Key- Buttons used within the
PAQ. Located at the bottom of your PAQ window.
Sign-off: same as ‘Accept’. Signing off on that document, order, etc.
Sign-off with Actions: In addition to signing off a document, order etc. you can execute actions upon sign-off. (Example: send a task along with document, attaching templates, send to portal)
Reassign: If the document, order etc. is received in error you may reassign to the correct provider
+To Do: Send a task to another user regarding the received document/order that you’re on.
Chart: Open the patient chart tied to the document, order etc.
Full Screen: Document, order view in full screen
Recall: Will enlist patient in a recall plan.
Pending: List of all documents, orders, etc. that are in your queue for approval.
Rejected: Any documents that were rejected from the user/provider will be show in this category.
History: Show all sign-off, sign-off with actions, rejected and reassign documents, orders etc.
When opening the PAQ, you can change view preferences
based on what is selected. Click on the icon located in the top left corner of your
screen, then select “Preferences…” to open the screen shown below.
General tab, settings consist of sign-in settings, sorting of items, date-time, viewing history, refresh item settings and order results settings. Select the drop down arrow to select your preference from the picklist.
Custom Rules tab gives you the ability to create rules within the PAQ workflow. Click on the drop down arrow to display a list to pick from. Then select the ‘Add’ button when done with entry your rule will drop to the grid.
Quick Comments tab, can set default comments to add to documents, orders etc. Select the Event type, Item Type, then enter comments. After entry click the ‘Add’ button and your comments will drop to the grid.
After entry through tabs click on the ‘Ok’ button to apply your changes.
When selecting the ‘Sign-Off with Actions’ button the Action Set pallet will show on left side of the PAQ window. Click on the desired actions to execute. When selecting the actions a menu will show for further definition of the specified action.
After entering the kind of action set, click on either of the following:
Save Actions: saves actions and uses them later throughout PAQ workflow
Save & Run Actions: saves actions and use them on the current document, order etc. that you have selected
Run Actions: after entering what type of action to be taken select this button.
**Note: Selecting the ‘Run Actions’ button will not save for future use. **
When saving the Actions the ‘Save PAQ Actions’ window will appear. Enter name of desire for action. Then click the ‘Ok’ button.
If needing to go back and see what documents, orders etc. again or what kind of actions were taken click over to the ‘History’ tab. There will show list of all documents.
Click on the drop down arrow on the ‘Events’ to select desired.
Click on down arrow to select what type of ‘Items’ you are looking for, such as docs, images etc.
Select what you wish to see and from whom.
The ‘When’ area is the time frame of documents/images that were sent to the provider. After entry click on the ‘Search’ button and the filtered list will display.
To add notes to a document, order etc. Highlight the
document and click on
The ‘Add Comments’ window will appear for you to enter any comments. After entry click on the ‘save’ button. A timestamp along with your comments will appear at the bottom of the selected document.
To add a patient to a recall plan click on the button and the ‘add recall’ window will
appear. From the ‘Recall Plans:’ box select which recall plan desired.
**Note: if selecting the annual plan the return date will populate a year from today. **