Modify or Complete One or Multiple Worklist Tasks

Modify or Complete One or Multiple Worklist Tasks


Modify or Complete Multiple Worklist Tasks

***Tasks can be completed, but not deleted.***


Multiple Tasks can be Modified or Completed in one step.

Complete One or Multiple Tasks

  1. On the Worklist screen, select a Task number.

  1. Select the Task(s) to remove (or use the check-all checkbox).
  • The maximum number of updates allowed at one time is 1,000 records.
  1. Select Modify Selected Tasks.

  1. Status: Choose Complete from the dropdown.
  2. Add a Note. This field is mandatory.
  3. Select Save (F2).

  

  1. Validation Warning: Select Save & Continue.

 


View Completed Worklist Tasks

  1. Select a Task number on the Worklist screen.

  1. Choose Complete from the Status dropdown.

  2. Select a Task number to modify the Task or select the checkbox to Modify the selected Task(s).

Modify One or Multiple Tasks

Other Fields that can be modified on Multiple Tasks in one step. See steps 1 through 3 above.

  • Worklist: Choose another Worklist of the same Type, such as Encounter, Patient, ERA, etc.
  • Priority: Change to a different Priority.
  • Urgent
  • High
  • Normal
  • Low
  • Status: in addition to Completing multiple Tasks, the Status can be changed to Assigned and In Progress.
  • Assignee: Choose an Assignee or change to a different Assignee.
  • Follow-Up: A Follow-Up Date can be added or changed.
  • Due: A new Due Date can be assigned, or it can be Cleared.


Learn More

Worklists Overview

Worklist Settings

Worklist Filters

Worklist Visibility

Add a Task to an Existing Worklist

Unassigned Tasks on the Worklist

Worklist Suggestions & Examples

Add an Appointment to A Worklist

Add a Manual Insurance Denial to a Worklist

Auto-Close Worklist Tasks





    • Related Articles

    • Worklist Tasks (Table of Contents)

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

    • 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 On the Worklist screen, select the number link in the Tasks column ...

    • Pre-Collections Worklist

      Generate a Pre-Collections Worklist There are two ways the Pre-Collections Worklist can be generated. The Pre-Collections list can be manually created. If no No Dunning Limit was selected in the Statement Profile, the Make List button can be used to ...

    • Modify/Delete a Guarantor

      Update an Existing Guarantor On the Patient Dashboard, click the Guarantor's Name Click Edit. Make modifications. Click Save (F2). If the default Guarantor's address was changed, you will be prompted with the option to change the Patients' addresses ...

    • Modify, Delete, or Merge Encounters on Incomplete Charges

      Modify/Delete/Merge Encounters on Incomplete Charges Delete an Incomplete Charge This action cannot be reversed. Reasons for Deletions A duplicate Encounter was received. The Charge was created from your Clinical Documentation in error. Deletion ...