Discuss with your Practice Manager and team leadership where your practice choose to send Tasks. Your practice may choose to have Document Tasks fully centralised in Anima, or created and managed in other platforms. This page outlines how Practices (including Clinicians and Pharmacists) can navigate Anima to locate, review, and complete Tasks that have been assigned to them.
Context: How to create a task from a document in Anima
Full article on Task creation from Document Processing here.
Important to note: Annie, Anima's AI, suggests both GP Action and Medication Changes as potential tasks to be created and assigned. Important it is the Document Processors responsibility to review and either accept (create) or reject/skip the Task creation. While Annie does a good job at recommending tasks, AI identification is not always accurate. Hence, the need for Document Processing team members to always confirm suggestions or create new Tasks from scratch.
Step 1: Assessing Outstanding Tasks
Your Task list can be found under Dashboard > Tasks. By default the tasks will be filtered to Tasks where the Status is Incomplete.
For your role, you may wish to only filter to the Tasks assigned to you or to you and your teams. For just assigned to you as an individual, click 'My requests' on the left hand side. For assigned to you as an individual and your teams, click 'My team's requests' on the left hand side.
It is valuable to have team leads to review All Outstanding tasks through the 'All Requests' view where you can then have a full picture of Tasks to be completed.
Step 2: Previewing Tasks
From the Task dashboard, users can open a preview panel for any listed tasks with a single click on the Task Dashboard. From here, users can:
View both the Task Title and full Task description.
Open document: opens a preview of the letter alongside the Task details.
Mark task complete: Logs completion of the Task, removes from your outstanding list.
Assigned to: Reassign to another individual or team member and add note as part of reassignment.
Add due date: add or edit the due date for the Task.
Mark High Priority: via the triangle warning sign.
Add update: Add an update to the Task timeline, which also acts as an audit history for the specific Task.
Step 3: Opened Document Task Mode
By double clicking a Task line or pressing 'Open Document' in the preview pane, users can open a Document Preview of the Task alongside the Task itself.
Actions which can be performed from here:
Read the entire letter.
Check the summary and coding (likely already saved to record) via the Details and Coding tabs.
Perform all task-related actions including:
Open document: opens a preview of the letter alongside the Task details.
Mark task complete: Logs completion of the Task, removes from your outstanding list.
Assigned to: Reassign to another individual or team member and add note as part of reassignment.
Add due date: add or edit the due date for the Task.
Mark High Priority: via the triangle warning sign.
Add update: Add an update to the Task timeline, which also acts as an audit history for the specific Task.
Open the patient context column ('Show patient context') in top right of screen. This allows users to preview key patient details from the record, and open the patient profile in SystmOne/EMIS.
Previous/Next: Move between the Tasks that were shown in your Dashboard, allowing users to smoothly move through your entire Task inbox.
Exit Review: Return to your Task Dashboard.
