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
- On the Worklist screen, select the number link in the Tasks column from the Worklist where you want to add a Task.
- Select Add.
- Complete the Manage Panel on the Add/Modify Worklist Task pop-up window.
- Enter a Note.
- Select the Add Note button to move the Note to the window below.
- Select where you want the note to reside.
- All Notes (Default)
- Billing Notes
- Task Notes
- 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