Research Accounts from a Worklist

When creating a worklist, you can choose to create an account worklist, worklist summary, or master account worklist.

• The Account Worklist allows you to create a worklist of all the accounts in your facility that meet a certain set of criteria. For example, you can create a worklist to list all accounts that are suspected underpayments.
• The Worklist Summary is similar to the Account Worklist, but it summarizes the accounts by product. Typically, you use the Worklist Summary to identify the payor with the largest underpayments and then research the source or cause of the underpayments. From the Worklist Summary, you can then drill down into the same details you can access from the Account worklist for your research.
• The Master Account Worklist allows you to create a worklist of master accounts. A master account summarizes information for all accounts that share a common account number.

How To Topics

For step-by-step instructions for using the Account Worklist, Worklist Summary, or Master Account Worklist refer to the following:

• Specify Account Worklist Criteria

• View the Worklist Summary

• View the Account Worklist

• View the Payor Worklist

• View the Master Account Worklist

• Specify Account Worklist Export Options

• Select Account Worklist Fields to Export

• Specify Worklist Export Options

• Select Worklist Fields to Export (Master and Payor)