LSS 5.6.4: Routing a Task

Overview: Routing a task to another provider to be acted upon.

Location: Footer buttons on View Details screen of the Task List

Buttons: When processing the Task List, if you need to send an item to another provider or nurse to be acted upon by that recipient, use the Route footer button.  Before routing the task on, be sure to make any changes as needed.  For instance, to add a message to the task, click on the blue Edit icon in the upper right corner of the Message window.  Type in the message and then click Save in the Edit Message window. 
When done editing the task, click on the Route footer button.  The Route popup window will appear.  If you need to change the responsible provider for the task, click on the Responsible Provider field, and a list of providers will appear.  Select the new responsible provider who will have the responsibility to make sure the task is completed. 

Now, click on the the To field to select the appropriate recipient associated with the new responsible provider.  Choices are Nurse Responsible, Office Staff, Msg to Patient, and Prescription Renewal request.

The message can also be forwarded to another provider in addition to the new responsible provider, by clicking on the CC field, and selecting the provider to receive a forwarded message.  A forwarded message can only be acknowledged, and cannot be acted on by the receiving provider.

Clicking on the OK button will route the task to the new responsible provider.