Worklist Overview

Worklist Overview


Worklist Overview

Worklists are used to manager follow-ups and accommodate many different workflows.  Functionality allows you to assign tasks to users or user groups, and schedule specific follow-up periods.  Planned updates include access to interactive, self-updating Worklists to easily track reimbursement delays, target known problem claims and much more.  


Worklist Types: 

  • Appointment
  • Encounter
  • Patient
  • Miscellaneous- generic placeholder - you can only assign from the worklist it's self- we have future development slated for this 
  • Receipt
  • Remit - Retains remit number and original note saved on the remit. Updates to the remit note will NOT update to the Worklist notes. Remits can only be added to this list from the Remit page in ERAs.

Creating Worklists:

  1. On the Worklist page, click [Add]
  2. Select Type
  3. Select Due Soon Days (this defines when items in this Worklist will reflect in the 'Due Soon' bucket)
  4. Add a Description, and Notes if desired
  5. Limit/Assign Users, with the Modify link
  • The users are grouped by their Security Roles > use the search area to look for a specific user
  1. Save 



Add to an existing Worklist:

There are several places to add to a Worklist

In our example we are adding from the Worklist page



  1. [ADD]
  2. Subject
  3. Worklist to add to
  4. Priority
  5. Status
  6. Assignee
  7. Followup date- shows in left hand panel  
  8. Due date: *this date supersedes a followup date 
  9. Encounter ID or other ID depending on the worklist Type
  10. Patient ID or other ID depending on the worklist Type
  11. Note
  12. [Save]



To 'remove' items en masse, such as a clean up: 

  1. Select all items to update (or use the check-all checkbox) (the max to update at one time is 1000 records)
  2. Click [Modify Selected Items]
  3. Choose Status 'Compete'
  4. Add a Note
  5. [Save]





How can I use appointment worklist?

Create a worklist for Appointments


On the appointment page 

  1. Click [to worklist]
  2. Add Subject etc.
  3. Add a note > Click 'Add Note' 
  4. Save





A view of the appointment worklist 





How do I send to a worklist during manual payment posting? 

  • Use the 'To Worklist' drowpdown 
  • If you also add a Note - it is added to the Subject of the worklist 

In our example, we were posting on receipt 109148 - the Subject reflect this using the 'Go-Box' short-cut 'R' followed by the receipt number.