Managing your Tasks - Provider's Office

Tasks

Tasks, formerly known as Pending Audits, are items you need to acknowledge or act on. Novari ATC does not always update patient records automatically; sometimes it requires an authorized user, such as a medical office assistant, to make the changes.

Some of the tasks are initiated by messages sent through the message interfaces between the hospital’s information systems and Novari ATC. For instance, if the OR cancels a patient’s surgical procedure, that message is sent to Novari ATC and appears as a case cancellation. Others, such as Repeat Follow-up Activations and Repeat Follow-up Completed Cases remind you of actions you may need to take such as manually activating a repeat follow-up case to the wait list.

To view your tasks, do one of the following,

• Select Tasks in the Provider’s Office navigation menu.

• Alternatively, you can access outstanding tasks from the Task component on the Dashboard.

Case Cancellations

When a message interface exists between Novari ATC and your hospital’s operating room information system, the Case Cancellations list displays cases that have been cancelled by the OR after they have been scheduled in the OR system. When the cancellation message is received, the case is removed from the Requested Bookings block for that day, the case returns to your wait list, the original surgery date appears in red in View List, and the number of cancellations appears in the Cancellation column.

• Click the patient’s name to see the patient’s detail  

• Click Requested Surgery Date to open the Scheduler for that day

• Click Clear to remove the case from the list of case cancellations

View list with a cancellation recorded (provider and care venue have been masked). Click the number of cancellations to see details about the cancellations.

Case Completions

When a message interface exists between Novari ATC and your hospital’s operating room information system, the Case Completions page lists cases that have been recorded as completed by the OR.  

The Case Completion list provides notification of completion information provided by the OR on patients whose surgery date has passed.  

Patients listed here have already been removed from your wait list by Novari ATC, and this listing is informational only.  

• Select Clear to remove a case from the current list.  

• Select Clear All to remove all cases from the current list.  

• Select Add Repeat/Follow-up to add a follow-up series.  

Day of Surgery Cancellations

This is similar to Case Cancellations. It reflects cases that were not completed for things like being bumped day of surgery for an emergency, or the operating room running late, and the last case wasn’t completed.

• Click the patient’s name to see the patient’s detail.

• Click the calendar icon to open the Scheduler for that day.

• Click Clear to remove the case from the list of day of surgery cancellations.

Notice there is no calendar icon for the third entry on the list. This could be because the case has a DART (days affecting readiness to treat) indicating the patient is not available for surgery on the day this page was viewed.

Deceased Patients

When a message interface exists between Novari ATC and your hospital’s patient information system, the Deceased Patient list displays patients marked as deceased in the hospital’s patient information system. Once a patient has been recorded as deceased in your hospital’s patient information system and removed from your wait list, the patient will no longer be found during patient searches in Novari ATC.

To remove a deceased patient:

• Click a patient’s name to open Deceased Patient Audit.  

• Follow the instructions to remove the patient from your wait list.

• Select the date and reason for removing the deceased patient from the waitlist.  

• Click Remove Patient.

ER Cases

When a message interface exists between Novari ATC and your hospital’s patient information system, the ER Cases list displays patients on your wait list who recently presented in the ER. You need to decide if emergency represents a medical escalation in the patient’s condition, or if the emergency is unrelated, in which case the patient will still require the elective surgery.

To handle ER cases:

• Click Resolve to open ER Cases.

• Decide if the patient should be removed from your wait list.

• Select Submit.

Preops Audit

This is the list of patients who have scheduled preoperative requirements whose scheduled date has passed. These overdue preoperative requirements also appear on Preop > Preoperative Requirements. This list is to notify you of overdue preoperative requirements.

The preoperative requirement will no longer appear on this page once you do one of the following:

• Mark the preoperative requirement as completed.  

• Delete the scheduled day for the preoperative requirement.  

• Reschedule the preoperative requirement to the future.  

Repeat Follow-up Activations

This is a list of notifications of your cases being followed for repeat / follow up care that need to be reviewed and cleared. The cases have been automatically activated to your wait list. Click the patient’s name to review the case. Click the RFU Series to view the repeat/follow-up series. Click Clear to remove the activation from the list.

Repeat Follow-up Completed

This is a list of your repeat/follow-up cases on your wait list which have been completed and need to be reviewed and cleared.

Click Review & Clear to display Edit Repeat/Follow-up. Review the completed case and click Clear & Back to return to the list of completed Repeat Follow-up cases.

Reporting Incomplete Patients

The Reporting Incomplete Patients list displays patients who have missing required. The information required is tracked using the Novari ATC Custom Screen functionality.  

Clicking the patient’s name takes you directly to the screen where you can supply the missing information.  

An example of a custom screen requesting the missing eReferral Information.

UNTIL REQUIRED REPORTING INFORMATION IS SUPPLIED FOR A GIVEN CASE, YOU WILL NOT BE ABLE TO BOOK THE CASE TO A SURGERY DATE, OR OTHERWISE MODIFY THE CASE.

Missing reporting information is also displayed on the wait list

General Audit

The general audit of patients may be called something different at your site. It could be called Wait 2 Audit, Wait 2 System Delay Reason, Long Waiting Delay Reasons, or something else depending on what make sense at your site. Your Novari ATC administrator would have configured the general audits label on your behalf.

The general audit function is an essential feature to ensure patients on waiting lists are periodically reviewed to confirm they still require surgery and are fit to receive surgery. The general audit page displays a list of patients who have been on the wait list for a designated period and have not had a procedure cancelled within that period. The designated period is set by your Novari ATC administrator.

When the general audit task appears in your Dashboard Task List, you should contact the patients regarding their status and complete the general audit. Click on the patient's name to display the general audit page. Once there, you can perform the general audit.

Please Note: Optionally, Novari ATC can be configured to lock a provider’s care venue booking privileges on lists with cases that have been awaiting general audit past a defined number of days. This functionality is fully configurable and is controlled by your Novari ATC administrator on an installation-wide basis. Care venue booking privilege locking is always preceded by a warning period; you are alerted every time you sign in to Novari ATC that you have outstanding general audits. If you action all outstanding general audits, then booking privileges will not be locked. If care venue booking privileges become locked due to outstanding general audits, actioning all outstanding general audits automatically restores all booking privileges.

To complete a general audit, do one of the following:

• Click the general audit task in the Task List in the Dashboard.

• Select general audit from Tasks in the Provider’s Office navigation menu.

• And then click on the patient’s name to open the general audit page.

• Select the date and the reason for wait.

• Click Submit Audit.

You can also complete a general audit from View Patient page.  

• Click General Audit field heading (or Wait 2 Audit as shown below, or Wait 2 System Delay, etc).

• On the General Audit page, enter the date and select a reason for the wait.

• Click Submit Audit.