Managing the Task Worklist

• Refresh Worklist: Forces a refresh of the Task Worklist. However, "Administrator"-type Being granted the User Privileges > General > 'The user can change system settings', these users can modify SynComm configuration settings. users may configure the worklist to auto-refresh by setting the Refresh Time interval (e.g., every minute, every 3 minutes, etc.).

  For information about this refresh setting, see Task Configuration.

• Show Admin Report: If the user has the Reporting privilege 'Allowed to view the Tasks Report', opens the Task Report window, allowing the user to select and set filter criteria to generate a list of tasks.

  Note: If the user does not have the proper Reporting privilege, when this link is clicked, the following message displays: "You do not have sufficient privileges for this action."

Note: Select the Filter button to engage the Filter selection window. After selections have been made, click anywhere on the page outside of the Filters to close the Filter selection window. Filter changes are displayed after the Apply button has been selected.

• Filter By Date: Filters the worklist based on either the Task Created Date or the Task Due Date. Once a filter option is selected, two date fields are displayed to the right of the field to specify the From and To dates.
• Sites: A list of sites available for the logged in user. The sites available to a user are managed by privileged users. (For information about configuring Worklist Sites, see User Privileges.) Users can select individual sites or all available sites.
• Tasks: A list of available tasks. Users can select individual tasks or all available tasks.
• Modalities: A list of available modalities. Users can select individual modalities or all available modalities.
• Exam Status: Exam statuses options. Users can select individual status options or all available status options.

After Filter options have been selected, use one of the following:

• Apply: Updates the worklist to apply the current filter selections.
• Clear Filters: Resets all filter options to "All".
• Save Filters: Saves the current filter settings to the user's login. The saved filter settings become the user's default settings for the worklist. Whether the user navigates to a different page within the system or logs out, the next time the user accesses the worklist the saved filter settings will be retained.

Select the icon to launch images from the Tasks Worklist. The images are launched into the native Synapse PACS viewer.

Select the hyperlink in the Proc Description column to open the Report window.

Select the icon in the Follow column. When a patient is currently being followed by the logged in user, a checkmark icon is displayed in the Follow column.

A new task can be manually entered for a study already on the Tasks Worklist.

Note: If a task needs to be created for a study not currently on the Task Worklist, see Tasks.

The user must have the following privileges:

• Allowed to View Task
• Allowed to Add and Close Tasks
• Allowed to Access the Tasks Worklist

1. Locate the study and click the New Task link in the Action column.

   

2. Select a New Task.
3. Select a Due Date if needed.
4. Select an individual to assign the task to if needed.
5. Select a canned response, which can be modified, or type the comment if needed (maximum 255 characters).
6. Click Add Task. The task icon is added to the Open Tasks section.
7. Click Close Window.

The New Task window closes and the Task Worklist refreshes to display the new task entry. Hovering over the task icon displays the details and duration since the task was initially added to the study.

Task details can be viewed by either hovering over the Task icon on the Task Worklist or by clicking the Task icon to open the Task window.

1. Locate the task.
2. View the Task details by performing one of the following:
   • Hover the cursor over the Task icon in the Task column. A Task detail windows opens.

     

   • Click the Task icon in the Task column. A Study Task window opens.

     

3. To edit the task, the Study Task windows must be open. If multiple open tasks are listed, double-click the icon for the entry within the Open Tasks section to modify the options. Modify options as needed.
4. Click Save to store the changes.

The task details are updated. Hovering over the task icon will display the updated details and duration since the task was initially added to the study.

Tasks can be performed one at a time or in "batch" if the user has proper privileges.

The user must have the following privileges:

• Allowed to View Task
• Allowed to Add and Close Tasks
• Allowed to Access the Tasks Worklist
• Allowed to Batch Complete Tasks (not required unless needing to complete tasks in batch)

1. Locate the task and click the Task icon in the Task column.

   

2. Review the details and add notes, if applicable.
3. Click Perform Task.
4. Depending on the configuration of the task, one of the following actions may occur:
   • None: No additional action needed.
   • Task Q/A: Customized Task Questions are displayed to the user to respond to.
   • Launch Task: An additional task may be auto-generated. The new task sets the date/time and "Assigned By" as the user who performed the original task .
   • Custom URL: A custom URL string may be auto-engaged after a task is marked completed.

The task details are updated and the task is removed from the Task Worklist and the Pulse Task tab. Hovering over the task icon displays the updated details and duration from the time the task was initially added to the study until the time the task was closed.