Care Orchestrator
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You must have Clinical User, Clinical Assistant, or Patient Viewer permissions to perform these tasks.

This help topic describes functionality that may not be part of the feature set in use at your company.

Add a Resupply Task

The Resupply task provides DMEs the ability to set up accessories eligible for resupply in a configurable number of days.

To add a resupply task:

  1. Click the Patients tab.
    The Patient search and a list of all patients displays.

  2. Select whether to search by the patient's Name, External ID, Patient reference or Device serial number.

Note:  Once the category to search by is selected, that option will remain the default search option for the remainder of the user's login.  It will return to the system-wide default upon the next login. 

  1. When either the Search by Name, External ID or Patient reference are selected as the main search criteria, expanded search options are available.  Click the More options link located beneath the Search field.

The Date of birth, Postal code and Phone number search fields are displayed, which allows for more detailed searching.

  1. Enter the main search item in the upper Search field and, if desired, enter the expanded search information in the respective Search field, then click the Search button.

Based on entered information, relevant patients display.

Note:  When searching by Date of birth, the entered date cannot be in the future and must be in the correct date format as displayed beneath the field.

Note:  When searching by Postal code, the entry must be an exact match for the data entered into the Search field.

Note:  When searching by Phone number, only numeric text is allowed in the Search field and the entry must be an exact match for the entered data in order to be displayed in the Patients list.

Note:  The Search button is disabled until valid search criteria is entered into one or more of the additional search fields.

  1. Click the desired patient name to open the Patient window.

Patient information displays.

  1. On the Equipment tab under Accessories, click  the Add Resupply Task icon  to the right of an accessory.

The Add Resupply Task window displays.

  1. Enter a task name, specify the priority (i.e., very low, low, medium, or high) and add a description.
  2. Specify the task date and check whether the task should be scheduled by setup date and if it should recur at some frequency (i.e., days, weeks, months, or years).

Note: If scheduling a frequency, the DME must then enter how often (i.e., every X days, weeks, months or years), the number of times to repeat or the end date for the recurrence.

  1. Click the Save button.

The resupply task is saved.

 

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