Worklist Settings
Task Statuses, Priorities, and Rules can be added and edited in Worklist Settings.
- The Worklist Settings button is on the Worklists screen.
- Home > Worklists button > Settings button OR enter WK in the Navigation Search field > Settings button
![](https://dxjhdfl8ofa1d.cloudfront.net/Worklists/Worklist+Settings+Button.png)
Worklist Status Tab
Statuses can be used to create an efficient workflow for your staff and can also be used to close a Task.
- Worklist Statuses can be created, reordered, and edited.
- The default Statuses are Assigned, In Progress, and Complete.
- To create an efficient workflow, Worklist Statuses can be applied to Tasks.
Add a Worklist Status
Home Dashboard > Worklists button
- Select the Settings button on the Worklists Settings screen.
- Select the Statuses tab (Default).
- Select the Add button.
- Enter a Description.
- Select a Background Color.
- Select the Text Color.
- Select the Closed checkbox if the Task should be closed when the Status is used.
- Select Save [F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn1a43017b3d57ddf202c4637f64fb770dfb6ab90cba1633770dc36df3f0f2a3f86563ecb12de0a2f51365b3cad698cf88?inline=true)
Edit a Worklist Status
Home Dashboard > Worklists button > Settings button > Statuses tab
- Select the Edit icon.
- Make the change.
- Select Save [F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn7edebaea1795982c03275baaf82170e84dd182e6ac1f6eb2fa864719b4fe9754f4ce59bd124560988e2370bdc578a249?inline=true)
Reorder Worklists Statuses
- Hold the left mouse button over the Up/Down arrow.
- Drag the Status to its new position and drop by releasing the left mouse button.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn869b3dc47e0c24d2789a3d9db56d1480a5419d034739900566fee2a2d25f66ae598edecc70ea60fbdbec8c25b1cc5311?inline=true)
Worklist Priorities Tab
Worklist Tasks can be prioritized according to their importance in your staff's workflow.
Home Dashboard > Worklists button > Settings button > Priorities tab
- Priorities can be added, edited, and reordered on the Priorities tab.
- The default priorities are Urgent, High, Normal, and Low.
![](https://dxjhdfl8ofa1d.cloudfront.net/Worklists/Worklist+Settings+Priorities1a.png)
Add a Priority
- Select the Add button on the Priorities Tab.
- Add a Description.
- Select a Background Color.
- Select a Text Color.
- If a dark background is selected, choose a light color for the text.
- Select Save [F2].
![](https://dxjhdfl8ofa1d.cloudfront.net/Worklists/Worilist+Settings+Priorities1-5b.png)
Auto-Close Worklist Tasks
Note: Contact support to activate.
Home > Worklists button > Settings button > Auto-Close Rules tab or WK in the Navigation Box > Settings button > Auto-Close Rules tab
When a Worklist Task is attached to a Tag, and the Tag is resolved, the Task can be auto-resolved using the Auto-Close Rules.
After Activation of this feature:
- A new Tab is added in the Worklist Settings for Auto-Close.
Auto-Close Rules
Create Rules to determine when a Worklist Task should be closed.
- Select the Auto-Close Tab.
- Select the Add button.
![](https://dxjhdfl8ofa1d.cloudfront.net/Worklists/Worklist+Settings+Auto+Close+Rules1-2.png)
- Enter a Description for the Rule.
- Active: The default is the Active checkbox is checked. Uncheck to make it Inactive.
- Select the Parameters.
- Insurance Balance is >= : Enter the Insurance greater than Balance
- Insurance Balance is <= : Enter the Insurance less than Balance.
or
- Patient Balance >= : Enter the Patient greater than Balance.
- Patient Balance is <= : Enter the Patient less than Balance.
- Enter applicable Notes.
- Select the Modify link to choose the Encounter Worklists that will be affected by this Rule.
- Select Save [F2].
![](https://dxjhdfl8ofa1d.cloudfront.net/Worklists/Worklist+Settings+Auto+Close+Rules3-8.png)
- Validation Warning: A message displays the number of tasks that will be Auto-Closed.
- Select Save and Continue.
- The Rule will be saved and the Existing Tasks shown on the Validation Warning will be Auto-Closed.
- If you do not want to Auto-Close these Existing Tasks, select the X on the popup. The Rule will not be saved and the Tasks will remain as is.
![](https://dxjhdfl8ofa1d.cloudfront.net/Worklists/Worklist+Settings+Auto+Close+Rules9-10.png)
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