You can click on the Worklist menu item.
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.
Now we 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.
Add to the Worklist
There are basically 3 ways claims end up on the worklist.
A Clearinghouse Rejection or Payer Denial
Claim does not pass Lightning MD 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.
Click on the TAGS button or the WORKLIST button from a Superbill page, or the claims queue. Select YES or NO to add or remove a claim from the worklist, then SAVE.
Add or Edit Tags
You can EDIT and DELETE tags from inside the practice settings. You can ADD tags at any time. Just click the plus button
Remove from the Worklist
Claims that are rebilled, settled, or transferred to patient responsibility are automatically removed from the worklist. Otherwise, claims must be manually removed by repeating Step 2 and selecting NO.