Workflow Preferences

Workflow preferences are used to configure task list and alert preferences for the current user.

Task Preferences

Use Task Preferences to configure who can view, add to, or assign items to the current user's task list. Examples might be the user's supervisor or other members of a task group.

To begin,

  1. Do one of the following to navigate to Preferences
  2. Select Workflow Preferences from the side menu.
  3. Do either of the following:
  4. Choose the workflow functions the selected user should have from the list to the right of the user panel. Simply click the checkbox next to the appropriate functions:

    5. View Task List

    View Task Details

    Edit Existing Tasks

    Reassign Tasks

    Add New Tasks

Note: The options are listed in a basic hierarchy, and if you choose a subordinate Task without selecting the primary Task, that primary Task will be selected automatically. For example, if you click Edit Existing Tasks, both View Task Details and View Task List will be selected automatically. If you select Reassign Tasks, then View Task List will be selected.

  1. Repeat steps 3–4 as necessary.
  2. Click Save to complete the changes to your workflow preferences. Click Revert at any point in the data entry process to clear the screen of unsaved data and prepare it for a new entry.

Note: When you click Save on any of the preference screens, a confirmation will appear. Click OK to continue working in the program.

Arrival Notification Preferences

Use the arrival preferences to configure resources for whom you want to receive alerts when their patient appointments are marked Arrived. By default, both visual and audio alerts are used to let the user know that someone has been marked Arrived. Visually, the browser tab for the program will display the message "New Arrivals — See Action Items List."

The audio alert is similar to a ring tone that will sound once on your workstation. The Workflow menu will also display (Pending Items) and the recently arrived patients will be listed in the Action Items list under the heading Notifications. Select Workflow > Action Items to view the recent arrivals.

To configure the resource for whom you want alerts,

  1. Click the Add button in the Resource panel. A standard Resource Search screen will appear.
  2. Select the appropriate resource-domain combination. (In single domain installations simply choose the resource.) The Resource panel will refresh to display the selected resource.

  3. Repeat steps 1–2 if necessary to choose additional resources. Click the Remove link in any resource line item to remove it from your alert preferences.
  4. Arrival Alert Cutoff (in minutes): Choose the threshold in which to generate an alert. The default is 5 minutes: Click the drop-down to choose 10 or 15 minutes as alternative.

    5. The threshold that you choose determines how long the notification stays on the Action Items list and the time frame in which alerts will be generated. For example, if the threshold is set to 10 minutes, then patients who are marked Arrived for the resource-domain combination you have configured will be placed on the Action Items list for 10 minutes. If you happen to log in and two patients were marked Arrived 5 minutes earlier, you will still get an alert and those two patients will fall off the list in another 5 minutes. Anyone who was marked Arrived longer than 10 minutes ago would not appear in the list at all.

  5. Play Sound on Arrival: This option is disabled by default. Click it once to enable it.
  6. Click Save to complete the changes to your workflow preferences. Click Revert at any point in the data entry process to clear the screen of unsaved data and prepare it for a new entry.

See the Action Item Overview and Workflow Notification Tasks topics as well.

Key Considerations

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