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 Reports
Interactive Aging
Encounter by Status List
Home > Worklist button; or
Enter WK in the Navigation Search
From the Worklist screen, select Add.
Select the Worklist Type from the dropdown.
Appointment
Encounter: Add new panel is displays for Tags
Patient
Miscellaneous
Receipt
Remit
Enter a Description. (The field is not auto-capitalized.)
Add/Change the Abbreviation. (The Field is not auto-capitalized)
The Abbreviation auto-populates with the first 10 characters of the Description.
The Abbreviation can be changed to the Abbreviation you want to see on your Reports.
Active: By default is Active is checked. Uncheck to make a Worklist Inactive.
Enter the Due Soon Days to define when items display in the Due Soon column. The system will look ahead at the number of days entered here to determine if a work item is Due Soon.
Example: If a value of 5 is assigned, it will check 5 days ahead to see if any items have a Due Date.
Default Due Date: The value entered here will generate a Due Date.
The Current Date plus the Value assigned to the Default Due Date is used to determine the Due Date.
When the Worklist is created with Default Due Date = Zero, the due date is the day it was added to the Worklist.
If the Due Date is 1, the due date is the day after it is placed on the Worklist.
Tags: This panel only displays when Encounter is chosen for the Type.
Create a Custom Query Report Select the Columns Choose the Columns to display on the Report Output. Select the Columns button. Enter search word(s) in the Search field; or Use the Plus symbols to open a specific category. Select the columns. As you ...
The Denial Worklist is populated when an ERA is applied, and at least one line item on the Remit has a zero dollar Payment and is statused to DW on the ERA Remit Items screen. The Worklist is interactive where the Encounter Dashboard, Patient ...
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If a line item cannot auto-post when the ERA is Applied, the Encounter Remit will be placed on Hold or placed on the Denial Worklist (DW) for manual review. The Holds and DWs may have Payments or Denials that need to be posted or worked. Payments on ...
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