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>