Create Edit Task Views
New Tasks for TouchWorks v11
Tasks and Task Views
Tasks are jobs to be performed often within a specified date range.
Task Views is the user’s tool to communicate these tasks to each other or to view their system generated tasks.
In Touchworks Tasks are loaded into and worked from “Views”, hence the reference “Task Views”.
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.
Tasks may be generated to individuals or groups by individuals or groups or they may be automatically generated by the system.
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 Order When order is rejected then task is created Perform Order Order – Need to complete order Expired Order Orders – Order is no longer valid Overdue Order Orders - Order is past due and needs to be completed Schedule Appointment Orders - Task created to schedule appointment Call Order Orders - Call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.
Once the Rask 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.
Once all o 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
