Worklist Filters
Filters Options on the Worklist screen
Total By & Subtotal By: Use these filters along with the Type filter to create multiple views of the Worklist. (Worklist Total By Option below)
Type: Works in conjunction with Total By & Subtotal By. Worklists are Type specific.
All
Appointment
Encounter
Patient
Miscellaneous
Receipt
Remit
Select a User or All.
Patient: Select a Patient to see only the Tasks for that Patient.
Description: Enter a partial description to find a specific Worklist.
Tags: Include or Exclude Tasks that have Encounters with specific Tags.
Include Tasks Assigned to Other Users: Displays Tasks that are assigned to you and other Users
Include Unassigned
This option will include Tasks that have not been assigned to any User.
You will only see Unassigned Tasks on Worklists where you have access. It is checked by default.
Include Follow-up Tasks
Include Inactive Worklists
Include Closed Tasks
Search button
Filter Icons
Export To CSV or PDF
Save Filter Criteria
Clear Filter Criteria
Hold Filter Criteria
Worklist Total By Option
Total By and Subtotal By options provides the versatility to display the Worklist in many different views. The Type of Worklist selected drives the results.
Example:
Total By: Task Age
Sub-Total By: Worklist Type
Type: All vs Encounter
Worklist 'Total By' Option Default Types
Appointment Worklist Total By options: Appointment.
Encounter Worklist Total By options: Encounter.
Patient Worklist Total By options: Patient.
Receipt Worklist Total By options: Receipt.
Remit Worklist Total By options: Remit.
Examples
Select Total By Remit Worklist, Insurance, and Type defaults to Remit.
Select Total By Encounter Worklist, Insurance, and Type defaults to Encounter.
Select Total By Appointment Worklist, Insurance, and Type defaults to Appointment.
Learn More
Modify or Complete Multiple Worklist Tasks
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