Processing Assignments

Processing assignments using the 'process' options requires the use of the worklist for assignment selection and the document image viewer for review and completion. You can also complete or delete assignments from the worklist without viewing the document image.

To review and process assignments, follow these steps:

Use the steps in To Select Your Assignments to access one, many, or all of your assignments.
Click Process with assignments selected or click Process All with or without assignments selected.

The system checks out the first selected assignment (the worklist is not refreshed) and displays the viewer, as follows:

If the assignment has a linked document (indicated by the link icon next to the Status column), the viewer displays the first page of the document. If a page was selected as the linked node, the linked page is displayed. On the viewer Content panel, the Assignment tab is selected and the viewer displays the pages associated with the current assignment. A 'link' icon is displayed next to the page or document. You can click the Documents tab for a list of all documents associated with the encounter.
If the assignment has no linked document, the Content panel displays the message 'No linked document.' The Assignment tab is selected and displays the worklist name and the reason for the assignment.

Checked-out, pended, or on-hold assignments cannot be loaded in the viewer.

Some queues have been configured to require that the system launch specific HPF Workstation dialog boxes, such as the Encounter Information dialog box. These non-Web functions are not supported in HPF WebStations and the viewer does not launch the image. An information message is displayed.

Process the assignments for the displayed documents using the options on the Assignment menu/toolbar.
For assignments with multiple pages, use the page navigation buttons to view all the pages you want to see.
To complete the assignment from the viewer, click the Complete button on the toolbar or the Complete menu item from the Assignments menu.
Depending on how the workflow is configured for shared (or group) queues, the system takes one of the following actions:
- For a workflow thread with automatic decision routing, routes each assignment to the next queue in the workflow path.
- For a workflow thread with manual decision point routing, presents a dialog box with a list of queues. Select the next queue(s) to which to route this assignment. Click OK. (If you do not make a selection, the assignment is removed from the worklist, but no routing takes place.)
The system updates the status for each completed assignment and removes completed assignments from the worklist. If you selected more than one on the worklist, it presents the next assignment for your review.
Alternately, use the following options to process assignments or exit the function:

To...

Click the ...

Skip the assignment

Skip item on the Assignment menu or the Skip button on the viewer. The system skips the assignment and displays the next assignment or returns you to the worklist. The skipped assignment is retained in the worklist.

Reassign the assignment

Reassign button. Provides the ability to reassign an assignment to another personal or group queue. See Reassigning an Assignment from the Assignment Worklist or Reassigning an Assignment from the Assignment Viewer.

Delete the assignment

Delete button. The system displays the Delete Assignments window.

If you click Yes to accept the delete action, the system displays the next assignment or returns you to the worklist. The deleted assignment is removed and the worklist is updated.

If you cancel this action, the system deselects the assignments.

Add an assignment

Available only in the viewer. Add item on the Assignments menu or the Add button on the viewer. The system displays the Add Assignment window. See Adding an Assignment. You can add an assignment for only the encounter you are currently working with.

Create a Physician Query

Click the Process (or Process All) button. The system displays the Assignment Viewer. For further instructions, see Creating a Physician Query.

Discontinue assignment processing in the viewer

Exit button. The system exits the viewer, frees any checked-out assignments, and returns you to the worklist.

To...	Click the ...
Skip the assignment	Skip item on the Assignment menu or the Skip button on the viewer. The system skips the assignment and displays the next assignment or returns you to the worklist. The skipped assignment is retained in the worklist.
Reassign the assignment	Reassign button. Provides the ability to reassign an assignment to another personal or group queue. See Reassigning an Assignment from the Assignment Worklist or Reassigning an Assignment from the Assignment Viewer.
Delete the assignment	Delete button. The system displays the Delete Assignments window. If you click Yes to accept the delete action, the system displays the next assignment or returns you to the worklist. The deleted assignment is removed and the worklist is updated. If you cancel this action, the system deselects the assignments.
Add an assignment	Available only in the viewer. Add item on the Assignments menu or the Add button on the viewer. The system displays the Add Assignment window. See Adding an Assignment. You can add an assignment for only the encounter you are currently working with.
Create a Physician Query	Click the Process (or Process All) button. The system displays the Assignment Viewer. For further instructions, see Creating a Physician Query.
Discontinue assignment processing in the viewer	Exit button. The system exits the viewer, frees any checked-out assignments, and returns you to the worklist.

Processing Assignments

Related topics