eCLINICIAN EMR User Guide

Manage your Work Using the In Basket

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Instead of letting your work accumulate in your In Basket while you're away from the office, you can use the Out of Contact activity to ensure that your work is completed in a timely manner. If one of your patients has abnormal results that need to be reviewed immediately while you are out, another designated provider can access your In Basket, review the results, and take the appropriate follow-up actions.

There may also be times when you’re not actually unavailable, but you still need someone to help cover your work. You have the ability to grant other users access to your In Basket on an on-going basis. As part of their day to day work, support staff and physicians might also want to share their In Baskets with each other.

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You can arrange for a colleague to cover for you while you’re out of the office or on vacation.

The time-period when you are away is referred to as an out of contact occasion. While you are away, your In Basket can be attached to a delegate’s In Basket so that s/he can respond to your messages.

To assign a delegate to your In Basket:

1.

Access the In Basket activity.

2.

From the Top In Basket toolbar, click Out. The Out of Contact activity opens.

3.

To create an out of contact occasion, click New. The Out of Contact window displays.

4.

In the Date fields, enter the dates you will be out of the office.

5.

In the Delegates field, type the name of the user who will be covering for you.

6.

When you are done, click Accept.Your In Basket appears as an Attached In Basket.

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Manage your Work Using the In Basket

In order to complete the coverage process your delegate must complete

the steps in the topic

Attach to Another User's In Basket

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ODIFY A

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1.

From the Top In Basket toolbar, click Out. The Out of Contact activity opens.

2.

Select an occasion from the Out of Contact Occasions table.

3.

Double-click the selected occasion or click Edit to open the Out of Contact window.

4.

Edit information as required.

5.

To close the Out of Contact window and save the Out of Contact occasion, click Accept.

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ELETE A

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ERIOD

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From the Top In Basket toolbar, click Out. The Out of Contact activity opens.

2.

Select the occasion you want to delete from the Out of Contact Occasions table.

3.

Click Delete to remove the selected Out of Contact occasion. An Out of Contact confirmation prompt displays.

4.

Click Yes.

5.

Click Close to exit out of the Out of Contact workspace.

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Use these steps to grant a colleague ongoing access to your In Basket.

1.

From the Top In Basket toolbar, click Attach to open the Attach Other In Baskets window.

2.

Select the Grant Access tab.

3.

In the User field, enter the names of the users to whom you want to grant permission.

4.

Click Accept.

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The users to whom you grant access are now able to attach your In Basket using either the Persistent Attachment field or the Temporary Attachment field under the General tab in the Attach Other In Baskets window.

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: To remove the permission after you have given it, simply remove the user's name from the Grant Access tab.

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TTACH TO

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When a colleague has granted you access to his or her In Basket, as described in the topic Grant

Another User Ongoing Access to Your In Basket, you must attach his or her In Basket before

you can view it.

1.

From the Top In Basket toolbar, click Attach to open the Attach Other In Baskets window.

The General tab displays.

2.

To attach to the user’s In Basket who granted you a persistent attachment, use completion matching to add the user’s name to the Persistent Attachment field.

3.

To control whether or not you want the user’s In Basket to display at this time, select or deselect the Show checkbox. Show is the default setting.

4.

Out of Contact and Temporary Attachments automatically display in the lower area of the window.

5.

To control whether or not you want the user’s In Basket to display for the Out of Contact or

Temporary Attachments, select or deselect the Show checkbox. Show is the default setting.

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IEW

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In order to view another user’s In Basket, you must first have attached to that user’s In Basket.

Refer to the topic Attach to Another User's In Basket

to learn how to do this.

1.

Access the In Basket activity.

Starting on the first day that your coverage begins, on the lower left-hand area of the In Basket activity, you’ll see an Attached In Baskets button.

2.

To view your colleague’s In Basket, click Attached In Baskets. Your In Basket folder is replaced with your colleague’s In Basket folder.

3.

To return to your In Basket, click My In Basket.

Note: For the dates that you cover a colleague’s In Basket, the Status bar at the bottom of the

Hyperspace window displays the message types for both In Baskets.

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