Orders and Workflow Other Tasks Tab

Version 14.19

Overview

Path: Clinical tab > Encounter Templates button or Well Visit Templates button > (select template) > Add or Edit button > Orders/Workflows 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.

Add Other Tasks

  1. Follow the path above to locate the Other Tasks tab.
  2. Click the Other Tasks tab. 

  1. Click the Add 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.

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 dropdown arrow and select a Task Type.


Task TypeDescription
A/R FollowupClaims tab of the Patient Account
AccountOverview tab of the Patient Account
Asthma PlanStarts the Asthma Action Plan Wizard
ChecklistInformation task that does not take you to a specific area of Office Practicum
ConsentOpens the Patient Consents
Dev GraphicalGraphic of Developmental Milestones
Dev NarrativeNarrative of Developmental Milestones
Flow ChartOpens the Care Plan for the patient
HistoryPatient History tab
InsuranceInsurance tab of the Patient Register
MessageOpens a new message
Records RequestOpens Event Chronology
Referral LetterA new referral opens for input
RegisterPatient tab of the Patient Register
ReportOpens Event Chronology
ScanningThe scan window will open
ScheduleThe calendar window will open
Vital SignPatient Vitals and Growth window opens
  1. If the task is for a future date enter the number in the Days Fwd field (optional).

  1. Click the dropdown 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.

  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.

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.


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

UsageDefinition
AlternateWill show the item in the task window.  An alternate item needs to be selected at time of charting.
RoutineWill 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.
StandingA standing order is submitted as a task to the selected department when the template is used at time of charting.
  1. Click the Save button .

Edit Other Tasks

  1. Follow the path above to locate the Other Tasks tab.
  2. Click the 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 dropdown 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 dropdown arrow in the DX field, select a diagnosis code (optional).
  • Click the dropdown arrow in the CPT field, select a procedure code (optional).
  • Click the dropdown arrow in the Department field, select a Department.
  • Click the dropdown arrow in the Usage field, select a Usage.
  1. Click the Save button.

Delete Other Tasks

  1. Follow the path above to locate the Other Tasks tab.
  2. Click the Other Tasks tab.


  1. Click to highlight the other task to delete.
  2. 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

  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 TypeDescription
A/R FollowupClaims tab of the Patient Account
AccountOverview tab of the Patient Account
Asthma PlanStarts the Asthma Action Plan Wizard
ChecklistInformation task that does not take you to a specific area of Office Practicum
ConsentOpens the Patient Consents
Dev GraphicalGraphic of Developmental Milestones
Dev NarrativeNarrative of Developmental Milestones
Flow ChartOpens the Care Plan for the patient
HistoryPatient History tab
InsuranceInsurance tab of the Patient Register
MessageOpens a new message
Records RequestOpens Event Chronology
Referral LetterA new referral opens for input
RegisterPatient tab of the Patient Register
ReportOpens Event Chronology
ScanningThe scan window will open
ScheduleThe calendar window will open
Vital SignPatient 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


UsageDefinition
AlternateWill show the item in the task window.  An alternate item needs to be selected at time of charting.
RoutineWill 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.
StandingA 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 .