Action Items

This page is visible to both State and Organization/Facility users and displays information for the selected organization/facility in the search bar.

The Action Items link in the iQ menu opens the Action Items List page. The Action Items List is a report of patient records that have errors or warnings. These are actionable items outlining the tasks that need to be completed to improve data quality. Patient records that contain HL7 data errors and warnings are included in the list. The action items can be organized by using the following filters:

After selecting one or more filters, click the Search button to view the list of action items that meet the filter criteria.

Filter/Icon	Description
Pre-Production / Production filter	If the iQ application is being used in pre-production, select Pre-Production from the drop-down list. Otherwise, if the iQ application has moved to production, select Production. The data that is retrieved and displayed on this page depends on whether or not the application is "live" (in Production) or not (Pre-Production).
Status Filters	Select one of the options to filter the action items by: Error Warning All (both errors and warnings)
Due / Fixed	Toggle the slider to select action items that are Due or ones that have been Fixed.
Date Filters	Enter the Start Date and Time and the End Date and Time. To enter a date, click either Start Date or End date and select a date from the calendar that opens, then click OK. To enter a time, first select a date and then click in the Start Time or End Time field. On the time window that opens, select the hour and/or minutes and AM/PM as necessary, then click OK.
Search Patient or MRN	To search for a patient name or medical record number (MRN), click in the search field (click where it displays Search Patient or MRN) and enter the first few characters or numbers. To cancel the search filter, delete the text from the Search field.

Column	Description
Patient	The patient name and medical record number (MRN) are displayed as a header, along with a Marked as Fixed checkbox.
Marked as Fixed	Select this checkbox to mark the errors/warnings as fixed.
HL7 Field	The HL7 field that contains the error or warning.
Issue	The exact error or warning issue.
Type	The item type: Error or Warning.
Recommendation	If an action recommendation is available, it displays here.
Date/Time	The date and time when the error/warning was triggered from the submitted message.
(Page Numbers)	If there a multiple pages, click a page number to move between them.

Using the information in the Action Items List, users can address message errors and warnings. For many warnings and non-fatal errors, users can update patient records through the IIS. For most fatal errors, however, users must address each error on a submitted HL7 message and resubmit it.

To mark an item on the Action Items List as fixed and remove it from the list, select the checkbox for the patient. After an action item is marked as fixed, it is added to the Fixed list and can be located by toggling the Due/Completed slider to Fixed (and entering the correct date range).