Drag and drop worklists onto statuses

Drag the worklist from the list and drop it on the status to change it to the new status.

• Related Articles

• Transferring worklists

  If a staff member, or practitioner, is being end dated on their client card, a warning will pop up stating they have outstanding worklists and ask if you want to transfer them. Click yes, the following window will open. Select the employee to receive ...

• Worklist introduction

  Worklists are internal communication regarding a specific patient between staff and clinicians, found on patient charts, and staff inboxes. Worklists can be used to assign tasks to an individual or a group of employees. Worklists will be activated ...

• Worklist dropdown field setup

  Setup the task type, job class, status, and priority field to match your clinic workflows. Task The task field helps to categorize the purpose of the worklist. It is beneficial for easily identifying work actions and prioritizing work. Click setup. ...

• Appointment statuses

  Appointment statuses indicate the stage in the appointment process the patient is in. For example, as a patient arrives for a booked appointment, the status should be changed to ‘arrived’. Appointment statuses can be customized within your clinic to ...

• Creating and editing worklists

  Create a new worklist Click on worklists and click new. Complete the following sections listed below to streamline workflows and facilitate understanding of the worklist without having to open it. 3. Mandatory Fields appear pink: a. Task Type - ...