Tasks

Task Groups

See video overview (opens in a new tab) of task groups and how to add a task group

Definition and Purpose of Task Groups

• Task groups are pseudo provider staff accounts that can be enabled to share a task box among multiple individuals.
• Task groups in Carbon EHR allow for efficient task assignment based on shifts or roles at specific locations.
• By utilizing task groups, tasks can be managed effectively without the need to assign them to individual providers.

Setting Up Task Groups

• Navigate to Settings, then Staff, search for the Pseudo Provider
• Toggle on (green) the setting "Is this account a pseudo provider?" to display the pseudo provider in the task groups section.
• Toggle off this setting if you do not want the staff account or pseudo provider to be displayed as a task group.

Overview of Tasks Tab

See video overview (opens in a new tab) of the Tasks tab

Task View and Filtering:

• Default view shows tasks assigned to the logged-in user.
• Dropdown options to view tasks assigned to different categories (no one, anyone, specific individuals).
• Task groups (or task boxes) can also be viewed.

Task Types:

• Understand different task types like chart review, chart sign-off, lab result review, radiology result review, referral appointment request, and RX refill request.
• Know that some tasks are auto-created while others can be manually selected during task creation.
• Chart Sign Off
  • Auto assigned to the selected Billing Provider of the encounter once the chart is completed and Clinician Sign Off has not been completed
• Chart Review
  • Auto assigned to the selected Supervising Provider of the encounter that was selected for chart review

Managing Tasks

• Incomplete and completed tasks can be viewed.
• Bulk actions available for incomplete tasks (assign, mark as done) and completed tasks (mark as incomplete).
• Task details include creation time, patient details, category, and completion status.

Task Details

• Clicking on a task opens the patient's chart.
• Ability to assign tasks, mark as done, set due dates, and update task descriptions.
• Activity log tracks edits and updates to tasks.

Creating Tasks

Three ways to create tasks: from the tasks tab, within a patient's chart, or from messages.
See video overview (opens in a new tab)

Create a Task from the Patient's Chart

• Click on the three dots in the top right-hand corner of the patient's chart.
• Select "Add Task" to access the task creation form.
• Choose a task type, enter a task description, and assign it to a task group or a specific staff member.
  • Task groups function as shared inboxes for multiple users to view tasks.
  • Assigning a task to a staff member triggers a notification for them.
• Due date must be in the future.
• No need to enter patient information as it's already linked to the patient's chart.
• Click save to create the task.

Create a Task from the Tasks Tab

• Within the Tasks tab, click on "Add Task".
• Follow the same steps as creating a task from the patient's chart.
• Fill out the patient field by searching for a patient.
  • Be cautious if multiple patients share the same name to avoid confusion.
  • It's recommended to start creating tasks from the patient's tab for clarity.

Create a Task from Messages

• Long hold on a message from a patient.
• Click on "Add" to create a task based on the message content.