Worklists
Worklists (Table of Contents)
Contents Worklists Overview Worklist Settings Create a Worklist Worklist Filters Worklist Visibility
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 > ...
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 ...
Worklist Visibility
Patient Dashboard The number of Tasks for the Patient is located at the top of the Patient Dashboard. Patient Tasks Total Breakdown by Worklist Type Appointment Patient Receipt Charge (Encounter) Remit Hover over the Task number to view the Task ...
Worklist Filters
Filters Options on the Worklist screen Total By & Subtotal By: Use these filters along with the Type filter to create multiple views of the Worklist. (Worklist Total By Option below) Type: Works in conjunction with Total By & Subtotal By. Worklists ...
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 ...