Background
View previously created FOC Tasks in the EMR
Create a FOC Task using the FOC shortcut icon
Create a FOC Task using the Annotate button
Create a FOC Task from the Tasks list
Complete the FOC Task
Background
This tasking option is mainly used when working from the Unsigned Transactions list. If you do not want to take any action on a result now, but you want to review it at the client’s next visit, you can assign the task to a fictitious person called Front of Chart. The task will appear when you open the client’s medical record on their next clinic visit. Assigning these tasks to Front of Chart will minimize the amount of tasks assigned to you for clients who may not come into the clinic for a long period of time.
View previously created FOC Tasks in the EMR
You can read all the tasks, which includes FOC, created at the clinic (in Work Centre) or just the client’s tasks (in Medical Record).
View all Tasks created at the clinic or by you
From Work Centre, click Tasks on the menu bar. Make sure you adjust the filters to see the type of tasks you want.
View the tasks created for one client:
From the client’s Medical Record, click Tasks on the menu bar. Make sure you adjust the filters to see the type of tasks you want.
You can also see the client’s tasks in the Tasks window below the yellow bar. Bolded tasks are overdue and the most recent are at the top.
Create a FOC Task using the FOC shortcut icon
You can create a FOC Task from anywhere in the EMR using this method if the result has not been signed yet. Creating a FOC Task using the FOC shortcut icon will automatically sign the transaction. If created from Unsigned Transactions, Results or New Encounter, the task will include a hyperlink to that section of the medical record.
1. Click Unsigned Trans on the menu bar from your Work Centre
2. Click on the client’s transaction (eg. lab result, scanned document, transcription)
3. Click the FOC-Review At Next Visit icon.
4. The Task window appears with Subject and Holder information defaulted in
5. Add addition information if required in the Explanation and Links window
6. Click OK
Note: If you click Cancel, it will ONLY cancel the Task but the result remains signed and falls off the unsigned transaction list. To get the result back, click to see the Last 20 signed transactions.
Create a FOC Task using the Annotate button
Creating a FOC Task using the Annotate button requires you to Sign it off (if not previously signed)
1. Navigate to Results on the menu bar in the client’s Medical Record
2. Click on the lab result you want to annotate on
3. Click on the Annotate icon
4. The Annotate window appears. Double-click on the desired annotation in the Common Annotations list and it will populate into the text box window above. Enter any additional notes into the text box as necessary.
5. Select Automatically add task for user from drop-down menu in the Task field:
6. Complete the For field with either of two options: generic FOC or clinic specific FOC
Option 1. Type in FOC into the For field
Option 2. Type your clinic’s name into the For field. Double-click on the Front of Chart user from the results. The clinic-specific Front of Chart user’s name will populate into the for field.
7. Click Annotate and Sign to send the task to the Front of Chart.
Create a FOC Task from the Tasks list
You can also create a FOC task from the Tasks list in the client’s Medical Record.
1. Click on Tasks in the menu bar within the client’s Medical Record
2. You have two options to create a New Task:
3. A Task window will appear. Enter task description in the Subject field.
4. In the Holder field, change to FOC or to your clinic specific FOC (start typing your clinic’s name into the field. Double click on your clinic’s FOC).
5. Set the Priority as applicable to your task
6. Enter the task instructions/details in the Explanation and Links text box.
Note: If you created the task from Encounters or Results, a link will automatically be entered into Explanations and Links.
7. Click OK to send the task to the Holder (recipient):
Complete the FOC Task
Once the task has been addressed, you will need to mark it as Complete.
1. Click on Tasks on the menu bar in the Medical Record
2. Click on the listed task you addressed
3. Click on the green checkmark to complete it: