Physician 6.1 Message & Task Flashcards
What 2 ways can the MD enter the message and task routine
- Through the physician Care module
2. Through the individual module after logging on.
What are messages?
They are like emails - for back and forth communications
What are tasks?
They are like to do lists with statuses
What statuses are on to-do lists?
Open, On Hold, & Completed.
If a communication item should only convey info and does not need to be managed afterwards Should it be a message or a task?
Message
If a communication should be tracked and eventually completed, should it be a task or a message?
A task
How can you view messages and tasks?
As one combined list or 2 separate lists.
Where do you set whether you want a split screen or one list
Parameter, Access, or user preferences
With the split view where would the user go to set how many rows will display.
Trough the gear icon
What is group by message or task type
In User preferences the md can decide if the same type of message or task can be grouped together under one header.
Can you group by message or type in both split view and in the combined view.
Yes
What does black check mark in the top left-hand corner do?
Brings up a menu where you can select or deselect similar items.
Is the check mark always available?
No, it is dynamic, options only display when it is available
What are some of the groups that you can check
Read, unread, priority
After making a choice with checks, how does the user determine the action to be taken on each item.
Click the more actions footer button
What are some of the “more actions” for checked items?
Mark as read/unread Move to old (messages only) Delete (messages only) Add/Remove tag Add/Remove Flag Assign a task
what is a workgroup
Members of the group that claim tasks for completion, and/or reply or forward messages like email.
If the person is a member of a workgroup and has the ability to cover for another MD, how do they set up the coverage relationship?
They click on the 3 heads icon on top left
How does a user cover someone outside of the workgroup?
The coverage must be initially built through patient lists. Once built there, these providers will be available through selection in the message/Task coverage function.
What does retain cover for current session?
Lasts until close PCM
Retain cover for Today
Cover lasts for the whole day even if the md goes out of the session.
Include groups/user - My messages
Displays just your own messages and tasks
Include messages for user/provider.- Covered Providers
Shows the providers that were built through the patient list.
What is workgroup coverage?
If a user is A member of a workgroup or multiple workgroups, other members of those workgroups will be shown here.
What is Save Favorites in saved coverage
Save selected user workgroups as favorites
Under coverage. Favorites footer button
View or select Saved favorites
What is the assign out of office coverage?
A way to push or forward your inbox for a certain period time.
HOw do you use assign out of office
Name: user who is covering
From: The start date to start the cover
Thru: Stop date of coverage
Remove out of office user: cancel out of office coverage
What can a user designated as a manager of workgroup do.?
Designate which members of a workgroup can receive messages and tasks assigned to that workgroup. They can one or all users.
Where does that manager of the workgroup go to manage the users
Bottom footer button that says “Manage Workgroups. This button is only available to assigned mangers
Where do you go to create a message
Click on the create button on the top left
Create message- MESSAGE TYPE
Send to types that are available to your message/type access group
Where is manual message and task types created
Message/Task Type dictionary
What are two types of message/tasks that are prebuilt
Clinical
None
What is a clinical message type need?
A patient or a patient account to be defined
What does None message type need?
No account or patient - like an email
What happens when you send a NONE type message as PRIVATE
Allows the users listed to see the message, users covering for the listed md will not see the message.
What are templates
Items that are displayed indented under the message/task type
Each template as certain pre-built criteria that some can be changed by the user
What happens when you save a template
Will be brought to the top of the template list.
What does a yellow star mean on the template
A user has identified a template built in the template dictionary and saved it as a favorite by clicking on the transparent star
What does a blue star on a template mean?
The user has defined their own message/Task criteria and used the save as favorite footer button within the create function.
