Permissions Required: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist assigned in order to manage Tasks for other users.
Fusion Enterprise understands that managing all of your cases is a critical function of any practice. We have ensured that you can run all of your practices front office needs through the system and make it as easy as possible. This series of introductory articles will cover the essential aspects of managing Tasks & Alerts with the system.
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Alert Actions
Once the condition has been defined we need to determine what needs to be done when the condition is met. After clicking Next from the Condition dialog you will be presented with the Alert Actions dialog which lists all of the actions that need to be taken when a condition is met.
A right-click on the Alert Actions dialog allows you to Add, Edit and Delete actions. After one alert action has been added, the Clone option will also be available. This is handy when creating multiple alert actions. Selecting Add brings us to the Action dialog as shown below:
The first option is the Action itself and currently there are two choices: Add Task and Display Message. For this example let’s assume we are going to do both, pop up a message and add a task.
After we select Add Task for our action we are given the ability to select the Target of the task, in other words who is going to get the task. For this option we have four choices:
Add Task Target Types
| Special | Sets the target as either the Case Therapist or the Visit Therapist |
| Therapist | Allows you to specify the target as any specific therapist. |
| Title | Allows you to direct the task to a specific user position, ie Office Manager, Billing Manager, etc. |
| User | Allows you to set a specific user. |
Had we chosen Display Message instead of Add Task we would have been given the following choices for Target Type:
Display Message Target Types
| Machine Name | Name of the computer to which to display a message. This message will pop-up for any user logged into that particular computer. |
| Special | Sets the target as either the Case Therapist or the Visit Therapist |
| Therapist | Allows you to specify the target as any specific therapist. |
| Title | Allows you to direct the task to a specific user position, ie Office Manager, Billing Manager, etc. |
| User | Allows you to set a specific user. |
NOTE: Pop-up messages only appear if the user is logged in at the time of the alert. If the user is not logged in they will not get the popup message.
Once the target has been specified you will enter the Action Expression, which is also built up like a formula. Typically in your task message, you will want to specify who the message is about, for example, which case has an expired prescription.
When building the expression all text needs to be in double quote marks. For example, we may want our task to read:
Case 100001 has an invalid prescription for the visit on 4/1/2007.
However, we need to put the variables that correspond to the CaseID and the Visit Date since these will change each time.
Right-click on the Action Expression box and select Edit Action Expression.
We are presented with are now familiar Formula Builder. Let us start by adding the first part of our expression which is Case :
We can now pick the CaseID variable from the Operands list on the left under the Case node. Double-clicking it will add it to the expression on the right.
You may notice that the bottom window now shows an error. We need to put the & character between our Text and our Variable as shown:
By putting the & in we are saying Return This bit of Text AND [This Variable] together. You now see that the error message has gone away. We continue to build up our expression by adding in the following:
& “ has an invalid prescription for the visit on “
We are now nearly done, we now add in the VisitStart from the operand list.
Once we are satisfied with the result click on OK and return to the Action dialog.
This dialog now shows our finished formula as well as how it will look when it shows up in a task.
Note: that it is possible with the Action Expression to be extremely fancy with your message. It is possible to tailor the message with logical operands and have the message change based on various conditions.
Once you are satisfied with the result you may select Ok and the action will be added to the Action List. It is possible to have many different actions fire for one condition. In this instance, we added a Task for the Case Therapist, as well as the Office Manager, and then displayed a message on the current user's screen. You can have as many Tasks and Pop Up messages as we require for any given trigger and condition.
After you have defined the Action and pressed next you will be given the opportunity to name and add comments to your task. This is useful when looking at your task list to be able to determine which task does what.