Worklist introduction

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 for you as your clinic is set up with Healthquest. (This can be found in the program setup > system > worklists).

Example uses of a worklist

  1. Provider requesting staff to contact patient to book appointment to review test results.
  2. Reminder to follow up with patient in 3 months (Adjust Start and Due Date 3 months into the future).
  3. Patients call into the clinic with a message for the provider.
  4. Set a recurrence for every 3 months to connect with a patient (for well checks, or reminder to repeat labs etc.)

Worklists can be found:

  1. On a patient’s chart, top right corner, click worklists.
  2. Staff member assigned worklists appear in personal inbox on the right side of the screen.

  1. Doctor view: All practitioners within a clinic can use the doctor view, this is a great navigation tool, including many items including all uncompleted worklists assigned to that practitioner.             


Filter the worklists by status, employee, or task type.

*Note, the employee and task type dropdowns are not available on a client worklist window.


 


Worklist buttons
  1. Review scans – Review any documents assigned to you for review.
  2. Review letters – Review any letters that have been assigned to you, in this new window that opens, filter based on status.
  3. Print – Print window opens to print the worklist with the option to add the attachments to the printed document as well.
  4. Save – Always click save after you change a worklist.
  5. New – Generates a blank worklist to fill in.
  6. Undo – will return the worklist to the state it was prior to the last time it was saved.
  7. Search – opens a look up window, select a field to search for from the left.

  1. Close - exits the worklist window.

Worklist window

On the left, all the worklist statuses are listed with the total number of worklists there. You can also get a list of those you created, that you last updated, and those that are overdue. Click the option to pull up that set of worklists.


In the middle are all the worklists that match the status you have selected. The one that is highlighted will be shown in full detail below. Click the worklist you wish to see and action on.


At the bottom of this window are all the details for the highlighted worklist, as well as client demographics.




For Video visual about worklists, see below.

  

       

 


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