Managing Tasks with Enterprise Worklog Manager
Just like the standard Worklog Manager, the Enterprise Worklog Manager window displays a list of tasks based on the search criteria entered. View the search results in the Task List pane based on the Search Criteria you have entered under General and Advanced tab.
The Task List includes the columns that are always displayed and configurable columns as well. The columns that are always displayed in the Task List are as follows:
| Assigned To | Source Date |
| Create Date | Source Name |
| Completion Date | Source Nbr |
| Completion Reason | Source Type |
| Due Date | Status |
| Expiration Date | Subject |
| Follow Up Date | Task Type |
| Priority |
Columns available for selection include Approval Amt, Invoice Aging Days, Last Patient Pay Date, Payer and so on. You can access the complete list of selectable columns within the Worklog Manager Column display pane under the Tasks tab of the User Preferences window.
The columns displayed in Task List can be displayed in the order of your choice. To rearrange the order of the columns, select and hold the header of the column that you want to move, and then drag the selected column horizontally to the desired position.
The following table explains the fields on the Enterprise Worklog Manager window:
To select all or clear all the list items selected for the fields mentioned below, select the lists and right-click and then select Select All or Deselect All.
| Field | Description |
|---|---|
| Task Type | Select the task type you want to locate. |
| Subject | Enter the subject of the tasks you want to locate. |
| Status | Select the status of the tasks you want to locate. |
| Priority | Select the priority of the tasks you want to locate. |
| Task Subgrouping 1 & 2 | These fields are user-defined fields and will have a different name on your Enterprise Worklog Manager window. The label that displays for these Task Subgrouping fields are entered in Enterprise Preferences. The values for the fields that users can select are entered in the Task Subgroupings Master List in File Maintenance. The Task Subgrouping values enable users to categorize tasks into smaller, more manageable sub-groups. |
| Assigned To | Select the user assigned to the tasks you want to locate. |
| Source Type | Select the Source Type of the tasks you want to locate.
|
| Employer/Last Name | Select the employer or the last name of the patient associated to the tasks you want to locate. |
| First Name | Select the first name of the patient associated to the tasks you want to locate. |
| Location | Select the location associated to the tasks you want to locate. |
| Approval By | Select the user responsible for approving the tasks you want to locate. |
| Practice | Select the practice associated to the tasks you want to locate.
|
| Financial Class | Select the financial class of the payer associated to the tasks you want to locate. |
| Rendering Physician | Select the rendering provider associated to the tasks you want to locate. |
| Primary Payer | Select the primary payer associated to the tasks you want to locate. |
| Account Bal > | You can search tasks by the account balance. Type or select the minimum account balance that tasks must have. |
| Encounter Bal > | You can search tasks by the encounter balance. Type or select the minimum encounter balance that tasks must have. |
| Create Date | You can search for tasks by the date when the task is created. Select the Calendar icon to select From and Thru dates for the task(s) you want to locate. |
| Follow Up Date | You can search for tasks by the task follow up date. Select the date range for task(s) you want to locate. |
| Include Expired Tasks | Select this check box to include expired tasks in the Task List. |
| Show Tasks in My Approval Queue | Select this check box to display a list of all tasks currently in your Approval Queue that are pending approval.
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