ITEMS

Careficient gives you power over the Work Basket Items.  You can change the time frame for them and the colors as well.  To edit items in the work basket, go to Settings > Work Basket > Items.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Work Basket Items.

You can filter the work basket items by clicking on the drop down to the right of "Work Basket Items" and choosing Active,  Pending or Inactive.

You can also filter by Group...

or event type.

Clicking on the "Magnifying Glass" allows you to view/edit the work basket item.

To edit a work basket item, click on "Edit".

In edit mode, you only have the option to change the start and end dates for the action.

"Caused by" gives you the reasoning behind why the work basket item was initiated.

"Action To Do" give you the solution to correct the work basket item.

"Delay By" indicates the time frame it takes for the work basket item to appear once the cause is initiated.

VIEW WORK BASKET PHASES

Work Basket Phases are for the most part in three different events.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Work Basket Phases.

Phase 1 is initiated in the time frame controlled by the "Delay By" entry.  Phase 1should be assigned to the person responsible for completing the action. You will also want to assign phase 2 and 3 to this associate as well.  If not, the item will drop out of their work basket when the action goes to phase 2 or 3. As an example you would probably want to assign phase 1 to your field staff.

Phase 2 is initiated when the time frame specified in phase 1 has passed.  In this case it is 4 hours.  Phase 2 should be assigned to the associate responsible for overseeing the associate in phase 1. You will also want to assign phase 3 to this associate as well.  If not, the item will drop out of their work basket when the action goes to phase 3. As an example you would probably want to assign phase 2 to your director.

Phase 3 is initiated when the time frame specified in phase 2 has passed.  In this case it is 1 day.  Phase 3 should be assigned to the associate responsible for overseeing the associates in phase 1 and 2. As an example you would probably want to assign phase 3 to your administrator.

Click on the 

EDIT WORK BASKET PHASES

To edit the phase click on the magnifying pencil.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Work Basket Phases.

You will only have an option for changing "Notification Email", "Next Phase Starts In", "Foreground" or "Background" colors.  

Enter the email address that you want to receive a notification email when this action is initiated.  This will email the action description, description and name to the email address when an action is created. 

"Next Phase Starts In" indicates the time frame that you want to wait until the action is moved to phase 2.

To change the foreground color (color of the text), click on the color that you want your text for this phase of the action to be.

To change the background color, click on the color that you want your text for this phase of the action to be.  You have the option for changing the foreground/background colors of every phase.  Click "Next" go move to the next phase.

For phase 2, "Next Phase Starts In" indicates the time frame that you want to wait until the action is moved to phase 3.

For phase 3, "Next Phase Starts In" is usually 0 as there is no other phase.

Click "Finish" when you have finished adjusting the phases.


ADD WORK BASKET PHASES

If for some reason you would like to add another phase, you can do so by entering a time frame in "Next Phase Starts In" box.  Once you do this, you can tab out of that box and "Next" will then be available and click "Finish" when you are done.

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Add Work Basket Phases.

VIEW WORK BASKET PHASE ASSIGNMENTS

To view "Phase Assignments", click on the smaller magnifying glass.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Work Basket Phase Assignments.

EDIT WORK BASKET PHASE ASSIGNMENTS

Here you will see a list of the associates that are assigned to the phase.  You can add to or remove associates from the phase and click "Save" when finished. 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Work Basket Phase Assignments.

 

 

Group Event Type Rule Name
Accounts Receivable Action AR Follow-up
  Action EDI Billed Invoice Check 
  Alert ERA 835 Received 
  Action Invoice Edit 
  Action Unapplied Cash 
Agency Action Agency Data Correction
Associate  Action Associate Compliance 
  Action Associate License Information 
  Case Communication Associate Note 
  Action Incomplete Associate Information 
  Action Territory Assignment
Clinical Record Action Approval of Certification 
  Action Approval of Interim Order 
  Action Clinical Update / Case Communication Missing
  Action Continue Services or Discharge
  Action HIS Record Missing 
  Action HIS Record Not Locked 
  Action Interdisciplinary Team Review Missing 
  Action Oasis Record Missing 
  Action Oasis Record Not Locked
  Action Oasis Rejects From Transmission
  Alert Oasis Warnings From Transmission
  Action Pain Response Follow-up
  Action Physician Signature Date Missing - I/O
  Action Physician Signature/Date Missing - Certification 
  Action Physician Visit Date Missing on Certification
  Action Physician Visit Date Missing on Interim Order
  Action Print/Mail Certification 
  Action Print/Mail Interim Order
  Action Recertification or Discharge Required 
  Action Therapy Utilization Check 
EDI Action Transmit HIS 
  Action Transmit Oasis 
Patient Action DME Delivery/Return Date Missing 
  Action Eligibility Data Missing 
  Alert Eligibility EDI Error 
  Action Eligibility Re-Verification Required 
  Case Communication Patient Note
  Action Patient With No Services 
Payer Action Payer Data Correction 
Referral Source Action Incomplete Facility Information 
  Action Incomplete Other Referral Source Information
  Action Incomplete Physician Information 
  Action Physician License Information 
  Case Communication Physician Note 
Referral/Admission Action Activated Patient 
  Action Incomplete Referral 
  Action Incomplete Referral Information
  Alert New Admission 
  Alert New Referral 
  Alert Non-Admits 
  Alert Patient Discharged 
  Alert Patient On-Hold 
  Action Patient-Payer Data Incomplete
  Alert Resume Patient Care 
Scheduling Action Assessment Incomplete 
  Action Assessment Not Approved
  Action Change Associate Schedule
  Action Scheduling Assignment 
  Alert Service Note Alerts 
Work Basket Action Work Basket Error