Add a Task to an Existing Worklist

Add a Task to an Existing Worklist

There are multiple places to add to a Worklist.


The following example shows how to add a Task from the Worklist Tasks screen.

Add a Task to a Worklist from the Worklist Tasks Screen

  1. On the Worklist screen, select the number link in the Tasks column from the Worklist where you want to add a Task.

  2. Select Add.


  1. Complete the Manage Panel on the Add/Modify Worklist Task pop-up window.

  1. Enter a Note.

  2. Select the Add Note button to move the Note to the window below.

  3. Select where you want the note to reside.

    • All Notes (Default)

    • Billing Notes

    • Task Notes

  4. Select Save [F2].



Add Tasks to a Worklist from a Report, Table, or  Scheduler



One or multiple Tasks can be added to a Worklist from other areas in the System.

Examples:

  • Home Dashboard > Interactive Aging

    • Run the Report and select an amount in one of the aging groups, which navigates to the Encounters by Status screen.

    • Use the Add link in the Tasks Column to add a Task to a Worklist.

  • Claims Management Dashboard

    • Claims > Encounter by Status link (not the Report)

 

  • Patient Dashboard

    • Add a single Patient to a Worklist.

    • Add an Encounter to a Worklist from the list of Encounters.

    • Send an Appointment to a Worklist.

  • Scheduling Dashboard

    • Custom Appointment Query

  • Charges Dashboard

    • Custom Encounter Query

  • Payments

    • ERA Encounters

  • Claims

    • Encounters by Status List

    • Tagged Encounters

  • Reports

    • Custom Query Reports

Option to Distribute Tasks when Exporting to a Worklist


When exporting Tasks, you can choose Distribute in the Assignees dropdown.

  • This would distribute the Tasks to all Users assigned to the Worklist based on their percentage of how many Tasks the Users are currently assigned.

  • For Distribute to be available in the Assignee dropdown, All cannot be used.

    • Specific Users must be assigned to the Worklist.


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