Using the Worklist
Navigate
- Access Worklist - Click on the Worklist menu item.
- Alternative Access - You can also click on a worklist tag from the Dashboard. This will take you to a filtered view of the worklist for that tag.
Add To/Remove From the Worklist
There are basically 3 ways claims end up on the worklist:- A Clearinghouse Rejection or Payer Denial
- Claim does not pass Billing Rules (controlled in practice settings)
- Manual adding of a Claim to the Worklist
Manually Add To/Remove From the Worklist
- Access Tags - On a Superbill’s page, click on the Tags button or the Worklist button.
- Select Yes or No - Select Yes or No to add or remove a claim from the worklist, then Save.
Add or Edit Tags
Claims Without Tags
Claims that do not have any tags are automatically categorized under the “general Superbill tab” in the Billing tab. This ensures untagged claims remain easy to locate and manage. You can Edit and Delete tags from inside the practice settings. You can Add tags at any time. Just click the plus button.Auto-removal of Tags
Some tags are automatically removed based on system actions. For example:- Rejection or Denied Tags - Resolving errors and rebilling a claim will result in the system auto-removing the ‘rejected’ or ‘denied’ tags, ensuring the claim reflects its updated status without manual intervention.
Manually Removing Tags
In certain situations, tags must be removed manually. For instance, when a claim is paid or settled without needing a rebill action. To remove tags:- Open the Claim - Open the claim in Elation Billing.
- Access Tags - Click on the Tags section.
- Uncheck Tags - Uncheck any active tags associated with the claim.
- Save - Click Save to complete the process.
Worklist Tag Automation
Some aspects of the Worklist are Automated. The guide below lays out these tags and their associated automations!Appealed
Appealed will be added once a claim is Appealed through Elation Billing.Billed
Billed will be added once a claim is electronically Billed from the Claims Queue.Biller Review
Biller Review could be added for two reasons:- Biller Review will be added when a claim is sent from the EHR to Elation Billing. It will be added to the Worklist.
- If the All Claims Rule is on. Learn more about this and other Billing Rules here.