The Post Utilization Task Assistance Template is used to send incomplete tasks back to the assigned Post Utilization group. In this lesson we will learn the following:
- How to access the Post Utilization Task Assistance Template
- How to use the Post Utilization Task Assistance Template
How to access the Post Utilization Assistance Template
- From the Tasking inbox select the desired task.
- Click the Accept drop down arrow.
- Choose the And chart option
Once in the chart:
- Click on the Patient Demographic tab (located at the top of the Patient History panel)
- Double click on Post-Utilization Task Assistance from the list. This will open the Post Utilization Assistance Template
How to use the Post Utilization Assistance Template
- Select the desired task from the Incomplete Tasks grid.
- Click in the Reason field to complete your documentation.
- Click Save to send task back to the assigned Post Utilization Group.
Note: The Remove option will ONLY be available to the user who assigned the task.
Note: Clicking Save will send task to the assigned Post Utilization Group and removed the task from the assigned users Clinical Tasking inbox. (See Clinical Tasking Quick Reference Guide for other tasking functions.) EHR Work Bench - Clinical Tasking Inbox