Work Basket Setup And Instruction

PATH:
Settings
>
Work Basket Menu
>
Work Basket Setup And Instruction

SETUP: <udl-white>User Rules<udl-white>

ACTION | CASE COMMUNICATION | NOTIFICATIONS | SET DEFAULTS | MY TASKS | TEAMS | REPORTS | SUBMENUSQUIZ

To setup workbasket for associates, click on User Rules. So to begin, let's go to the workbasket by clicking on <bkg-gray>You have work basket items<bkg-gray> in the top right corner.

Looking at the workbasket, you will notice three areas. At the top you will see “Action”

Further down, you will have “Case Communications...

and Notifications”.

ACTION <returntomenu>menu ↑<returntomenu>

We will start with the “Actions”.  Action items stay on the screen until the item is addressed/corrected or 45 days has passed since the creation of the Work Basket Item. Each Action has a “+” sign to the left that when clicked on will expand to show workbasket items associated with that specific action.  You may or may not see the following items:

Click here to learn more about Work Basket Items

You will notice to the right that there is a link under “name”. If you select the link, it will take you to the area where the item needs to be corrected.  

You can also select the "edit pencil" <icon-editpencil>xxx<icon-editpencil> to go to the area.  You can run reports from each item as you see the <btnw>   Export   <btnw> button to the top right.

When you expanding the "Plus sign" to the left, you may or may not see the following options depending on whether or not an action needs to be taken:

For "Accounts Receivable” you have:

For "Agency” you have:

For "Associate” you have:

For "Clinical Record” you have:

For "EDI” you have:

For "Patient” you have:

For "Payer” you have:

For "Referral Source” you have:

For "Referral/Admission” you have:

For "Scheduling” you have:

For "Work Basket” you have:

CASE COMMUNICATION <returntomenu>menu ↑<returntomenu>

Case Communication is the 2nd area in the workbasket that we will discuss.  It works differently than the Action Items.  These are more like notifications.  For instance if a note is added to an associates master file, it will notify you that you need to view the note.  Same with the physician notes. To delete the Case Communications, select the <icon-blankcheck>xxx<icon-blankcheck> to the left of the item and then select the the option to delete/remove them.

When you expand the "Plus sign" to the left, you may or may not see the following options depending on whether or not an action needs to be taken:

NOTIFICATIONS <returntomenu>menu ↑<returntomenu>

Notifications works pretty much like the Case CommunIcations.  Accounts receivable notifies you of transmission errors, new admissions, referrals, non-admits, oasis warnings from transmission, patients discharged, placed on hold or care resumed.  To delete the Notification, select the <icon-blankcheck>xxx<icon-blankcheck> to the left of the item and then select the the option to delete/remove them.

When you expand the "Plus sign" to the left, you may or may not see the following options depending on whether or not an action needs to be taken:

Accounts Receivable options include:

Clinical Record options include:

Patient options include:

Referral / Admission options include:

Scheduling options include:

SET DEFAULTS <returntomenu>menu ↑<returntomenu>

You can change the default display screen to show only the group(s) of action items you want to work with every time you access your Work Basket. To change these settings select <udl-orange>Set Defaults<udl-orange>

For example: You have access to every Work Basket action item. The default is “Accounts Receivable”. You want your default to be “Clinical Record”, “Patient” and “Scheduling” “action groups. This will change your display to allow access to only those action item groups that you checked every time you access Work Basket. If you changed the display and want to return to the original display, you will need to select the Set Defaults link, check the box next to the Action Items label and select the "Save" button.  

MY TASKS <returntomenu>menu ↑<returntomenu>

You can identify individual tasks that you may be responsible for from a listing of all tasks that fall under a specific group or action item. For example: There are 50 incomplete Service Notes that appear in Work Basket. You started 15 of these service notes. You can change the Work Basket view to only display those 15 records that you need to complete/approve.  To show only the tasks you are responsible for, click on the "My Tasks" check box.

The “My Tasks” feature will automatically display items that you started, but have not completed (i.e., Service Notes or if you are the last person to update physician orders, or other areas of the application that are not in a completed/approved status, etc. For example: If you approve a physician order, the next step is to send the order to the Physician for signature. If your Work Basket Assignment provides you access to see this next step in the process, this will show up in your individual Work Basket as an open item as you are the last person to complete this record before it moves to the next step in the process. If you have an administrative associate that distributes orders to the physician, it will show in their Work Basket action items list if they do not check the “My Tasks”. Depending on the action items, users may want to toggle back and forth between viewing “My Tasks” and all tasks (no checkmark).

ALL ASSOCIATES

You can filter by Associate type such as "Active", "Inactive", or "Terminated".

TEAMS <returntomenu>menu ↑<returntomenu>

You can filter Work Basket records by an individual team assigned to patient encounter records by selecting the <btn>   All Teams       ▾   <btn>  button and choosing the specific team. You can use this filter for the following action items:

Additionally, you can filter Case Communication and Notification information by team for patient related information.

You can filter by Payer

Or Payer Reporting Group

REPORTS <returntomenu>menu ↑<returntomenu>

Work Basket <btnw>   PDF     ▾  <btnw> Report includes:

Work Basket  <btnw>   Spreadsheet     ▾  <btnw> Report includes:

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

Now let's look at the User Rules and how to setup your associates workbasket.

Interactive Tutorial