V11 Tasks

The following is a complete list of the tasks used in (v11.1.1) as of (06/21/08)

• The Tasks are sorted by Module
• (A 'Y' in the 'New' column indicates the task is new in v11 and (will/may) need to be added to task views)

• A Microsoft Excel spreadsheet is also available from the Allscripts Knowledge Base: kb.allscripts.com doc # 3350.
• The Allscripts spreadsheet can also be sorted by module but does not indicate which tasks are new in v11

• For information on creating and editing task views click HERE
• For a list of tasks not used in v11 click HERE. (These tasks have already been replaced in the task views?)

(Why does 'Review Results' appear in both lists?)

Task Name:	Module:	Is created by:	When:	And the Task Action is:	And assigned to:	And is resolved:	Is the task delegated?	Additional comments
Call Back	Base	A user	User specifies this type on the New Task page.	Miscellaneous	User specified on the New Task page	When the user clicks Done.	No
Notify Complete	Base	The system	A task is completed that had the Notify when Complete option checked.	Notify When Complete	User specified on the New Task page	When the user clicks Done.	No
Notify Overdue	Base	The system	A task that had the Notify when Overdue option checked is overdue.	Notify When Overdue	User specified on the New Task page	When the user clicks Done.	No
Confirm Patient Address	Base	A user	The user specifies this task type on the New Task page.	Miscellaneous	The user specified on the New Task page	When the user clicks Done.	No
Confirm Patient Cardholder Info	Base	A user	The user specifies this task type on the New Task page.	Miscellaneous	The user specified on the New Task page	When the user clicks Done.	No
Confirm Patient Pharmacy	Base	A user	The user specifies this type on the New Task page	Miscellaneous	User specified on the New Task page	When the user clicks Done.	No
Follow up	Base	A user	The user specifies this type on the New Task page	Miscellaneous	The user specified on the New Task page	When the user clicks Done.	No
Hospital Call	Base	A user	The user specifies this type on the New Task page	Miscellaneous	The user specified on the New Task page	When the user clicks Done.	No
Miscellaneous	Base	A user	The user specifies this type on the New Task page	Miscellaneous	The user specified on the New Task page	When the user clicks Done.	No
Patient Arrived	Base	A user	The user specifies this type on the New Task page.	Miscellaneous	User specified on the New Task page	When the user clicks Done.	No
Personal	Base	A user	The user specifies this type on the New Task page.	Miscellaneous	User specified on the New Task page	When the user clicks Done.	No
Medication Renewal	Base	A user	The user specifies this type on the New Task page. This task is intended to be created by those users who do not have access to the patient\'s chart.	Miscellaneous	User specified on the New Task page	When the user clicks Done.	Yes
Health Maintenance Alert	Base	A user	When the user wants to notify another user that the patient has an alerted order reminder.	Notification	New user	When the user clicks Done (or Remove).	No
Personal CareGuide Overwritten	CareGuide Template Management	The system	An admin user overwrites all personal CareGuide templates with an Enterprise version	Personal CareGuide Overwritten	The provider(s) with personal versions of the CareGuide template	When the user clicks Done (or Remove).	No
Verify CCR Doc	CED	The system	Created upon the receipt of an unsolicited Clinical Exchange Document.	Verify CCR Doc	Document owner	When the document is verified by the user.	No
Verify CCR Item	CED	The system	Created upon the receipt of an unsolicited Clinical Exchange Document.	Verify CCR Item	CCR Verify Team	When there are no more unverified items for this document.	No
ABN Follow-up	Charge	The system	A procedure charge is deemed medically not necessary and activated when the system preference Hold charges that fail medical necessity checking = No. System generated if a charge fails medical necessity checking.	Process Encounter	Billing provider	Manually completed when charges are edited in the practice manage system, and the user clicks Done. Auto-completed if charge is edited to pass medical necessity checking.	No
Go To Enc Form	Charge	A user	A user clicks New Task on the Encounter Form page and indicates Go To Enc Form in the Task box or a follow-up task is created on the PDA.	Go To Enc Form	User specified on the Encounter Form New Task page	Manually completed when the user clicks Done.	No
Adjust Charges	Charge	The system	A user edits or removes charges that have already been sent to billing.	Process Encounter	Billing provider	Manually completed when the charges are edited in the practice management system, and the user clicks Done.	No
Submit Enc Form	Charge	The system	An arrived appointment is received by the system or when additional charges added to encounter without resubmitting encounter form.	Send Charges	Billing provider; if none, then appointment provider; if none, then Encounter Followup Team	Auto-completed when: 1. User clicks Submit regardless of the status of any change on that encounter. 2. User cancels a charge and the rules for creating a Submit Enc form task fail and there are no charges with a status of Needs Info, Saved, or Ready.	No
Review Enc Form	Charge	The system	Created for coders and attending physicians to review the encounter forms submitted by specified providers before charges are submitted to the practice management system for billing. System generated when a user clicks or taps Submit and based on the ChgWorksCreateRevEncFormTasks user preference which is set in Admin (not in the Personalize Charge page).	Review Charges	Enc Review team	Auto-completed when all charges on the encounter are submitted by a user without the ChgWorksCreateRevEncFormTasks user preference.	No
Injury/WC F/up	Charge	The system	Created when injury information is deemed necessary for a selected diagnosis. Activated when the system preference CWWorksPrefCreateInjTask = Y. System generated if the system option set to create and special billing condition is entered on the encounter form.	Process Encounter	Enc Review team	Manually completed when charges are edited in the practice management system, and user clicks Done.	No
Mng Chg Edits	Charge	The system	If there are one or more charges on the encounter with the status of Needs Info.	Edit Charges	Charge Edits Team	Automatically completed when there are no charges on the encounter with status of Needs Info.	No
Submit IP Enc	Charge	The system	System generated according to the preference on the service list and if an inpatient encounter form has charges on it that are not submitted and there is no Submit IP Enc task.	Send Charges	Billing provider	Auto-completed when: 1. User clicks Submit regardless of the status of any change on that encounter. 2. User cancels a charge and the rules for creating a Submit IP Enc task fail and there are no charges with a status of Needs Info, Saved, or Ready.	No
Submit Res Enc	Charge	The system	System generated if a Submit Enc Form task does not exist for that Result Charge encounter. There cannot be an active Submit Enc Form task and an active Submit Res Enc task on the same encounter.	Send Charges	Lab Charges Team	Auto-completed when: 1. User clicks Submit regardless of the status of any change on that encounter. 2. User cancels a charge and the rules for creating a Submit Res Enc task fail and there are no charges with a status of Needs Info, Saved, or Ready.	No
Print Enc Form	Charge	The system	Through the encounter form automatic printing set-up, this task is created when all charges are submitted and reach a status of Submitted or Review. System generated if system option is set to create and all charges are either (1) Submitted or (2) Submitted or Review.	Print Enc Form	Billing provider	Auto-completed when the encounter form is printed.	No
Sign Letter	Document	The system	A special kind of CC, this task is generated when the CC dialog is used to create a letter and that letter requires electronic signature to be finalized and the owner of the letter has an electronic workflow.	Sign Note	Document owner	When the user signs the document.	No
Verify Doc	Document	The system	A transcription comes over an interface or through TouchWorks Scan.	Verify Transcription	Provider selected in the transcription source file	Automatically when the user verifies or invalidates the transcription.	No
Print Document	Document	The system	A user selects the Create Print Doc Task option when signing a Note.	Print Document	User who signed the Note	When the document is queued for printing.	No
Reconcile Doc	Document	The system	If the inbound document interface is configured to create this task when a patient associated with a document to be filed can not be found in the clinical database.	Document Reconciliation	The dictating provider associated with the document to be filed	By the system when the task is performed and the document is linked to an existing patient.	No
Doc Update	Document	The system	Transcription is verified or invalidated.	Note Update	Provider selected in the transcription source file	Automatically completed when transaction is verified or invalidated.	No
Review Document	Document	A user or the system	When a user is selected to receive a Carbon Copy of the document via a Task (rather than a printed or faxed copy) AND after the document completes a step that triggers its distribution (i.e. if configured to generate on Final, tasks are generated for any CC task recipients when the document is finalized.)	Process Note	The recipient of the CC.	When the user clicks Done.	No
CorrectNote User	Document	A user	When a user selects Req Correction for an unstructured document and chooses \'Author\' as the recipient.	Sign Note	User specified as the Author of the document.	When the user signs the document.	No
CorrectNote Admin	Document	A user	When a user selects Req Correction for an unstructured document and chooses \'Medical Records Team\' as the recipient.	CorrectNote Admin	Medical Records Team	When the user clicks Done.	No
CoSign Note	Document	A user	When he/she needs a medication renewed.	Sign Note	User specified on the Note New Task page	When the user clicks Done.	No
ePat Message	iHealth	The system	Patients can send a general message to their physician. This message type is forwarded to TouchWorks, and displays as an ePat Message task with a link to a pre-created structured note which contains the text of the message. The physician can respond to the message using the TouchWorks Note module.	Process Note	Physician the patient sent the message to	Click eReply on Note workspace	No
ePat Registration	iHealth	The system	Patients can send a request to register for iHealth privileges. The patient registration request is forwarded to the TouchWorks system, and displays as an ePat Registration task in the physician’s task list. Physicians or clinical staff can choose to either accept or deny the request. TouchWorks records the patient’s iHealth information and the response to the request, and then sends the response back to the patient.	Process ePatient Registration	Physician the patient is registering with	When task is performed and user clicks Accept or Deny on iHealth Patient Registration dialog	No
ePat Appt Request	iHealth	The system	Patients can send a request to their physician for a appointment. This message type is forwarded to TouchWorks, and displays as an ePat Appt Request task. The TouchWorks user can send a response back to the patient with the new appointment information. This information must be manually reconciled with the practice management system.	Process ePatient Appointment	Physician the patient sent the message to	Must be manually completed	No
ePat Med Renew	iHealth	The system	Patients can send a request to their physician for a prescription renewal. This message type is forwarded to TouchWorks, and displays as an ePat Med Renew task with a link to a pre-created structured note which contains the text of the request.	Process Note	Physician the patient sent the message to	Click eReply on Note workspace	No
ePat Visit	iHealth	The system	Patients can send a request to their physician to provide an online consultation. The online consultation request is forwarded to TouchWorks, and displays as an eVisit task with a link to a pre-created structured note which contains the text of the request. The physician can respond to the request using the TouchWorks Note module.	Process Note	Physician the patient sent the message to	Click eReply on Note workspace	No
ePat Message Failure	iHealth	The system	The task is generated when a failure occurs with an inbound or outbound message.	Miscellaneous	Provider who received or sent the message	Must be manually completed	No
Finish Note	Note	The system	A Note has been saved, and no dictations or transcriptions are outstanding. The Note has not yet been saved.	Ad Hoc Noteform Note	Note owner	Signing the Note completes the task; the Note does not have to be finalized. Regardless of who completes this task, it should disappear from owner’s task list automatically. If a dictation or transcription related task is created, this task will automatically disappear/complete. If a returning transcription is reviewed and the note is not signed, a FinishNoteInput task will reappear or be created for the note owner.	No
Waiting for Transcription	Note	The system	All dictation(s) have been sent, but the transcription(s) haven’t returned, so the Note is not ready for finishing note input or signature.	Ad Hoc Noteform Note	Note owner	The dictation is returned, or the outstanding dictation marker is removed.	Yes
	Note	The system	Created for the appointment provider once the Note is finalized by a provider not linked to appointment. This task may or may not be linked to a note template. If not linked to a note template, then the task will not be created for the appointment provider if someone else becomes the owner and finalizes the note. This task can also be manually created. If manually created and created by system, then only one instance of the task should exist. If user is flagged to not receive these tasks then no task will be created for that appointment provider regardless of note template setting.	To Noteform Note Output	Appointment provider by default or provider manually selected when created ad hoc	When the assignee navigates to the Note.	No
	Note	A user	Dictation marker is placed in the Note, but it has not yet been dictated.	Document Update	User who places the dictation marker	Dictating and sending dictations linked to all outstanding dictation markers in Note associated with the single dictating provider: there may be additional incomplete dictations linked to another provider and another task specific to the other provider. The task can also be completed by deleting the dictation markers from the Note. Both completions are automatic.	No
	Note	A user	Task type for client specific tasks related to note	Ad Hoc Note	The user specified on the New Task page	Select the task, and then click Done.	No	Clients can create custom task names related to note.
	Note	A user	Task type for tasks where a user is expected to go to a note. This task does not apply to the Version 11.x Note module (see Go To Noteform Note).	Process Note	User specified on the Note New Task page	When the user clicks Done.	No	Since task is created manually, multiple GoToNote tasks can be created for same provider/ note combination, because tasks may be generated for different workflow reasons and have unique task comments.
	Note	The system	The Note has been signed but not finalized because the user doesn’t have ownership authority sufficient for the note nor finalizing authority for the note. Initial signing indicates note input has been completed or is ready for next clinician. Task can be manually generated at any time as well.	Sign Note	Note owner (or a manually linked provider)	When the document is signed by the assignee.	No	In cases where authorizing provider signature is required, a prompt will force user to route to authorizing provider defaulting to that of the Default Authorizing user for that session – new feature of v11. If no default authorizing user defined for session, one will have to be chosen
	Note	The system	The Note is amended. Amending a Note should be based on what is done – explicitly - preserving the snapshot. Once the Note is finalized, an amendment will not happen automatically. The administrator can decide which event will trigger amendments.	To Noteform Note Output	User who last finalized the Note	Signing and finalizing the ammended Note.	No
	Note	A user	Transcriptions for all outstanding dictation markers linked to same user and Note have returned and are ready for review by dictating provider.	Ad Hoc Noteform Note	Dictating provider	Saving or signing note. Typically, the user would review, sign and finalize the Notes as part of workflow. Also, in some cases, supporting staff work these tasks and make edits to the returning transcriptions. This task allows this workflow. A Finish Note Input or Sign Note task will be created depending on the state of the Note/ document once ReviewTranscription task is worked.	No
	Note	A user	When a task is desired that takes the user to a note. This is not completed automatically.	To Noteform Note Output	User specified on the Note New Task page	When the user clicks Done.	No
	Note	The system	When a task is desired that takes user to Note and completes automatically upon navigation.	ViewNote	User specified on the Note New Task page	This task is automatically completed when the note is viewed.	No
	Note	The system	When the appointment is arrived, and the this task type is active. No Note, document, or dictation has been started.	Miscellaneous	Appointment provider	When the user creates a Note, document, or dictation linked to the encounter.	Yes
	Note			To Noteform Note Output			No
	Note						No
	Note (Version 11.x, not 10.x)	The system	Created automatically by the system when a user who can sign and finalize the note chooses to sign the note, but not finalize it.	To Noteform Note Output	Note owner	When the user signs and finalizes the document.	No
	Note (Version 11.x, not 10.x)	The system	Task type replacement for Version 11.x notes for Go To Note tasks.	Ad Hoc Noteform Note	User specified on the Note New Task page	When the user clicks Done.	No
	Note (Version 11.x, not 10.x)	The system	This is the Version 11.x task replacement for the Sign Note task.	To Noteform Note Output	Note owner	When the note owner signs the note.	No
	Note (Version 11.x, not 10.x)	The system	When a task is desired to notify patient upon note finalization independent of a carbon copy.	To Noteform Note Output		When the user clicks Done.	Yes
	Note (Version 11.x, not 10.x)	The system	When a task is desired to notify the provider upon note finalization independent of a carbon copy.	To Noteform Note Output		When the user clicks Done.	Yes
	Note (Version 11.x, not 10.x)	The system	When a task is needed to process dictation	Ad Hoc Noteform Note	Dictating provider	When the user submits the dictation.	No
	Order	The system	A Diagnostic Testing order requires additional order information.	Order Information	Ordering provider	Automatically when the order information is entered and the Note is saved.	Yes
	Order	The system	A Findings order requires additional order information.	Order Information	Ordering provider	Automatically when the order information is entered and the Note is saved.	Yes
	Order	The system	A notification task to inform the user that the order has passed an overdue date without any activity.	Specify Appointment	Ordering provider	The task is automatically completed when the user either (1) edits the appointment attribute of the order to Has Been Scheduled (this assumes that the patient has been scheduled, but their in not integrity check for that event), or (2) edits the Appointment attribute to either Not Needed or Patient Will Schedule, or (3) changes the order status to Completed, D/C, Canceled, or EIE.	Yes
	Order	The system	An Other order requires additional order information.	Order Information	Ordering provider	Automatically when the order information is entered and the Note is saved.	Yes
	Order	The system	Created by a database job that queries for orders that expiration date has passed. If query finds an order for which the expiration date has passed and the status of the order is neither Canceled nor D/C, then the task is created. In creating the task, the order status is changed to Canceled or Discontinued with a Reason of Expired.	Process Order	Ordering provider		Yes
	Order	The system	Created by a database job which queries for all orders whose overdue date has passed. If query finds an order for which the overdue date has passed and the status of the order is neither Canceled nor D/C, then the task is created.	Process Order	Ordering provider	The task is automatically completed when the user either (1) Edits the order due date to a future date, or (2) changes the status of the Order to Completed, D/C, Canceled, or EIE.	Yes
	Order		Created when a Clinical Exchange document is imported and the Clinical Exchange Document Item Verification is Y and the clinical exchange document has at least one non-medication order or result.	Order Notification		When all the patient\'s unverified non-medication orders have been either verified an added or removed.	No
	Order	The system	Saving an order that is missing data required to execute the order; in this case the order is placed in a status of Needs Info and this task is created.	Order Information	Ordering provider	When all the necessary information has been specified.	No
	Order	The system	System generated if an order fails medical necessity checking and an ABN disposition is not selected for the order and the system preference \'Hold Orders for ABN \' = No.	ABN Follow-Up	Ordering provider	Automatically completed if the order is edited to pass medical necessity checking.	No
	Order	The system	The intent of this task is to notify an authorizing provider that an order has been entered in the system by another user that requires their authorization. The authorizing provider does not need to review and approve the unauthorized order(s) associated with the task for the order(s) to be activated. This task is applicable to medication and non-medication orders.	Notify Order	Supervising Provider for Non-medication and ordering provider for medications.	When the order is authorized by a user with sufficient authority.	No
	Order	The system	The intent of this task is to notify an authorizing provider that an order has been entered in the system by another user that requires their authorization. The authorizing provider must review and approve the unauthorized order(s) associated with the task for the order(s) to be activated. This task is applicable to medication and non-medication orders.	Authorize Order	Supervising Provider for Non-medication and ordering provider for medications	When the order is authorized by a user with sufficient authority.	No
	Order	The system	The order interface authorize mode flag has been set to create a task when a new order is received.	Miscellaneous	Ordering provider	Manually when the order is created or determined to not be needed.	No
	Order	The system	The order interface authorize mode flag has been set to create a task when an edited order is received.	Process Order	Ordering provider	When the user clicks Done.	No
	Order	The system	The order interface authorize mode flag has been set to post audit information when a new or edited order is received.	Process Order	Ordering provider	The user acts upon the order.	No
	Order	The system	The order interface creates it based on if the authorize mode flag is set to require authorization when a new or edited order is received in TouchWorks.	Authorize Order	Ordering provider	Automatically when the order is authorized or the status is changed to Discontinued, Void, or Entered in Error.	No
	Order	The system	The ordering provider has the following Auto Print preference selected: Create Print Requisition Task on Order. A user edits the order such that it enters a state that satisfies the print criteria.	Print Requisition	Ordering provider	This task is automatically completed when the requisition is printed.	Yes
	Order	The system	The system creates this task automatically when the Financial Auth Status changes to Denied.	Authorization	Ordering provider	The task is automatically completed when the Order Status is set to Active (activate the order) or set to Void (void the order).	Yes
	Order	The system	The system creates this task for the “Rx by” provider when a prescription is written with an Action of Administer and any of the following fields on the Administration tab on the Medication Detail are blank: Dose, Route, Site, Admin by, and Admin date.	Administer Immunization	Ordering provider	This task is completed automatically by the system when the requirements for documenting the administration of a medication have been satisfied. The required documentation consists of the following fields on the Administration tab on the Medication Detail: Dose, Route, Site, Admin by, and Admin date.	Yes
	Order	The system	The system creates this task when the order associated with the task requires financial authorization. Financial Auth is set to Needed.	Authorization	Ordering provider	When the Financial Auth Status is changed to Approved, Denied or Approved Modified.	Yes
	Order	The system	The task is automatically generated by the system when a non-med order is created without specifying a problem. A non-med order requires an associated problem when the preference OrderProblemLinkingRequired is set to Needs Info Reason.	Order Information	Ordering provider	This task is automatically completed when a problem is associated to the order and commited to the patient record.	Yes
	Order	The system	The task is automatically generated by the system when a user creates a follow-up order, but leaves one or more fields blank and the fields are required for the order to be executed and fully documented, but are not required to create the order in the system.	Order Information	Ordering provider	This task is automatically completed when the required order information is entered in the Order Detail page. Additionally, the associated task Sign Note must be completed separately.	Yes
	Order	The system	The task is automatically generated by the system when a user creates a laboratory order, but leaves one or more fields blank. The fields are required for the order to be executed and fully documented, but are not required to create the order in the system.	Order Information	Ordering provider	This task is automatically completed when the required order information is entered in the Order Detail page. Additionally, the associated task Sign Note must be completed separately.	Yes
	Order	The system	The task is automatically generated by the system when a user creates a referral order, but leaves one or more fields blank. The fields are required for the order to be executed and fully documented, but are not required to create the order in the system.	Order Information	Ordering provider	This task is automatically completed when the required order information is entered in the Order Detail page. Additionally, the associated task Sign Note must be completed separately.	Yes
	Order	The system	The task is automatically generated by the system when a user creates an image order, but leaves one or more fields blank. The fields are required for the order to be executed and fully documented, but are not required to create the order in the system.	Order Information	Ordering provider	This task is automatically completed when the required order information is entered in the Order Detail page. Additionally, the associated task Sign Note must be completed separately.	Yes
	Order	The system	The task is created when an order is saved with an ABN Disposition of null and ABN Status of Failed Medical Necessity or Failed MN-Not Holding. The client may use either Failed Medical Necessity or Failed MN-Not Holding, not both.	Specify Disposition	Ordering provider	The task is automatically completed when the user either (1) makes a change to the order such that the resulting medical necessity status is no longer Failed Medical Necessity or Failed MN-Not Holding, or (2) edits the ABN Disposition attribute on Order to a non-NULL value, or (3) changes the Order Status to D/C, Canceled, or EIE.	Yes
	Order	The system	The task is created when an order requiring approval is activated by a supervising provider.	Order Notification	Ordering provider	Select the task, and then click Done.	Yes
	Order	The system	This task is created when a Communication Method of Call Order is the chosen for the order.	Call	Ordering provider		Yes
	Order	The system	This task is created when an order requiring approval is voided by a supervising provider.	Order Notification	Ordering provider	Select the task, and then click Done.	Yes
	Order	The system	This task is created when an ordering action of Dispense is the chosen for the order.	Dispense	Ordering provider		Yes
	Order	The system	This task is created when the order’s Communicated By box is set to Perform Order.	Perform	Ordering provider	When the status of the order is Completed or Resulted, automatically complete the task. D/C and EIE should not complete the task – those order statuses should remove the task.	Yes
	Order	A user	User will select an order, and then click New Task, and manually enter the pertinent information into the task form.	Process Order	User specified on the Orders New Task page	The user completes the task by selecting it, and then clicking Done.	No
	Order	The system	When the order is saved with additional information question that are defined as \"missing answer results in Needs Info status\" or \"missing answer results in On Hold status\" and are unanswered.	Order Additional Information	Ordering provider	When the additional information questions have been answered.	No
	Result	Ordering provider	A user verifies one or more results for an encounter, and the Action is Mail or Call and Mail. The results have been cited to a note.	Process Note	Another user	The user calls the patient with the results and then manually completes the task on the task list.	Yes
	Result	The system	If any orders on a requisition have a label, check the auto-print defaults. If the Create Print Label Task on Order option is checked, then this task is created.	Print Label	Ordering provider	The task is automatically completed with the item is queued in the printer queue.	Yes	This task was renamed to Print Label in v11. In previous versions, this task was Print Specimen.
	Result	A user	In the Results workspace, select a result, click New Task, and complete the Task page.	Process Result	User specified on the Results New Task page	The user completes the task by selecting it, and then clicking Done.	No
	Result	The system	Task is indented to facilitate the notification and printing of results that should be mailed to the patient. The system creates this task when verified results are available and the communication method for those results was specified as mail.	Print Document		One of the following: (1) By the system when the document is printed via the task list Go To button. (2) By printing the document from the batch printing page. (3) Manually.	Yes
	Result	The system	The purpose of this task is generate a hardcopy of a patient’s results to be sent to another individual when the verified results become available. The task is generated when another user/provider is designated to be cc’d on the result and that preferred communication method is specified as PRINT.	Print Encounter Results for Distribution	Ordering provider	The task is complete when the item is queued in the print queue.	Yes
	Result	Ordering provider	The user verifies one or more results for an encounter, and the Action is Call or Call and Mail. The results have not been cited to a note.	Process Encounter Results	Another user	The user calls the patient with results and then manually completes the task on the task list.	Yes
	Result	The system	This is an ad-hoc task that is manually generated to advise a user to print a result. Select the result, click New Task, and then choose Print Results.	Print Result	Owner of the document to be printed	The task is automatically completed when the result is queued in the printer queue.	No
	Result	The system	This task is created when a result is invalidated.	Process Result	Ordering provider		Yes
	Result	The system	This task is indented to facilitate the notification and processing of results that should be phoned to the patient. The system creates this task when verified results are available and the communication method for those results was specified as phone.	Process Note Results	Ordering provider		Yes
	Result	The system	\"This task provides notification that a result is available for verification. The task facilitates the verification of patient results. The task is created when a result is filed that requires verification. The task priority is dictated by the Result Status.
\"	Verify Patient Results	Ordering provider	Completed when the all results associated with the encounter and ordering provider combination have either been verified or the ordering provider for the result has been changed another user.	No
	Result	The system	When a result is verified with a patient communication action of Schedule appointment to discuss results.	System Miscellaneous		Manually completed.	No
	Result	The system	When a results is verified and the applicable auto-print defaults have the “create result update task when verified” or the “create result update task when received” checkbox checked.	Result Update	Ordering provider	One of the following: (1) By the system when the document is printed via the task list Go To button. (2) By printing the document from the batch printing page. (3) Manually.	Yes
	Result	The system	When a user is CC’d on a result with a notification method of task, a review result is created for them when the result is verified or if it does not need verification, when it is filed.	Process Result	Ordering provider	Manually completed or completed when the user who was CC’d performs the “Mark as Reviewed” action on the order.	No
	Rx+	The system	Authorized Rx is a notification task informing a selected user that a prescription has been authorized. The system generates this task when the Action selected when creating the Rx is any action except Phone (which creates a Call in Rx task). The task instructs the user to follow-up with the patient, since there is a delay between the writing of the prescription and when it is conveyed to the pharmacy.	Med Notification	The provider specified in the Rx by box will be assigned this task. It is not expected that this user will actually work the task.	The task owner will review the order and click Done to complete the task.	Yes
	Rx+		Created when a Clinical Exchange document is imported and the Clinical Exchange Document Item Verification is Y and the clinical exchange document has at least one medication order.	Med Notification		When all the patient\'s unverified meds have been either verified an added or removed.	No
	Rx+	The system	In response to a message from PBM.	Concerning Med	Ordering provider	When the user clicks Done.	No
	Rx+	The system	In response to a message from PBM.	Concerning Med	Ordering provider	When the user clicks Done.	No
	Rx+	The system	The system automatically creates this task when the prescriber selects the Action of Phone, when creating a prescription.	Process Med	Ordering provider	The user may resubmit from the print queue or click Done on task list.	Yes
	Rx+	A user	The system creates this task for the “Rx by” provider when a prescription is written with an action of Administer and any of the following boxes on the Administration tab on the Medication Detail page are blank: Dose, Rroute, Site, Admin By, and Admin Date.	Administer Medication	Ordering provider	This task is completed automatically by the system when the requirements for documenting the administration of a medication have been satisfied. The required documentation consists of the following boxes on the Administration tab on the Medication Detail page: Dose, Route, Site, Admin by, and Admin date.	Yes
	Rx+	The system	The system creates this task for the “Rx by” provider when a prescription is written with an action of Dispense Sample and any of the required fields on the Record Sample tab on the Medication Detail are blank: Quantity, Lot number, Expiration date, Dispensed By, and Dispensed Date.	Dispense Sample	Ordering provider	This task is completed automatically by the system when all required fields on the Record Sample tab have been populated.	Yes
	Rx+	The system	The system creates this task for the “Rx by” provider when a REFREQ message is received from a SCRIPT standard enabled pharmacy.	Concerning Med	The provider specified in the Rx by box will be assigned this task. It is not expected that this user will actually work the task.	Selecting one of the Grant/Refuse controls automatically completes the task.	No
	Rx+	The system	The system creates this task when an error is returned from the CSS Spooler indicating that a SCRIPT transmission of a NEWRX or REFREQ has failed.	Concerning Med	The provider specified in the Rx by box will be assigned this task. It is not expected that this user will actually work the task.	The task owner will review the order and either remove it from the page or click Done from the task list.	Yes
	Rx+	The system	The task is automatically generated by the system when a med order is created without specifying a problem. An Rx requires an associated problem when the preference PrescribeProblemLinkingRequired is set to Needs Info Reason.	Rx Info	Ordering provider	This task is automatically completed when a problem is associated to the order and commited to the patient record.	Yes
	Rx+	A user	This is a general-purpose task launched from the Medications page with a medication selected. Since the task is ad hoc, the creator must enter instructions in the Comments box that fully define the task for the recipient. For example, this task may be created by non-prescribing user who must request a renewal on behalf of a patient or provider.	Process Med	User specified on the New Task page	The task is automatically completed when the medication is renewed. If the med is not renewed, complete the task by clicking Done from the task list.	No
	Rx+	A user	This is a general-purpose task launched from the medications page with a medication selected. Since the task is ad hoc, the creator must enter instructions in the Comments field that fully define the task for the recipient. For example, the patient may have called in with a reaction to the medication and is requesting the provider follow up with the patient regarding the med.	Process Med	User specified on the Medications New Task page	When the user clicks Done.	No
	Rx+	The system	This task is automatically created when generating a prescription and the destination pharmacy incomplete or unknown. The applicable Rx actions that will generate this task are: Retail, Mail Order, and Phone. All other prescribing actions shall not create this task.	Rx Info-Pharm	Ordering provider	The task is completed when pharmacy information for all med orders for the patient – provider combination is provided.	Yes
	Rx+	The system	This task is automatically created when generating a prescription for a mail order pharmacy and the patient’s mailing address is incomplete or unknown.	Rx Info-Address	Ordering provider	Select the task from the task list and click Done.	Yes
	Rx+	The system	This task is automatically created when generating a prescription that is missing specific benefit information required by the destination pharmacy. The pharmacies and the information required by these pharmacies is defined in the database table, PHARM_REQ_FLDS.	Rx Info-PBM	Ordering provider	The task is completed when all required Rx benefit fields for the patient are updated.	Yes
	Rx+	The system	This task is created when a non-formulary medication has been prescribed and the Med preference PrescribeNonFormularyAuthReq = Y.	Authorize Medication	Utilization review physician	This task is completed automatically when the user takes an action on the Authorize Orders page. To authorize: Place a checkmark in the check boxes next to the medication, and then click Authorize. To reject: Click Edit, select Void from the Status list, and then click Apply & Close.	No
	Rx+	The system	This task is created when an Rx fax job fails in the print queue.	Process Med			No
	Rx+	The system	This task is created when the medication Expected Action is set to Renew and the date associated with that action comes to pass. This task is not created for Med Admin and Immunization Admin renewals.	Process Med		Completed when the all medication renewals associated with the patient-ordering provider combination have either been renewed, the expected action trigger has changed, the medication status has changed, or the ordering provider for the medication has been changed another user. To complete the task do one of the following: (1) Update the therapy end date to a future date (the therapy remains active). (2) Renew the therapy (remains active). (3) Change the medication “expected action” (evaluate, or stop). (4) Change the medication status (Complete, D/C, EIE).	Yes
	Rx+	The system	This task is created when the status of an unauthorized medication order is set to Void.	Med Notification	The provider specified in the Rx by box will be assigned this task. It is not expected that this user will actually work the task.	The task owner will review the order and click Done to complete the task.	Yes
	Rx+	The system	This task is used to process Change Requests received from a SCRIPT Standard enabled pharmacy. A change request may take one of three forms: Generic Substitution, Therapeutic Alternative, Prior Authorization Request. The pharmacist may suggest up to nine alternatives.	Concerning Med	The provider specified in the Rx by box will be assigned this task. It is not expected that this user will actually work the task.	The task owner will review the order and click Done to complete the task. When the change is granted: Complete the task, add the new therapy to the patient’s active medication list, and void the original prescription. When the medication is refused: try to match the prescription with the row representing the therapy.	No
	Scan	A user	The user associates a Review Scan task with a scanned image from the TouchWorks Scan system, or from the TouchWorks Web New Task function.	Review Scan Document	The specified users	Manually completed.	No