> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Unified Worklist Guide - Taking Action on Items

> Learn which actions you can take on each type of item in the Unified Worklist and what removes each item from the list.

> [!NOTE]
>
> The Unified Worklist is a product for Premium EHR customers only. If you are interested in upgrading to the Premium EHR subscription to use this feature, click the **I need help** button to notify Elation and a member of the Elation Team will reach out to assist you. If you have Premium EHR and the Unified Worklist does not appear in the Requiring Action area of Practice Home, click **I need help > Contact Elation Support**.

> [!NOTE]
>
> **Beta feature:** The feature described in this article is part of a beta release and is only available to a select number of practices.

This article explains what you can do with each type of item in the [Unified Worklist](https://help.elationhealth.com/articles/unified-worklist-guide.md). To learn how to find, sort, and filter items, see the Unified Worklist Guide.

## Opening an item

Click a row, or the arrow button at the end of the row, to open the item's details panel. Press **Esc** or click the **X** to close the panel.

Click **View in Chart** to open the patient's chart in a new tab. For drafts, the button reads **Edit in Chart**.

### What you can do from the worklist

Some item types can be completed without leaving the worklist. Others need the patient chart.

| Where you take action | Item types |
| - | - |
| In the worklist | Report (sign off in the report dialog, or re-assign from the details panel), Office Message, Reminder, Letter reminder, Patient Letter, Provider Letter, Failed Fax, Incoming Email |
| In the patient chart | Rx Refill, failed eRx, Draft Note, Draft Letter, Draft Order. The details panel offers **View in Chart** or **Edit in Chart** only. |

A report that is not linked to a patient, or to a chart you cannot access, opens the details panel instead of the report dialog. See [Report](#report).

When you complete an action, the item leaves the worklist immediately, the panel closes, and the counts update.

If an action fails, the panel reads "The action could not be completed. You can still close this panel or open the chart." If an item is not linked to a chart you can access, the panel reads "This item is not linked to an accessible patient chart."

![Details panel for an urgent report with the Re-assign to Provider, Re-assign to Delegate, and View in Chart buttons, open next to the worklist](https://mintcdn.com/elationhealth/fABLKL2rVVtlNUVf/images/unified-worklist-report-detail.png?fit=max\&auto=format\&n=fABLKL2rVVtlNUVf\&q=85\&s=0fe602998cbde19b9b5b27feb02e7755)

## Workflow Instructions

### Report

Clicking a report opens it in the report dialog, the same one you use from the Reports queue in Practice Home. This happens when the report is linked to a patient and you can access that patient's chart.

If the report is not linked to a patient, or you cannot access that patient's chart, the details panel opens instead. From there you can re-assign the report or open it in the patient's chart.

**In the dialog:** the dialog's header shows the patient name and the report name. Review the report, then click **Sign Off** (staff see **Sign On Behalf Of Provider** instead). The report leaves the worklist when you sign it. If you click **Close** without signing, the report stays in the list.

Other actions in the dialog:

* **Annotate** lets you add text, signatures, dates, and checkmarks to the report. It is not shown for reports that are already signed off. To learn more, see [Annotate and eSign Clinical Reports and Documents](https://help.elationhealth.com/articles/Patient-Chart-Guide-Annotate-and-eSign.md).
* **Share** includes **Send Provider Letter**.
* **Edit Details** lets you change the document date, report type, custom title, and document tags.

**In the details panel:** the panel shows **Re-assign to Provider**, **Re-assign to Delegate**, and **View in Chart**.

* Re-assign is not shown in single-physician practices or for group queues.
* You can re-assign a report only from your own queue, unless you are a delegate.
* **Re-assign to Delegate** requires report-queue delegation to be enabled for your practice.
* Sign the report from the chart. Click **View in Chart** to open it.

If you try to sign for another provider without permission, the worklist reads "You do not have permission to sign for this provider."

### Office Message

The message thread appears in the details panel with a reply area. The reply area has **Keep Requiring Action** and **Urgent** options (on a note you sent only to yourself, the first option reads **Keep in my Requiring Action list**), and the **Send**, **Send & Sign Off**, and **Discard** buttons. **Quick Reply** and **Sign Off** are also available. When your reply resolves the thread, the thread leaves the worklist.

If the thread cannot load, the panel reads "This message thread could not be loaded. You can retry or open it in the chart." Click **Retry message** to try again. For more about replying, signing, and acknowledging, see the [Office Message Feature Guide](https://help.elationhealth.com/articles/Office-Message-Feature-Guide.md).

![Details panel for an urgent office message showing the message thread, reply box, and Send, Send & Sign Off, and Discard buttons](https://mintcdn.com/elationhealth/fABLKL2rVVtlNUVf/images/unified-worklist-office-message-thread.png?fit=max\&auto=format\&n=fABLKL2rVVtlNUVf\&q=85\&s=2e51572af3ac4ed022d351e62a31340b)

### Reminder

For an order reminder, the panel offers these actions:

* **Cancel Order** asks for a reason.
* **Fulfilled** opens **Attach a Report**. Choose a report and click **Attach Item**. If the patient has no reports, the dialog reads "This patient has no reports to attach."
* **Write Message**
* **Remind Later**
* **View in Chart**

For a patient form request, which also appears under **Reminder**, the panel shows the usual form request actions menu. If the request cannot load, the panel reads "The form request could not be loaded." Click **Try again**.

### Letter reminder

Unread letter reminders also appear under **Reminder**. The panel shows **To**, **Re**, the body of the letter, **Attachments**, and "Signed by … on …". It offers these actions:

* **Acknowledge**
* **Write Message**
* **More**, which opens a menu with these options:
  * **Resend** appears only when the letter was not sent through Elation. In the **Resend Letter** dialog, choose whether to select **Include all attachments in fax**, then click **Send**.
  * **Notify me again later**
  * **View in Chart**

### Patient Letter and Provider Letter

* Click **Sign Receipt** when the receipt is not yet signed off.
* Click **Acknowledge** when the letter has new comments.
* Click **View in Chart** to open the letter in the patient's chart.

The worklist has no reply option for letters.

### Failed Fax

Click **Re-fax** to send the fax again. If the fax has new comments, click **Acknowledge** instead. To learn more about faxes, see the [Fax Inbox Introduction](https://help.elationhealth.com/articles/Fax-Inbox-Introduction.md).

### Incoming Email

The panel shows **From** and **Attachments to be filed**. It offers these actions:

* **File to Chart** opens a dialog that asks you to select the patient to file to. Select a patient and click **File**.
* **Remove** asks you to confirm in the **Remove email** dialog.

The actions appear only for the recipient of the email. Incoming Email items have no chart button.

![Details panel for an incoming email showing the sender, the attachments to be filed, and the File to Chart and Remove buttons](https://mintcdn.com/elationhealth/fABLKL2rVVtlNUVf/images/unified-worklist-incoming-email-detail.png?fit=max\&auto=format\&n=fABLKL2rVVtlNUVf\&q=85\&s=22cdd33f4291a656b4af94745365631e)

### Rx Refill and failed eRx

The panel offers **View in Chart** only. Open the chart to act on the request. For more about refills and failed eRx, see the [Prescriptions Guide](https://help.elationhealth.com/articles/managing-electronic-prescriptions.md).

### Draft Note, Draft Letter, and Draft Order

The panel offers **Edit in Chart** only. Open the chart to finish and sign the draft. Failed visit notes appear under **Draft Note**.

## Quick reference

| Type | Actions in the worklist | What removes it from the worklist |
| - | - | - |
| Report | **Sign Off** or **Sign On Behalf Of Provider** in the report dialog, or **Re-assign to Provider**, **Re-assign to Delegate**, **View in Chart** | Signing the report |
| Office Message | Reply in the panel, **Quick Reply**, **Send & Sign Off**, **Sign Off**, **Retry message** | A reply that resolves the thread |
| Reminder (order) | **Cancel Order**, **Fulfilled**, **Write Message**, **Remind Later**, **View in Chart** | Completing one of the actions |
| Reminder (letter reminder) | **Acknowledge**, **Write Message**, **Resend**, **Notify me again later**, **View in Chart** | Completing one of the actions |
| Patient Letter, Provider Letter | **Sign Receipt**, **Acknowledge**, **View in Chart** | Signing the receipt or acknowledging the comments |
| Failed Fax | **Re-fax**, **Acknowledge** | Re-faxing or acknowledging the comments |
| Incoming Email | **File to Chart**, **Remove** | Filing or removing the email |
| Rx Refill, failed eRx | **View in Chart** | Acting on the request in the chart |
| Draft Note, Draft Letter, Draft Order | **Edit in Chart** | Completing the draft in the chart |

## Related Articles

* [Unified Worklist Guide](https://help.elationhealth.com/articles/unified-worklist-guide.md)
* [Practice Home Introduction- A hub for managing your practice](https://help.elationhealth.com/articles/practice-home-introduction.md)
* [Requiring Action – How to Clear Items and Who Can Sign Off (by Item Type)](https://help.elationhealth.com/articles/requiring-action-how-to-clear-items-and-who-can-sign-off.md)
* [Office Message Feature Guide- The enhanced inter-office communications tool](https://help.elationhealth.com/articles/Office-Message-Feature-Guide.md)
* [Prescriptions Guide - Managing electronic prescriptions to and from pharmacies](https://help.elationhealth.com/articles/managing-electronic-prescriptions.md)