Manually Add New Tasks from Task Manager
By default, new Task items are automatically created anytime a new docutainer-document is added to a chart. (There is a security setting where this can be turned off, but we strongly discourage turning off the auto-creation of task items). The Owner for the new Task item will be the Active Provider listed in the title bar at the top of the SOAPware window when the Task item is created (i.e. a new document is created). The Assigned to will automatically default to the Active Provider as well.
When adding a task manually from the Tasks Manager, the Owner will default to the current User (person that is currently logged into SOAPware).
NOTE: Manually added tasks do not allow you to sign documents from Task Manager. These documents will need to be signed using the chart section's toolbar.
Add Task
Manually add a new task directly to the Tasks Manager by Clicking the Add Task button
Associate Task
At this point a dialog will appear with the option to associate the new task with a patient chart. Choose Yes or No.
Create Task Dialog
The Create Task dialog opens. Add appropriate information to the new task, and Click the Create button.
The information you can include is:
1. Description - this will be the description that shows up in the task list and will help you identify what this document is.
2. Owner - this will always be the active provider for an automatic task, but will the the user when creating a manual task not associated with a patient's chart.
3. Due - this is when the task is set to be due. After this date, the task will turn red, indicating that it is past due.
4. Priority - this allows you to rank tasks using a priority system so that you can make sure to complete the most urgent tasks first.
5. Type - this indicates what kind of document this task is (i.e. SOAPnote, Radiology, etc.)
6. Assigned To - this is the person to whom this task is assigned. The task will appear on their task list.
7. Reminder - this allows us to set a reminder to pop up (similar to an outlook calendar reminder) when this item is due.
8. Action/Status - this indicates what action needs to be taken for this task to be complete.
9. Notes - this is a section where you can attach temporary notes to a task as a reminder or to contain additional information. It is important to understand that this area will not be a permanent part of a patient's chart because it will be deleted after task completion.
Signing off on a Task and its Associated Document
If a task is associated with a document, the document can be signed off directly from the Tasks Manager. To sign off a task item's associated document, Click the task item to sign off, and Click the Sign-Off button (or Press CTRL + Alt + S). When a document is signed off, it automatically moves that task to the inactive list.
Sign Off Documents
The Sign Off Documents dialog asks to confirm the sign-off. Click Yes to do so. Click No to leave it unsigned and to return to the Tasks Manager.
Document Owners
If you are not the Owner of the selected task, and you try to sign off the document, you will receive the following message. Only the Owner of the document can sign it.
Completing a Task
If a task has been completed, to remove it from the list of tasks, Click the Checkbox in the Completed column.
Confirm
You will be prompted to confirm. Click Yes.
Task Removed
The task will then be removed from the list. If you Click No, you will be returned to the Tasks Manager.
Deleting a Task
To remove a task from the Tasks Manager, Click on the task item to delete, and Click the Delete Task button (or Press CTRL + Alt + R).
Confirm Deletion
A dialog presents asking to confirm. As in the Complete a Task screenshot (above). Click Yes to do so. Click No to return to the Tasks Manager. Removing a task item from the Tasks Manager does not remove the related document from a patient chart.