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 these worklists.

Transfer all worklists or select specific worklists to transfer. A warning will pop up to confirm action.

If the transfer is not done during the end dating process, you have the option to open this window up later.

Admin > transfer worklists.

• Related Articles

• 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.

• Worklist attachments

  Add attachments to worklists to reduce change of misunderstandings by having the documents being referenced actually attached. Open the worklist, click the paperclip icon. The worklist attachment window will open. Select item from the list of chart ...

• 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 ...

• Worklists tab

  All worklists assigned to a practitioner that are pending or in progress are listed on this worklist tab. Double click on the worklist to open and action as required (Reply and send back, add attachments, read and mark as done, etc.). Items in bold ...

• 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. ...