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 ...
    • Modify an Existing Case and an Existing Authorization

      Modify an Existing Case From the Patient Dashboard Select the Cases link. Select the Case ID. Select the Modify link. From the Modify Charge Screen Select the Modify button on the Encounter Dashboard. Select the Case from the dropdown if it is not ...
    • 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 > ...
    • Enter an NDC Number to an Existing Encounter

      Note: You must enter the NDC to the Procedure Code Library before the NDC number dialogue box is available on the Encounter. Add NDC Numbers to the Procedure Code Library Select this link for Add NDC Numbers (National Drug Code) to the Procedure Code ...
    • Worklist Tasks (Table of Contents)

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