Task List

Introduction

Tasks can be created within a patient's chart or via Canvas Chat. The Task List helps a user manage their tasks in bulk. 

Key Objectives

• You will learn how to access the Task List.
• You will learn how to filter & sort tasks.
• You will learn how to label a task.
• You will learn how to create a custom label.
• You will learn how to associate labels to automatically created tasks.
• You will learn how to comment on a task.
• You will learn how to reassign a task.
• You will learn how to close or show completeness of a task.

Video 

FAQ

Q: Why is "done" not available?

A: The task must be assigned to you to be able to complete the task.

Q: How do I know who is working on a task if it is assigned to a team?

A: We recommend all users assign themselves to a task as they begin work to clearly communicate with the team.

Q: Why are there tasks in the patient chart that I can't see on my task list? 

A:  The patient chart displays all open tasks associated with the patient regardless of assignee. The default view of the task list is set to any open tasks assigned to you or your teams.

Q: What actions create an automated task?

A:  Besides manually creating a task, there are commands that trigger task creation. These commands include:

• Referral command
• Image order command
• Imaging report review
• Lab results review
• Consult report review
• Uncategorized document report review

.There are also responsibilities in Admin: Teams that trigger a task not linked to the commands above, these include:

• Population health outreach
• Completing lab orders
• Reviewing  incomplete patient coverages

Assigning a note to team or a specific user will also generate an review note task for the assignee

Exceptions to posting Rules can trigger a task: ⎻task is created when a remit states "Claim not found" - (i.e. A remit comes in with a claim that we do not have record of in Canvas.) ⎻task is created when a remit states "Payer not found" - (i.e. A remit comes in and we have record of the claim but not the payer associated with the claim.)

Q: How do I know I have a task assigned to me or my team?

A: A red badge with a number above the task icon indicates new tasks to be reviewed.

Tips & Tricks

• When using the search function of the Label filter to multi-select labels you will have to scroll and click the check boxes instead of searching and pressing enter to make your selections. We are in the process of updating this feature in a future release! However, at present state you can use the search function and scroll/click when searching for just one label.
• If you currently use a bookmark to log in that directs you to the task list please update the url as we've made some upgrades to our task list view. 

Step by Step

• Navigate to the panel filter badge icons on the top right of the Schedule View
• Select the Tasks icon 

NOTE: Task list is filtered by default to open tasks assigned to you or your team with any label and created by anyone.

Filter Tasks

• Navigate to the Task header where you can filter tasks by the following filters:
  • Assignee: Defaults to "Me or my teams"
    • Other options include:
      • Other staff
      • Other teams.
      • Specific individuals
  • Status: Defaults to Open
    • Users can multi-select from open, completed, and closed
  • Creator: Defaults to Any
    • Users can select specific individuals
  • Label: Defaults to Any
    • Users can multi-select from any label previously created or No labels

NOTE: When using the search function of the Label filter to multi-select labels you will have to scroll and click the check boxes instead of searching and pressing enter to make your selections. We are in the process of updating this feature in a future release! However, at present state you can use the search function and scroll/click when searching for just one label.

Sort Tasks

• Navigate to the Task List which sorts to oldest task that needs completion
• Locate the task list column headers which include the following:
  • Task
  • Patient
  • Follow-up due
  • Activity
  • Created
  • Assignee
  • Team
  • Label 
• Click on the desired column heading
  • Click once: Sort in Ascending
  • Click twice: Sort in Descending

Label a Task

• Navigate to the desired task from the Task List
• Click on the underlined No labels within the Labels column or the icon next to an already existing label
• Search for the appropriate label
  • Free text or scroll through menu
• Select the appropriate label(s) from the drop-down 

Create a Custom Label

NOTE: Please do NOT delete or edit the Routine / Urgent / Emergent / Chart PDF task labels that are presets in Canvas. 

• Navigate to the triple line menu, located on the top left-hand side
• Select Settings
  
• Select Task Labels located under the Practice heading
  
• Select Add Task + on the top right of the Task Labels page  
• Complete all fields in the template:
  • Position: what order to sort on the task list with 1 being the highest position
  • Color: the color of the label
  • Name: the name you will set as the label
• Select Save and the newly created label is now a visible option when adding a label to a task

Edit a Label

• Navigate to the triple line menu, located on the top left-hand side
• Locate and Select Settings
• Locate and select Task Labels under the Practice heading
• Select the desired task label to modify 
• Make desired changes to the label
• Select Save 
  

Association of labels to automatically created tasks

Customers will now have the ability to associate specific labels to automatically created tasks. When a user creates a label for tasks through configuration settings, they will have the ability to add task associations to the following actions which automatically create tasks:

• Referral command workflow: When a refer command is delegated, it creates an automated task. 
• Completing image orders: When delegating an Image command, it creates an automated task. 
• Imaging report review: When signing an Imaging Review command, it can automatically create a task. 
• Lab results review: When signing a Lab Review command, it can automatically create a task.
• Consult report review: When signing a Consult Report Review command, it can automatically create a task.
• Uncategorized document report review: When signing an Uncategorized Document Review command, it can automatically create a task.
• Assigned note/phone call for review: When assigning a note/phone call to a team or a specific user will also generate a review note task for the assignee.
• Population health outreach: When starting a Campaign, tasks are automatically created. 
• Creation of Chart PDF: When generating a full chart PDF, a task is automatically created. 
• Expired claim snoozed: When snoozing an expired claim, a task is automatically created. 
• Completing lab orders: On Lab Orders, when there are errors, tasks are automatically created. 
• Flagged posting review: When a remit states that the claim or payer were not found, a task is automatically created. 
• Batch patient statement: When generating batched patient statements, a task is automatically created. 
• Incomplete Coverages: When coverages are missing address or phone number, tasks are automatically created. 

These enhancements will allow users to easily identify these automatically created tasks through label association. Association of labels can be removed, added, and updated at any time.

Comment on a Task

• Navigate to the panel filter badge icons on the top right which are always visible from the Schedule View
• Select the Tasks icon which displays all tasks assigned to the user or their team by default
• Navigate to the desired task in the Task List
• Click on the underlined No Activity or # comment within the Activity column 
• Type the desired comment in the Comment Box that opens
  • All comments made on this task will be visible within the Comment Box 
• Click Add Comment 

NOTE: By default, No Activity is displayed until a comment has been made, it will then display the number of comments that have been left. 

Reassign a Task

• Navigate to the panel filter badge icons on the top right which are always visible from the Schedule View
• Select the Tasks icon which displays all tasks assigned to the user or their team by default
• Navigate to the desired task
• Click on the current assignee within the Assignee or Team column
• Select the new assignee from the drop-down menu that appears (the new assignee now sees the task added to their task list)

Complete or Close a Task:

• Navigate to the panel filter badge icons on the top right which are always visible from the Schedule View
• Select the Tasks icon which will display all tasks assigned to the user or their team by default
• Navigate to the desired task
• Complete the task 
• Select Done when no additional work is left to be done

or

• Select Close

NOTE: A completed or closed task message appears and gives the user the option to Undo until the page is refreshed. After the page is refreshed, the task is no longer visible. 

Roles

• • Provider
  • Clinical Staff