Worklists Overview

Worklists Overview

A User can only see the Worklists if Permissions have been granted in User Maintenance.

Organize your Workflow with Worklists

Use Worklists to organize work by assigning Tasks with due dates and follow-up dates. Administrators control the information that is required when assigning tasks by using the keys (mandatory fields), such as Priority, Status or Assignee.

Access Worklists from the Actions panel on the Home Dashboard or using the Navigation Bar, enter t or task to display a complete list of Tasks or wk to display a list of the Worklists.


Worklist Types

The following list shows possible types in the Types column on the figure above. The Types available depends on where you are in the System or what Type Worklist you choose Worklists screen. For example: If you are creating a Task from the Patient Appointment screen, the Type you will have available is an Appointment Worklist.

  • Appointment: Worklist for Tasks created on the Patient's Appointment screen or added from the Task screen of an Appointment Worklist Type.

  • Encounter: Encounters that are sent to the Worklist from the Encounter Dashboard, from an ERA or added from the Task screen of an Encounter Worklist Type.

  • Remit: Remits can be added to a Custom Worklist from the Manage Electronic Remittance Item screen in ERAs. This Worklist Includes the Remit number and the Note. Modifications to the Note field will update the Worklist notes and can be saved as a Billing Note. The Note will also appear in the Subject field on the Task.

  • Receipt: Tasks sent to the Worklist from the Receipt Dashboard or added from the Task screen of a Receipt Worklist Type.

  • Miscellaneous: Not linked to any record and is only available on the Worklist screen. This is a PHI free method to communicate with your Users in your group. Miscellaneous Tasks can only be added from the Worklist screen.

  • Patient: Patients that are sent to the Worklist from the Patient Dashboard or added from the Task screen of a Patient Worklist Type.



Add/Modify Task Screen  

  1. On the Add/Modify Worklist Task popup window, the Subject and Worklist fields are Mandatory by default.

    • If added from another screen, the Subject will be prepopulated. but can be changed.

    • The Mandatory fields can be changed using the Keys beside the Save button.

    • The fields that are highlighted in yellow are required fields.

  2. Priority: Urgent, High, Medium, and Low (Optional).

  3. Status: Assigned, In Progress, and Complete (Optional).

  4. Assignee: The Task can be Assigned to a User.

  1. Follow-Up Date: Enter a date that you want the Task to appear in the list.

    • You have the option to choose Follow-up Tasks in the Filter Criteria.

  2. Due Date: This date supersedes a follow-up date.

  3. Watchers: Users can be added to the Task as a Watcher.

  4. The other items in the Manage panel are specific to the Worklist Type.

  5. Note:  A Note can be added in the Note field each time the Task is worked to provide a history for that Task.

  6. Add Note button: This button must be selected to move the Note to the window below the Note field.

  7. View All Notes, Billing Notes, or Task Notes.

  8. Save [F2].


Learn More

Create a Worklist

Auto-Close Tasks on Worklists 

Appointment Worklist

Remit Worklist

Add a Manual Insurance Denial to a Worklist

Worklist Settings


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