> ## 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. # Using the Worklist > Learn how to use the Worklist to manage claims and tags This article explains how to use the Worklist to manage claims and tags in Elation Billing. ## Using the Worklist ### Navigate 1. **Access Worklist** - Click on the **Worklist** menu item. Image 2. **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. Image Now you are looking at a filtered worklist. You can right-click and open in a new tab on claims if you don't want to lose your place on the filtered results. Image ### 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 Because the first 2 are automatic, we will focus on the 3rd, Manually Adding. #### Manually Add To/Remove From the Worklist 1. **Access Tags** - On a **Superbill's** page, click on the **Tags** button or the **Worklist** button. 2. **Select Yes or No** - Select **Yes** or **No** to add or remove a claim from the worklist, then **Save**. Image Image Image ### 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: 1. **Open the Claim** - Open the claim in Elation Billing. 2. **Access Tags** - Click on the **Tags** section. 3. **Uncheck Tags** - Uncheck any active tags associated with the claim. 4. **Save** - Click **Save** to complete the process. Image *** ## 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: 1. **Biller Review** will be added when a claim is sent from the EHR to Elation Billing. It will be added to the Worklist. 2. If the All Claims Rule is on. [Learn more about this and other Billing Rules here.](/articles/practice-settings-setup-and-overview) ### Corrected **Corrected** will be added once a claim is submitted as a Corrected Claim. ### Denied When a claim is Denied, it will automatically be added to the **Denied** worklist. You can review more information about the Denial via the [Claim's History](/articles/claim-history). ### Location Conflict This may be added automatically depending on your practice's Billing Rules. [Click Here for more info on Billing Rules!](/articles/practice-settings-setup-and-overview) ### Needs Auth This may be added automatically depending on your practice's Billing Rules. [Click Here for more info on Billing Rules!](/articles/practice-settings-setup-and-overview) ### Needs Eligibility This may be added automatically depending on your practice's Billing Rules. [Click Here for more info on Billing Rules!](/articles/practice-settings-setup-and-overview) ### New Patient This may be added automatically depending on your practice's Billing Rules. [Click Here for more info on Billing Rules!](/articles/practice-settings-setup-and-overview) ### Queued The **only** time a Claim will have this tag is when it is in the Claims Queue. This tag **cannot** be manually applied like the other tags. ### Rejected The **Rejected** tag will be added if a claim is Rejected. It will be added to the Worklist. An Alert will be present on the Superbill (as well in the Claim's History) with the text from the Rejection.