Version 14.19
Overview
Path: Clinical tab > Encounter Templates button or Well Visit Templates button > (select template) > Add or Edit button > Orders/Workflow button > Other Tasks tab
This section of template design demonstrates the edit or addition of other tasks associated to a template. These are tasks that can not be added through any of the other tabs associated to template design, such as an ear wash.
Adding Other Tasks
- Follow the path above to locate the Other Tasks tab.
- Click the Other Tasks tab.
- Click the Add button
.
.Note: You may also click the add new record field.
|
- Click the phrase construction button
in the Task Name/Description field. - Select a phrase. If there is no Phrase to select, enter a Phrase in the Task Name/Description field. For more information on Phrase Construction.
- Select a Task Type from the drop-down menu.
| Task Type | Description |
|---|---|
| A/R Followup | Claims tab of the Patient Account |
| Account | Overview tab of the Patient Account |
| Asthma Plan | Starts the Asthma Action Plan Wizard |
| Checklist | Information task that does not take you to a specific area of Office Practicum |
| Consent | Opens the Patient Consents |
| Dev Graphical | Graphic of Developmental Milestones |
| Dev Narrative | Narrative of Developmental Milestones |
| Flow Chart | Opens the Care Plan for the patient |
| History | Patient History tab |
| Insurance | Insurance tab of the Patient Register |
| Message | Opens a new message |
| Records Request | Opens Event Chronology |
| Referral Letter | A new referral opens for input |
| Register | Patient tab of the Patient Register |
| Report | Opens Event Chronology |
| Scanning | The scan window will open |
| Schedule | The calendar window will open |
| Vital Sign | Patient Vitals and Growth window opens |
- If the task is for a future date, enter the Number in the Days Fwd field (optional).
- Select a Diagnosis Code from the drop-down menu. The diagnosis search window is displayed (optional).
- Enter a Code or Description and click the Search button.
- Double-click - OR - highlight and click the Select button.
- Click the ellipse button
in the CPT field and select a Procedure Code. The procedure window is displayed(optional, only enter if billing).
- Select a Category from the drop-down menu.
- Highlight the Procedure Code and click the Use button.
Note: If the CPT code is not found in the categories, click the Lookup CPT button. |
- Select a Department from the drop-down menu.
- Select a Usage from the drop-down menu.
| Usage | Definition |
| Alternate | Shows the item in the task window. An alternate item needs to be selected at time of charting. |
| Routine | Shows the item in the task window with a checkmark already selected in the add field. A routine item is selected for task submission at time of charting. |
| Standing | A standing order is submitted as a task to the selected department when the template is used at time of charting. |
- Click the Save button
.
.Editing Other Tasks
- Follow the path above to locate the Other Tasks tab.
- Click the Other Tasks tab.
- Click to highlight the follow up to edit.
- Click the Phrase Construction button in the Task Name/Description field or enter the task.
- Select a Type from the Task Type drop-down menu.
- Enter the number of days forward the task becomes active in the Days Fwd field.
- Select a Diagnosis Code from the DX drop-down menu.
- Select a Procedure Code from the CPT drop-down menu.
- Select a Department from the drop-down menu.
- Select a Usage from the drop-down menu.
- Click the Save button.
Deleting Other Tasks
- Follow the path above to locate the Other Tasks tab.
- Click the Other Tasks tab.
- Highlight the Task to delete.
- Click the Delete button
.
.Version 14.10
Overview
This section of template design demonstrates the edit or addition of other tasks associated to a template. These are tasks that can not be added through any of the other tabs associated to template design, such as an ear wash.
Add Other Tasks
- Review the Other Tasks tab.
- Click the Other Tasks tab.
Encounter Template Editor: Other Tasks Tab
- Click the Insert Record button
.
 | Note: You may also click into the add new record field.  |
- Click the phrase construction buttonin the Task Name/Description field.
- Select a phrase.
Encounter Template Editor: Phrase Construction
| Note: If there is no phrase to select for the Task, enter it in the Task Name/Description field. |
 | Click the link for more information on Phrase Construction. |
- Select a Task Type from the drop-down menu
Encounter Template Editor: Task Type List
| Task Type | Description |
|---|---|
| A/R Followup | Claims tab of the Patient Account |
| Account | Overview tab of the Patient Account |
| Asthma Plan | Starts the Asthma Action Plan Wizard |
| Checklist | Information task that does not take you to a specific area of Office Practicum |
| Consent | Opens the Patient Consents |
| Dev Graphical | Graphic of Developmental Milestones |
| Dev Narrative | Narrative of Developmental Milestones |
| Flow Chart | Opens the Care Plan for the patient |
| History | Patient History tab |
| Insurance | Insurance tab of the Patient Register |
| Message | Opens a new message |
| Records Request | Opens Event Chronology |
| Referral Letter | A new referral opens for input |
| Register | Patient tab of the Patient Register |
| Report | Opens Event Chronology |
| Scanning | The scan window will open |
| Schedule | The calendar window will open |
| Vital Sign | Patient Vitals and Growth window opens |
- If the Task is for a future date, enter the number in the Days Fwd field (optional).
Encounter Template Editor: Days Forward
- Select a Diagnosis Code from the drop-down arrow. The diagnosis search window is displayed(optional).
- Enter a Code or Description and click the Search button.
- Double-click - OR - highlight and click the Select button.
Encounter Template Editor: DX Code
- Click the ellipse button in the CPT field and select a procedure code. The procedure window displays (optional, only enter if billing).
- Select a category.
- Highlight the procedure code and click the Use button.
Encounter Template Editor: CPT
 | Note: If the CPT code is not found in the categories, click the Lookup CPT button  . |
- Select a Department from the drop-down menu.
Encounter Template Editor: Department
- Select a Usage from the drop-down arrow.
Encounter Template Editor: Usage
| Usage | Definition |
| Alternate | Shows the item in the task window. An alternate item needs to be selected at time of charting. |
| Routine | Shows the item in the task window with a checkmark already selected in the add box. A routine item is selected for task submission at time of charting. |
| Standing | A standing order is submitted as a task to the selected department when the template is used at time of charting. |
- Click the Post edit button.
Editing Other Tasks
- Review the Other Tasks tab.
- Click the Other Tasks tab.
Encounter Template Editor: Other Tasks Tab
- Click to highlight the follow up to edit.
- Click the Phrase Construction button in the Task Name/Description field or enter the task.
- Select a Type from the Task Type drop-down menu.
- Enter the number of days forward the task becomes active in the Days Fwd field.
- Select a Diagnosis Code from the DX drop-down menu.
- Select a Procedure Code from the CPT drop-down menu.
- Select a Department from the drop-down menu.
- Select a Usage from the drop-down menu.
- Click the Post edit button.
Deleting Other Tasks
- Review the Other tasks tab.
- Click the Other Tasks tab.
Encounter Template Editor: Other Tasks Tab
- Click to highlight the other Task to delete.
- Click the Delete record button
.
