Task Requirements (Block) - Add Or Remove

Updated 8 months ago by Steven Garand

Tasks can have requirements (Block) that block marking the task completed until satisfied.
Click on Block... to add or remove requirements.
Tasks with requirements (Block) are easily identified by the expand detail button (triangle) to the left of the row. If the row does not have icon, the task does not have requirements defined.
If setting requirements for fields on a form, only set one or a small number of fields, not all the fields. This feature is meant as a reminder to specify key pieces of information for the task and not intended as means of form validation.
If a checkbox value on a form is used as block and the checkbox was never checked on by the user, the task will be blocked. If the checkbox is checked on, the block is removed. If the checkbox is checked off after being saved as checked on, the block will no longer work. The reason is an unchecked checkbox saves an off value into the database and the block looks for any value to allow the completion of the task. The only time there is no value is before any check is saved.

Options

General: General requirements for the order.

  • Line Items: One or more line items must be specified.
  • LMN: An LMN must be generated.
  • Patient Current Equipment: One or more Patient Current Equipment items must be specified.
  • ProfitMarginCostAllowPrimThreshold: Profit margin (Allow based) must meet a minimum threshold. The threshold for the system is set using the 'Min Profit' option on the General page under the Options menu folder. A particular payer/plan (insurance) can override the system threshold value by setting the 'Min Profit' option in the associated row on the 'Billing Multiplier & Show Order' page under the 'Insurance' menu folder.
  • ProfitMarginCostBillPrimThreshold: Profit margin (Bill based) must meet a minimum threshold. The threshold for the system is set using the 'Min Profit' option on the General page under the Options menu folder. A particular payer/plan (insurance) can override the system threshold value by setting the 'Min Profit' option in the associated row on the 'Billing Multiplier & Show Order' page under the 'Insurance' menu folder.

Basic: Basic Edit Info requirements for the order.

  • Order: Any Edit Basic Info item specified.
  • Primary Physician: A primary physician must be specified.
  • PCP Physician: A PCP physician must be specified.
  • Referring Physician: A referring physician must be specified.
  • ICD9: An ICD code must be specified.
  • Insurance: An insurance must be specified.
  • Subscriber: A subscriber must be specified.
  • Therapist: A therapist must be specified.
  • Facility: A facility must be specified.
  • Referral Source: A referral source must be specified.
  • Custom Team Member Type(s): A specific custom team member type must be specified.

Form: Fields on forms filled in for the order.

  • Detail Button: Indicates the form has required fields specified. Click the button to view the specified form fields. The fields in this view can not be edited, use the Fields... button to add or remove fields.
  • Fields... : Shows a popup window of fields on the form. Select a limited number of important fields that must be filled before the task can be marked as completed. See tip above.
  • Name: Form name.


How did we do?