Difference between revisions of "Rx Coverage Worklist"

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(Created page with '__TOC__ *Article Created based on version: 11.1.7 HF9 *Minimum Required Release: 11.1.7 =Description= This article is to give in…')
 
 
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=Description=
 
=Description=
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This article is to give insight into the new "quick filter" function availabe in v11.1.7 for use in the worklist area.  The focus of this is to use this function to allow the user the ability to cover for other users RX authorizations within the worklist area.
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This article is to give insight into the new "quick filter" function availabe in v11.1.7 for use in the worklist area.  The focus of this article is to use this function to allow the user the ability to cover for other users RX authorizations within the worklist area.
  
 
=How to Create an RX Coverage Worklist View=
 
=How to Create an RX Coverage Worklist View=
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[[Image:ced export format dictionary.jpg]]
 
  
 
*  '''Step 1''' - Create an Enterprise View under the TWAdmin->Work Def Admin->Worklist tab. eg. Coverage View.
 
*  '''Step 1''' - Create an Enterprise View under the TWAdmin->Work Def Admin->Worklist tab. eg. Coverage View.
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*  '''Step 2''' - This is the name that will appear for the end users in the EHR application.  This should be unique to prevent confusion.
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*  '''Step 2''' - Add "Order Status Reasons" of 'Requires Authorization' and 'Requires Signature.'
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*  '''Mnemonic''' - This is not required, but it used as a secondary identifier.  This does not appear in the product and unless you have another use for it, the recommendation would be to make this the same as the code.
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*  '''Step 3''' - Select Current Site under Sites Tab.  This should weed out the ability for users to access other sites tasks if necessary.   
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*  '''Inactive''' - The inactive flag allows you to inactivate or hide an entry.  If an item is inactivated, users would not have the ability to select the allergen in the future, although any patients with the allergen defined would remain viewable.
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*  '''Step 4''' - Save the View and Assign to Users as Needed.
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*  '''Enforced''' - The enforced flag designates whether a dictionary item is required and cannot be changed.  In most cases, this comes predefined by Allscripts and should not be selected for new entries.  If an entry is enforced, it cannot be modified or inactivated.
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=How to Use an RX Coverage Worklist View=
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*  '''Step 1''' - Navigate to the Worklist Area.  By default all patients with Require Auth/Sig for medications generated from the current site will show in this list
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*  '''Step 2''' - Click the “quick filter” button and select Ordering Provider.
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*  '''Step 3''' - In the box click the “Add” button.  This will bring up a search box where you can search for a provider that is being covered.  Select the provider and hit ok.
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*  '''Step 4''' - Your view will now only show that Ordering Providers Med Auth/Sig tasks.   
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=Note=
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*  Note that the “quick filter” button is highlighted yellow to indicate that there is a user applied filter.
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* If the Worklist view has an Ordering Provider specified in Work Def Admin, the ability to select an Ordering Provider within the "quick filter" area will be greyed out and unselectable.

Latest revision as of 20:15, 5 June 2012


Description

This article is to give insight into the new "quick filter" function availabe in v11.1.7 for use in the worklist area. The focus of this article is to use this function to allow the user the ability to cover for other users RX authorizations within the worklist area.

How to Create an RX Coverage Worklist View

  • Step 1 - Create an Enterprise View under the TWAdmin->Work Def Admin->Worklist tab. eg. Coverage View.
  • Step 2 - Add "Order Status Reasons" of 'Requires Authorization' and 'Requires Signature.'
  • Step 3 - Select Current Site under Sites Tab. This should weed out the ability for users to access other sites tasks if necessary.
  • Step 4 - Save the View and Assign to Users as Needed.

How to Use an RX Coverage Worklist View

  • Step 1 - Navigate to the Worklist Area. By default all patients with Require Auth/Sig for medications generated from the current site will show in this list
  • Step 2 - Click the “quick filter” button and select Ordering Provider.
  • Step 3 - In the box click the “Add” button. This will bring up a search box where you can search for a provider that is being covered. Select the provider and hit ok.
  • Step 4 - Your view will now only show that Ordering Providers Med Auth/Sig tasks.

Note

  • Note that the “quick filter” button is highlighted yellow to indicate that there is a user applied filter.
  • If the Worklist view has an Ordering Provider specified in Work Def Admin, the ability to select an Ordering Provider within the "quick filter" area will be greyed out and unselectable.
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