Task Prototype Planning
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Plan.
- Will you be using PDF forms to record activity? See Form-based Versus Screen-based Data Entry.
- Will you be billing for services?
- How does work flow through the clinic?
- Look through the Sample Reports book and decide on the reports to use.
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Set up fees.
If you will be billing, set up the fee table first, as you will typically want a task for everything you bill.
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Set up Task Groups.
Look at the groups and subgroups we provide for organizing tasks, see Task Groups.
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Set up Task Status.
Review the steps we provide for work flow, add more if needed, see Task Status.
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Set up Task Work Group.
Review the work groups we provide, add more if needed, see Task Work Group.
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Define tasks.
Add your tasks, see Defining Task Prototypes.
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Establish work flow for tasks.
Create work flow for applicable tasks, see Setting Up Work Flow Sequences.
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Create general procedures.
Consider the reasons why people visit the clinic and group the tasks that go with each type of visit into procedures. See Procedures.