Worklist Filters

When configuring the Worklist, there are several filters the IC can utilize to create a view specific to the practice’s needs. To access these filters go to

TWAdmin --> Work Def Admin --> Worklist --> Edit Button (In the toolbar).

Filters

Clinical Source

Displays all clinical sources that can be used as a filter. These clinical sources come from the Specimen Source dictionary in TWAdmin.

Review Needed

Displays available users that the worklist can view as a filter. Rather than building a worklist for each provider, you can check the Current Provider option in the bottom left hand corner of the section. This option allows the provider who is currently logged in to view data applicable only to their user login.

Order Type

The available order types that can be used as a filter.

Performing Provider

Displays users that can be used as a filter. If you users are displayed, you can use the “Add” button for search for a user. Again, you may select the Current Provider” option in the bottom left hand corner of the section to filter the worklist for the provider logged in.

Order Status

Displays all order statuses that can be used as a filter. These values come from the Order Status Reason dictionary in TWAdmin.

Order Status Reason

Displays available status reasons that can be used as a filter. Order Status Reason also includes:

• Review By Current Provider: Check this option to include items that require review by the current provider logged into the system.

• Unverified Items: Check to turn on a filter for unverified items for ALL patients, NOT for current patient only. This option also allows you to filter by Meds, Immunizations or Orders.

• Requires Verification/Review Status: This option is only available when the Requires Verification Order Status Reason is selected. The default view is Show All.

Order Priority

Displays all order priorities that can be used as a filter.

Abnormal Level

Allows you to set filters based on results of an order. For example, if users want to see all orders flagged Abnormal, they must check the box next to the Abnormal filter.

Encounter Status

Displays all available encounter statuses that can be used as a filter. These values come from the Encounter Status dictionary in TWAdmin.

Req Perf Loc

Displays available Requested Performing Locations available to set as filters. These values come from the Requested Performing Location dictionary.

Where Performed

available locations that can be set as a filter. These values from the Where Performed dictionary in TWAdmin.

Authorizing Provider

Displays available providers that can be used as filters. Again you can select the “Current Provider” option to filter to the provider currently logged in.

Billing Provider

Displays users that can be used as filters. If no users display, select the “Add” button to search for a provider. The Current Provider is also available in this section.

Sites

Displays available sites to filter with. These values come from the Sites dictionary in Org Setup in TWAdmin. You can select the Current Site option in the left hand side of the section to display orders for the current site the user’s login is associated with.