CareRight features two related concepts in management of activities within the system.

• Tasks - generally for day to day administrative of similar actions
• Followups - A task with a scheduled start time and due date, usually representing a clinical safety matter.
  Followups are specifically designed to meet the requirements of Criterion GP2.2 – Follow-up systems; allowing for the recording of contact attempts and recall of patients.

Tasks

A task can be set up to

• Assign to a Patient 
• Assign to a Staff
• Assign to a Location
• Assign to a specific Group
• Created by a specific Group

Terminology

Task Management

Task Management can be completed via:

• CR Dashboard > Tasks. See Viewing my tasks via Dashboard.
• Patient Record > Tasks. See View Tasks from Patient Record.
• Location > Tasks. See View Tasks from Location.

Please refer to Tasks Configuration for more information.

View My Tasks via Dashboard

See also: Dashboard Interface

Steps:

1. Dashboard 
2. My Tasks

Or

1. Dashboard 
2. Tasks
3. My Tasks

Note: A user will get a notification when a task has been assigned.

Add Task via CR Dashboard

Steps:

1. Click Dashboard

2. Click Task

3. Click New

4. Select Task type

5. Select and complete relevant fields:

• Patient/Contact
• Assigned to 
• Note
• Start Date
• Due Date
• Due Time

6. Click Create Task

View Tasks from Patient Record

Steps:

1. Patient Record
2.  Tasks

Followups

CareRight allows you to assign an Item (document/ test result/task) to a staff member and mark it for Follow Up by a certain date. Follow Ups can be viewed at four levels:

To access follow ups, from the CR Dashboard:

1. In the Main Menu, click Followups.
   1. The follow-ups screen will display the following fields for any outstanding follow up items (Note: this displays in oldest outstanding follow up first).
2. Options available:
   1. Show: This will open the record for review - you can then action it from the show screen.
   2. Complete: Complete the follow up but not the item.

A provider can access any outstanding items where follow-up is set:

Accessing Follow Ups

From the CR Dashboard:

1. Click Providers.
2. Select specific Provider from list.
3. Select Show.
   1. The Provider menu will display.
4. Select Followups.
   1. The follow-ups screen will display the following fields for any outstanding items.

After uploading a Document you can mark it for Follow Up by a staff member:

1. From a Patient Record → Documents.
2. Find the document and click Show.
3. Click Follow Up.
4. Set the:
   1. Start Date - this is the date that the document will start to show in the Follow Up section.
   2. Deadline Date - this is the date that Follow Up needs to be actioned by, after this point it is overdue and will show as red in Follow Ups.
5. Click Create Follow Up.

A document can be marked as complete once it has been reviewed/followed up.

Follow Up an Item (action)

From the CR Dashboard:

1. In the Main Menu, click Followups.
   1. The follow-ups screen will display the following fields for any outstanding items.
2. Select Show next to the relevant item for followup.
3. Select the Followup Item button.
   1. This will take you to the associated item area i.e. Task or Result
4. Action the item accordingly i.e. Complete.
5. Select the History button in the Follow ups section.
   1. This will open the followups screen.
6. Select Complete to close the follow up (moved to Complete Tab).

Complete a Followup

From the CR Dashboard:

1. In the Main Menu, click Followups.
   1. The follow-ups screen will display the following fields for  any outstanding items
2. Select Show next to the relevant item for followup.
3. Review the item, from here you can:
   1. Follow up item - this actions the item flagged for follow up i.e. Task, Letter, Result
   2. Edit - allows for the dates to be modified.
   3. Complete - this completes the follow-up, displays the message "Followup was successfully completed"

Note: It is important to complete the associated item/task  (Follow up item)  before "completing" the Follow-up.