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Setting the Multipatient Task List to See Inpatient Consults

Setting the Multipatient Task List to See Inpatient Consults

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<strong>Setting</strong> <strong>the</strong> <strong>Multipatient</strong> <strong>Task</strong> <strong>List</strong> <strong>to</strong> <strong>See</strong> <strong>Inpatient</strong> <strong>Consults</strong><br />

1. Click on <strong>the</strong> Multi-Patient <strong>Task</strong> <strong>List</strong> tab. It should be blank as pictured below.<br />

2. Click Options, <strong>the</strong>n <strong>Task</strong> Display.<br />

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3. The <strong>Task</strong> <strong>List</strong> Display window will not have selections made when you first open it (see screenshot below).<br />

4. Change <strong>the</strong> settings as follows:<br />

a. Status (upper left) – Check Pending<br />

b. Time Parameters (upper middle) – Check Scheduled<br />

c. Location Filters (lower left) – Make sure all <strong>the</strong> location boxes are blue. If not, <strong>the</strong>n click on <strong>the</strong> box in front of <strong>the</strong><br />

location <strong>to</strong> select it.<br />

d. <strong>Task</strong> Types (lower middle) – scroll down <strong>the</strong> list until you find Consult and <strong>the</strong>n choose <strong>the</strong> appropriate consult type<br />

(e.g. Consult Child Health). The <strong>Task</strong> Type you choose will <strong>the</strong>n appear under Chosen <strong>Task</strong> Types.<br />

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5. Click Save and <strong>the</strong>n OK.<br />

6. Click Options <strong>the</strong>n <strong>Task</strong> <strong>List</strong> Properties.<br />

7. Click <strong>the</strong> Patient <strong>List</strong> tab.<br />

8. Click <strong>the</strong> Choose a Patient <strong>List</strong> checkbox. The default setting should be Departmental View. Click OK.<br />

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9. Close PowerChart and <strong>the</strong>n sign on again so <strong>the</strong> <strong>Consults</strong> for your service will display. The settings will not need <strong>to</strong> be<br />

changed again.<br />

10. Some consult lists will have a form associated with <strong>the</strong>m <strong>to</strong> indicate when <strong>the</strong> consult was completed and when <strong>the</strong><br />

documentation was completed. The form also allows <strong>the</strong> billing staff <strong>to</strong> indicate <strong>the</strong> final billing status.<br />

11. Double click on <strong>the</strong> patient’s name on <strong>the</strong> multi-patient task list.<br />

12. Indicate <strong>the</strong> date <strong>the</strong> Consult was Completed and <strong>the</strong> date <strong>the</strong> Documentation was Completed.<br />

13. Click <strong>the</strong> Sign but<strong>to</strong>n (blue checkmark). After <strong>the</strong> physician indicates <strong>the</strong> dates <strong>the</strong> billing staff can open <strong>the</strong> form and indicate<br />

<strong>the</strong> final billing status.<br />

14. Some consult lists will have a form associated with <strong>the</strong>m that also requires <strong>the</strong> name of <strong>the</strong> physician completing <strong>the</strong> consult,<br />

<strong>the</strong> date <strong>the</strong> Consult Completed and <strong>the</strong> date <strong>the</strong> Documentation Completed.<br />

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ADDITIONAL INFORMATION<br />

• <strong>Task</strong> Display Life with no Form Charted – <strong>Task</strong>s that have not had a form charted stay on <strong>the</strong> list for two weeks in most<br />

areas and will <strong>the</strong>n drop off. PM&R tasks stay on for 2 months and Neurology tasks stay on for 30 days before dropping off.<br />

• <strong>Task</strong> Display Life if Form Is Charted – <strong>Task</strong>s that have a form charted on <strong>the</strong>m will stay on <strong>the</strong> <strong>Task</strong> <strong>List</strong> indefinitely or until<br />

<strong>the</strong> Required Fields (yellow sections) are completed and signed.<br />

• PowerForms – All Consult tasks have forms associated with <strong>the</strong>m. Double click <strong>to</strong> open <strong>the</strong> form. Some forms have different<br />

fields depending on <strong>the</strong> request of <strong>the</strong> department.<br />

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