Physician 6.1 Message & Task

Question 1

What 2 ways can the MD enter the message and task routine

Answer 1

1. Through the physician Care module

2. Through the individual module after logging on.

Question 2

What are messages?

Answer 2

They are like emails - for back and forth communications

Question 3

What are tasks?

Answer 3

They are like to do lists with statuses

Question 4

What statuses are on to-do lists?

Answer 4

Open, On Hold, & Completed.

Question 5

If a communication item should only convey info and does not need to be managed afterwards Should it be a message or a task?

Answer 5

Message

Question 6

If a communication should be tracked and eventually completed, should it be a task or a message?

Answer 6

A task

Question 7

How can you view messages and tasks?

Answer 7

As one combined list or 2 separate lists.

Question 8

Where do you set whether you want a split screen or one list

Answer 8

Parameter, Access, or user preferences

Question 9

With the split view where would the user go to set how many rows will display.

Answer 9

Trough the gear icon

Question 10

What is group by message or task type

Answer 10

In User preferences the md can decide if the same type of message or task can be grouped together under one header.

Question 11

Can you group by message or type in both split view and in the combined view.

Answer 11

Yes

Question 12

What does black check mark in the top left-hand corner do?

Answer 12

Brings up a menu where you can select or deselect similar items.

Question 13

Is the check mark always available?

Answer 13

No, it is dynamic, options only display when it is available

Question 14

What are some of the groups that you can check

Answer 14

Read, unread, priority

Question 15

After making a choice with checks, how does the user determine the action to be taken on each item.

Answer 15

Click the more actions footer button

Question 16

What are some of the “more actions” for checked items?

Answer 16

Mark as read/unread
Move to old (messages only)
Delete (messages only)
Add/Remove tag
Add/Remove Flag
Assign a task

Question 17

what is a workgroup

Answer 17

Members of the group that claim tasks for completion, and/or reply or forward messages like email.

Question 18

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?

Answer 18

They click on the 3 heads icon on top left

Question 19

How does a user cover someone outside of the workgroup?

Answer 19

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.

Question 20

What does retain cover for current session?

Answer 20

Lasts until close PCM

Question 21

Retain cover for Today

Answer 21

Cover lasts for the whole day even if the md goes out of the session.

Question 22

Include groups/user - My messages

Answer 22

Displays just your own messages and tasks

Question 23

Include messages for user/provider.- Covered Providers

Answer 23

Shows the providers that were built through the patient list.

Question 24

What is workgroup coverage?

Answer 24

If a user is A member of a workgroup or multiple workgroups, other members of those workgroups will be shown here.

Question 25

What is Save Favorites in saved coverage

Answer 25

Save selected user workgroups as favorites

Question 26

Under coverage. Favorites footer button

Answer 26

View or select Saved favorites

Question 27

What is the assign out of office coverage?

Answer 27

A way to push or forward your inbox for a certain period time.

Question 28

HOw do you use assign out of office

Answer 28

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

Question 29

What can a user designated as a manager of workgroup do.?

Answer 29

Designate which members of a workgroup can receive messages and tasks assigned to that workgroup. They can one or all users.

Question 30

Where does that manager of the workgroup go to manage the users

Answer 30

Bottom footer button that says “Manage Workgroups. This button is only available to assigned mangers

Question 31

Where do you go to create a message

Answer 31

Click on the create button on the top left

Question 32

Create message- MESSAGE TYPE

Answer 32

Send to types that are available to your message/type access group

Question 33

Where is manual message and task types created

Answer 33

Message/Task Type dictionary

Question 34

What are two types of message/tasks that are prebuilt

Answer 34

Clinical

None

Question 35

What is a clinical message type need?

Answer 35

A patient or a patient account to be defined

Question 36

What does None message type need?

Answer 36

No account or patient - like an email

Question 37

What happens when you send a NONE type message as PRIVATE

Answer 37

Allows the users listed to see the message, users covering for the listed md will not see the message.

Question 38

What are templates

Answer 38

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

Question 39

What happens when you save a template

Answer 39

Will be brought to the top of the template list.

Question 40

What does a yellow star mean on the template

Answer 40

A user has identified a template built in the template dictionary and saved it as a favorite by clicking on the transparent star

Question 41

What does a blue star on a template mean?

Answer 41

The user has defined their own message/Task criteria and used the save as favorite footer button within the create function.