Worklist Suggestions & Examples
Appointment
- Missed Appointment Fee: Added by Front Desk user for biller to add a No Show Fee.
- Workers Comp: Authorization missing
- Eligibility Denials
- Authorizations
Encounters
- Manual Insurance Denials
- Eligibility Denials
- Authorizations
- Missing information on a charge
- Workers Comp
- Follow-up
Patient
- Eligibility Denials
- Workers Comp
- Authorizations
Remit
Examples
Related Articles
Worklist Suggestion and Examples Content
Content Worklist Suggestions & Examples Add an Appointment to A Worklist Add a Manual Insurance Denial to a Worklist
Create a Worklist
Worklists can be used to work Tasks and specify the Users to work the Tasks. Worklists can be created from the Worklist screen. Tasks can be added to a Worklist from multiple areas in the System. Examples: Patient Dashboard Encounter Dashboard Query ...
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 ...
Charge Management Tag and Worklist Assignment
Assign a Tag to a Charge Management Rule When a Tag is assigned to a Charge Management Rule, and the Charge meets the Rule's criteria, the Tag will be auto-assigned to the Encounter. Access: Libraries > Charge Management Rules On the Add/Modify ...