1. Lesson One: Components of Task Lists
In this lesson you will learn:
How Tasks appear on the Task List
How to Access Task Lists
Task List Components 1

2. Understanding Task Lists
Tasks Lists are used to identify tasks that need to be performed (such as immunizations, follow up appointments or referrals). In addition, Task Lists help document those tasks by providing charting capability.
In PowerChart, Task Management can be performed at two levels – in the Patient’s Chart (Single Patient Task List) and in the Organizer (Multi-Patient Task List).
The Single Patient Task List (SPTL), displays all tasks for a single patient.
The Multi Patient Task List (MPTL) displays tasks for several patients for a specific department. 2 2

3. Single Patient Task List - SPTL
The Single-Patient Task List is found by opening a patient’s chart and selecting the Task List tab. It lists all tasks for a specific patient and displays limited additional information, such as the task status, scheduled date and time, and the details of the order associated to the task. 3

4. Multi Patient Task List- MPTL
The MPTL is displayed as a tab on the Organizer. It lists tasks for a group of patients sorted by a common criterion, such as all tasks for the patients at a particular CHKD Clinic or all patients scheduled with a particular provider. 4

5. Task Assignment
Six-year-old patient Barbie Q. Doll has presented for a well child check. She was previously registered in Epic and was checked in upon arrival. When Barbie is assigned to a room, the staff members use the Ambulatory Organizer to move her from the waiting room to the Blue 2 room.
Janie Doe, a nurse at a CMG office, has entered standing orders for the patient.
For a six-year old well child visit, Janie entered an Audiometry screening and a Vision Screening. The physician approves the orders that Janie enters in PowerChart. Based on the orders that Janie entered, tasks have appeared on the task list.
Ana, another nurse at the CMG office, performs the Audiometry and vision screenings. When complete, she enters the results of the tests by using the chart details functionality from the task list.
When the results are entered, Dr. Jane Doe can see the results and communicate any necessary follow-up or intervention to the patient’s parent or guardian.
Not all orders will trigger an entry on the task list. If an order has an associated task to be completed, it will appear on the task list. 5

6. Components of Task Lists - SPTL
Task List Toolbar
Information Bar
Tasks
Task at-a-Glance Bar
Component
Description 1
Task List Toolbar
The Task List Toolbar allows the user to quickly chart tasks by clicking on the associated icon. 2
Information Bar
The Information Bar in the SPTL located above the Scheduled Patient Care sub-tab displays the selected date range for tasks. 3
Task-at-a-Glance Bar
The TAG (Task-at-a-Glance) bar is the first untitled column in the Single or Multi-Patient Task List. 4
Tasks
Actual tasks that appear on the Task List. 6

7. Components of Task Lists - MPTL
Task List Toolbar
Information Bar
Tasks
Navigator
Task at-a-Glance Bar
Component
Description 1
Task List Toolbar
The Task List Toolbar allows the user to quickly chart tasks by clicking on the associated icon. 2
Information Bar
The Information Bar in the SPTL located above the Scheduled Patient Care sub-tab displays the selected date range for tasks 3
Task-at-a-Glance Bar
The TAG (Task-at-a-Glance) bar is the first untitled column in the Single or Multi-Patient Task List. 4
Tasks
Actual tasks that appear on the Task List. 5
Navigator (Multi-Patient Task List Only)
The Navigator appears on the Multi-Patient Task List only. 7

8. Task List Toolbar
The Task List toolbar appears in the right hand corner of the Single and Multi Patient Task Lists. It allows you to quickly chart tasks by selecting the appropriate charting option on the toolbar. (Charting functionality will be discussed later in the CBT.)
The Charting Options available from the Task List Toolbar are shown to the right. 8

9. Information Bar Information Bar - SPTL
The Information Bar in the SPTL is located above the Scheduled Patient Care sub-tab and displays the selected date range for tasks. The tasks that are displayed on the task list are generated from the date range in the system. If the date is inaccurate, the current tasks may not display. To change the displayed date range, you can right-click on the Information Bar. This will be discussed later in this CBT. 9

10. Information Bar- MPTL
Current Patient List
Current Date Range
The Information Bar in MPTL is also located above the Scheduled Patient Care sub-tab. In the MPTL, the Information Bar displays the name of the current patient view and the selected date range for tasks (Unlike in SPTL where no patient list view is listed because all tasks relate to the same patient.) The tasks that are displayed on the task list are generated from the date range in the system. If the date is inaccurate, the current tasks may not display. To change the displayed date range or the patient view, a user can right-click on the applicable portion of the Information Bar. This is discussed later in this CBT. 10 10

11. Task-at-a-Glance Bar
The Task-at-a-Glance (TAG) bar is the first, untitled column displayed in Task List. Icons displayed in the TAG bar allow you to quickly determine the status of a task. 11

12. Task-at-a-Glance Legend
The Task-at-a-Glance Legend provides an explanation of the symbols used on the Task-at-a-Glance Bar. To access the Task-at-a-Glance Legend, select Task-at-a-Glance Legend from the Options menu. 12

13. In the screen print above, the Options menu is being accessed.
Options Menu Bar
The Menu bar in PowerChart rests underneath the title bar.
The Options Menu Bar for the Task List displays options to change the Task Properties, change the Task Display and view the Task-at-a-Glance Legend.
In the screen print above, the Options menu is being accessed. 13

14. Task List Menu
The Task List Menu is used for task-related actions on the Task List. From within the Task List menu, a user can chart tasks, reschedule tasks, view task and order information, or a patient snapshot of information. The Task List menu can be accessed by clicking on Task List from the Menu Bar. 14

15. Refresh Button
It is imperative to refresh your display by clicking on the Refresh Button. Otherwise, the data that you are looking at may not be up-to-date. 15

16. The Navigator (MPTL Only)
The navigator allows you to view tasks by selecting a patient name.
Clicking on a patient’s name causes that patient’s tasks to scroll into view. Deselecting the check box to the left of the name causes the patient’s tasks to be hidden from the display on the right.
In the Navigator above, names bold in black with a check mark have tasks on the lists; names in gray with an X do not have any tasks and cannot be selected. 16 16

17. Lesson One is Done
When you are ready, proceed to Lesson Two