Clinician Tasks

Find the patient and Click on the Pathway to bring up the patient record.

On the left of the form, click on the three lines and select Properties.

Change the status of the form to Incomplete and then click save.

The form will now show in red as incomplete.

To change the settings first click Settings.

Click Profile.

Scroll to the bottom of the screen and toggle Show Future Dated Tasks on or off.

Then click save.

First click on the Settings icon.

Then select the Pathway for the task sets you’d like to amend.

Choose which category you would like to customise.

You will then see a table. Each row is a task and each column is a time interval.

Use the tick boxes to choose which tasks to go out and at what point along the patient pathway.

When you have finished click Save.

Search for the patient and click on the Pathway.

Then select Ad Hoc Tasks.

A lists of tasks will appear, select the one you require.

Fill out the relevant information, and select a Due Date – this will determine when the task will be sent to the patient.

The form will then appear within the patients Clinical Record.

Find the patient and click on the required Pathway.

On the left hand side of the form, click on the three lines. The click Delete.

You will be prompted to confirm the deletion of this form. Once deleted, it will be removed from the patient Clinical Record.

Firstly, find the default you previously created and wish to export.

Click the export icon.

Confirm the export by clicking Yes.

Depending on the browser you are using you may see the download at the bottom left corner of the screen.

You do not need to open this file.

Now, find the destination site to import the default to. This may be another account of your own or another user who wishes to have the default.

You must import to the same pathway and same form type that you exported from.

Click Import a Default.

This will open File Explorer. You can find the exported file in your downloads folder.

Select the file and click Open.

If imported successfully the default will appear.

If the pathway and/or form do not match you will receive an error message.

Complete the Non-Operative Intervention form for the required patient.

At the end of the form select ‘Trigger a “One off” Set of Tasks‘.

Click Save & Open Score Customisation.

This will open a grid similar to what you see in Task Set Customisation for pathways.

Tick the boxes to choose which forms you’d like to trigger and when they should be due. For example, VAS Pain at 3 weeks.

Once complete, click Save.

You will then see these forms in the patients future or due tasks.

The first step is to add the patient and the pathway you want to add retrospective data to. When you are creating the pathway it is especially important to choose an appropriate start date. We would recommend this is the date of surgery or intervention.

In this example, the patient had hip surgery on 01/11/20 (7 months prior to the writing of this article). This pathway collects baseline, 6-month, 1-year, and 2-year scores. The pathway start date is marked as November 2020 as per the surgery date.

On selecting Add and Open Pathway you will see that it has created the baseline tasks that the patient should have filled out. They will be dated appropriately e.g., here they are dated as 18/10/20, 2 weeks prior to the pathway start date.

If you have historic data that you are manually going to input e.g. you collected paper baseline scores from this patient in October, you will need to input this data on the day you created the pathway otherwise the nightly cleanup process will delete the tasks. If this happens, however, all is not lost as you can still create an Ad Hoc Task for the forms you want to manually input. Ensure to label the form as baseline and change the completion date to when it was that you collected the paper scores.

If you did not collect paper scores at the time, and are only interested in collecting current and future scores, overnight the cleanup process will delete any scores no longer due and when the patient logs in the following day they will only be presented with the current set that is due for completion. Please note: we never delete baseline scores, so in this example they would be presented with the baseline and the 6-month scores to fill out. Therefore, if you do not want the patient to fill out baseline scores, simply manually delete them by clicking the three lines next to the form.

If you want the patient to complete the scores on the same day you add them, rather than waiting overnight, you can do this by clicking the Send Email button. However, you will need to review the due tasks and manually delete any that are not relevant as clearly the overnight deletion process will not have had a chance to run.

Now you need to add the retrospective data. In this case we are adding a procedure form for 01/11/20. Ensure you choose the correct date at the top of the form as this will default to today’s date.

When you have saved this form, you will likely see some future tasks as well as due tasks, but this will depend on the dates you are working with.

They will all have due dates that are relevant to the procedure date – not today’s date.

As with the baseline scores, you have three main options:
1. Wait for the overnight service to remove any irrelevant tasks and automatically send the patient those that are currently due and relevant.
2. If you have collected the scores on paper, you can input that data now.
3. Cleanup any unwanted/outdated tasks and send an email to the patient now.

The patient will be notified of future tasks when they become due for completion.