To be automatically completed, correction tasks must satisfy the following criteria:
- The task type must be Add Document or Add Transcription.
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The chart must contain only one pending Add Document or Add Transcription task associated with the missing document's Document Type.
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If a chart has multiple pending Add Document or Add Transcription tasks associated with the same Document Type, these tasks must be manually completed in the Medical Records Unity Client.
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If the chart has one pending Add Document task and one pending Add Transcription task associated with the same Document Type, then both tasks are completed when a document of that Document Type is added to the chart.
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- The task must have a status of Pending. Tasks currently in progress (assigned to a user) are not eligible for automatic completion.
- The task must be associated with a Document Type. If a user creates an Add Document or Add Transcription task without selecting a Document Type, the task cannot be automatically completed.
- The chart's facility must be configured to allow the associated Document Type to auto-complete tasks. Otherwise, the Add Document or Add Transcription correction task must be manually completed in the Medical Records Unity Client.