Lesson Two: Customizing Task Lists to Display Tasks In this lesson, you will learn how to set up your Task List to: Display tasks using the Time Frame Filter Display tasks using the Task Display Filter Display tasks using the Patient View Filter (MPTL Only) 1

Customizing Task Lists to Display Tasks Filters provide the ability to limit the tasks that are displayed on the task list, thereby, making the task list more manageable. Task Lists can be filtered by time (to see tasks for only one day or one shift) or by task status (to show only Pending tasks or all tasks). Filtering tasks correctly will reduce your workload because you will only see pertinent tasks for a specified time. 2

Time Frame Filter Filtering by Time Frame triggers all tasks within a specified time range to display in the Task List. To start filtering using the Time Frame Filter, select Task List Properties from the Options Menu. Or, right-click the Information Bar and select Change Time Frame Criteria. 3

Using the Time Frame Filter Defined Time Frame A predefined time frame, such as a shift, that has been built into the database. With the defined time frame option selected, the Range selection becomes active. The Range selection allows you to view tasks for the current shift, the previous shift, or the next shift. Hour Interval A filter of only one hour’s time for the current day. When this option is selected, the Show Me My portion of the Task List Properties window will become active, allowing you to specify a specific hour’s worth of tasks to view. Generic Time Frame A time frame to be defined by the user for unique shifts or for past task data retrieval. With the Generic Time Frame option selected, the From / To portion of the Task List Windows becomes active, allowing you to view tasks from the past or the future. Select the appropriate time frame and click OK. Right-Clicking on the Time Frame in the Information Bar and selecting Change Time Frame Criteria will also display the Task List Properties window. 4

Using the Task Display Filter The Task Display Filter provides a means of filtering tasks by their status (Completed, Pending, etc.) To begin setting the Task Display Filter, select Task Display from the Options Menu. The Viewing window will appear (displayed on left). The system always displays tasks that have an Overdue or In Process status. These may not be de-selected. You do not have the security to change filters for Time Parameters, Medications, and Task Types in the Viewing window. These areas will remain inactive. You are only able to make changes to see the same type of tasks in different statuses. 5

Patient List View Filter (MPTL) The Patient View Filter is used only in MPTL and allows you to select which listing of patients (Patient List) that displays. For example, a clinician is on the green pod can choose to use a green pod view, while a registration staff member that needs to view all checked in patients, for example, can choose to display just the waiting room. 6

Changing your Patient List on the MPTL To begin using the Patient View Filter, select Task List Properties from the Options menu in the MPTL. The Task List Properties window will display. Click on the Patient List tab in the Task List Properties window. If not already checked, click the Choose a Patient List option. Any “available” lists defined in list maintenance or active lists selected in list maintenance are displayed. Select the desired patient list to be displayed in your MPTL. Click OK. 7

Lesson Two Has Ended When you’re Ready, Go To Lesson 3