When a letter needs action, such as a GP review, a medication change or a call to the patient, your coder adds a task to the orange task table before the letter is filed. Where that task goes depends on your clinical system.
Who receives tasks
During onboarding, we set up your task recipients based on your onboarding form.
BetterLetter will suggest a recipient for each task, and your coder checks or changes it before filing.
Each line in the orange task table becomes its own task. If a letter has three actions, the recipients get three separate tasks, so each one can go to a different team and be tracked on its own.
Docman + EMIS
Tasks are sent to Docman as review tasks, one per task line.
They go to the Docman workflow groups or users set up during onboarding, so your team picks them up in Docman as usual.
Once a task is in Docman, we can’t see whether it’s been completed, so track completion in Docman.
EMIS-only
Tasks go to the Task Manager in BetterLetter, not into EMIS.
Recipients sign in to BetterLetter to see and complete their tasks.
SystmOne
Tasks are sent into SystmOne, to the users or groups set up during onboarding.
Changing who gets tasks
To add, remove or change a recipient, use the Add a new workflow or task user option in our chat, and send us:
The person’s or group’s name, exactly as it appears in your clinical system
For someone going on leave, see Setting up cover for tasks when a staff member is on leave.
Changing the tasks you get
If your team keeps deleting the same kind of task, we can stop it being created, change its wording, or send it straight to someone else. Contact us via [email protected].
Still need help? Contact us via our live chat.