Manage Co-Signature tasks steps

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To complete co-signature task, perform the following steps:

Open the My Day component. The following information is present in this section:

Field	Description
Priority	The urgency with which the task must be completed.
Task Code	The task code based on the type of the task.
Task	The description of the task, which depends on the type of the task.
Patient	The name of the patient for whom the denied clinical document was completed.
Due Date	The date when the task is due.
Status	The stage at which the task is at present.
Subject	The subject of the task, which depends on the type of the task and can be manually entered by the task creator or automatically generated by the system.

In the My Tasks section, you can view information about all tasks assigned to you.
To process the co- signature task, right-click the needed task and select Open Task.
The Alerts & Tasks component opens with the My Tasks window active, where you can change the status of the task, reassign this task to another resource, and enter additional comments about the task.
Note: You can also access co-signature task directly from the My Tasks window.
This window contains fields that are identical to the My Tasks section in the My Day component. The lower section of this window contains the following controls:

Field	Description
Task Code	Displays the task code of the selected task. The description of the task code appears to the right of the field. Task code for the co-signature task is disabled. Note: Codes and descriptions for the co-signature tasks are defined in Administration>General>Patient Tasks.
Subject	Displays subject of the co-signature task. The subject is generated automatically by the system and cannot be edited manually. Standard subject for co-signature tasks contains the following required lines: denial reason, clinical item type, description, name of the person who originally signed the document, and sign date and time. Example: Denial reason: Incomplete information given by the assessor. Please update assessment more detailed. Clinical item:Assessment Description: SN Phone Visit 5.0, Date: 04/10/2009 Signed byElizabeth Anderson on Apr 10 2009 1:19PM
Assigned To	Displays the ID and name of the person who is assigned the task. If needed, you can reassign the task to another resource by entering the resource's ID or name in this field. The reassigned task will disappear from your tasks and will automatically appear in the My Tasks window of the assigned resource.
Patient	Displays the ID number of the patient that the selected task is to be performed for. The patient name appears to the right of the field. You cannot change patient code because the co-signature task is created for fixing denied clinical document exactly for this patient.
Due Date	Displays the date when this task is due. This field is not editable because the due date information is taken from the co-signature setup. The default due dates for co-signature tasks are defined on the Tasks tab in Administration>Configuration>Organizations>Co-Signature on the Organization level, and in Administration>Configuration>Business Units>Settings>Signature>Co-Signature on the Business Unit level.
Ended Date	In this field, you can enter the date when this task is completed. If you do not enter the date in this field, it will show current date and time for task completion.
Status	Displays the current status of the task.
Priority	Displays the urgency with which the task must be completed. Priority identification can be done using the following selection options: Low, Normal, Medium, High, and Urgent. The priority for co-signature tasks are taken from the Tasks section in Administration>Configuration>Organizations>Co-Signature on the Organization level, and in Administration>Configuration>Business Units>Settings>Signature>Co-Signature on the Business Unit level. The priority for co-signature tasks are taken from the Tasks section in Administration>Configuration>Organizations>Co-Signature on the Organization level, and in Administration>Configuration>Business Units>Settings>Signature>Co-Signature on the Business Unit level.
Comment History	Displays the history of comments about the task in process of the task completion. You can see the status of the task when the comments were entered, resource who entered comments, and comment entry date and time.
Comment	In this section, you can enter additional comments about the task in the process of task completion. To add a comment, click the add row icon, then double-click in the field that appears to enter free-text comments about this task. Click OK to save changes.

To fix a denied clinical document, right-click the corresponding task and select to open the needed document.
The example below shows how patient's assessment can be opened from the My Tasks window.
Complete the identified modifications designated for document fixing (entered as the denial reason) and save your changes.
To proceed, go to the My Tasks window and select the task you want to work on.
Select the task and from the Status drop-down list select the status for this task. The following statuses are available for selection:

Status	Description
White circle Not Started	The task has been created but no action has been taken towards completing it.
Half white/half green circle In Progress	The task was started but not completed yet.
Green circle Completed	The action required for this task was made.
X Cancelled	The task was either created in error or is no longer appropriate.
Return arrow Decline	The recipient of the task indicated that this task cannot be completed. This status may require the creator of the task to reassign it to someone else.

To mark the co-signature task as completed, select Completed from the Status drop-down list and save your changes. The task disappears from the list of assigned tasks.
When the task is marked as completed, the Assigned To field automatically changes the caption to Completed By and you can change the name of the resource in this field prior to saving.

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