Tasks & Filing

Creating tasks, filing documents, and workflow actions

9 articles

Cover a colleague's tasks with a deputyVideoSet a deputy so a colleague or team can see someone's tasks while they are away — without reassigning anything.Filing OverviewVideoUnderstand the filing queue, how items arrive, and how to process incoming pathology results and documents.How Patient Matching WorksVideoLearn how the system matches incoming results and documents to patients using NHS number, name, and date of birth.Filing Pathology ResultsVideoReview lab results in the filing viewer, check analytes and abnormal flags, view PDFs, and finalise results to the patient record.Filing Inbound DocumentsVideoUpload documents, use AI analysis, match to patients, and file to the clinical record.Tasks and Assignment in FilingVideoAssign filing items to colleagues and create follow-up tasks during the filing workflow.Sending Messages to Patients from FilingVideoCompose and send messages to patients about their results or documents directly from the filing workflow.Filing Audit TrailView the complete history of actions taken on a filing item, from arrival through to filing.Seeing other clinicians' tasksTask lists open on "My tasks" by default. Switch to All tasks, a Team, or an Assignee filter to see other clinicians' tasks — there is no permission to grant.

Filing

Filing OverviewVideoUnderstand the filing queue, how items arrive, and how to process incoming pathology results and documents.How Patient Matching WorksVideoLearn how the system matches incoming results and documents to patients using NHS number, name, and date of birth.Filing Pathology ResultsVideoReview lab results in the filing viewer, check analytes and abnormal flags, view PDFs, and finalise results to the patient record.Filing Inbound DocumentsVideoUpload documents, use AI analysis, match to patients, and file to the clinical record.Tasks and Assignment in FilingVideoAssign filing items to colleagues and create follow-up tasks during the filing workflow.Sending Messages to Patients from FilingVideoCompose and send messages to patients about their results or documents directly from the filing workflow.Filing Audit TrailView the complete history of actions taken on a filing item, from arrival through to filing.

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