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One row per worklisted claim - a claim flagged onto a biller worklist in Elation Billing, with the claim’s outstanding balance at the time it was flagged. Each row joins back to the claim via claim_id, and the reason it was flagged lives in the companion worklist_reason table. This table’s columns and relationships are shown in the Hosted Database schema.
worklist.claim_id is the Elation Billing claim id and joins to claim.id - it is not an EHR bill id.
For reporting on but not limited to:
  • Claims currently on a biller worklist
  • Outstanding balance carried by worklisted claims
  • Worklist backlog size and value over time

Claims currently on a worklist

Returns the active worklist with each claim’s payer-facing detail and the balance recorded when it was flagged.
select
    w.id as worklist_id
  , w.claim_id
  , c.local_id as claim_local_id
  , c.practice_id
  , c.patient_id
  , c.rendering_provider_name
  , w.balance
  , w.created_timestamp as worklisted_at
from worklist w
  join claim c on c.id = w.claim_id
where w.is_deleted = false
  and c.is_deleted = false
order by w.balance desc;

Worklist backlog by practice

Summarizes the size and outstanding value of each practice’s worklist.
select
    c.practice_id
  , count(*) as worklisted_claims
  , sum(w.balance) as total_balance
  , avg(w.balance) as avg_balance
from worklist w
  join claim c on c.id = w.claim_id
where w.is_deleted = false
  and c.is_deleted = false
group by c.practice_id
order by total_balance desc;

Claims on a worklist over 30 days

Surfaces worklisted claims open longer than 30 days - an aging view for prioritizing biller follow-up on stale items.
select
    w.claim_id
  , c.local_id as claim_local_id
  , c.practice_id
  , c.rendering_provider_name
  , w.balance
  , w.created_timestamp as worklisted_at
  , datediff(day, w.created_timestamp, current_date) as days_on_worklist
from worklist w
  join claim c on c.id = w.claim_id
where w.is_deleted = false
  and c.is_deleted = false
  and w.created_timestamp < dateadd(day, -30, current_date)
order by days_on_worklist desc;
If you have any questions about this topic please reach out to Elation Support Portal with the subject line HDB - <your_question>