Playbook templates are an easy way to capture and organize the knowledge in your business process to help guide your end users workflows when processing orders. Create SOPs by payers and products to streamline, centralize, organize and delegate responsibilities. Document processes, assign out tasks, and manage required documentation to track your order lifecycle to completion. Playbooks can contain one or more checklists that contain a set of assignable tasks or actions. Within each task, you can require users to upload documentation by specifying an associated document type.

In this article, we’ll go over how to create a playbook, add checklists, and manage the tasks inside them.

Click Management in the top menu.

In the left menu, click Application Settings and select Playbooks in the submenu.

The Playbook Templates page will open. The queue will display any existing playbooks for your organization. You can use the search and filter options at the top of the page to locate an existing playbook.

On the Playbook Templates page, click the blue plus sign in the top right.

Fill in the following fields:

You can now add checklists to your playbook.

Click Add New Checklist in the desired playbook.

Enter a title for the checklist in the Checklist Name field.

To add a task, click Add Task. You can add multiple tasks to a checklist.

Use the Task Name field to enter what needs to be accomplished.

If there is a document that should be obtained or uploaded for the task, click the link icon to the right.

Choose the document type that is required. You can select more than one document type.

To add additional information about the task, click the three dots and select Add Description.

In the example below, you can see that the First Task has a description and two document types required.

To duplicate a task, click the three dots and select Duplicate Task. The task, any description, and any required documents will be duplicated exactly in the checklist.

To duplicate an entire checklist, including all of its tasks, click the three dots in the top right of the checklist. Select Duplicate Checklist in the dropdown.

All information, including the checklist and task names, will be duplicated exactly.

To remove an entire checklist, including all of its tasks, click the three dots in the top right of the checklist. Select Delete in the dropdown.

When you’re done adding checklists and tasks, click Save in the bottom right to keep your changes.

On the Playbook Templates page, click on the desired playbook. The template page will open for you to edit.

Click Save to keep your changes.

On the Playbook Templates page, hover over the desired playbook. Click the trashcan icon to the far right.

A confirmation window will open. Click Delete to permanently remove the playbook template.

Once you have created a playbook template you will need to assign the playbook rule to a payer.

Locate the Payer that you would like to create a playbook rule by navigating to Management/ Billing Setup / Payers.

Here you can create a new rule for a payer or payer plan by adding a generic rule to follow the HCPCS or by selecting a product specific rule. Select the Playbook template that you would like to appear on orders.

When creating an order the playbook will automatically appear according to the rules defined.