Denial Worklist Overview

Denial Worklist Overview

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 Dashboard, the ERA, the Remit, and the Receipt can be accessed.
  • In the Claim Stat column, the plus icon can be used to:
  • View whether this is a Primary, Secondary, or Tertiary Payer.
  • Line item details
  • CARC and RARC codes
  • Charge, Allowed, and Paid Amounts
  • There are fewer options on this Worklist than the other Worklists in the System.
  • If you want more options when working the DW, the Remit can be added to another designated Worklist using the ERA Remit Items screen.


Access the Encounters on the Denial Worklist for individual ERAs

  • On the ERA File Dashboard by selecting the number in the DW box;

Access all Encounters on the Denial Worklist

Denial Worklist Filters

The Filters can be used to narrow the DW list.

  • View: Summary or Detailed view.
  • Remit and ERA: Enter a Remit or ERA Number.
  • Patient: Enter a Patient ID or use the Lookup icon to search for a Patient.
  • Include Zero Balance Encounters: Select the checkbox to include Encounters that have a zero balance.
  • Encounter, Receipt, Insurance, Denial Code, Facility, Rendering, and Billing: Use the Lookup icon on the respective fields to filter for specific items.
  • Takebacks: The options are Inclusive, Exclusive, Only
  • DOS From and DOS To: Search using a range of Dates of Service.
  • Patient and Insurance Bal >= and <=: Filter for specific balances.
  • Charge, Paid, Applied, and Unapplied Amounts >= and <=: Filter for the specific criteria using greater than/equals to and/or less than/equals to.
  • Unapplied Only: Select the checkbox to view unapplied Payments only.
  • Include Inactive: Select the checkbox to include Inactive Patients.
  • Tags and Tag Attributes: Search by Tags and/or Tag Attributes.
  • Resolved Tags: Include, Exclude, or Only.

Denial Worklist Columns

  • Interactive Columns: Remit, Patient, Encounter, ERA, and Receipt
  • Other Columns
  • Name: Patient's Name
  • Assigned Encounter Tags
  • These Tags also display on the Encounter
  • There is a flag on the Encounter showing that the Encounter is on the Denial Worklist.

  • Facility: Place the Patient was seen
  • Encounter Insurance: The Patient's Insurance on the Encounter
  •  Ins Bal and Pat Bal: Insurance and Patient Balances
  • Claim Type: How the Claim was processed: Primary, Secondary, or Tertiary

  • Lines: Number of Line Items on the Claim
  • DOS: Encounter Date of Service
  • Charge: Total Amount of Charges on the Claim
  • Paid: Total Amount that has been paid
  • Applied and Unapplied: Amounts of the Total Paid that have been applied and unapplied.


Learn More

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