Tips & Tricks
December 2014
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Touchworks End-User: Task Removal
We are often asked by front end users, particularly those with a heavy taskload, if it is possible to display more tasks at a time. They frequently have to go looking for a task that is buried beneath many others. Many sites have it set to display only 50 tasks at a time. In order to adjust this setting, someone with access to the backend of the application will need to go to ADMIN>PREFERENCES, and choose the TasksNumberofRows preference. Adjust the numbers of tasks displayed as desired. This setting can go up to 300.
While in general, it is recommended that a task be “DONE” or “FORWARDED” to a user that can nish it, there may be cases where you may have a large amount of tasks that you simply need to “REMOVE.” This is a tedious and time-consuming process if done one at a time. You can now remove large groups of tasks at one time. Click in the top task that you would like to delete. The task will highlight in blue. Use the scroll on the right side of your screen to scroll down as far as you would like (up to 300 tasks), hold SHIFT key and click on the last task in the group you would like to remove. All the tasks will highlight in blue. Click the “Remove” button and give your reason for removal. If needed, repeat the process.
Allscripts PM: Where is that Insurance Policy?
When registering a new patient or updating an established patient’s insurance policies on an account, it is helpful to understand the available Search By criteria; Carrier Name, Abbreviation, or Address. Be sure to select the most applicable option to render the most results to find the correct policy. Depending on how your organization has the Insurance Carrier/Plans built and loaded, the Search By criteria will determine how you will most quickly find the specific Insurance policy you are looking for.
From the Registration subfolder, within the main function folder of Patient Management, select the
Policies tab.
When adding or modifying an insurance policy, select the Binocular icon to the right of the Insurance field.
From the Insurance Carrier/Plan Lookup window, click the dropdown arrow to select the most accurate Search By criteria.
Choose the most applicable Search By criteria from the dropdown.
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Archives
- TouchWorks End-User: Task Removal
Allscripts PM: Where is that Insurance Policy?
- End-User: Don’t Forget the Zip Code!
Provider: Careguides & Quicksets
End-User: Change the Date! - End-User: Don’t Forget the Zip Code!
Provider: Careguides & Quicksets
End-User: Change the Date! - End-User Tip v11.4: Let’s be Clear!
Provider Tip v11.4: Go Ahead and Put that Reminder on my Calendar!
Build Tip: Can this Dictionary Load a Little Faster?
- End-User Tip: Don’t be so Lateral!
Provider Tip: It’s OK to Play Favorites!
Note Build: What’s Your Type?
- End-User Tip: Multi-Document Printing? Oh My!
Note Build: Cut Out the Scrolling!
Build Tip: No “More, More, More!”.
- End-User Tip: Changing the Patient Preferred Communication
Build Tip: Assigning Applicable Sites
Provider Tip: Prescription Time Saver
- Build Tip: Changing or Entering Text for a Group of Findings
Meaningful Use: Patient Education
Interface Tip: Re-bundling Messages
- End-User Tip: Trouble Viewing Order Groups
Build Tip: Changing the Tab Order of an Item
Interface Tip: Result Interface Error, -180 - End-User Tip: Batch Editing
Note Build Tip: Typical Findings
Interface Tip: Result Interface Error, -145
- End-User Tip: Editing a Previously Committed Referral
Build Tip: Setting Result Document Types
Interface: The “Red X” - End User, Note Build & Provider Tips
- Note Build, End User, Build & Interface Tips
- End-User Tip: Print Queue
Build Tip: Problem Mapping Tool
Interface: Understanding Patient Matching Criteria
- End-User Tip: Alternate Options for Printing Clinical Summary
Note Build: Keep it Simple
Build Tip: Task List Viewing
- End-User Tip: Reconciling Stubborn Medication List
Interface: How to…
Build Tip: Note Building