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.

Manage Tasks

The Tasks section allows users to manage their patient's tasks within the system. Tasks are created for clinical users, notifying them when their patients achieve compliance if the option to create a task is enabled in the patient’s compliance rule. See Patient Compliance and Compliance Report for more information.
To view a task:

  1. Click the Tasks tab.
    Tasks list displays.

  2. The Filter Tasks section includes various settings to customize your task list. Available filters include:

    • Administrative: tasks assigned to administrators.

    • My Patients: tasks for patients that the user is directly assigned to as part of their Care Team are displayed. Only the highest priority task for each patient is listed. Dismissing a task may reveal lower priority tasks

    • My Locations: the user has access to the location but is not directly assigned to the patient's Care Team.  

    • Current and Future tasks

    • Escalate Only: click this option to view only escalated tasks.

    • Other filters based on task categories, patient locations, time zones, and Connected Only.

Note:  If the Connected Only toggle is enabled, only patients with a connected device will display.Note: To keep your filter setting changes, click the Make My Default View option at the bottom of the Filter Tasks section: Your saved filter settings will display on your next login session.

Note: If you navigate away from the Tasks tab and return to the Tasks tab during the same login session, the most recent filter setting changes are retained.

Note: If a patient's therapy data was accessed by an external care team member, a Patient Record Duplicated task is created. This task allows users to assign unauthorized physicians and locations. See Manage Data Card Utilities.

Note: See Adherence Profiler™ Tasks for more information about these tasks.

  1. Locate the task in the list click it.
    Task is displayed.

Note: The task list includes tasks created by enabled External Services.

  1. To view notes and information for a task, expand the task information by clicking the button located at the right of the task.
    Patient task is displayed, showing relevant notes and details for the selected task.

  2. To reassign a task, click the Reassign button located at the top of the task list. In the Reassign Task display, locate the patient to reassign the task and click Reassign.
    Task is reassigned and a green confirmation bar appears at the top of the list with a message indicating the reassignment. 

Note: Tasks can be reassigned to an external location. For example, reassigned Philips Services tasks will be visible to all users associated with that location. To reassign tasks to a specific location, select a location from the Care Team menu.

Note:  Tasks can be reassigned to a patient's organization.  To see the patient's organization, click the Patient's organization tab.  The Reassign button is enabled; Click the Reassign button to assign the task to the organization.

Note: Users can reassign tasks to externally authorized users. Click Reassign Task and choose Care Team to view externally authorized care team members. Choose an externally authorized care team member, then click Reassign to complete the task. All task reassignments are recorded in the Patient Activity Log.

  1. To dismiss a task, select a task or tasks by clicking the check box to the left of the task then click the Dismiss button located at the top of the task list. 
    A Dismiss Tasks confirmation window showing the number of selected tasks to dismiss is displayed.

  2. Click the Dismiss button.

A green confirmation bar displays indicating the task(s) dismissed.

  1. To dismiss all tasks at the same time, click the Dismiss All button located at the top right of the patient's task list.  Click Confirm to proceed with the dismissal.

All tasks for the patient are dismissed and a green confirmation bar appears at the top of the list with a message indicating the tasks were dismissed.

  1. To edit a task, click the Edit button located at the right and edit the task details in the Edit patient task window, then click Save.

Task is updated and a green confirmation bar appears at the top of the list with a message indicating the successful update. 

  1. To add a new task, click the Add button located at the top right of the list. See Adding Tasks for a Patient. 
  2. Tasks for other patients can also be viewed from an individual patient's task list.

To view the next patient's tasks, click the button located at the upper-right of the patient's name.

To view a previous patient's tasks, click the button located at the upper-left of the patient's name.

Tasks list for the selected patient displays.

  1. To return to the list of all tasks for all patients assigned to you, click the < Back link at the upper left of the Task list.

My Patients page displays with a list of tasks for patients you are assigned to for their care team.

Note: The task list displays the date when the task was initially generated. The task’s details will list updates to the task based on newer data.

Note: Manual tasks are based on patient's setup date. On its due date, a scheduled task will appear on task list.

 

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