Viewing worklists

A worklist is a list of work you need to do. You can view worklists from  Outpatients > Worklists or  Theatres > Worklists.

A worklist is made of entries. Each entry has a list of items are returned by a flow metric Flow metrics are queries that return a list or number of an item that fits a criteria. This might be a list of patients, entries, previous visits, or bed spaces.. Flow metrics are queries created by your organisation. A flow metric returns a list of items that match a set of criteria.

Depending on your permissions, you can also view and manage specific worklists from  Back office > Worklists. These worklists are different to the worklists you can view from  Outpatients > Worklists and  Theatres > Worklists.

Read more about viewing worklists from Back office

For example, your worklist might have a group called 'Clinical forms'. The group include entries about clinical forms used in appointments. You might have entries called:

  • 'Transcriptions to do'

    This entry uses a flow metric that returns a list of clinical forms with the status 'Transcription Required'.

  • 'Review form and send letters'

    This entry uses a flow metric that returns a list of clinical forms with the status 'Transcription Complete, Review Required'.

You can double-click a clinical form in the list to view that form from Case Notes.

Read more about creating and sending letters about the outcome of an appointment

Viewing worklists on a mobile

You can't do this on a mobile.

Viewing worklists on a desktop

From Worklists, you can view lists of items returned by flow metrics. For example, you might have a worklist that lists all the things you need to do.

Shows the name of the worklist.

Select to choose a worklist to view.

Select to:

Shows groups and entries in each group.

Next to the name of the entry is the number of items returned by the flow metric.

Select the name of an entry to view a list of items.

Shows the list of items returned by a flow metric.

Double-click on a patient's name to view their patient record.

Select a clinical note profile to change the information that displays in the table.

Export the current results to an .xlsx file.

  1. From  Outpatients or  Theatres, select Worklists.

  2. Select to choose a worklist to view.

    A list of entries is shown on the left.

  3. Select the name of an entry to view a list of items.

  1. From  Outpatients or  Theatres, select Worklists.

  2. Select to choose a worklist to view.

    A list of entries is shown on the left.

  3. Select .

  4. Select Show/Hide Entries.

  5. Select entries you want to show.

    Clear entries you want to hide.

  6. Select Done Editing.

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