Tasks are a preset and pre-assigned list of duties to be performed by personnel involved with the order record and help guarantee that all work is done in a timely and efficient manner.  In addition to the Task interface available through the Contents screen, tasks can also be managed directly from the Claims interface.  Further, claim-specific tasks can be generated and managed, separately.

 

 All standard task functions are available from within the Tasks tab.

 

Figure 14: Tasks tab

 

By default, the grid will display all tasks associated to the claim record that was active in the main grid of the Claims tab, however, a user can select to turn the Show All option on, which is near the bottom of the screen.  When this option is on (checked) all tasks associated to an order record, including all claim records underneath the order, will display.

 

Figure 15: Show All option in Tasks tab

 

 

The Tasks grid can be modified by arranging the columns headings and the user can filter the data by Identifier or by the Module columns.

 

To filter by either column, a user can press the filter option button available within the header (box with a down-arrow) and select either a specific data value or the “(Custom…)” value, which will allow the user to use the Custom Filter dialog.  Read more about this subject in the Customizing the Claims Interface section.