Worklists Show & Tell

Worklists Show & Tell

Welcome to Show and Tell, where you can share and learn ways users are utilizing certain features in the system. Our software is highly customizable, and our users come up with new and exciting ways to make their day-to-day workflows more efficient.

SHOW us all the fun and creative ways you are using a feature, and in the next quarter, we will TELL you what we've learned. We hope that you can implement some of these ideas into your workflows!

Worklists Overview

The goal of Worklists is to organize and assign tasks with due dates and follow-up dates.

  • Worklists can be assigned to designated Users that must complete a Task by a given deadline.
  • There are multiple types of Worklists that encompass the majority of daily workflows.
  • Notes can be added to a Worklist to encourage collaboration between Users.
  • Worklists integrate nicely with Tags (see our previous Show and Tell for more information).

Results    

Worklist

Use Case(s)

No Show Appointments

Allows billers to find the Patients that need a No Show Fee charged to their account.

VACCN Authorization

Scheduled appointments are sent here to receive prior authorization for Veterans Administration Patients before they are seen.

Type of Service (Nutrition Visits, Cognitive Testing, etc.) for Denial Management

Places all similar denials in the same worklist so that they can be worked at one time without bouncing around.

Account Manager Denial Management

The payment poster or ERA Management Rules will send denials to an Account Manager's worklist to be addressed.

Insurance/Patient Refunds

Allows different offices to communicate regarding Insurance and Patient Refunds in one place.

Coordination of Benefits

One stop shop to select the correct insurance and refile the claims.


Coming Up Next: Charge Management Rules

Use Charge Management Rules to catch common errors before Claims are sent to the Payer to reduce denials and rejections.

SHOW us how you are using Charge Management Rules to improve your workflow, and we will TELL you what we have discovered in November 2024.



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    • TAGS Show & Tell

      Welcome to Show and Tell, where you can share and learn ways users are utilizing certain features in the system. Our software is highly customizable, and our users come up with new and exciting ways to make their day-to-day workflows more efficient. ...