Case Worklist

athenaCollector

This page allows you to access the list of patient cases by user and by case status (Open, Closed, Hold). Patient cases listed in the Case Dashboard grid are non-clinical patient cases — that is, they are not part of the athenaClinicals service.

How do I get to this page?

On the Workflow Dashboard, click a link number for a user listed in the Case Dashboard. The Case Worklist appears in the Task Bar

User access and permissions

Your practice must have the Case Management feature enabled to access this page.

Step-by-step instructions

To generate a case worklist

Display the Case Worklist: On the Workflow Dashboard, click a link number for a user listed in the Case Dashboard. The Case Worklist appears in the Task Bar.
In the Task Bar, all the patient cases assigned to that user appear in the worklist. The list is sorted by the Open Date, with the oldest case listed first. The case ID number provides a link to the Manage Cases page, where you can update the case.

To add a new patient case

Display the Workflow Dashboard page: On the Main Menu, click Claims and then click Workflow Dashboard.
The Case Dashboard appears below the Workflow Dashboard).
Click the Add a new case link.
The Manage Cases page appears.
Type — Select a case type.
Priority — Select a number to indicate the case priority.
Status — Select the status of the case (generally, Open).
Assigned to — Select the username of the staff member who should be assigned to the case.
Description — Enter a text description of the case.
Click Save.

To add a new case about an individual patient

Display the Manage Cases page: On the Patient Actions Bar, click Messaging, and then click Manage Cases.
The Manage Cases page appears, with the patient's name at the top of the page.
Type — Select a case type.
Priority — Select a number to indicate the case priority.
Status — Select the status of the case (generally, Open).
Assigned to — Select the username of the staff member who should be assigned to the case.
Description — Enter a text description of the case.

Features and workflows

When a patient contacts the office with administrative issues or questions, you can create a "patient case" to record the information. This page is accessible if your practice has the Case Management feature enabled. When this feature is enabled, the Case Dashboard appears at the bottom of the Workflow Dashboard page. Patient cases listed in the Case Dashboard grid are non-clinical patient cases — that is, they are not part of the athenaClinicals service.

The Case Dashboard displays the number of cases assigned to each user by status (Open, Closed, Hold) and by assigned username. You can add a new case or generate a worklist of cases for each user with cases assigned.

The Case Dashboard is restricted by Provider Group permissions, in the same way that the Workflow Dashboard is restricted by Provider Group permissions. Users see cases for patients only if they have access to the patient's provider group. If a case is not associated with a patient — for example, when you create a case using the Add a new case link — all users will be able to see the case.

Patient case types

To meet the specialized needs of your practice, you can use the Patient Case Types page to create customized patient case types.

Field Reference

User	The username of the person assigned to one or more cases.
Open	The number of open cases for this user.
Hold	The number of cases on hold for this user.
Add Case
Type	Select a case type. The menu is administered on the Patient Case Types page.
Priority	Select a number from the menu to indicate the case priority.
Status	Select the status of the case (generally, Open) from the menu.
Assigned to	Select the username of the staff member who should be assigned to the case from the menu.
Description	Enter a text description of the case.