Task Prototypes Screen

The top and bottom of the screen are discussed in this section.

A separate section is devoted to the work flow sequences, see Setting Up Work Flow Sequences.

Label	Description
ID	Task prototype identification code; make commonly used ones as easy to remember as possible. See Common Fields for guidelines. Tips: Do not begin medication-related IDs with the designation RX; it has a special meaning in SYSTOC, see Recommended Task Prototypes.
Description	Task prototype description, used when selecting tasks, appears on forms or reports. Tips: Similar tasks should have a searchable identical word in their descriptions. (Ex: use visit for all office visit tasks). If you place a question mark (`?`) in the description, the cursor will jump straight to it when it becomes an order, for easy completion. For example, a description might be `Schedule a return visit in ? days`. Tap2Chart users: If the form shown in the PDF form field is web\tap2chart and a valid Tap2Chart form template name is in the Description field, that form template will be used when the form is opened on an order. Open Tap2Chart to see the list of available form templates. For example, for initial worker's compensation visits, the Tap2Chart form template titled Workers Compensation Initial Visit is appropriate.
Include Task on Discharge Reports?	Select to have data from this task print on the Discharge Summary Report. This only applies to injuries. Tasks that are part of internal processes, reminders, etc. should not have this check box selected.
Exclude from CWA and Flowsheet?	Select to keep an order made from this task from appearing in the Clinical Work Area and/or on the Flow Sheet and Forms report. The Task Type field will automatically show non-medical if you select this Exclude option. Tips: Tasks not related to medical care (for example, checking ID, signing consents, etc.) should have the check box selected so they appear on the Appointment Register screen but not on the CWA or Flow Sheets. Do not select this check box for tasks that will never be orders, such as allergies, drug panel components, etc.
Print from Form Print on Appointment Register	Select if you want the PDF form attached to this task to print when a user selects Form Print on the Appointment Register screen. Examples of forms that should be printed include a welcome letter to the patient, consent forms that the patient must sign manually, etc.
Show PDF in iSYSTOC	Select if you want the flattened PDF attached to this order to be available via iSYSTOC version 4.2 and above. Only applies to orders created after this option is checked, not to previously created orders.
Send to Document Interface	Select if you want the flattened PDF attached to this order to go to the HL7 Document Interface. See HL7 Document Interface.
Add to Group	Select group(s) and subgroup(s). Groups help providers find tasks quickly by placing them with other similar tasks. See Assigning Tasks to Groups for more information on groups and subgroups.
Remove from Group	Remove the highlighted group/subgroup from the list.
Skip Data Entry	Check to bypass going automatically to the corresponding data entry module for an order. Tips: Skip data entry if: There is no SYSTOC screen for the task. The data entry will be handled by another task. All the data fields will be completed by filling out a PDF form attached to this task. For more information on the differences between using a PDF or a data entry screen, see Form-based Versus Screen-based Data Entry.
Section	Select the SYSTOC screen for data entry. Complete this field to link the data entry table to the task. Even if you are skipping data entry on the SYSTOC screen, you are probably using a PDF form instead, and SYSTOC still needs to know that the task you are calling HEPBFUP, for example, is related to the SYSTOC menu choice called Hepatitis. See Sections and Task Types for more information on this field.
Task Type	Automatically categorizes the task, based on your choice in the Section and/or Exclude from CWA fields. General (default for all tasks that don't fit into other categories) Condition (conditions and allergies) Medication (drugs) Screening (lab tests and immunizations only) Medical (not currently used) Non-Medical (tasks for support staff, not providers) Tips: It is best to use the selection made by SYSTOC. This field controls how lists are filtered when you use F5 Lookup from other screens. If you are on the Medications screen, for example, you only want to see tasks related to medications.
Skip Print Report	Check to skip report printing. Tips: Some reasons you may wish to skip report printing: There is no appropriate report for this task. A PDF printout will serve instead. You intend to print a batch of reports.
Report Name	The report associated with the task. For example, if this task is for Vision screening, the provider might want to print the Vision Results report after the data entry is complete.
Skip Charge Entry	Check if this task is non-billable.
Fee Code	Fee code associated with task to be billed. Tips: If you aren't sure which fee code will be appropriate, leave blank. The data entry person can select the appropriate fee code later. Picking a fee code, when possible, saves data entry time and helps prevent errors.
PDF Form	The PDF form associated with the task. Tips: Standard forms must be stored in the \Forms subdirectory on the server that stores SYSTOC data in order to appear in this list. Custom forms, if used, must be stored in the \Forms\Custom subdirectory. Custom forms will be at the top of the list when selecting a form.
	Click the pencil icon to preview the selected PDF in SYSTOC PDF reader.
Recall Letter F3 Form ID	ID for recall letter to send to the patient. Tips: The lookup is limited to memo forms with a Form Type of RECALL. Pick one that tells the patient to come in for the activity described in the current task. See the Quick Guide to Recall Letters and F3 Forms and Labels.
Work Flow Sequences	See Setting Up Work Flow Sequences for information on all the fields in this section of the screen.
Injury Discharge Instructions	Patient discharge instructions when visit is an injury. This button is not available until the record is saved. Tips: These instructions appear on the Discharge Summary Report. Discharge instructions specific to a particular ICD code should be entered in the memo for that code, see ICD-9 and ICD-10 Codes.
Test Definition	This area is only available if the Task Type is Screening.
Numeric Result	Optional, check this field if the result will be numeric.
Alternate ID	Not used. Previously used with LabLink to store the lab's test component code.
Lowest Normal Value	The low end of normal for this test. Optional, for information only.
Too Low	Comment for a result that is below the Lowest Normal. Optional, for information only.
Highest Normal Value	The high end of normal for this test. Optional, for information only.
Too High	Comment for a result that is above the Highest Normal. Optional, for information only.
Comment	General comment area.
Medication	This area is only available if the Task Type is Medication.
Dosage	Dosage information. Tips: Spelling out dosage in words avoids errors caused by misunderstood abbreviations. There are two approaches to medication dosage: One record for each commonly prescribed dose. One record per medication, with the Dosage being completed when the drug is prescribed.
Number	Quantity in a typical prescription of this dose.
Refills	Number of refills permitted.
Generic	Check if a generic drug may be substituted.
Dosage Instructions	How to take the drug, displays on the Patient > Medications screen and prints on discharge and prescription reports. The physician may modify the instructions when prescribing. Tip: Do not enter general instructions for this medication here. General instructions should be entered in the Injury Discharge Instructions memo of this task.
Drug Form Code	These codes describe the form of the drug, such as tablet, capsules, liquid, etc.
Memo (launched with the F3 key of by clicking the View Memo icon)	The memo is used for instructions to the staff. It prints on the Flow Sheet for the patient visit. If you are not using Flow Sheets, you can view the memo from any screen that displays the Orders.