Clinical Tasks, Reminders and Notifications

Clinical Notifications is a term that includes both clinical reminders and clinical tasks.

A Clinical Task is an action that you assign to yourself during a consult that must be completed by a future date. An example of a task could be to review the patient's medical history.

A Clinical Reminder is a reminder for the patient, created by the clinic. An example of a clinical reminder would be a clinical review, assessment, a BP check or a care plan.

This article explains how to create tasks and reminders in the clinical record, and how to action tasks via either the clinical record or the clinical reminders screen.

Clinical Reminders

Clinical reminders are created from the Practice & Locations screen. Select your Profile icon > Settings > Practice & Locations to navigate to this screen and scroll down until you see Clinical reminders.

TIP The option to allow free-text reminders and internal comments can be enabled by checking the checkbox.

The checkbox to automatically hide clinical reminders for patients with upcoming appointments can be checked on or off and have the timeline modified to suit your clinic. If this box is checked, the filter for No next appt will be present in the To Do > Follow-up reminders screen and can be turned on or off.

Follow-up reminder replies will be notified in the System notifications and SMS replies to clinical reminders can be viewed by hovering over the Delivered badge in the status column.

Create a new Clinical Reminder

1. To add a reminder to this list, select Add another from the Clinical reminders section.



2. Give the reminder a reason and tick the checkbox where applicable to indicate whether this reason is Clinically significant.

3. Give the reminder a default interval and choose if this interval is measured in days, weeks, months or years.

4. Select Save.

Edit a Clinical Reminder

1. From the Clinical Reminders list, select an existing reminder.

2. Edit the reason, clinical significance or interval.

3. Select Save.

Clinical reminders are recorded against the patient's record by a Provider.

Manage Clinical reminders

The following screen contains a menu, a pivot table and a list of Clinical reminders that have not been actioned yet.

Select To do > Clinical Reminders to navigate to this screen.

1. Reminders can be filtered by reason, due date, providers, patients and urgent or clinically significant status.

2. Click Add a reminder to add a reminder to a patient's record.

3. Choose a patient a provider associated with this reminder.

   

4. Choose a reason for the reminder, such as an Assessment, Claim review or Skin check.

5. Indicate when the task is Due: either on a particular date, or after a certain number of consults.

6. Add an internal comment and select Save or Save & start another.

Communication preferences

Depending on the communications settings for the patient or client, the clinical reminders screen will either display a manual Contacted button when actioning a reminder or a Send button if the patient or client has SMS selected as their contact method for clinical reminders.

Action a Clinical Reminder

1. Select To do > Clinical Reminders from the main navigation or select Clinical notifications from the clinical record of the patient.

2. Tick the checkbox next to the reminder that you want to action.



3. Select 'Send' to send the reminder to the patient.

Create a Clinical Notification

Clinical Notifications include both Clinical Tasks and Clinical Reminders and can be created from within the Clinical Record.

1. From the Clinical record or the Clinical Record > Patient summary, select '+ Add Clinical notification'.

   The maximise window icon will open Clinical notifications in a new docked tab in the clinical record.

   

2. Choose to create either a task or a reminder.

3. Fill out the relevant fields in the selected clinical notification type.

4. Click Save.

Action a Clinical Notification

1. From the Clinical record > Patient summary, select Clinical notifications.

2. Clinical Notifications can be filtered by details, type, priority and due date.

3. Tick the checkbox next to the reminder or task that you want to action.



4. Once you have selected the desired task or reminder, this notification can be marked as completed, edited or deleted.

Create a Clinical Task

Clinical tasks can be created from either To Do > Clinical tasks or the Clinical record. To create a clinical task from the clinical record, follow the instructions below:

1. From the Appointment book, create a new appointment and link a condition.
2. Start the consult.
3. From the Clinical record, click the + (plus) icon from Clinical notifications or Add notification.



4. Select Clinical Task and add a description from the list of options provided or type the description into the Description field.



5. Indicate when the task is Due: either on a particular date, or after a certain number of consults.
6. Indicate the task's Priority.
7. Add a Comment if required.
8. Tick Lock task if you do not want others to be able to make changes to the task.
9. Click Save or Save & start another. The task will be listed under Clinical notifications on the left hand side of the screen.

The task will also be listed in the Clinical notifications screen. To view the Clinical notifications screen, either click the icon next to Clinical notifications, or from the home screen, click To do > Clinical tasks.

Action clinical tasks

From the Clinical record:

1. Access the clinical record for the Patient or Client you want to actions a task for.
2. Click the icon next to Clinical notifications to view the tasks for the Patient or Client.



3. Select the Taskyou want to action. If required, use the filters at the top of the screen to narrow down your search.



4. Select a task from the list and click Mark as completed to indicate that the task has been actioned. The Complete clinical task screen will appear.
5. Add notes if required and click Complete.

The task will then be removed from the list.

From the Clinical notifications screen, you also have the option to:

• Add a new task
• Edit an existing task
• Delete an existing task.

From the Clinical tasks screen:

1. Select To do > Clinical tasks. The Clinical tasks screen will appear.



2. If required, use the filters at the top of the screen to find the task you want to action.
3. Select the task and click Completed to indicate that the task has been actioned. The Complete clinical task screen will appear.
4. Add notes if required and click Complete.

The task will then be removed from the clinical tasks list.

From the Clinical tasks screen, you also have the option to:

• Edit an existing task
• Delete an existing task.

Last updated 09 April 2024