Work Queue Overview

AgileEMR: Work Queue Overview

The work flow of Agile documentation is managed through tasks listed in Work Queues for each user type.
 
Users can access tasks in the Work Queue in two ways:

• Global Work Queue: Click Work Queue on the menu bar. All the user's tasks for any applicable patients will be listed here. Note: the number to the left of Work Queue indicates how many tasks the user has in the queue.         

• Case Work Queue: In the patient's Home Case page, click the Documentation tab. Tasks related to that specific patient's case will be listed.        

There are three categories of Work Queues

• Admin Queue - able to view all other queues. Tasks include:
  • Faxing/receiving documents to and from the referring physician
  • Contacting patient if case has 15 days of inactivity
  • Assigning documents to clinicians when necessary
  • Unlocking any "in use" documents that were inadvertently left open.

• Therapist Queue - can also view assistant and student queues. Tasks include:
  • Completing and signing/co-signing all document types
  • Assigning documents to other clinicians. (in both the therapist and assistant queues)

• Assistant Queue - can also view therapist queue. Tasks include:
  • Completing and signing Daily Notes
  • Entering signing Progress/Discharge notes (with therapist co-signature)
  • Assigning/un-assigning Daily Notes to him/herself. (cannot assign to others)

Work Queue Navigation

• Search or filter in a column by clicking the magnifying glass in the heading and then typing part of the specifics for that column.
• Click the Case Id number link to go directly to the patient’s case
• Click on a task in the Action column to open the associated document.
• If the Assigned to field is blank, users can assign the task to themselves or to others by clicking on the field and selecting the clinician. Some restrictions will apply depending on the type of user or document. Note: Admin users have permissions to assign any document.
• Depending on user and document type, users can unassign documents belonging to them and reassign to another user.
  • Click on the dropdown field in the Assign to column and select Not Assigned
  • Refresh the screen, click on the field again, and select the clinician who will take the task.

• If a user has a document open for editing, a locked document icon will display. If another user tries to also open the document, it will open in “read only” mode until the first user closes the document. Hover over the In Use icon to see which user has the document checked out.
  Note:  If a user has left a document open, only the CBC/FOC has rights to unlock it and check the document back in. An alert will be sent to the clinician explaining the document was closed and that changes were not saved!

Changing Register Location

1. To change register locations, click on the location name in the top-right corner of Agile.
2. This will open the Change Register Location window that will allow you to select a specific location from the drop-down. 
3. Once the correct location has been selected, simply click save and access the work queue. 

• Note: If you are working at multiple locations, it is important to be sure to change your register location in the top right-hand corner prior to accessing the Work Queue. The work queue will not show you all tasks for all locations at one time.  The system will only display the tasks associated with whichever location you have selected.