Create Edit Task Views

Description

This page was created to show users how to load new v11 Tasks into the TouchWorks system.

Task and Task Views

Task - a definite piece of work assigned to, falling to, or expected of a person; duty. A task is a "to-do" item and in Touchworks these "to-do" items are delivered to you automatically by the system when a flag is set or by an individual manually. If you think of all of the things that go on in a Healthcare Organization, private practice or clinic you'll appreciate the TouchWorks Task Module. Every Task that you are responsible for can be presented to you and tracked accordingly.

Tasks are performed through TouchWorks "Task Views". These Task Views allow the user to communicate tasks to one another, perform a task or review a task.

A Task may be also be automatically generated by the system and sent to users or groups 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.

Tasks range from calling a patient back to renewing a prescription or reviewing a lab result to scheduling an appointment.

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 do the following:

Review and Update new Tasks in the Task Name Dictionary

Define new Teams required to support the new Task Workflows

Define new Task Views to support the new Task Workflow

Assign new Task Views to the appropriate users''

Let's begin

Review and Update new Tasks

I've identified the following new Tasks for v11 by reviewing the v11_Upgrade Build Considerations_Draft_04-06-07 .doc provided to me by management.

New Tasks for V11 Upgrade Process

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Expired Order - Orders – Order is no longer valid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

Update New Tasks

Login to TouchWorks as TWAdmin

Click on the Dictionary Tab on the Vertical Tool Bar

Using the Dictionary Drop Down Menu choose Task Name''

Click the Add Button

File:Task dict.jpg

In the Name Field type in the exact Task name, be very specific and clear. this is what shows up in the Task Field in the Tasks List Workspace.

File:Taskname.jpg

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.

Task View Worksheet

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

Set the Filters

Each filter is an item from the Task View Worksheet.

Click on each filter and populate the Fields with the clients information.

Note that additional or different fields appear as you click on each filter.

Once all of the information from the worksheet is loaded,

Click Save

Define new Teams required to support the new Tasks workflow

Assign the Task Views to the appropriate users

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 Click on it and confirm the view.

File:Taskh.jpg