Add a Task to an Existing Worklist

Add a Task to an Existing Worklist

There are multiple places where Tasks can be added to a Worklist.


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
  1. 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.


Task Queue and Import Next Set

When a Tag is configured on a Worklist, any charge that has that Tag attached but does not yet have a task created for it is part of the Task Queue. 

  • The current count is displayed on the Worklist page as: "# Encounter Tags are currently in the Task Queue".
  • Charges are excluded if they meet any Auto-Close Rules configured on the Worklist.

Import Next Set

Import Next Set pulls Charges from the queue and creates Tasks for them. 

  • The number of tasks created is controlled by two settings (configured per Tag on the Worklist):
  • Task Limit: The target number of open Tasks for this Tag/Worklist combination. 
  • The import calculates how many tasks to create by subtracting the current number of open tasks from the Task Limit. 
  • For example, with a Task Limit of 100 and 40 currently open tasks, clicking the button creates 60 tasks.
  • Task Priority: Determines which charges are pulled from the queue first based on the Worklist field Task Priority.
  • Oldest DOS: Charges with the oldest date of service are imported first
  • Largest Balance: Charges with the highest balance are imported first
  • Oldest DOS, Largest Balance: Charges are sorted first by oldest date of service, then by largest balance

Learn More

Worklists Overview

Worklist Visibility

Worklists Settings

Create a Worklist

Worklist Filters

Add a Task to an Existing Worklist

Unassigned Tasks on the Worklist

Modify or Complete Multiple Worklist Tasks

Worklist Suggestions & Examples

Add an Appointment to A Worklist

Add a Manual Insurance Denial to a Worklist

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