View Patient Tasks

Clinical users are able to view Patient Tasks.

To view Patient Tasks from Patient details:

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

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.

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.

Double-click the desired patient name to open the Patient window.

Patient information displays.

Click the Summary tab located under the Patient information.

Summary Therapy Data displays.

Note: All Summary Therapy Data displays for the patient based on the therapy data uploaded into Care Orchestrator.

Click the Patient Tasks tab.

Patient Tasks display.

Note: In the Filter Tasks section, click Current Tasks or Future Tasks to filter task display settings. To apply additional filters based on task type, select or deselect Usage, Compliance, Health, Manual, Reminder, and General options.

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

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.

Click on the desired task to open it.

Patient Task displays.

For more information about managing tasks. See Manage Tasks