Task Batches

Create templates for creating single or groups of tasks with preset descriptions, codes conditions and recurrence patterns.

The Task Batch Editor

Open the Task Batch Editor [Tools menu >> Clinical Setup >> Task Batches]

Batch or Group

The name of the group or batch is displayed in the left column.

Click on the + on the left to expand this group

The group may contain one or more Tasks.

Tasks Description and Code

Each Task has a Description and optional code.

Task Description is displayed in patient records and is used in recall messages
The task code is used to select corresponding recall letters (document templates) and in audits

Please use

CX for Cervical smears
MAM for Mammograms
SMOKE for smoking status
ALCOHOL for alcohol status
BP for blood pressure
BMI for Body Mass Index

Task Codes also correspond to Vaccine Batches

Click on the + on the left to expand this task to display any conditions, recurrence patterns and assignments.

Conditions, Recurrence and Assignments

Each Task may have other properties that determine its default behaviour:

Restrict tasks to patients that meet certain conditions (such as age / sex)
Enter future tasks by adding appropriate conditions (such as starting age / date )
Set recurrence frequency and period
Set maximum number of occurences
Decide whether tasks will be applied to all new regular patients (Auto) and set the trigger

Recurrence Patterns

Enter the frequency and select the period from the drop down menu for standard recurring patterns for setting the next due date on completion of a task

Select ASK in the periods column if you want to be prompted for the next task due date

Special codes can be entered in the Period Column (using the vcal format) for more complex patterns. e.g. “YT1 4 1″ represents a yearly recurrence on the 1st of April.

(To discover the vcal code for recurrences , look at the recurrence tab on an existing task. the code is displayed on the right )

Task Assignments

Tasks are unassigned by default
Staff codes can be entered to automatically assign the task to specified staff members
Enter PATIENT here to assign the task to the patient (usually as part of their care plan)

Applying Task Batches

Open clinical notes and click on New Task.
Select a task group from the left menu, in which case appropriate items in the list that meet the set conditions will be added to the task list.

Alternatively, enter part of the task name in the “Description” box and press [Enter] to search.