You must have Administrator rights to perform this task.

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 tasks. For example, a clinical user may assign a Care Team Member from an unauthorized organization. As an Administrator, you would receive a task to authorize the assigned Care Team Member in the Tasks list.

To manage a task:

1. Click the Tasks tab.
   Tasks list displays.

2. Tasks can be filtered by clicking the My Patients, My Locations, or Administrative buttons at the top left of the screen. Tasks can be filtered by Category, Locations or Time Zone along the left side of the screen or at the upper-right by choosing the an option in the pull-down menu.
   Tasks list filtered as desired.
   
   Note:  If the Connected Only toggle is enabled, only patient-connected devices will display.

Note: 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

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

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

Note:  When a task is viewed and then dismissed, the patient activity log will display the task category and name, the status as 'Completed', the user who dismissed the task, and the date and time it was dismissed.  When a task is dismissed without viewing, the patient activity log will display the task category and name, the status as 'Dismissed', the user who dismissed the task, and the date and time it was dismissed.

4. To view notes and information for a task, click the Show more button or 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.

5. To reassign a task, click the Reassign button located at the right of the task. In the Reassign Task display, locate the patient to reassign the task and click Reassign.

Note: Tasks can be reassigned on a sub-location level. For example, reassigned Philips Service PAMS tasks to a sub-location will be visible to all users associated with that location. To reassign tasks to a sub-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: Administrative tasks cannot be reassigned.
Task is reassigned and a green confirmation bar appears at the top of the list with a message indicating the reassignment. 

6. 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.

7. Click the Dismiss button.

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

8. 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.

9. 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. 

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

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

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.

12. 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.

 

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