Worklist Example

The following example demonstrates the task of managing expiring Medicals/Evaluations for a Caregiver, reviewing how a worklist task is created and resolved. For this particular worklist, the system is configured to create a new task whenever a Medical or Evaluation comes within 30 days of expiring. Go to Action > Ops Worklist to access the worklists.

The following details are provided in the task:

  • Caregiver Name

  • Expiration Date of the Medical or Evaluation

  • Name of the Medical or Evaluation that is expiring for the Caregiver

  • Task Status

  • User assigned to the task (assignee)

From the task, the assignee has the option to message the Caregiver via ConeXus to inform them of the expiring Medical/Evaluation. Notes can also be added to the task to track when the Caregiver was contacted or any other pertinent information. The Task Status can also be updated to indicate that it is In Progress. Once the completed Medical/Evaluation information is provided by the Caregiver, and entered in the system, the application automatically updates the Task Status to Completed (as the closing condition is met).

Medicals/Other Compliance Renewals Worklist

All worklists are housed in a single page, allowing an assignee to tab through and manage the worklists/tasks assigned to them (worklist assignment is performed at the user level). Worklists can be sorted and searched for using the Search filter fields (criteria) such as Caregiver, Patient, Task Status, Assignee, and Office.