Worklist Settings

Worklist Settings


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


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


  1. Select the Settings button on the Worklists Settings screen.
  2. Select the Statuses tab (Default).
  3. Select the Add button.
  4. Enter a Description.
  5. Select a Background Color.
  6. Select the Text Color.
  7. Select the Closed checkbox if the Task should be closed when the Status is used.
  8. Select Save [F2].


Edit a Worklist Status

Home Dashboard > Worklists button > Settings button > Statuses tab


  1. Select the Edit icon.
  2. Make the change.
  3. Select Save [F2].



Reorder Worklists Statuses


  1. Hold the left mouse button over the Up/Down arrow.
  2. Drag the Status to its new position and drop by releasing the left mouse button.


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.

Add a Priority

  1. Select the Add button on the Priorities Tab.
  2. Add a Description.
  3. Select a Background Color.
  4. Select a Text Color.
  • If a dark background is selected, choose a light color for the text.
  1. Select Save [F2].




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.

  1. Select the Auto-Close Tab.
  2. Select the Add button.

  1. Enter a Description for the Rule.
  2. Active: The default is the Active checkbox is checked. Uncheck to make it Inactive.
  3. 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.
  1. Enter applicable Notes.
  2. Select the Modify link to choose the Encounter Worklists that will be affected by this Rule.
  3. Select Save [F2].

  1. Validation Warning: A message displays the number of tasks that will be Auto-Closed.
  2. 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.


Learn More

  1. Worklists Overview

  2. Worklist Filters

  3. Create a Worklist


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