Orders and Workflow Other Tasks Tab

Version 14.8

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

  1. Review the Other Tasks tab. 
  • Click the Other Tasks tab.

Encounter Template Editor: Other Tasks Tab

  1. Click the Insert Record button.
Note:  You may also click into the add new record field.  
  1. Click the phrase construction buttonin the Task Name/Description field.
  2. Select a phrase.

Encounter Template Editor: Phrase Construction

Note:  If there is no phrase to select for the task, you may type in the Task Name/Description field.



Click the link for more information on Phrase Construction.
  1. Click the drop-down arrow and select a Task Type.

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
  1. If the task is for a future date enter the number in the Days Fwd field (optional).

Encounter Template Editor: Days Forward

  1. Click the drop-down arrow and select a diagnosis code. The diagnosis search window displays (optional).
  • Type a code or description and click the Search button.
  • Double-click - OR - highlight and click the Select button.

Encounter Template Editor: DX Code

  1. 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, you may select the Lookup CPT button .
  1. Click the drop-down arrow and select a Department.

Encounter Template Editor: Department

  1. Click the drop-down arrow and select a Usage.

Encounter Template Editor: Usage


Usage
Definition
Alternate
Will show the item in the task window.  An alternate item needs to be selected at time of charting.
Routine
Will show 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.
  1. Click the Post edit button.

Edit Other Tasks

  1. Review the Other Tasks tab.
  • Click theOther Tasks tab.

Encounter Template Editor: Other Tasks Tab

  1. Click to highlight the follow up to edit.
  • Click the Phrase Construction button in the Task Name/Description field or type the task.
  • Click the drop-down arrow in the Task Type field, select a type.
  • Enter the number of days forward the task becomes active in the Days Fwd field.
  • Click the drop-down arrow in the DX field, select a diagnosis code (optional).
  • Click the drop-down arrow in the CPT field, select a procedure code (optional).
  • Click the drop-down arrow in the Department field, select a Department.
  • Click the drop-down arrow in the Usage field, select a Usage.
  1. Click the Post edit button.

Delete Other Tasks

  1. Review the Other tasks tab.
  • Click the Other Tasks tab.

Encounter Template Editor: Other Tasks Tab

  1. Click to highlight the other task to delete.
  2. Click the Delete record button .