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Clinician Tasks

Form Colours Explained

Within a patient record there are three colours a form could appear as.

Black – Completed forms.

Red – Incomplete forms.

Grey – Upcoming forms.

Changing a Complete Score to Outstanding

You may not have permissions to change form dates. If not please contact Amplitude Customer Support who can do this for you.

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.

How to Hide/View Future Tasks

Future forms appear as grey on the patient record. It is optional if you want to see these or not.

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.

User Customisable Task Sets

Task Sets are customisable for each pathway type. They determine when and which tasks get sent out to patients on that pathway and how they are triggered e.g. triggered by completing a procedure form. Please Note: In general, you cannot edit registry owned pathways.

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.

Creating Ad Hoc Tasks

You can add tasks for a patient to complete either in the future, now or retrospectively e.g. you have a paper copy and wish to enter when they completed it.

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.

How to Delete a Form

You may not have permissions to delete forms. If not please contact Amplitude Customer Support who can do this for you.

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.

How to Export and Import Your Form Defaults

You can easily transfer form defaults to different users and from test to live
sites to allow groups of users to use the same default without the need to recreate it for each user. This is done using the Export/Import functionality.

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.

Trigger “One Off” Task Sets

You can customise the tasks triggered after completing a Non-Operative Intervention on a patient by patient basis. This is done at the end of the Non-Operative Intervention form.

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.