10!DOCTYPE html> Tasks Overview

Tasks Overview

HMP's Tasks plug-in transforms clinicians' to-do lists into powerful workflow tools that can help prevent missed tasks and missed opportunities and support care transitions. The plug-in provides two task-related views: a single-patient view (available on the software's Tasks tab) that displays all due and past-due tasks for the patient you've selected, regardless of who created or claimed the tasks; and a multipatient view containing tasks you've created or claimed (or both).

Single Patient Tasks View

Tasks tab screen capture

Multipatient Tasks View

Tasks tab screen capture

View Your Current Patient's Tasks

While you can view summary information about pending tasks via other views—such as the Cover Sheet, News Feed, and Search views, these views provide only minimal information or no way to manipulate the information, or both. For example, the Cover Sheet and News Feed views include only task titles, due dates, and (if appropriate) red badges proclaiming tasks Past Due. And although you can see details for these tasks by clicking them, you can't edit the tasks, nor can you sort or group the tasks. Similarly, the Search view offers minimal information in its initial list: It takes an extra click to view the at-a-glance information you find on the Tasks view without the extra-click overhead. And as with information on the News Feed and Cover Sheet views, you can't sort or group the information even after you've exposed it. You can, however, sort and group information on the Tasks view. Learn How

Click the Tasks view to see pending tasks for the patient whose record you currently have open.

The view provides a summary list that includes the following information:

  • Task (the task's title)
  • Created By (the name of the person who created the task)
  • Claimed By (the name of the person who claimed the task)
  • Due By (the date the task is due—if the task is past due, the plugin displays a past-due badge)

When you complete a task, the Tasks plug-in removes it from the Tasks view.

View Tasks You've Created or Claimed

The Multi-Patient Board contains the same information you find on the single-patient Tasks view, but rather than pertaining to a particular patient, the tasks this board lists pertain to you. Specifically, the Multi-Patient Board lists all pending tasks that you have created—for any patient—provided the tasks meet one the following conditions:

  • You have claimed the tasks
  • The tasks are unclaimed
  • Other users have claimed the tasks, but they are past due

You can sort and group the tasks on this list, as you can tasks on the single-patient Tasks view. Learn How

When you complete a task, the Tasks plug-in removes it from the Multi-Patient Board

Claim and Complete Tasks

You can claim and complete tasks from the Search, Tasks, and Multi-Patient Board views. Learn How

Create Tasks

You can create tasks from all single-patient views, and from Meds Review detail views. When you create new tasks from the Inpatient Meds, Outpatient Meds, Supplies, and IMO Meds detail panes, the plug-in automatically links the tasks to the related items. Learn More

Edit Tasks

You can edit tasks from the Tasks and Multi-Patient Board views by clicking on the task you want to edit. You can also edit tasks from Search details. Learn How