CCIQ has added new functionality for staff to be able to schedule a future task on a patient. This task will alert the dashboard on the date set so that staff can complete their follow-up action. From the patient chart, add a new comment describing the action for the task. Using the comment’s drop-down menu, a task can be set to alert the staff on a future date:
Navigate to “Comments” and type a comment. Then use the drop-down arrow to “Schedule Task” for this comment
Once the task has been scheduled, this comment will be pinned to the top of the comment log with a “Pending Task” status. This task will stay on the top of the comment list for all staff:
Future pending tasks will stay on the top of the comment list so it is visible first.
Clearing The Task Alert and Unpinning Completed Tasks
Once the task date arrives, the patient chart will alert a message on the dashboard. Navigate to the patient chart to resolve the task and clear the alert. The task can be rescheduled if needed by resetting the Task Date box or unpinned if complete. Other staff will also be able to reschedule the task in addition to the staff that originally scheduled the task.
Once the task is complete, clear alert and unpin the comment. Edit comment to make notes or add documentation.
Changing The Date Of A Scheduled Task
To change the date of a previously scheduled task, click on the drop-down of the scheduled task and edit the Task Date box to the new date. Click the blue “Schedule Task” button and the task will be updated.
Removing Scheduled Tasks
If a scheduled task created for a patient needs to be removed, navigate to the task and click “schedule task” from the dropdown. Check the “Clear Task” circle then press the blue “Clear Task” button.
