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.

  2. Add Notes.

  3. Select Save [F2].


    • Related Articles

    • Modify or Complete One or Multiple Worklist Tasks

      ***Tasks can be completed, but not deleted.*** Multiple Tasks can be Modified or Completed in one step. Complete One or Multiple Worklist Tasks On the Worklists screen, select a Task number. Select the Task(s) to remove (or use the check-all ...

    • Worklist Settings

      Worklist Settings Task Statuses, Priorities, and Rules can be added and edited in Worklist Settings. The Worklist Settings button is on the Worklists screen. Home > Worklists button > Settings button OR enter WK in the Navigation Search field > ...

    • Worklist Tasks (Table of Contents)

      Contents Add a Task to an Existing Worklist Unassigned Tasks on the Worklist Modify or Complete Multiple Worklist Tasks

    • Create a Worklist

      Worklists can be used to work Tasks and specify the Users to work the Tasks. Worklists can be created from the Worklist screen. Tasks can be added to a Worklist from multiple areas in the System. Examples: Patient Dashboard Encounter Dashboard Query ...

    • Charge Management Tag and Worklist Assignment

      Assign a Tag to a Charge Management Rule Access: Libraries > Charge Management Rules When a Tag is assigned to a Charge Management Rule, and the Charge meets the Rule's criteria, the Tag will be auto-assigned to the Encounter. On the Add/Modify ...