Worklist Suggestions & Examples

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

  • ERA Follow-up

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 ...

    • Charge Management Tag and Worklist Assignment

      Assign a Tag to a Charge Management Rule Access: Libraries > Charge Management Rules 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. On the Add/Modify ...

    • Modify or Complete One or Multiple Worklist Tasks

      ***Tasks can be completed, but not deleted.*** Multiple Tasks can be Modified or Completed in one step. Complete One or Multiple Worklist Tasks On the Worklists screen, select a Task number. Select the Task(s) to remove (or use the check-all ...