Difference between revisions of "Tasking Fundamentals"

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Allscripts EHR Tasking Fundamentals
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[[Category:Webcasts]]
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__TOC__
  
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From Galen Healthcare Solutions - Allscripts Enterprise EHR Wiki
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== '''Webcast Overview''' ==
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This webcast provides an overview of the tasking module in the Allscripts EHR application. The focus of this presentation is split between the front end workflow of tasking - including creating and working manual tasks and an explanation of system-generated tasks, a review of the task list, and an overview of the configuration aspects of setting up tasking in Enterprise: the dictionaries associated with tasking and the [[Task Admin]] menu option.
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== '''Q&A''' ==
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'''Q:  Tasks listed in the Custom Task filters – can tasks be added to individual custom task filter groupings?'''
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'''A''': No. The tasks that are listed within each custom task filter are predetermined. Only those tasks associated with the custom task filter can be filtered against that criteria. It is not possible to add tasks to the group of tasks associated with the custom task filter.
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'''Q: Delegated Tasks – in a multi-org setup, is it possible to set the delegated flag differently by organization?'''
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'''A''': No. The delegated flag is set across the Enterprise in the Task Name dictionary. Therefore, in a situation where there are multiple organizations within the Enterprise, there will need to be consensus as to whether or not the delegated flag should be set =Y.
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'''Q: Is there a limitation as to how many tasks will show up on a task view?'''
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'''A''': There is a Framework “classic” preference called ''TasksNumberofRows'', which allows for the specification of the number of rows that will be loaded into a task list. The settings are: 15, 25, 50, 75, 100, 200 or 300. This preference can be set at the Enterprise, Device or User levels. Typically, the setting will be for 25 or 50 task rows.
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'''Q: Will tasks fall off after a certain period of time or stay forever until action is taken?'''
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'''A''': Unless the filter criteria “created” is used – which defines the period of time in which a created task will appear on the task view (based on creation date) – then, no – the only way tasks will drop off of a task list is either by actively being worked or removed from the task list.
  
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Contents [hide]
 
  
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== '''Webcast Overview''' ==
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'''Q: Can any task settings be altered in SSMT that cannot be altered within Task Name dictionary manually?'''
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'''A''': No, the only additional field found in the SSMT Task Name extract, not found in the Task Name dictionary is “Create Y/N”, which is used to indicate whether or not the Task Name entry on the SSMT upload needs to be created in Enterprise.
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'''Q: What is the name of the document that discusses task behaviors?'''
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'''A''': The single best resource for information on tasking is the Allscripts ADBR. If you type in the words “list of tasks”, you will get a list of all of the tasks with information about conditions and behaviors for each task. Additionally, there are sections in the ADBR that cover the life cycle of a task and task lists. For detailed information about the dictionaries that support tasking, a great resource can be found right here on the Galen Wiki:
  
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This webcast will provides of the module in the Allscripts EHR application. The focus of this presentation is split between the front end workflow of tasking - including creating and working manual tasks and an explanation of system-generated tasks, a review of the task list, and an overview of the configuration aspects of setting up tasking in Enterprise.  
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http://wiki.galenhealthcare.com/Allscripts_Enterprise_EHR_Dictionaries
  
  
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== '''Q&A''' ==
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'''Q: What is a delegated task and how is it different from other tasks?'''
  
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'''Q'''. How do you bulk load patients or appointments?
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'''A''': Please click on the following link for a complete answer to this question:
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'''A'''. AIE does provide a method to bulk load in the utilities section on the left hand bottom of the screen. This historically did not work well for bulk loads of greater than 10K. It would fail somewhere before 10K. It may work better now, but you can also bulk load via a SQL script by inserting the records into the export events table. This is probably the more commonly used method and it provides greater flexibility.
 
  
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'''Q'''. What are some senarios that you would need to modify a stylesheet?
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http://wiki.galenhealthcare.com/Delegated_Task
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'''A'''. There could be various reasons depending on the organization, but one that come to mind is maybe you have a new additional information field that you want to capture data in and send to EHR. You can easily set up the translation to pull that data into an empty PID segment to send to EHR.  
 
  
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'''Q'''. What are your common troubleshooting steps when you experience a problem?
 
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'''A'''. First check to see if messages are sitting unprocessed that shouldn’t be, then check the activity log for any critical or fatal errors, then look at the export events or import events table for the last record that processed successfully and compare it to the failed record to see what the problem is.
 
  
  
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Delivered 6/8/2012:  
 
Delivered 6/8/2012:  
  
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Download slideshow
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[[Media:Tasking Fundamentals Webcast.pdf|Download slideshow]]
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== '''Links''' ==

Latest revision as of 22:04, 26 December 2012

Webcast Overview

This webcast provides an overview of the tasking module in the Allscripts EHR application. The focus of this presentation is split between the front end workflow of tasking - including creating and working manual tasks and an explanation of system-generated tasks, a review of the task list, and an overview of the configuration aspects of setting up tasking in Enterprise: the dictionaries associated with tasking and the Task Admin menu option.

Q&A

Q: Tasks listed in the Custom Task filters – can tasks be added to individual custom task filter groupings?

A: No. The tasks that are listed within each custom task filter are predetermined. Only those tasks associated with the custom task filter can be filtered against that criteria. It is not possible to add tasks to the group of tasks associated with the custom task filter.


Q: Delegated Tasks – in a multi-org setup, is it possible to set the delegated flag differently by organization?

A: No. The delegated flag is set across the Enterprise in the Task Name dictionary. Therefore, in a situation where there are multiple organizations within the Enterprise, there will need to be consensus as to whether or not the delegated flag should be set =Y.


Q: Is there a limitation as to how many tasks will show up on a task view?

A: There is a Framework “classic” preference called TasksNumberofRows, which allows for the specification of the number of rows that will be loaded into a task list. The settings are: 15, 25, 50, 75, 100, 200 or 300. This preference can be set at the Enterprise, Device or User levels. Typically, the setting will be for 25 or 50 task rows.


Q: Will tasks fall off after a certain period of time or stay forever until action is taken?

A: Unless the filter criteria “created” is used – which defines the period of time in which a created task will appear on the task view (based on creation date) – then, no – the only way tasks will drop off of a task list is either by actively being worked or removed from the task list.


Q: Can any task settings be altered in SSMT that cannot be altered within Task Name dictionary manually?

A: No, the only additional field found in the SSMT Task Name extract, not found in the Task Name dictionary is “Create Y/N”, which is used to indicate whether or not the Task Name entry on the SSMT upload needs to be created in Enterprise.


Q: What is the name of the document that discusses task behaviors?

A: The single best resource for information on tasking is the Allscripts ADBR. If you type in the words “list of tasks”, you will get a list of all of the tasks with information about conditions and behaviors for each task. Additionally, there are sections in the ADBR that cover the life cycle of a task and task lists. For detailed information about the dictionaries that support tasking, a great resource can be found right here on the Galen Wiki:

http://wiki.galenhealthcare.com/Allscripts_Enterprise_EHR_Dictionaries


Q: What is a delegated task and how is it different from other tasks?

A: Please click on the following link for a complete answer to this question:

http://wiki.galenhealthcare.com/Delegated_Task


File

Delivered 6/8/2012:

Download slideshow

Links

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