Resource Centre - Worklist

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Video Tutorial


Overview

Clicking the Worklist tab brings you to the Station list. 

The Worklist tab displays a list of patients added manually using the Worklist feature. A Worklist is useful if you want to create your own patient list. This eliminates the need to always search for a patient each time you want to access their record.

Image of the worklist tab

Adding a Patient to your Worklist from the Patient’s Record

There are a couple ways to can add a patient to your Worklist. 

To add a patient to your Worklist from the patient record: 

1. Click the Add Patient to Worklist icon add patient icon in displayed in the patient header.

Image of the patient dashboard

2. From the Worklist Confirm window, select on of the three options to set how long the patient will remain on your Worklist.

Image of the worklist confirm window

Options include: 

  • Only when I remove them – The patient remains on your Worklist until you manually remove them from the Worklist.
  • At Discharge – The patient remains on your Worklist until they are discharged.
  • X Days after Discharge – You stipulate the number of days the patient remains on your Worklist after they are discharged.

3. After making your selection click the Ok button.

Adding a Patient to your Worklist from Patient Search Results or Census Lists

The second way to add a patient to your Worklist is to add them from your list of patient search results or from a census list.

To add a patient to your Worklist:

1. Perform a Simple or Advanced Search, or bring up one of your census lists.

2. The Add Patient icon add patient icon appears in the last column of all patient search result or census list. Click the Add Patient icon.

Image showing where the add patient icon appears

a tip icon Make sure you scroll your patient list as far to the right as possible if you are having trouble seeing the Add Patient icon.

3. If you are not the provider of record for the patient you’re trying to add, you will receive an override message. See the Patient Record Access section of this guide to learn more about patient overrides.

4. From the Worklist Confirm window, select on of the three options to set how long the patient will remain on your Worklist.

Image of the worklist confirm window

Options include: 

  • Only when I remove them – The patient remains on your Worklist until you manually remove them from the Worklist.
  • At Discharge – The patient remains on your Worklist until they are discharged.
  • X Days after Discharge – You stipulate the number of days the patient remains on your Worklist after they are discharged.

5. After making your selection click the Ok button.

Removing a Patient to your Worklist

You can manually remove patients from your Worklist at any time.

To remove a patient from your Worklist:

1. Access your Worklist from your Census view by clicking Census at the top of your screen then clicking the Worklist tab.

2. The Remove Patient icon remove patient icon is displayed in the last column of the Worklist. Click the Remove Patient icon to remove the patient from your Worklist.

Image of the worklist tab

3. The icon will change to the Add Patient icon add patient icon indicating the patient is now removed from your Worklist. The next time you refresh your Worklist that patient will no longer appear.

Worklist Preferences

The Worklist tab has it’s own set of preferences that can be accessed and configured by clicking the Preferences button preference button in the module header or through your Global Preferences. 

Image of the worklist preferences setting tab

After updating your preference settings, click the Apply button apply button to save your changes.

The following table provides a summary of all available preference settings:

Preference Description

Default Census View

image of the default census view preferences setting options

Configures which census tab you would like to see when accessing the Census.

Sort By

Image of the sort by options for the preference setting

Allows you to set which column you want your results to be sorted by.

Sort Direction

Sorts the Sort By column results in Ascending or Descending order.