation Ad Hoc Noteform
                     (Version    system                                              Note
                     11.x, not
Notify Complete      10.x)
                     Base        The      A task is completed that had the Notify when Notify When
                                 system   Complete option checked.                     Complete



Notify Overdue       Base        The      A task that had the Notify when Overdue      Notify When
                                 system   option checked is overdue.                   Overdue




Notify Patient of    Note        The      When a task is desired to notify patient upon To Noteform
Note                 (Version    system   note finalization independent of a carbon     Note Output
                     11.x, not            copy.
Notify Provider of   10.x)
                     Note        The      When a task is desired to notify the provider To Noteform
Note                 (Version    system   upon note finalization independent of a       Note Output
                     11.x, not            carbon copy.
                     10.x)




Nursing Home Call                                                                      Miscellaneous




Obtain ABN Order     Order       The      The task is created when an order is saved Specify
                                 system   with an ABN Disposition of null and ABN      Disposition
                                          Status of Failed Medical Necessity or Failed
                                          MN-Not Holding. The client may use either
                                          Failed Medical Necessity or Failed MN-Not
                                          Holding, not both.
Order Charge Int    Order   The      The order interface authorize mode flag has Process Order
                            system   been set to create a task when an edited
                                     order is received.




Order Info          Order   The      Saving an order that is missing data          Order
                            system   required to execute the order; in this case   Information
                                     the order is placed in a status of Needs Info
                                     and this task is created.




Order Info – F/up   Order   The      The task is automatically generated by the     Order
                            system   system when a user creates a follow-up         Information
                                     order, but leaves one or more fields blank
                                     and the fields are required for the order to
                                     be executed and fully documented, but are
                                     not required to create the order in the
                                     system.
Order Info-Find     Order   The      A Findings order requires additional order     Order
                            system   information.                                   Information




Order Info-Image    Order   The      The task is automatically generated by the Order
                            system   system when a user creates an image order, Information
                                     but leaves one or more fields blank. The
                                     fields are required for the order to be
                                     executed and fully documented, but are not
                                     required to create the order in the system.




Order Info-Lab      Order   The      The task is automatically generated by the Order
                            system   system when a user creates a laboratory     Information
                                     order, but leaves one or more fields blank.
                                     The fields are required for the order to be
                                     executed and fully documented, but are not
                                     required to create the order in the system.

Order Info-Other    Order   The      An Other order requires additional order       Order
                            system   information.                                   Information
Order Info-Problem Order    The      The task is automatically generated by the     Order
                            system   system when a non-med order is created         Information
                                     without specifying a problem. A non-med
                                     order requires an associated problem when
Order Info-Refer     Order    The        The task is automatically generated by the Order
                              system     system when a user creates a referral order, Information
                                         but leaves one or more fields blank. The
                                         fields are required for the order to be
                                         executed and fully documented, but are not
                                         required to create the order in the system.

Order Info-Test      Order    The        A Diagnostic Testing order requires             Order
                              system     additional order information.                   Information




Order New Int        Order    The        The order interface authorize mode flag has Miscellaneous
                              system     been set to create a task when a new order
                                         is received.
Order Notification   Order    The        The intent of this task is to notify an       Notify Order
                              system     authorizing provider that an order has been
                                         entered in the system by another user that
                                         requires their authorization. The authorizing
                                         provider does not need to review and
OrderInfo -          Order    The        When the order is saved order(s)
                                         approve the unauthorizedwith additional       Order Additional
Additional Info               system     information question that are defined as      Information
                                         \"missing answer results in Needs Info
                                         status\" or \"missing answer results in On
OrderInfo -          Result   Ordering   Hold status\" and are unanswered. for an
                                         A user verifies one or more results           Process Note
Additional Info               provider   encounter, and the Action is Mail or Call and
                                         Mail. The results have been cited to a note.

Order-Lab Feedback                                                                       Process Order



Outside Result FU                                                                        Miscellaneous




Overdue Order        Order    The        Created by a database job which queries for Process Order
                              system     all orders whose overdue date has passed.
                                         If query finds an order for which the overdue
                                         date has passed and the status of the order
                                         is neither Canceled nor D/C, then the task is
                                         created.



Patient Arrived      Base     A user     The user specifies this type on the New         Miscellaneous
                                         Task page.



Perform Order        Order    The        This task is created when the order’s           Perform
                              system     Communicated By box is set to Perform
                                         Order.
Personal             Base     A user   The user specifies this type on the New         Miscellaneous
                                       Task page.

Personal             CareGuid The      An admin user overwrites all personal           Personal
CareGuide            e        system   CareGuide templates with an Enterprise          CareGuide
Overwritten          Template          version                                         Overwritten
                     Managem
                     ent


Precertification                                                                       Miscellaneous




Print Document       Documen The       A user selects the Create Print Doc Task        Print Document
                     t       system    option when signing a Note.




Print Enc Form       Charge   The      Through the encounter form automatic           Print Enc Form
                              system   printing set-up, this task is created when all
                                       charges are submitted and reach a status of
Print Label          Result   The      If any orders Review. System generated if Print Label
                                       Submitted or on a requisition have a label,
                              system   check the auto-print defaults. If the Create
                                       Print Label Task on Order option is
                                       checked, then this task is created.

Print Requisition    Order    The      The ordering provider has the following Auto Print Requisition
                              system   Print preference selected: Create Print
                                       Requisition Task on Order. A user edits the
                                       order such that it enters a state that satisfies
                                       the print criteria.
Print Result         Result   The      This is an ad-hoc task that is manually         Print Result
                              system   generated to advise a user to print a result.
                                       Select the result, click New Task, and then
                                       choose Print Results.




Print Result for     Result   The      When a results is verified and the applicable Result Update
Chart                         system   auto-print defaults have the “create result
                                       update task when verified” or the “create
                                       result update task when received” checkbox
                                       checked.
Print Result-Chart                                                                     Result
Removed
Print Results                                                                      Print Encounter Results for Distrib
Distribution
Print Results for   Result   The      The purpose of this task is generate a        Print Encounter
CC                           system   hardcopy of a patient’s results to be sent to Results for
                                      another individual when the verified results Distribution
                                      become available. The task is generated
                                      when another user/provider is designated to
                                      be cc’d on the result and that preferred
                                      communication method is specified as
                                      PRINT.
Print Specimen                                                                      Print Specimen




Pt Acct Question                                                                   Miscellaneous




Pt Add Ins                                                                         Patient Ins Add




Pt Appt Question                                                                   Pt Appt Question
Pt Cancel Appt                                                                     Patient Appointment Cancel
Pt Ins Question                                                                    Pt Ins Question




Pt Inv Question                                                                    Pt Inv Question
Pt Med Question    Pt Med Question




Pt Merge-Enc       Pt Merge-Enc
Pt Message         Patient Message Response




Pt Post Payment    Patient Account Payment




Pt Profile Error   Concerning Med




Pt Ref Question    Pt Ref Question
Pt Reg Update      Patient Reg Update




Pt Remove Ins      Patient Ins Remove
Pt Renew Med       Patient Med Renewal
Pt Req Account                                                                   Patient Account Request




Pt Req Form                                                                       Patient Form Request
Pt Req Referral                                                                   Patient Referral Request
Pt Request Appt                                                                   Patient Appointment Request
Pt Resched Appt                                                                   Patient Appointment Reschedule
Reconcile Doc      Documen The      If the inbound document interface is          Document
                   t       system   configured to create this task when a patient Reconciliation
                                    associated with a document to be filed can
                                    not be found in the clinical database.

Referral Follow Up                                                                Process Note
Referral Request                                                                  Miscellaneous
Refill Request                                                                    Miscellaneous
Rejected Order     Order   The      This task is created when an order requiring Order
                           system   approval is voided by a supervising provider. Notification

Rejected Rx        Rx+     The      This task is created when the status of an    Med Notification
                           system   unauthorized medication order is set to Void.




Request F/up Appt                                                                Process Encounter
Result Follow Up                                                                 Process Result
Result Invalid    Result   The      This task is created when a result is        Process Result
                           system   invalidated.
Result Update                                                                    Result Update
Results Update                                                                   Print Encounter Results for Paper Cha
(Print for Paper
Chart)
Review Covered     Note    The      Created for the appointment provider once To Noteform
Note                       system   the Note is finalized by a provider not linked Note Output
                                    to appointment. This task may or may not be
                                    linked to a note template. If not linked to a
                                    note template, then the task will not be
                                    created for the appointment provider if
                                    someone else becomes the owner and
                                    finalizes the note. This task can also be
                                    manually created. If manually created and
                                    created by system, then only one instance of
                                    the task should exist. If user is flagged to not
                                    receive these tasks then no task will be
                                    created for that appointment provider
                                    regardless of note template setting.
Review Document    Documen A user or   When a user is selected to receive a Carbon Process Note
                   t       the         Copy of the document via a Task (rather
                           system      than a printed or faxed copy) AND after the
                                       document completes a step that triggers its
                                       distribution (i.e. if configured to generate on
                                       Final, tasks are generated for any CC task
                                       recipients when the document is finalized.)

Review Enc Form    Charge   The        Created for coders and attending physicians Review Charges
                            system     to review the encounter forms submitted by
                                       specified providers before charges are
                                       submitted to the practice management
                                       system for billing. System generated when a
                                       user clicks or taps Submit and based on the
                                       ChgWorksCreateRevEncFormTasks user
                                       preference which is set in Admin (not in the
                                       Personalize Charge page).

Review Form                                                                         Process Form
Review Note        Note     A user     When a task is desired that takes the user   To Noteform
                                       to a note. This is not completed             Note Output
                                       automatically.
Review                                                                              Miscellaneous
Orders/Meds
Review Results     Result   The        When a user is CC’d on a result with a          Process Result
                            system     notification method of task, a review result is
                                       created for them when the result is verified
                                       or if it does not need verification, when it is
                                       filed.
Review ResultsR                                                                        Process Encounter Results
Review Scan        Scan     A user     The user associates a Review Scan task          Review Scan
Document                               with a scanned image from the TouchWorks Document
                                       Scan system, or from the TouchWorks Web
                                       New Task function.
Review             Note     A user     Transcriptions for all outstanding dictation    Ad Hoc Noteform
Transcription                          markers linked to same user and Note have Note
                                       returned and are ready for review by
                                       dictating provider.




Review Unresolved Note      The                                                     Process Note
Transcription               System




Rx Cancel Denied
Rx Change         Rx+   The      This task is used to process Change          Concerning Med
Request                 system   Requests received from a SCRIPT Standard
                                 enabled pharmacy. A change request may
                                 take one of three forms: Generic
                                 Substitution, Therapeutic Alternative, Prior
                                 Authorization Request. The pharmacist may
                                 suggest up to nine alternatives.


Rx Chg Special    Rx+   The      In response to a message from PBM.              Concerning Med
                        system
Rx Eligibility    Rx+   The      This task is generated by the system when Reconcile/Revie
Results                 system   an Rx Benefit eligibility check reruns one or w
                                 more eligible prescription benefit plans for a
                                 patient. This task prompts the clinical staff to
                                 review the plan data that is reurnedm and
                                 determine the accuracy based on the
                                 demographic returned by the PBM.

Rx Info-Address   Rx+   The      This task is automatically created when         Rx Info-Address
                        system   generating a prescription for a mail order
                                 pharmacy and the patient’s mailing address
                                 is incomplete or unknown.
Rx Info-PBM       Rx+   The      This task is automatically created when         Rx Info-PBM
                        system   generating a prescription that is missing
                                 specific benefit information required by the
                                 destination pharmacy. The pharmacies and
                                 the information required by these
                                 pharmacies is defined in the database table,
                                 PHARM_REQ_FLDS.
Rx Info-Pharm     Rx+   The      This task is automatically created when         Rx Info-Pharm
                        system   generating a prescription and the destination
                                 pharmacy incomplete or unknown. The
                                 applicable Rx actions that will generate this
                                 task are: Retail, Mail Order, and Phone. All
                                 other prescribing actions shall not create
                                 this task.
Rx Info-Problem   Rx+   The      The task is automatically generated by the      Rx Info
                        system   system when a med order is created without
                                 specifying a problem. An Rx requires an
                                 associated problem when the preference
                                 PrescribeProblemLinkingRequired is set to
                                 Needs Info Reason.

Rx Renew Request Rx+    The      The system creates this task for the “Rx by” Concerning Med
                        system   provider when a REFREQ message is
                                 received from a SCRIPT standard enabled
                                 pharmacy.




Rx Transfer       Rx+   The      In response to a message from PBM.              Concerning Med
                        system
Rx Unk Change                                                                    Concerning Med
Rx Unk Renew                                                                     Concerning Med
Rx Unk Special                                                                   Concerning Med
Rx Unk Tx                                                                             Concerning Med
Rx Xmit Fail         Rx+         The      The system creates this task when an error Concerning Med
                                 system   is returned from the CSS Spooler indicating
                                          that a SCRIPT transmission of a NEWRX or
                                          REFREQ has failed.




Schedule             Order       The      A notification task that informs that the user Specify
Appointment                      system   placing an order has changed the               Appointment
                                          Appointment status within order details to
                                          Appointment Needed.




Schedule Results     Result      The      When a result is verified with a patient      System
F/Up                             system   communication action of Schedule              Miscellaneous
                                          appointment to discuss results.
Send Normal Letter                                                                      Process Result

Sign Amended         Note        The      The Note is amended. Amending a Note           To Noteform
Note                             system   should be based on what is done – explicitly - Note Output
                                          preserving the snapshot. Once the Note is
                                          finalized, an amendment will not happen
                                          automatically. The administrator can decide
                                          which event will trigger amendments.

Sign Form                                                                               Sign Form
Sign Letter          Documen The          A special kind of CC, this task is generated Sign Note
                     t       system       when the CC dialog is used to create a letter
                                          and that letter requires electronic signature
                                          to be finalized and the owner of the letter
                                          has an electronic workflow.

Sign Note            Note        The      The Note has been signed but not finalized Sign Note
                                 system   because the user doesn’t have ownership
                                          authority sufficient for the note nor finalizing
                                          authority for the note. Initial signing indicates
                                          note input has been completed or is ready
                                          for next clinician. Task can be manually
                                          generated at any time as well.

Sign-Note            Note        The      This is the Version 11.x task replacement     To Noteform
                     (Version    system   for the Sign Note task.                       Note Output
                     11.x, not
                     10.x)
Sign Order                                This task us not used in Allscripts Version
                                          11.0
Submit Enc Form      Charge   The      An arrived appointment is received by the  Send Charges
                              system   system or when additional charges added to
                                       encounter without resubmitting encounter
                                       form.



Submit IP Enc        Charge   The      System generated according to the                 Send Charges
                              system   preference on the service list and if an
                                       inpatient encounter form has charges on it
                                       that are not submitted and there is no
                                       Submit IP Enc task.


Submit Res Enc       Charge   The      System generated if a Submit Enc Form      Send Charges
                              system   task does not exist for that Result Charge
                                       encounter. There cannot be an active
                                       Submit Enc Form task and an active Submit
                                       Res Enc task on the same encounter.


Unlinked Patientq    Base     The      The system receives an unlink Intiate for a       System
                              system   patient. The task serves as a reminded to         Miscellaneous
                                       the provder to check the patient's chart for
                                       potential duplication
Unlinked Patient     Base     The      Two weeks after the initial Unlink Patient        System
Reminder                      system   Initiate notification is sent to the Enterprise   Miscellaneous
                                       EHR from Intiate
Verify CCR Doc       CED     The       Created upon the receipt of an unsolicited        Verify CCR Doc
                             system    Clinical Exchange Document.
Verify CCR Item      CED     The       Created upon the receipt of an unsolicited        Verify CCR Item
                             system    Clinical Exchange Document.
Verify Doc           Documen The       A transcription comes over an interface or        Verify
                     t       system    through TouchWorks Scan.                          Transcription


Verify Enc Results
Verify Order         Order             Created when a Clinical Exchange                  Order
                                       document is imported and the Clinical             Notification
                                       Exchange Document Item Verification is Y
                                       and the clinical exchange document has at
                                       least one non-medication order or result.

Verify Patient       Result   The      This task provides notification that a result is Verify Patient
Results                       system   available for verification. The task facilitates Results
                                       the verification of patient results. The task is
                                       created when a result is filed that requires
                                       verification. The task priority is dictated by
                                       the Result Status.
Verify Result                                                                           Acknowledge Result
Verify Results                                                                          Verify Results
Verify Rx            Rx+               Created when a Clinical Exchange                 Med Notification
                                       document is imported and the Clinical
                                       Exchange Document Item Verification is Y
                                       and the clinical exchange document has at
                                       least one medication order.
View Note       Note   The      When a task is desired that takes user to       ViewNote
                       system   Note and completes automatically upon
                                navigation.
Waiting for     Note   The      All dictation(s) have been sent, but the        Ad Hoc Noteform
Transcription          system   transcription(s) haven’t returned, so the       Note
                                Note is not ready for finishing note input or
                                signature.
And assigned to:                 And is resolved:                Delegated?




Billing provider    Manually completed when charges are          No
                    edited in the practice manage system, and
                    the user clicks Done. Auto-completed if
                    charge is edited to pass medical necessity
                    checking.

Ordering provider   Automatically completed if the order is      No
                    edited to pass medical necessity checking.



The user specified Select the task, and then click Done.         No
on the New Task
page

Billing provider    Manually completed when the charges are      No
                    edited in the practice management system,
                    and the user clicks Done.
Ordering provider   The user acts upon the order.                No


Ordering provider   Automatically when the order is authorized   No
                    or the status is changed to Discontinued,
                    Void, or Entered in Error.
Utilization review   This task is completed automatically when No
physician            the user takes an action on the Authorize
                     Orders page. To authorize: Place a
                     checkmark in the check boxes next to the
                     medication, and then click Authorize. To
                     reject: Click Edit, select Void from the Status
                     list, and then click Apply & Close.

Supervising          When the order is authorized by a user with No
Provider for Non-    sufficient authority.
medication and
ordering provider
for medications




Ordering provider    Select the task, and then click Done.       Yes


The provider        The task owner will review the order and     Yes
specified in the Rx click Done to complete the task.
by box will be
assigned this task.
It is not expected
that this user will
actually work the
task.



User specified on When the user clicks Done.                     No
the New Task page

                                                                 No

Ordering provider    The user may resubmit from the print queue Yes
                     or click Done on task list.


Ordering provider                                                Yes


Ordering provider




Ordering provider                                                Yes
Another user         The user calls the patient with results and   Yes
                     then manually completes the task on the
                     task list.

Assign to Clinical 7-day post appointment clean-up routine is      No
Trial Team         run and the listings are removed from the
                   patient's list; user can also mark "DONE"
                   once they've contacted the patient and
                   indicated, via the Contact nts to proceed
                   with the trian screening
The user specified When the user clicks Done.                      No
on the New Task
page
The user specified When the user clicks Done.                      No
on the New Task
page
User specified on When the user clicks Done.                       No
the New Task page




Medical Records      When the user clicks Done.                    No
Team


User specified as    When the user signs the document.             No
the Author of the
document.
User specified on    When the user clicks Done.                    No
the Note New Task
page
Provider/Attending   When the provider/attending provider signs    No
Provider             the note



Ordering provider    The task is automatically completed when      Yes
                     the Order Status is set to Active (activate
                     the order) or set to Void (void the order).

User who places      Dictating and sending dictations linked to all No
the dictation        outstanding dictation markers in Note
marker               associated with the single dictating provider:
                     there may be additional incomplete
                     dictations linked to another provider and
                     another task specific to the other provider.
                     The task can also be completed by deleting
                     the dictation markers from the Note. Both
                     completions are automatic.

Ordering provider                                                  Yes
            Ordering provider   This task is completed automatically by the   Yes
                                system when all required fields on the
                                Record Sample tab have been populated.




            Provider selected Automatically completed when transaction is No
            in the transcription verified or invalidated.
            source file




            Appointment         When the user creates a Note, document, or Yes
            provider            dictation linked to the encounter.

ment Update
           Physician the        Must be manually completed                    No
           patient sent the
           message to




            Physician the       Click eReply on Note workspace                No
            patient sent the
            message to




            Physician the       Click eReply on Note workspace                No
            patient sent the
            message to



            Provider who        Must be manually completed                    No
            received or sent
            the message
Physician the       When task is performed and user clicks           No
patient is          Accept or Deny on iHealth Patient
registering with    Registration dialog




Physician the       Click eReply on Note workspace                   No
patient sent the
message to



Physician the       Click eReply on Note workspace                   No
patient sent the
message to




Ordering provider                                                    Yes




Assigned to the     Highlight the task from the task list and        No
provider who sent   select done.
the eligibility
request for the
patient
Ordering provider   When the Financial Auth Status is changed Yes
                    to Approved, Denied or Approved Modified.


Note owner          Signing the Note completes the task; the         No
                    Note does not have to be finalized.
                    Regardless of who completes this task, it
                    should disappear from owner’s task list
                    automatically. If a dictation or transcription
                    related task is created, this task will
                    automatically disappear/complete. If a
                    returning transcription is reviewed and the
                    note is not signed, a FinishNoteInput task
                    will reappear or be created for the note
                    owner.
            The user specified   When the user clicks Done.                    No
            on the New Task
            page
            User specified on    Manually completed when the user clicks       No
            the Encounter        Done.
            Form New Task
            page
            User specified on    When the user clicks Done.                    No
            the Medications
            New Task page




            User specified on When the user clicks Done.                       No
            the Note New Task
            page

            User specified on When the user clicks Done.                       No
            the Note New Task
            page

            User specified on    The user completes the task by selecting it, No
            the Orders New       and then clicking Done.
            Task page
            User specified on    The user completes the task by selecting it, No
            the Results New      and then clicking Done.
            Task page
            New user             When the user clicks Done (or Remove).        No


                                                                               Yes

            The user specified When the user clicks Done.                      No
            on the New Task
            page
nister Immunization



            Ordering provider    This task is completed automatically by the   Yes
                                 system when the requirements for
            Enc Review team      documenting the administration of a
                                 Manually completed when charges are           No
                                 edited in the practice management system,
                                 and user clicks Done.


                                 One of the following: (1) By the system       Yes
                                 when the document is printed via the task
                                 list Go To button. (2) By printing the
                                 document from the batch printing page. (3)
                                 Manually.
Ordering provider    This task is completed automatically by the Yes
                     system when the requirements for
                     documenting the administration of a
                     medication have been satisfied. The
                     required documentation consists of the
                     following boxes on the Administration tab on
                     the Medication Detail page: Dose, Route,
                     Site, Admin by, and Admin date.

User specified on The task is automatically completed when     No
the New Task page the medication is renewed. If the med is not
                  renewed, complete the task by clicking
                  Done from the task list.




                     Completed when the all medication             Yes
                     renewals associated with the patient-
                     ordering provider combination have either
                     been renewed, the expected action trigger
                     has changed, the medication status has
                     changed, or the ordering provider for the
                     medication has been changed another user.
                     To complete the task do one of the
                     following: (1) Update the therapy end date to
                     a future date (the therapy remains active).
                     (2) Renew the therapy (remains active). (3)
                     Change the medication “expected action”
                     (evaluate, or stop). (4) Change the
                     medication status (Complete, D/C, EIE).

                                                                  No

                                                                  No

                                                                  No

Assigned to the      This task automatically completed when all
provider with whom   unverified medications associated with the
the patient is       RXHRES have been processed (assigned a
scheduled            status other than unverified) and committed
                     to the patient record.
User specified on    When the user clicks Done.                  Yes
the New Task page
The user specified When the user clicks Done.                    No
on the New Task
page




Charge Edits Team Automatically completed when there are no No
                  charges on the encounter with status of
                  Needs Info.
Note owner           When the user signs and finalizes the       No
                     document.

Dictating provider   When the user submits the dictation.        No


User specified on When the user clicks Done.                     No
the New Task page



User specified on When the user clicks Done.                     No
the New Task page




                     When the user clicks Done.                  Yes



                     When the user clicks Done.                  Yes




                                                                 No




Ordering provider    The task is automatically completed when     Yes
                     the user either (1) makes a change to the
                     order such that the resulting medical
                     necessity status is no longer Failed Medical
                     Necessity or Failed MN-Not Holding, or (2)
                     edits the ABN Disposition attribute on Order
                     to a non-NULL value, or (3) changes the
                     Order Status to D/C, Canceled, or EIE.
Ordering provider   When the user clicks Done.                     No




Ordering provider   When all the necessary information has         No
                    been specified.




Ordering provider   This task is automatically completed when      Yes
                    the required order information is entered in
                    the Order Detail page. Additionally, the
                    associated task Sign Note must be
                    completed separately.



Ordering provider   Automatically when the order information is    Yes
                    entered and the Note is saved.




Ordering provider   This task is automatically completed when      Yes
                    the required order information is entered in
                    the Order Detail page. Additionally, the
                    associated task Sign Note must be
                    completed separately.




Ordering provider   This task is automatically completed when      Yes
                    the required order information is entered in
                    the Order Detail page. Additionally, the
                    associated task Sign Note must be
                    completed separately.


Ordering provider   Automatically when the order information is Yes
                    entered and the Note is saved.
Ordering provider   This task is automatically completed when a Yes
                    problem is associated to the order and
                    commited to the patient record.
Ordering provider   This task is automatically completed when      Yes
                    the required order information is entered in
                    the Order Detail page. Additionally, the
                    associated task Sign Note must be
                    completed separately.


Ordering provider   Automatically when the order information is    Yes
                    entered and the Note is saved.




Ordering provider   Manually when the order is created or          No
                    determined to not be needed.

Supervising         When the order is authorized by a user with No
Provider for Non-   sufficient authority.
medication and
ordering provider
for medications.
Ordering provider   When the additional information questions      No
                    have been answered.



Another user        The user calls the patient with the results    Yes
                    and then manually completes the task on
                    the task list.




Ordering provider   The task is automatically completed when       Yes
                    the user either (1) Edits the order due date
                    to a future date, or (2) changes the status of
                    the Order to Completed, D/C, Canceled, or
                    EIE.




User specified on When the user clicks Done.                       No
the New Task page



Ordering provider   When the status of the order is Completed      Yes
                    or Resulted, automatically complete the
                    task. D/C and EIE should not complete the
                    task – those order statuses should remove
                    the task.
User specified on When the user clicks Done.                     No
the New Task page

The provider(s)     When the user clicks Done (or Remove).       No
with personal
versions of the
CareGuide
template




User who signed     When the document is queued for printing.    No
the Note




Billing provider    Auto-completed when the encounter form is No
                    printed.

Ordering provider   The task is automatically completed with the Yes
                    item is queued in the printer queue.




Ordering provider   This task is automatically completed when    Yes
                    the requisition is printed.




Owner of the        The task is automatically completed when     No
document to be      the result is queued in the printer queue.
printed




Ordering provider   One of the following: (1) By the system      Yes
                    when the document is printed via the task
                    list Go To button. (2) By printing the
                    document from the batch printing page. (3)
                    Manually.
Encounter Results for Distrib

             Ordering provider   The task is complete when the item is   Yes
                                 queued in the print queue.




nt Appointment Cancel
nt Message Response




nt Account Payment




nt Reg Update




nt Ins Remove
nt Med Renewal
nt Account Request




nt Form Request
nt Referral Request
nt Appointment Request
nt Appointment Reschedule
             The dictating       By the system when the task is performed    No
             provider associated and the document is linked to an existing
             with the document patient.
             to be filed


                                                                             Yes

             Ordering provider   Select the task, and then click Done.       Yes


            The provider        The task owner will review the order and     Yes
            specified in the Rx click Done to complete the task.
            by box will be
            assigned this task.
            It is not expected
            that this user will
            actually work the
            task.
ess Encounter

             Ordering provider                                               Yes


Encounter Results for Paper Chart


             Appointment         When the assignee navigates to the Note.    No
             provider by default
             or provider
             manually selected
             when created ad
             hoc
            The recipient of the When the user clicks Done.                  No
            CC.




            Enc Review team      Auto-completed when all charges on the      No
                                 encounter are submitted by a user without
                                 the ChgWorksCreateRevEncFormTasks
                                 user preference.




            User specified on When the user clicks Done.                     No
            the Note New Task
            page


            Ordering provider    Manually completed or completed when the No
                                 user who was CC’d performs the “Mark as
                                 Reviewed” action on the order.


ess Encounter Results
            The specified        Manually completed.                         No
            users


            Dictating provider   Saving or signing note. Typically, the user  No
                                 would review, sign and finalize the Notes as
                                 part of workflow. Also, in some cases,
                                 supporting staff work these tasks and make
                                 edits to the returning transcriptions. This
                                 task allows this workflow. A Finish Note
                                 Input or Sign Note task will be created
                                 depending on the state of the Note/
                                 document once ReviewTranscription task is
                                 worked.
                                                                              No




                                                                             Yes
The provider           The task owner will review the order and       No
specified in the Rx    click Done to complete the task. When the
by box will be         change is granted: Complete the task, add
assigned this task.    the new therapy to the patient’s active
It is not expected     medication list, and void the original
that this user will    prescription. When the medication is
actually work the      refused: try to match the prescription with
task.                  the row representing the therapy.

Ordering provider      When the user clicks Done.                     No

the provided who       When the user clicks Done.                     No
sent the eligibility
request




Ordering provider      Select the task from the task list and click   Yes
                       Done.


Ordering provider      The task is completed when all required Rx Yes
                       benefit fields for the patient are updated.




Ordering provider      The task is completed when pharmacy            Yes
                       information for all med orders for the patient
                       – provider combination is provided.




Ordering provider      This task is automatically completed when a Yes
                       problem is associated to the order and
                       commited to the patient record.




The provider        Selecting one of the Grant/Refuse controls        No
specified in the Rx automatically completes the task.
by box will be
assigned this task.
It is not expected
that this user will
actually work the
task.
Ordering provider When the user clicks Done.                          No
The provider          The task owner will review the order and     Yes
specified in the Rx   either remove it from the page or click Done
by box will be        from the task list.
assigned this task.
It is not expected
that this user will
actually work the
task.
Ordering provider     The task is automatically completed when       Yes
                      the user either (1) edits the appointment
                      attribute of the order to Has Been
                      Scheduled (this assumes that the patient
                      has been scheduled, but their in not integrity
                      check for that event), or (2) edits the
                      Appointment attribute to either Not Needed
                      or Patient Will Schedule, or (3) changes the
                      order status to Completed, D/C, Canceled,
                      or EIE.
                      Manually completed.                            No




User who last         Signing and finalizing the ammended Note.     No
finalized the Note




Document owner        When the user signs the document.             No




Note owner (or a      When the document is signed by the            No
manually linked       assignee.
provider)




Note owner            When the note owner signs the note.           No
           Billing provider; if   Auto-completed when: 1. User clicks Submit No
           none, then             regardless of the status of any change on
           appointment            that encounter. 2. User cancels a charge
           provider; if none,     and the rules for creating a Submit Enc form
           then Encounter         task fail and there are no charges with a
           Followup Team          status of Needs Info, Saved, or Ready.

           Billing provider       Auto-completed when: 1. User clicks Submit No
                                  regardless of the status of any change on
                                  that encounter. 2. User cancels a charge
                                  and the rules for creating a Submit IP Enc
                                  task fail and there are no charges with a
                                  status of Needs Info, Saved, or Ready.

           Lab Charges Team Auto-completed when: 1. User clicks Submit No
                            regardless of the status of any change on
                            that encounter. 2. User cancels a charge
                            and the rules for creating a Submit Res Enc
                            task fail and there are no charges with a
                            status of Needs Info, Saved, or Ready.

           Medical Records        When the User clicks Done                    No
           Team


           Medical Records        When the user Clicks Done                    No
           Team

           Document owner         When the document is verified by the user.   No

           CCR Verify Team      When there are no more unverified items for No
                                this document.
           Provider selected Automatically when the user verifies or        No
           in the transcription invalidates the transcription.
           source file


                                  When all the patient\'s unverified non-     No
                                  medication orders have been either verified
                                  an added or removed.



           Ordering provider      Completed when the all results associated No
                                  with the encounter and ordering provider
                                  combination have either been verified or the
                                  ordering provider for the result has been
                                  changed another user

owledge Result

                                  When all the patient\'s unverified meds have No
                                  been either verified an added or removed.
User specified on This task is automatically completed when No
the Note New Task the note is viewed.
page
Note owner        The dictation is returned, or the outstanding No
                  dictation marker is removed.
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