Work Lists

NOTE - this screen does not automatically refresh - to see the current status, click the Find button.

This screen is used to display the Work Lists - ie the list of tasks and their status. The buttons allow you to move the task through its various stages from pending to completed. For background see Concepts|Schedules, Work Lists and Workflow.

The screen displays data in two modes, multi-list and single list. Note that the left hand panel displays the current customer and patient. This will change as the different tasks are selected. Below the Casbolt/Bree task is selected (note the italic font).

First the multi-list display.

This is essentially a select screen. The selection fields area as follows:
View - this is used to select the Work List View to be used
Work List - this can be set to All or any one of the Work Lists that are part of the current Work List View.  If you select other that All, then the work list will be displayed in single list mode - see below.
Clinician - this can be set to All or any one of the clinicians. If you select a clinician, then all the tasks for clinicians other that the one selected will be 'greyed out'.
Date - the date selector allows you to enter a date, go back or forth one day, or one week (the outer arrows), or, with the black square, select today. Note that the date controls what is displayed as:
startTime <= day 23:59:59 and (endTime >= day 0:0:0 or endTime is null)
Functionally, this means that completed tasks will only be displayed if they were completed on the selected date.
Highlight - this can be set to Clinician, Event Type or Status and changes the colours used to display each task
Status - this can be set to All, Incomplete, or Complete

The display area consists of one column per work list, each showing the tasks that match the selection conditions. What is displayed for each task is set via the Administration|Organisation|Work List View screen. Here you can see that this view is set to display, the customer, patient and status (but not the clinician). The i balloon indicates that there is a note for the task - clicking the balloon will display the note. (If the task has been created as a result of checking-in a patient, then the task note will generated from the appointment reason and any appointment note.)

The buttons are as follows: (see below for when the various buttons are displayed)
New - create a new task in the currently selected work list. You may find it more obvious to click in the half slot at the bottom of the tasks in the desired work list column - this will display in the slot, then click it again (or press the New button) and the New Task screen will open.
Edit - edit the selected task
Delete - delete the selected task
Print - print the selected task
Consult - opens the Visit Editor window        } click here for details
Check-Out - initiates the check-out process  }
Transfer - transfers the task to another work list. If the target work list has:

  • templates or Use All Templates is ticked, a Print window will be displayed listing the available templates to print.
  • Create Flow Sheet ticked and Smart Flow Sheet is configured and the patient has a current Visit and no Flow Sheet, one will be created.

OTC - Over The Counter sale - opens the New Counter Sale window to allow you to make an OTC sale
New Flow Sheet - creates a Smart Flow Sheet for the patient associated with a task. 


The single-list display is as follows:

The selection fields and buttons are the same as for the multi-list display.

The display area columns are as follows:
Started - the time at which the task was created - not that only hours and minutes are shown even if the task was started say 3 days ago
Status - the task status - which will be (in logical order) one of Pending, In Progress, Billed, Completed, or Cancelled
Task Type - the type of task - those available are set via Administration|Types|Task Type
Customer - the customer - note that the name is a link - clicking on it will take you to the Customers|Information screen
Patient - the patient - note that the name is a link - clicking on it will take you to the Patients|Medical Records screen
Notes - the notes for the task
Time - the time (in hours and minutes) since the task was started


 Available Buttons
The following table shows when each button is displayed.

Button Displayed When
OTC always
New work list selected
Edit task selected
Delete task selected
Print task selected
Consult status = In-Progress, Billed
Check-Out status = In-Progress, Billed
Transfer status = Pending, In-Progress, Billed
New Flow Sheet a task is selected, and Smart Flow Sheet is configured for the Practice Location
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