Worklist Task Management

Worklists and associated tasks under Action > Operation Worklist vary based on information needed to successfully complete administrative or clerical duties. For example, the Missing Medicals Worklist tasks contain information on a Caregiver and their expiring medical information; whereas the Expiring Authorization Worklist tasks provide details regarding a Patient Authorization that is close to expiration.

Although worklist details vary, all worklist task management follows a common workflow with the following components:

• Assign Tasks

• Enter Notes

• Search Options

• Task Action Menu

• Task Statuses