Create Edit Task Views

Tasks and Task Views

Task - a definite piece of work assigned to, falling to, or expected of a person; duty.

Task Views is the tool used in TouchWorks to view, communicate or work the tasks.

Tasks may be generated, sent and received by individuals or groups, or they may be automatically generated by the system and sent to the users accordingly.

Users most commonly use the Task Views to see what’s on their automated to-do list (system generated tasks) or to work the tasks sent by other users, including physicians, nurses or management.

Leadership may use a Task View to inquire about unsigned notes, charges still not submitted, or to look at audit information such as tasks that were closed prematurely.

A Task List workspace

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Tasks and the Upgrade Process

If you’re performing an upgrade you will need to load and test all new Tasks Views.

This process begins with determining if there are any New Tasks by accessing the v11_Upgrade Build Considerations_Draft_04-06-07 .doc”, or by asking management for a list of new Tasks.

New Tasks for v11 upgrade

Name - Module - Functionality

Rejected Order - Orders - When order is rejected then task is created

Perform Order - Orders – Need to complete order

Expired Order - Orders – Order is no longer valid

Overdue Order - Orders - Order is past due and needs to be completed

Schedule Appointment - Orders - Task created to schedule appointment

Call Order - Orders - Call in order

Dispense Order - Rx - Dispense Order

Obtain ABN Order - ''Orders'' – Need to get patient to sign ABN Form

Call In Failed Rx - Rx – Prescription failed to fax

Immun Admin - Immunization – Need to Administer Immunization

Dispense Sample - Rx – Dispense medication to patient

Med Renewal Due - Rx – Time for medication to be renewed

Rx Info – Address - Rx – Need Pharmacy address

Rx Info - PBM - Rx – Need Pharmacy Benefit information

Rx Info-Pharm - Rx – Need the Pharmacy name

Define the Task Views

Once we know what the new tasks are we can begin defining the views by using the Task View worksheet within the Upgrade Build Workbook – Phase I.exe spreadsheet.

Work with the client to fill in this worksheet. The client is knowledgeable about how these views work, so their input is not just necessary it is invaluable.

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Once the Task View Worksheet is completed you are ready to load the Task views into the system.

Loading the Tasks Views

For training purposes I am going to load the Patient Call Back View at the Enterprise Level.

Log into Touchworks as TWAdmin Go to the Task Admin Menu Chose Enterprise Views Click New Type in Patient Call Back as the view name

Click on your filters one by one and fill in the information according to the Task worksheet. You’ll notice that different options pop-up through each filter allowing for your worksheet input.

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Once all of the information from the worksheet is loaded Click Save

Assigning the Task Views Next we must assign the new Task Views to the appropriate users

While still logged in as TWAdmin Click on the Task Admin tab located on the VTB Click on the Manage Personal tab Select the user you want to assign this new view to from the Views For: drop down menu Find the newly added Task View in the Enterprise Views section at the bottom half of page. Highlight the newly added Task View Click Add to My Views

Testing the Task Views

Log in to Touchworks as a user assigned to this new Task view Click on the Tasks Tab from the Vertical Tool Bar Click on the Task List Tab from the Horizontal Tool Bar From the View drop down Menu find the Task View you just created

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