Work Flow Sequences

Displays list of task prototypes. Select one with a Work Flow Sequence you want to copy into the current task prototype. See Copy Sequences Quick Guide.

Copies a work flow to multiple task prototypes. It loads a dual window where you select the task and the destinations. See Copy Sequences Quick Guide.

Shows the number of the currently selected step, if any, or else the number of the next new step.

Describes each step of the work flow process. To create more, see Task Status.

Indicates which type of employee is responsible for this step. To create more, see Task Work Group.

Specify the "person" to handle this step. Use a Work Group or a Default Owner, not both. Do not use a specific Staff ID as the Default Owner because if that person is absent, no one else will see this order in a Chart Box. Use generic choices {Sch.ID} and {DoneBy} as a more flexible approach to indicate the person for whom the order is scheduled, or who actually completed it, respectively.

Check to set the Done and Done By fields of the order when the sequence advances to this number. An order is usually marked Done when the service has been provided to the patient, whether or not auxiliary tasks such as data entry, signatures, billing, or reports are finished.

Typically, Set the Done flag on the first sequence after the Provider or Nurse activity. This will turn the order pale green on the display and move it to the bottom of the list, increasing the efficiency of staff.

When using Tap2Chart, the done flag is set automatically when the note is finalized (if Set the Done flag is selected).