Search Options

Each worklist under Action > Operation Worklist contains a number of search fields allowing users to sort through tasks. Most fields are associated with the functional area the worklist covers. For example, in the Expiring Authorizations Worklist, a Patient search field is available to search for tasks associated with a specific Patient.

The following table provides other common search fields (and descriptions) across all worklists.

Field	Description
Office	The Office field defaults to the user’s primary office. Select one or more offices to search for tasks based on office. Search results do not reflect tasks for offices which a user is not assigned to.
Assignee	Select one or more Assignees to search for tasks based on the user assigned to them. This field defaults to the user accessing the worklist.
Status	Select one or more status options to search tasks based on status.