Using CPDI Work Queue Monitor - Oracle Health Document Imaging Help Pages (2024)

CPDI Work Queue Monitor (CDIWorkQueueMonitor.exe) is an external document management solution that allows you to route documents to specific queues and associate those documents to the correct place in the electronic health record (EHR). You can automatically populate work queues from faxes, scanned documents, or both. These documents are called work items and are routed to the appropriate work queue based upon inbound or outbound fax number. The appropriate personnel work the work items. For example, a patient access associate may receive an outside record by fax. The associate can index the outside record to the specific patient and document type and complete the work item, making the work item viewable in Cerner Millennium. This keeps the faxed electronic document and eliminates the need to print and scan it.

CPDI Work Queue Monitor can be used to manage all types of external document processes and tasks. Listed below is an overview of the features and functions available.

1. From the CPDI Work Queue Monitor window, select the appropriate queue. Multiple queues can be displayed based upon security.
2. If the queue is paginated, access thepage of work items using the Next Page button (CTRL + Right) and the Previous Page button (CTRL + Left) at the bottom of the screen.
3. Locate the work item you want to manage. Select the appropriate command from the Work Item menu. You can also right-click a work item to access the commands available from the Work Item menu.
   • When you open a work item, multiple indexing actions can take place. Once a work item's changes have been committed, it is automatically updated to Available, if the status has not been modified. After updates, thesystem can reprocess the work item to the appropriate queues.
   • From the main window, you can assign a priority to one or more work items. The system automatically routes the work items.
   • From the main window, you can assign a status toone or morework items to indicate the following:
     • Available: Work item is ready to be managed. When Available is selected, you are assigned as the owner and work item attributes are updated. The system removes any associated reasons for the work item.

     • Clarify: Additional attention is needed for the work item. When selected, this option prompts you to enter a clarify reason. You are assigned as the owner.

       Note

       The following statuses are system assigned and cannot be selected by users:

       • New: Work item is ready to be managed and has been untouched by a user. When New is selected, work item attributes are updated.
       • In Process: Work item is being managed. When In Process is selected, you are assigned as the owner, work item attributes are updated, and the system locks the work item.

       See Also

       Overview of Patient Accounting Workqueue Recommendations - Patient Accounting Help PagesConfiguring a Work Queue in CPDI Work Queue Manager - Oracle Health Document Imaging Help PagesManage Unknown Queue in Work Queue Monitor (WQM)
4. When you have finished, close the window.

Use CPDI Work Queue Monitor withScheduling Management

CPDI Work Queue Monitor can be integrated intoScheduling Management. Work items can be made viewable on the Scheduling WQM Work Item Inquiry.

Complete the following steps to integrate scheduling workflows in CPDI Work Queue Monitor:

1. Select the appropriate queue into which the order work item has been received.
2. Open the work item and index the document.
3. Click OK once the work item indexing has been completed. The work item is now ready for Scheduling.

Request/Appointment Dialog Box

When used withScheduling Management, CPDI Work Queue Monitor has the ability to review scheduling requests or patient appointments fora work item associated to a patient.

Complete the following steps to open the Request/Appointments dialog box:

1. Select the appropriate queue into which the work item has been received.
2. Open the work item and click the Calendar button.
3. Search for and select the appropriate patient.
4. The Requests/Appointments dialog box opens after the patient has been selected.

Combining Work items in the Requests/Appointments Dialog Box

CPDIWork Queue Monitor has the ability to combine work items in the Requests/Appointments dialog box. The Combine feature can only take place on work items in the Scheduling Request section of the dialog box. Use this functionality if a work item was indexed, and then the outside source sent in a second page, which was not in the original document.

Complete the following steps to combine a work item in the Request/Appointment dialog box:

1. Select the appropriate queue into which the work item has been received.
2. Open the work item and click the Calendar button.
3. Search for and select the appropriate patient (if applicable).
4. The Requests/Appointments dialog box opens after the patient has been selected.
5. Select the request from the Patient Requests section that you want to combine the open work item into.
6. Click Combine and update any index values.

Associating Work Items in the Request/Appointment Dialog Box

CPDI Work Queue Monitor has the ability to associate work items in the Requests/Appointments dialog box. The Associate feature can only take place on work items in the Patient Appointments section of the dialog box. Use this functionality if the work item has already been scheduled and you want to attach the work item to the scheduled appointment.

Complete the following steps toassociate a work item in the Request/Appointment dialog box:

1. Select the appropriate queue into which the work item has been received.
2. Open the work item and click the Calendar button.
3. Search for and select the appropriate patient (if applicable).
4. The Requests/Appointments dialog box opens after the patient has been selected.
5. Select the appointment from the Patient Appointments section that you want toassociate the open work item into.
6. Click Combine and update any index values.

Supplemental Documents with WQM Scheduling to Orders

When used withScheduling Management, CPDI Work Queue Monitor has the ability to add a status of Supplemental to work itemswhen splitting documents that have entered into CPDI Work Queue Monitor in the same batch. The Supplemental workflow allows you to indexwork items during the splitting processto Supplemental status and will be completed together when the work item is confirmed.Supplemental status canbe used on documents that come in with the order, such as an insurance card, history, or a physical. The supplemental documents remain in Work Queue Monitor until the order is scheduled and are confirmed inScheduling Management.At that point when the encounter is generated the supplemental documents will be associated with the patient's chart.

Complete the following steps toadd a status of Supplemental to a work item:

1. Select the appropriate queue into which the work item has been received.
2. Open the work item and select the thumbnail of the pages to split.
3. Select Split and index the document to the correct patient.
4. Select the appropriate document type for the order, such as Physician Order.
5. Select any other index fields based on your workflow.
6. Click Next.
7. Select the pages to split and index the document to the correct patient.
8. Select the appropriate document type, such as History and Physical.
9. Select the appropriate index fields.
10. Select the status of Supplemental.
11. Click OK.

Auto Copy with WQM Scheduling to Orders

Auto copy is used when an order comes in with multiple procedures and the procedures are scheduled independently. Auto copy allows you to quickly make a copy of the orderand index to the correct scheduling request list.

Complete the following steps to auto copy a work item:

1. Select the appropriate queue into which the work item has been received.
2. Open the work item and index to the correct patient.
3. Select multiple values in Category 2/Modality.
4. Complete any other index fieldsas needed.
5. Click OK.
6. Click Yes when prompted.
7. Review the work item and click Next.
8. Click OK. Two work items have been created.