Users have a variety of options when managing the change tasks queues. These various queues allow for distinct activities to take place in order to efficiently manage the workflow related to these requests. This article will discuss each queue in detail.
Unsolicited Change Requests
Purpose
Unsolicited change requests are requests that have been received but are not yet assigned to be approved or denied. A request will end up in this queue in the event that the request can not be automatically associated with a patient and/or a provider.
Guidance
It is recommended that practices designate one-to-many users to manage the Unsolicited list. This user or group of users would be responsible to associate a valid patient and potentially user to the request.
Configuration
To configure a user to have access to the Unsolicited queue, select the Unsolicited checkbox in the My Task Counts section of the Assignment Setup for Prescription Change Requests screen.
My Assigned Change Requests
Purpose
The My Assigned change requests are requests that have been specifically assigned to your user/user group with the expectation that you will review and manage these requests. Managing a request may mean adding information, assigning the request to other users, approving, replacing, or denying the request
Guidance
It is recommended that users actively monitor and manage items in the My Assigned queue on a daily basis.
Configuration
Be sure that your user has the 'My Assigned' option selected in the Assignment Setup for Prescription Change Requests screen.
Pending Change Requests
Purpose
The Pending change requests are requests that are no longer unsolicited and are waiting to be managed by a user or a group of users. The items found in this list are based on the settings applied in the Assignment Setup screen for your user. Managing a request may mean adding information, assigning the request to other users, approving, replacing, or denying the request
Guidance
It is recommended that users actively monitor and manage items in the Pending queue on a daily basis. Items managed from this list are typically not assigned to your user directly but are associated with a provider that you may work with or on behalf of.
Configuration
Be sure that your user has the 'Pending' option selected in the Assignment Setup for Prescription Change Requests screen. Also, be sure you have selected the correct providers that you work with or on behalf of in the Assignment Setup screen.
Completed Change Requests
Purpose
The Completed change requests are requests that have been approved, replaced, or denied in the last 7 days. The list will display completed requests assigned to you or ones associated with a provider that you work with or on behalf of.
Configuration
Be sure you have selected the correct providers that you work with or on behalf of in the Assignment Setup for Prescription Change Requests screen.
