Patrick Paulson
Senior Consultant
Practice Management
Solution Set
 PM Application Services
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Enterprise Task Manager (ETM) Tips and Tricks
Enterprise Task Manager (ETM) is a tasking system that makes working a patient's account as easy as following step-by-step instructions. Currently claims edits, rejections, insurance follow-up, payer processing and reimbursement auditing can all be worked from ETM. And word on the street is TES is soon to come, making ETM a one-stop-shop for working an account.
ETM makes working the patient's account an easy process by giving instruction lists and links for each task to be worked. Instruction links are used to move users around the system and to areas outside the system - such as payer website links - that complete the task. Because creating instructions is such an important part of setting up ETM Tasks, I've included some tips and tricks that I find helpful. Hopefully you'll enjoy setting up ETM as much as I do!
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Instructions are HTML based. Find a good HTML editing "cheat sheet" resource on the internet, such as webmonkey and experiment with customizing your instruction code. Simple tags that control font and colors, table information and hyperlinks can really make the instruction easier to follow for the end user.
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Pulling information from dictionaries really saves time on maintenance. For example, instead of adding a payer website to an instruction hyperlink - add it to the FSC dictionary and set your link to pull that field in the dictionary. That ensures that when the dictionary is updated the instructions are current as well.
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Instructions follow the task until it is completed. When the instruction is built, it should have guidelines for the primary user, but also contain necessary instruction for any possible user. Let's suppose a task goes to a coder to work, but the coder needs to reassign it to insurance follow-up for a FSC question. The instructions needed by the insurance follow-up person also should be taken into consideration.
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A key note when building instruction links to other applications on the user's computer is to make sure that the application is loaded in the same location for all ETM users. For example, if an application link is used to open a document and the user has the document located in a different directory - that link will not work.
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Keeping instructions generic in wording allows them to be applied to multiple tasks, thus making the instructions dictionary more manageable and universal.
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