Quick Guide

What is it?

• Task list is where the Discharge hub team will find all completed hub referral forms that need to be reviewed.
• Follow-up reviews can also be accessed from the list.

Setting Task List up

1. Select Task List.
2. In Task List your settings will decide which tabs you see, each tab can be configured for a different purpose. Select a tab you want to set up ideally Referrals.
3. Select Options.
4. Select Task Display.
5. In the opening window, in the Status column, place a tick in the Pending box.
6. In the Time Parameters column, ensure a tick is placed in the Scheduled and PRN boxes.
7. In the Task Types box ensure you have the following highlighted blue and they are showing in the Chosen Task Types box:

• Follow up Review Discharge Hub Referral
• Review Discharge Hub Referral
• Remove any previous selected Task types showing in the Chosen Task Types box which are not the above two, by clicking on them in the Task Types box.

8. Click Save then OK.
9. Select Options.
10. Select Task List Properties
11. Time Frames is the default tab in the opening Task List properties window, from here you can set your preferred time frame:

• Recommended default is the Defined Time Frame and the Current 24 Hour Shift - Overdue tasks will still appear in this view.
• Selecting a Generic Time Frame allows a specific date range to be selected if looking for a missing task or performing audits.

     Note – Your selected options will now be saved the next time you open the list.

12. Right click on Assigned Tasks and select Customise Patient View
13. Click on Patient List tab.
14. Place a tick in the Choose a Patient List box.
15. Select a list from the options:

• You can add location filters to only look for referrals from the Freeman (inc NCCC) or RVI – see How to add location filters for Freeman, NCCC and RVI guide.
• More focussed patient lists may also help to find a specific referral.

16. Click Save.
17. Click OK to see the referrals pull through.
18. Open the Review Hub Referral form guide to complete a review of the form.

     Note –

• Right clicking on a task allows Admin notes to be added to the task.
• These do not form part of the patient record but can be used to confirm useful details to help manage the tasks.
• This could be used to assign the task to a member of the team or to confirm if the referral has been added to the team’s spreadsheet.