User Guide — Default Routing of Clinical Inbox Document Tasks

 

After athenahealth processes documents, by default the documents are assigned to the username of the provider who was data-entered for that document, in REVIEW status.

 

If athenahealth cannot determine the document's provider, athenaOne uses your practice's default document routing configuration to route the document to either the Usual provider selected on the patient's Quickview page, or the STAFF queue of the practice or department to which the document was faxed.

 

If your practice uses the Provider-Centric Staff feature, athenahealth routes unknown documents to practice staff; otherwise, athenahealth routes unknown documents to department staff.

 

Document Type or Task	Default Task Assignment
Admin	PROVIDER in REVIEW status
Admin — Billing Document	PROVIDER in REVIEW status
Admin — Consent	PROVIDER
Admin — HIPAA/Privacy	CLOSED
Admin — Insurance Approval/Denial Notification	PROVIDER in REVIEW status
Admin — Insurance Card	CLOSED
Admin — Legal	PROVIDER in REVIEW status
Admin — Medical Records Request	PROVIDER in REVIEW status
Admin — Referral	PROVIDER STAFF (if Provider-centric) DEPARTMENT STAFF (if Department-centric)
Admin — Signed Forms & Letters	PROVIDER in REVIEW status
Admin — Vaccination Record	PROVIDER in REVIEW status
Chart Abstraction Task	If, after reviewing the chart abstraction, the provider chooses "Error found. Re-queue for abstraction," a task is assigned to the user who did the initial abstraction in their encounter bucket.
Clinical Document	PROVIDER in REVIEW status
Clinical Document — Admission/Discharge Summary	PROVIDER in REVIEW status
Clinical Document — Consult Note	PROVIDER in REVIEW status
Clinical Document — Mental Health Consult	PROVIDER in REVIEW status
Clinical Document — Operative Note	PROVIDER in REVIEW status
Cover Sheet	DELETED
Encounter Document	CLOSED
Encounter Document — Image Documentation	CLOSED
Encounter Document — Health History Questionnaire	CLOSED
Encounter Document — Procedure Documentation	CLOSED
Encounter Document — Progress Note	CLOSED
Imaging & Diagnostic Results	PROVIDER in REVIEW status
Lab Result	PROVIDER in REVIEW status
Medical Record Document	CLOSED
Medical Record Document — Chart for Abstraction	CLOSED
Medical Record Document — Flowsheet	CLOSED
Medical Record Document — Growth Chart	CLOSED
Medical Record Document — Historical Medical Record	CLOSED
Medical Record Document — Patient Diary	CLOSED
Medical Record Document — Vaccination Record	CLOSED
Order * (task created from an encounter or new order group)	PROVIDER STAFF in SUBMIT status (If Provider-centric) DEPARTMENT STAFF in SUBMIT status (If Department-centric)
Patient Case	PROVIDER STAFF in REVIEW status (If Provider-centric) DEPARTMENT STAFF in REVIEW status (If Department-centric)
Patient Case — Administrative	PROVIDER in REVIEW status
Patient Case — Clinical Question	PROVIDER in REVIEW status
Patient Case — Medical Records	PROVIDER in REVIEW status
Patient Case — Medication	PROVIDER in REVIEW status
Patient Case — NewRx	PROVIDER in REVIEW status
Patient Case — Referral	PROVIDER in REVIEW status
Patient Case — Refill	PROVIDER in REVIEW status
Phone Message	PROVIDER in REVIEW status
Physician Authorization	PROVIDER in REVIEW status
Physician Authorization — Care Plan Oversight	PROVIDER in REVIEW status
Prescription	PROVIDER in REVIEW status
Prescription — Change	PROVIDER in REVIEW status
Prescription — Clarification	PROVIDER in REVIEW status
Prescription — New	PROVIDER in REVIEW status
Prescription — Prior Authorization Request	PROVIDER in REVIEW status
Prescription — Renewal	PROVIDER in REVIEW status
Unknown	PROVIDER STAFF in HOLD status (If Provider-centric) DEPARTMENT STAFF in HOLD status (If Department-centric)
Vaccine * task created from an encounter or new order group	PROVIDER STAFF in ADMINISTER status (If Provider-centric) DEPARTMENT STAFF in ADMINISTER status (If Department-centric)

• OPEN — Patient encounters awaiting closure by the clinical provider. After a provider closes an encounter, it is removed from the Encounter work queue.
• HOLD — Documents awaiting reclassification, further research, or action by athenahealth or practice staff.
• CLASSIFY — Unknown documents awaiting classification by athenahealth (document is assigned to ATHENA).
• REVIEW — Documents that require review by the clinical provider (lab results, prescription renewals, clinical documents, imaging results).
• NOTIFY — Tasks that require contact with the patient (lab results, prescriptions, imaging results).
• SUBMIT — Any orders or prescriptions that need to be sent to a third-party provider.
• FOLLOWUP — Orders that require time-sensitive follow-up (lab results, imaging studies, referrals).
• PEND — Appointments, orders, and associated tasks that are designated for submission at a later date.
• ADMINISTER — Tasks or orders awaiting administration by clinical staff (vaccines and other medications dispensed in-house).
• PERFORM — Tasks or orders to be performed by clinical staff (labs/imaging performed in-house).
• DISPENSE — Tasks or orders to be dispensed by clinical staff (medication samples).
• SCHEDULE — Tasks or orders to be scheduled by practice staff, for example, return to office (RTO) visits.
• DATAENTRY — Lab result tasks requiring data entry by clinical staff (for in-house labs) or document tasks in queue requiring data entry by athenahealth staff.
• — Tasks marked urgent for immediate action.
• — Tasks flagged for immediate action. These tasks are associated with a patient currently checked in and in the office.
• CLOSED — When a task has been completed, it is removed from the work queue in the Clinical Inbox. An item with a CLOSED status does not appear in the Clinical Inbox.
• DELETED — When a task has been deleted, it is removed from the work queue in the Clinical Inbox and is hidden from any records.